Help center / For agencies / Step 4
Managing project
1. Apply project ‘Category’ and ‘Campaign’.
Project details
Structure your projects using categories and campaigns. This will help with project management and also provide your clients better experience in navigating between final assets.
Category is a type of services your agency provides, e.g. 'eBook', 'Video' etc.
Campaign refers to series of marketing or promotional activities.
❕ One project can be associated with several campaigns and have only one category.
To configure the 'Category' and/or 'Campaign' of a project, select the project and select the appropriate option in the 'Info' tab.
To customize a list of categories go to 'Admin console' > 'Categories'. Leave the categories that apply to your agency enabled, also you can create a new one. These settings will apply to all your clients.
To create a campaign go to 'Admin console' > 'Campaigns'> 'Add new campaign'.
❕ The campaign is applicable to a specific client and does not affect global agency settings.
2. Upload brand assets and inspo.
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