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Working with projects : Step by Step

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On June 8, 2014, Geni curator Adam Brown kicked off the grand re opening of the Ackman & Ziff Family Genealogy Institute at the Center for Jewish History in New York City with the presentation:

Making History come alive with Geni Projects

The presentation is an overview of creating and editing a Geni project and comprises a Step by Step explanation of each of the modules that are illustrated by diagrams or the utilization of actual screen shots.

See the full document:

Creating and Editing Projects

OR, if you don't use Dropbox....

You will need to click on original PDF button above the image that opens.

Specific modules covered in the full document:

  • Creating a project
  • Adding profiles
  • Editing and formatting
  • Adding photos and documents
  • Collaborating, following and hypertext linking
  • Tagging the project to other projects
  • Finding your personal projects
  • Jewish Genealogy Portal on Geni, Town projects

Step 1

How to create a project in Geni - a simple introduction to starting a project featuring a screen shot of an umbrella project.
Starting your project

Step 2

Joining or collaborating on a project. In order to add profiles you need to have joined that project or already be a collaborator. Supported by screen shots of where to start and how to fill in the details.

Step 3

Adding profiles to the project once the profiles have been added to Geni.

Step 4

Adding documents or photos to the Project - with explanation to Upload and tag a photo in a profile.

Video -
Uploading and tagging a photo in a profile.
Accessing photo albums.

Step 5

Following a Project - The difference between following and collaborating.

Three simple Steps with examples of how to insert a clickable hypertext link in a project (or any other internet site). Refer to the full document to view the detailed instructions.

  1. Copy the internet address
  2. Inserting a hard bracket at the start and end of the address [xxxx xxxxx]
  3. Adding the text you wish to display (skip a space between internet address & text, ie title of site or article, then put ] at the end.)

Other help sites: (Town project)