Upload Organizers
Missing Emails
Fix Organizers that 'Need Fixing'
Locate the Yellow Banner
At the top of your dashboard, you may see a yellow banner stating:
“You have XYZ organizers with issues.”Click on this banner to review the problematic organizers.
Add Missing Emails
For each organizer with missing information, add any email addresses you have.
Confirm Updates
Once all emails are added, click on the green check box to save your changes.
Create Projects
Select Organizers
Check the box next to the organizers you want to create projects for.
Click on Actions
Open the Actions dropdown menu.
Create Projects
Select Create Projects from the menu. The system will generate projects for the selected organizers.
Click on Truss
Active Projects
When a project is created, it will show a Draft tag.
What this means: The project has been created but has not yet been sent to the client.
Next steps: Leave the Draft tag on the project. Once the project has been sent, the system or your team will remove the tag automatically.
✅ Tip: Do not remove the Draft tag manually—keeping it ensures you know which projects are still pending delivery.
