Projects are associated directly with accounts. To create them:
Current Task Manager
- Go to Task Manager
- Click Add > Project
- Select the account
- Enter the Project name
- 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.
- Optional – Choose an Assignee
- Choose the Due Date
- 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
- Add any relevant tasks
- Click Create project
Legacy Task Manager
- 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. - Choose the Project Type.
- If you are frequently making posts for customers on their behalf, choose Social Calendar. For all others, choose Other.
- Enter the Project Name.
- Optionally, choose an Assignee.
- Choose the Due Date.
- 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.
- Select Create.