Setting up a Project with Automated Setup

Only users with ‘Owner’ or ‘Builder’ status are able to create a new project.
All fields marked with an * on this page are mandatory.

Ensure you are logged in to Zencity Engage.
On your project listing screen you will see a 'Create Project' button. Click on the button.
Note: If you have never created a project before you screen will look slightly different but the 'Create Project' button will still be there.
You will now have the option to create a project using Automated Setup or to Build it from Scratch. Click on the 'Automated Setup' option.
You will now see a number of different topics to choose from. If your project aligns with a topic that is listed select that option. If your topic is not listed select the 'Customize My Own' option.
You will now be asked to provide some background information on your project. In the 'Project Title' field enter the name of your project.
In the 'Project Background' field you can enter any relevant information that you have about your project. If you do not have any information you can leave this field empty and we will autogenerate it for you.
Once you have entered all of your information click the 'Next' button at the bottom of the page.
You will now have the option to choose what activities to include in your project. Simply select any that may be relevant and we will autogenerate the content for you.
Please note that you will only be directed to the setup steps for the activities that you have chosen.
Once you have made your selections click the 'Next' button at the bottom of the page.
Note: Some option will only be visible to certain license types.
You will now have the option to choose what to include in your project content page. If you would like your project to include a 'Resident Facing Public Page' then ensure the checkbox is checked.
If your project has defined project phases you can add them to the 'Project Phases' field. If you do not have any project phases you can leave the field empty and we will autogenerate a timeline for you.
If your project has a sponsor you can add their name and department to the 'Sponsor' field and we will autogenerate a sponsor message for you. If you do not have a project sponsor you can leave the fields empty. If you would like to include an email address so visitors can send you a message, specify it in the 'Email' field.
Once you have entered all of your information click the 'Next' button at the bottom of the page.
You will now have the option to choose what to include in your survey style engagement. You need to provide the goal of your engagement and what you are hoping to learn from it in the 'Engagement Goal' field.
Please select the number of questions that you would like us to autogenerate for you by clicking on the dropdown menu.
If you would like your engagement to include an introduction page the ensure the option is checked.
If you have a drawing or rendering that you would like residents to drop a pin or comment on then ensure the option is checked.
If you have a map that you would like residents to drop a pin or comment on then ensure the option is checked.
If you would like your engagement to include demographic questions then ensure the 'Yes, include demographic questions' option is checked and select which questions you would like to include from the question bank below.
Once you have entered all of your information click the 'Next' button at the bottom of the page.
You will now have the option to choose what to include in your budget question.

You need to provide the name of your budget in the name field.

You need to provide the budget amount in the amount field.

You can now choose whether you want your budget question to be open or fixed value. Note that you may only see one option depending on the license type that you have.
If you have line items for your budget enter them in the line item field.

Once you have entered all of your information click the 'Next' button at the bottom of the page.
You will now be asked to provide details on your Q&A board.
You need to provide details on the type of questions you want residents to ask.
If you would like your Q&A board to include generated questions please select the amount from the dropdown menu.
Once you have entered all of your information click the 'Next' button at the bottom of the page.
Note: This option will only be visible to certain license types.
You will now be asked to provide details on your Ideation board.
You need to provide details on the type of ideas that you would like to gather.
If you would like your Ideation board to include generated ideas please select the amount from the dropdown menu.
If you would like residents to be able to upload images to their ideas the check the box next to the image question.
Once you have entered all of your information click the 'Next' button at the bottom of the page.
Note: This option will only be visible to certain license types.
You will now be asked to provide details on your discussion topic.
You need to provide details on the type of discussion you would like to host.
Once you have entered all of your information click the 'Next' button at the bottom of the page.
You will now see a screen indicating that your content is being prepared.
Once your content has been generated you will see buttons that will redirect you to the admin page for each section. Click on the button to view your autogenerated content.
You can now see all of the content that has been autogenerated for you. You can edit or delete any content and change any images that have been autogenerated. Once you are happy with your content click on the save button at the bottom of the page. If you would like view the resident facing page click on the 'Preview' button at the bottom of the page.
To make your project and engagement visible to the public simply change the status to 'Active'.
Note: Please follow this step for all sections that have been autogenerated for you (Engagements).