Creating Projects
Creating a new project sets the scene for the rest of your job. We like to think of projects as the main folder for housing the rest of your marketing collateral. It should be well-organised so that each of your project team members have a clear idea of what to expect from a project. If everything is communicated clearly within your project (or brief), then you can expect less emails and questions from your team members. Here’s how you create a great project.
- Creating a New Project
- Searching in the Projects section
- Creating Projects from Online Briefs
- Requesting Changes on Submission Briefs
- Manually Creating Projects from Submission Briefs
- Creating a Project from a Collaboration Brief
- Re-run Existing Assets from the New Project Screen
- Using the Different Views in the Projects List
- Exporting Projects from the Projects List
- Understanding the Projects Screen
- Adding Team Members to a Project
- Editing a Project
- Editing Key Dates for Projects
- Using Key Date Templates
- Updating the Structure of a Project
- Renaming a Project
- Copying Briefs Between Projects or Deliverables
- Updating Phases
- Sending Messages from a Project
- Adding WIP Notes to a Project
- Generating WIP Reports
- Linking Assets to a Project
- Adding Production Files to Your Project
- Subscribing to Project Calendar Notifications
- Downloading a PDF Calendar with Key Dates for Your Project
- Duplicating a Project, Sub-Project or Deliverable
- Putting a Project On Hold
- Deleting a Project