What is a Project? 

A Project is the core planning area for your marketing activities, such as Campaigns and Events.

Projects allow you to organise all of the tasks, assets, briefs and core information that are related to a specific initiative, goal, or piece of work.

Creating a Project 

To create a project select Projects from the Nav Menu.

In the top right corner select, + New Project

Here, you'll need to 

  1. Choose what type Project of project you want to work on (Note: If you'd like to create a new Project Type select Manage Project Type)
  2. Name your Project
  3. Add a Description (optional)
  4. Set a Start and End Date 
  5. Choose if you'd the Project to be private (Note: This means it will only visible to admins and anyone you invite.)
  6. Select Create Project

Project Settings 

There are additional settings that you should once you're ready to start adding people to your Project. To find these select the ... next to your Project name and select Edit

Edit Project


There are two Timeframes you can use 

BAU - This is Business as Usual and doesn't have a select timeframe, this is useful for activities that are always occurring such as Content Planning or Weekly WIPS

Set Timeframe - The set Timeframe is for anything that has a start and end date, such as a Campaign. 

Live Date - The live date is optional and refers to when your campaign is set to go live. In this case, the Start Date is the day your campaign planning starts. 

Brands, Markets, Products and Personas 

Select any Brands, Markets, Products or Personas your Project relate to. 


Select all the Channels this Project relate to. This will be reflected in the Budget feature. 


This is your entire Project budget. 


Any keywords relating to your Project that will make easier to search for later.

Team Members

You can then add any Teams or Team members to your Project and set their permissions.

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