Create a Project

To create a project, select Volunteer, then Create. Select Get Started, then choose Create a Project.

Note: Some attributes are dependent on Community-level settings. Fields with an asterisk beside them are required.

  1. Under General Details, enter a Project Name and Project Description.

    Tip: After saving your project, you can enter custom translations for these fields. Navigate to Manage Project, Edit Details.

  2. Under Upload Project Photo, either drag and drop a photo into the upload space or select Upload File to browse your device for images. The file types JPG, PNG, and GIF are accepted.

  3. Select whether you would like this project to Show in Search Opportunities.

  4. Add a Location. Select Virtual if this is a virtual project.

    Note: For users in regions where Google services aren't available, the Location field is replaced by Address, District, City, State or Province, Postal Code, and Country Code fields in the user's preferred language. They can manually enter their opportunity's location, then select Validate Location. They can't save the opportunity until they validate the address.

  5. Use Organization Search to select a Benefiting Organization. If you can't find the benefiting organization with the search tool, you can select the option to enter your own outside organization, if enabled for your community.

  6. Under Project Dates, select one of the following:

    • Standard: You have specific start and end dates. Your volunteers work together to achieve a goal or complete milestones.

    • Flexible: You have a flexible date range to recruit volunteers, who can participate at their convenience during this time.

      Note: To use the Participant Invited to Project email to recruit participants, select Flexible.

  7. Select a Start Date and End Date for your project. You can also enter a Disclaimer to explain potential changes to the dates, if applicable.

  8. Under Registration Options, identify whether participants can express interest in or join the project.

  9. Under Final Date to Register, indicate whether the registration date is open until the project ends or closed by a specific date.

  10. Under Default Role, enter a Role Name and optional Role Description. This is the default role that volunteers can fill when they sign up for the project.

  11. Set the number of Participants Needed. If you do not want to set a limit, select Set as Unlimited.

  12. Select Add Skills to this Role if you would like to indicate what skills are needed. This can help employees search for roles they can fulfill based on their skill sets.

    Tip: To use the Participant Invited to Project email to recruit participants, add applicable skills to the project.

  13. If applicable, select the volunteer campaign that this project applies to.

  14. If enabled for your community, select any types, categories, and tags that apply to this project. If your organization has many events and projects, this can help employees filter their search.

    Tip: Your community can have custom names for types, categories, and tags.

  15. If applicable, select Answer to respond to any required questions.

  16. If applicable, select Answer to respond to the survey for Community Reinvestment Act (CRA) compliance.

  17. Select Save Draft.

Publish your project

Publish your draft project when you are ready to share it. You can find your draft projects from Create Opportunity or from the Pending tab of Manage Opportunities.

  1. Select Edit.

  2. Review and adjust details on the draft, if needed.

    • Edit details.

    • Create signup questions.

    • Add documents, photos, and disclaimers.

    • Set milestones.

  3. Submit your project:

    • If your organization requires approval, select Submit for Approval.

    • If your organization does not require approval, select Publish Project. The Manage Project page appears.