Get things done

Adding new project

1. Add new project

Click on ‘+’ icon > ‘Add project’
or
‘Projects’ > ‘Add project’

Start from scratch if you want to create a project without subtasks, or choose one of the templates with a predefined list of subtasks and their assignees. You can change assignee and provide start and due dates later.

Every project must be associated with a designated client folder, where final assets will be published if applicable.

❕ The project will not be visible to the client and will not be present in their folder until it is moved to the ‘Complete’ status.

2. Adjust project info

‘Projects’ > Click on project

After a project is created, it will initially appear under the 'Back burner' status by default. You can click on the project to adjust the following information:

Assignee: the person responsible for the project.
Start - Due dates: the timeline for the project, which will be utilized in the 'Workflow' (coming soon).
Category: the type of services your agency provides to which the project belongs (read more in 'Managing project').
Campaign: if applicable, refers to a series of marketing or promotional activities associated with the project (read more in 'Managing project').