All administrators have access to this tab. Click Create to begin creating a template or specific opportunity. 


You will be taken to the template selection screen (see below). Select the appropriate template type and template to begin the creation process. 


Administrator view of Create tab, which shows the template selection screen.


Tip: Not sure which template to choose? Check out this article: What InfoReady template should I use?


If you have not created or had a template shared with you, select from one of the default InfoReady templates:


  • Form Designer - Most flexible form builder option, including multiple pages, additional question types, and an advanced previewing capability.
  • Funding - Basic template that includes default fields often necessary for internal funding and limited submission opportunities.
  • Bulletin Board - For posting opportunities that do not require the submission of an application. An Apply button can be displayed (optional) and linked to an external URL.


You can save your template selections as default by clicking the toggle to "on." That way, those selections will show automatically every time you click Create.

Have more questions about this topic? Go to the Community Forum to pose the question to other users or submit a support ticket to InfoReady.