Creating a New Project from the Dashboard
Everything in admation starts with a new project or brief. A project is essentially a folder that contains all of your information and deliverables (print campaigns, remarketing ads, landing pages, etc) for a given campaign. If you're wanting to start a project from a brief, you can check out this guide instead.
This section shows you how to create a new project without a brief. To get started, click Create New Project.
Filling in your Project Details
Now it’s time to tell us more about your project!
A project always starts with two required fields – the project name and an advertiser. An advertiser refers to the brand or company these ads are created for, and is most commonly used by agencies with multiple clients. Type in the Project Name as required. If you’d like to make changes to the advertiser, click the pencil icon.
Your organisation may also add or remove other mandatory fields to this list. Fill in your remaining project details as required.
Tip: If the information you’ve entered is something you’re likely to use again in the future, you can click the box that says Use these essentials next time. It’s found on the top right hand corner of your screen.
Filling in Your Additional Project Details
To add additional project details, click the Add More Project Details button. The following optional fields will appear:
- Tags – searchable keywords you can link to your project. Imagine you’re trying to create #hashtags on Instagram. Tags use a pre-configured set of categories and terms. Feel free to select a tag from the list too!
- Campaign – the name of your campaign here, selected from a pre-configured dropdown list
- Agency Job # – an internal reference number you may use to refer to your job
- Keywords – not to be confused with tags, key phrases that may help you to identify what your campaign or project is about. If in theory, this was an SEO project, what words would you identify with this project here?
- Currency – sometimes used for budgeting estimates
- Project Budget & Project Spend – budgets and estimated spends
- Phase – what stage the project is currently at. This may be updated as the project progresses
- Deliverable Markets – highlight where the ads will be shown. Click the pencil icon to select a term from the pre-configured list.
- Project Overview – give a brief summary of the project, keeping in mind that you can attach official project briefs later on if you wish to.
Adding Key Dates to Your Project
Key dates are great for visualising what work needs to be done, and by when. To add key dates such as the Supply Deadline and Live (in market) Dates, click Edit Keydates.
Fill in your project’s dates as required. By default, you can fill in the following dates and any custom dates added by your organisation:
- Start/Finish Date
- Supply Deadline
- Live Dates
You can set reminders to remind your team when specific deadlines are approaching. Click the Pencil icon to choose when to send deadline reminders.
Reviewing Project Team Members
Your project organisation and team is selected by default, but you can make changes as you see fit. To add other organisations, such as a specialist agency to the project, click the Edit Organisations button. Click the + button to select the appropriate pre-loaded organisation from the list.
An organisation automatically assigns a project owner. This field assumes that the selected person is in charge of the project. If you need to edit the project owner(s), click the pen icon and select the appropriate person from the dropdown menu.
A project team consists of anyone who might be working on the project. To select your project team, click the Edit Team button and choose the appropriate team members from the dropdown. Using the tabs, you can choose to add Teams or Individuals within this section.
Click the green arrow icon to assign someone to the team. Each user in a team is found on the right hand side of the screen. You may also assign each team member a certain role within the team using the drop-down options.
All team members have access to this project from their Projects menu. Each team member will be able to assist in building and making changes to the project’s fields where needed.
Note: Only people requiring access to the project are added in this section. You don't need to add people who will be approving your artwork at this stage. This is done in another section.
Click Done when you are happy with your changes.
Adding Deliverables to a Project
You can always create projects without deliverables, as these can always be added in later. To do so, simply leave this section blank, and click Done.
Structuring Your New Project
You'll then be redirected to your project. You may like to structure your project further by adding sub-folders. You may also like to add supporting documents, edit your project or edit your team members. If you have artwork that's ready to be submitted for approval, check out this guide for your next steps.