All about projects

Joanna
Joanna
  • Updated

In addition to your main dashboard, which displays data and analytics from every conversation found in your connected channels, you can choose to narrow in on one conversation in particular, also known as a project. From a specific initiative to a general policy area, projects help you understand what residents are saying or feeling about the issue at hand, and measure changes in the conversation over time.

 

 

What do projects cover?

Projects can span a range of topics, including:

  • General, recurring policy areas, like the budget or housing

  • Timely issues, like COVID-19 or a severe weather event

  • Issues that are highly specific to your area, like the redevelopment of a local warehouse or an upcoming e-scooter resolution

When you enter a project, you’ll see all the same widgets as you are used to from your main dashboard, such as volume of interactions, sentiment analysis and breakdown by channels. However, each one will display just the slice of the conversation that relates to the project’s topic.

 

Unlike searching your data by a keyword, projects:

  • Continuously compile relevant data items, so you can track trends and changes in the conversation over time.

  • Come with automatic alerts, so you’ll receive an email and see a notification in your dashboard (under What's New) any time there’s a notable change in the data. You can also subscribe to regular email summaries of the projects you’re most interested in from Subscriptions.

  • Allow you to quickly create and share reports summarizing project data, by clicking on “Create a Report” in the right hand side menu within any project.

     

How do I follow a project?

From your main dashboard, navigate to Projects in the left hand menu. There, you’ll find the whole list of projects you’re following. To find all your active projects—created for your community during your onboarding, as well as frequently-used projects across all local governments—head over to the 'More' tab and click ‘Following’ next to any project you’re interested in.

 

Once you’re following projects, you’ll see those with the highest number of interactions appear in the On Your Desk widget in your main dashboard. If you’re not following any projects, that area will pull the active projects that generated the most interactions in your community’s conversation.

 

How do I get and manage updates about my projects?

Custom project digests are the best way to stay updated on what's happening in the projects that are most important to you. Containing summaries of the biggest trends and highlights in any of your projects, these digests are sent right to your inbox at the day, time, and frequency you choose. You can even subscribe colleague to keep as many team members in the know as you need.

 

To set a digest up for a project you're already following, head to the 'Following' tab and click 'Manage' next to the project you want to get a digest about. You'll be taken to the 'Custom project digest' area of the 'Subscriptions' page. Click 'Create Digest' to schedule your digest.

 

To edit or delete a digest for a project you're already following, head to the 'Following' tab and click 'Manage.' There, you'll find the digest for that project listed; you can edit the frequency, change your audience, or delete as you need.

 

When you follow a new project from the 'More' tab, you'll be offered the chance to immediately schedule a digest right after clicking 'Follow.' Read these pro tips from a Zencity Customer Success Manager on when and how to schedule a digest.

 

How do I create a project?

If you've already browsed the 'More' tab of Projects and haven't found something that suits what you want data on, click ‘Create a New Project’ in the top right hand corner.

 

From there, you have three options:

  1. Define your project using a template

  2. Build the search definition from scratch

  3. Request that a Zencity analyst sets up a project for you

For more detailed instructions on how to create your own project, follow these steps.

 

How can I use projects?

You can use projects to prepare for an upcoming decision by monitoring how the conversation around an event, initiative or policy area has changed over time. In addition, you can share reports with relevant stakeholders to integrate data into your decision. You can also use projects as a retrospective evaluation tool to assess the community’s reaction following an event, initiative or policy decision.

 

 

 

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