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Groups and Projects Platform Fundamentals Connect with Members This guide provides an overview of how to interact with the different areas of Open Impact.

Groups and Projects

In the top header of the platform, you will see “My Projects” and “My Groups”. Once you have joined a group or project, you will see them reflected when you click into those headings A group is a collaborative space for coordinating and communicating with members. Projects are for time-bound, task-focused, and measurable collaborative efforts.

Groups

Groups on the Open Impact Platform serve as organized collaboration spaces that bring people together around a shared purpose or context. Designed to support both coordination and knowledge exchange, Groups create a structured environment where members can communicate, collaborate, and access shared resources.

Joining a Group:

There are several ways you can join a Group:
  1. If you were sent an invitation link to sign up for an account and join a Group, when you create your account, your request to join will be sent to the organization. Once it’s accepted you will receive a notification and see the Group in your “Groups”. You may automatically be added to the group, depending on the group settings.
  2. The second way is to search the “Community” area when logged in to your account, find a Group, open their profile, and select the “Join” button in the banner of the Group. The Group will then need to “accept” your request for you to join the Group. Once it’s accepted you will receive a notification and see the Group in your “Groups”.

Projects

Projects on the Open Impact Platform serve as structured environments for coordinating time-bound initiatives, collaborative workstreams, and measurable impact efforts. While Groups organize people around a shared context, Projects provide the operational layer where teams plan, implement, and track specific initiatives, deliverables, and outcomes.

Joining a Project:

A manager of a Project sponsored by a Group that you are a member of can directly add you as a collaborator to a project. 

Platform Fundamentals 

Common platform elements exist across the platform: within your own profile, organizational profiles, groups, and projects.

Feeds

The “Feed” shows posts, calendar events, and collaborators associated with the Project or Group. For Projects the ‘Feed’ is also where collaborators engage in assigned tasks.You can view or rsvp to a calendar invitation, create a post to share with other members of the group or project or comment on posts from other members. Posts can include images and links. Read more about Feeds →

Files

Files serves as a central repository for all documents, images, and media uploaded to or shared within a specific area of the platform, such as a project, group, or profile. The platform’s file management system lets you store and share files across your projects, groups, and organizational profile.Read more about Files →

Discussions

Discussions are used for ongoing topics of discussion within a group or project. You can comment on a discussion and search via tags or keywords.Read more about Discussions →

Resources and Resource Libraries 

A resource is a curated container for knowledge -  a bundle of one or more files (such as workshops, recordings, or toolkits) that share an overarching theme. You can view resources and publish your own. You can request permission to author resources through the organization that invited you to join. The Open Impact Resource Library is a curated, shared collection of practices, tools, and knowledge.Read more about Resources →

Calendar

The calendar shows events within a group or project. It can be used as a shared space to coordinate events and milestones. When viewing the calendar in your profile, you will see an aggregate of events from your groups and projects, and you can add your own events.Read more about Calendars →

Tasks

Tasks serve as a tool for collaborating on time-bound, measurable initiatives. Members can be assigned tasks by the managers of the projects they are a part of. Read more about tasks →

Connect with Other Members

You can grow your connections within the Open Impact community to network and collaborate. When you are connected with other members, you can see each other’s posts on your personal profiles, create private discussions with other members, 
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Click on “Community” → “People”

People
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You can search by name, by skill, knowledge, or purpose tag, or by scrolling through the profiles to find other members.

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To Connect

  • Click “view member”
  • In their profile banner image, click “Connect”
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The member will need to accept this request to connect. Other members may also make requests to you, which you can accept or decline via your notifications bell.

FAQ

Groups and Projects serve different, but complementary, purposes within Open Impact. Groups are designed to bring people together around an ongoing community, organization, network, or shared area of interest. They provide a persistent space for communication, resource sharing, and collaboration over time. Projects are designed to coordinate specific initiatives or bodies of work. They typically have defined goals, participants, timelines, tasks, and measurable outcomes. In many cases, a Group will sponsor one or more Projects as its work evolves.
You can join via a sign-up invitation link, a direct email invitation, or by searching for the group in the Community and clicking “Join”.
You can connect with other members and organizations through the Community directory, direct invitations, or invitation links shared by participating organizations. Connections make it easier to collaborate across Projects and Groups and may be required before members can be added to certain shared workspaces or assigned specific roles. For step-by-step instructions, please refer to the User Guide.
Every Open Impact member has a personal profile, which represents them as an individual participant on the platform. If you are managing work on behalf of an organization, you may also have access to one or more organizational profiles. In general:
  • Personal profiles are used to manage your own account, connect with other members, participate in or manage Groups and Projects, complete assigned tasks, and maintain your individual profile.
  • Organizational profiles represent an organization or initiative and are typically used to create and manage Groups, Projects, Resources, discussions, and other shared content. Many members work with both a personal profile and one or more organizational profiles, depending on their role.
Yes. Users (both individuals and Organizations) can participate in multiple Groups and Projects simultaneously. Your personal or organizational profile brings together your participation across these spaces, allowing you to view assigned Tasks, upcoming events, and other relevant activity in one place while still respecting the permissions and privacy settings of each individual workspace.