Create projects

Projects are associated directly with accounts. To create them:

Current Task Manager

1. Go to Task Manager
2. Click Add > Project
   
3. Select the account
4. Enter the Project name
5. Choose the Project Type
   • If you are using this project to make social posts on behalf of your clients, choose Social Calendar. For all others, choose Custom.
6. Optional – Choose an Assignee
7. Choose the Due Date
8. If you have chosen the Social Calendar project type, fill in the following optional sections:
   • Content Call – A call designed to discuss the type of content to be posted
   • Schedule Social Posts – Automatically generate Social Post Tasks in this project
   • Client Review – Clients must review all content before posting
9. Add any relevant tasks
10. Click Create project

Legacy Task Manager

1. Go to Task Manager > Accounts > Account Name > Projects, hover over Create Project and select New Project.
   
   • You can also create projects from Task Manager > Projects > Create Project. Doing so will require you to select an account when creating the project.
   Note: If you've created templates, you will see these as options when hovering on the Create Project button.
2. Choose the Project Type.
   • If you are frequently making posts for customers on their behalf, choose Social Calendar. For all others, choose Other.
3. Enter the Project Name.
4. Optionally, choose an Assignee.
5. Choose the Due Date.
6. If you have chosen the Social Calendar project type, fill in the following optional sections:
   • Content Call – A call designed to discuss the type of content to be posted.
   • Schedule Social Posts – Automatically generate Social Post Tasks in this project.
   • Client Review – Clients must review all content before posting.
7. Select Create.