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.

They give your team, freelancers and agency's a perspective on work that's being done and to see what still needs to be done.

See: How to create a new Project


Project Setup 

There are ways to setup a Project that you should consider once you're ready to start adding people to your Project. To find these select the settings icon in the far right corner.

Timeframe 

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. 

Channels 

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

Budget 

This is your entire Project budget. 

Keywords 

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.

Project Views

The default Project comes with a Table, Kanban, Timeline and Asset view. You can edit, rename, move and add as many views as you like.

To add a new Project view, simply select + New under a Project

To edit a Project View - open the view. You can change the Title, description, add filters etc. Just make sure you save your changes.

 

 

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