Getting started: Government Admins

Stephen Corwin avatar Catherine Geanuracos avatar Evan Schoepke avatar
43 articles in this collection
Written by Stephen Corwin, Catherine Geanuracos, and Evan Schoepke

Pre-launch checklist: Teams

Walk through the steps you should review to ensure your Team is properly configured
Catherine Geanuracos avatar
Written by Catherine Geanuracos
Updated over a week ago

Workflow Pre-Launch Checklist

Use this handy checklist to make sure all your settings are configured and you're ready to go live with the public
Evan Schoepke avatar
Written by Evan Schoepke
Updated over a week ago

Example: How to build a template

Learn how to build a template from scratch on CityGrows
Stephen Corwin avatar
Written by Stephen Corwin
Updated over a week ago

Setting up email notifications to applicants and admins

Learn how to customize notifications on any step of your templates
Catherine Geanuracos avatar
Written by Catherine Geanuracos
Updated over a week ago

Testing and refining templates before launch

Stephen Corwin avatar
Written by Stephen Corwin
Updated over a week ago

How to launch a process

Learn how to use a template for testing or launch an internal process
Stephen Corwin avatar
Written by Stephen Corwin
Updated over a week ago

Public-facing process overview or landing page

Where constituents go to use the processes you've created
Stephen Corwin avatar
Written by Stephen Corwin
Updated over a week ago

Cloning or copying templates

Learn how to clone and customize a template
Stephen Corwin avatar
Written by Stephen Corwin
Updated over a week ago

Going live -how constituents start using your template

How to go live by putting a link to your CityGrows process on your website or social media feeds
Stephen Corwin avatar
Written by Stephen Corwin
Updated over a week ago

How to delete test processes

When you're ready to launch a process, delete your tests
Catherine Geanuracos avatar
Written by Catherine Geanuracos
Updated over a week ago

Adjusting admin email notifications

How to manage email notifications within CityGrows
Stephen Corwin avatar
Written by Stephen Corwin
Updated over a week ago

Public Portals

A public portal is available for each team, it's one of the places where constituents can go to launch the processes you build
Stephen Corwin avatar
Written by Stephen Corwin
Updated over a week ago

Publishing, closing, archiving, and unpublishing templates

Reviews what different template publishing options mean and how to change them.
Catherine Geanuracos avatar
Written by Catherine Geanuracos
Updated over a week ago

Adding a payment method and activating your subscription

Learn how to add your government credit card and view your subscription level
Catherine Geanuracos avatar
Written by Catherine Geanuracos
Updated over a week ago

Customizing your Team's directory and using the "organization" field

Track static information on organizations or entities, and use the "organization" field to get that data into your workflows
Catherine Geanuracos avatar
Written by Catherine Geanuracos
Updated over a week ago
Step types, step settings, and field settings

What options can you set on each step in a CityGrows process?

Learn about the customization options for timeframe, email notifications, and instructions
Catherine Geanuracos avatar
Written by Catherine Geanuracos
Updated over a week ago

"Collect Information" steps and field types

Collect form data from an applicant or an admin and learn about the different types of information (field types) you can collect
Stephen Corwin avatar
Written by Stephen Corwin
Updated over a week ago

Formulas

Learn how to set up and use formulas in CityGrows
Catherine Geanuracos avatar
Written by Catherine Geanuracos
Updated over a week ago

Setting formula values for multiple choice fields

Assign a numeric value and default values to multiple choice and checkbox answers and improve user experience
Catherine Geanuracos avatar
Written by Catherine Geanuracos
Updated over a week ago

Adding logic to Collect Information steps

Catherine Geanuracos avatar
Written by Catherine Geanuracos
Updated over a week ago

How to require a signature from an applicant or reviewer

Gathering signatures from applicants and reviewers within CityGrows
Catherine Geanuracos avatar
Written by Catherine Geanuracos
Updated over a week ago

Setting Up Payment steps

Learn how to use CityGrows' payment step to collect online payments from applicants
Stephen Corwin avatar
Written by Stephen Corwin
Updated over a week ago

Review Steps: setting up reviews, adding and removing reviewers

Learn how to use review steps to require review from specific people or groups of people
Stephen Corwin avatar
Written by Stephen Corwin
Updated over a week ago

Setting up conditional Reviews

Learn how to trigger a Review requirement based on information entered earlier in an application
Catherine Geanuracos avatar
Written by Catherine Geanuracos
Updated over a week ago

"Assign Someone" step type, setup and use

Learn how to use the "Assign Someone" step type to require the assignment of a case manager(s) within a process
Stephen Corwin avatar
Written by Stephen Corwin
Updated over a week ago

Survey step

Learn about the CityGrows "Survey Step" and how to use it to collect survey data within a process
Stephen Corwin avatar
Written by Stephen Corwin
Updated over a week ago

Uploading multiple choice or checkbox response options

Learn how to upload multiple choice or checkbox response options from a CSV file
Stephen Corwin avatar
Written by Stephen Corwin
Updated over a week ago

Copying steps or fields

Use our "copy" tool to easily duplicate complex fields or entire steps
Catherine Geanuracos avatar
Written by Catherine Geanuracos
Updated over a week ago