Create projects in Task Manager

Projects are associated directly with accounts. To create them:

  1. Go to Task Manager
  2. Click Add > Project
    mceclip0.png
  3. Select the Account (required)
  4. Enter the Project name (required)
  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

Video Walkthrough

Legacy Task Manager

1. Go to Task Manager > Accounts > Account Name> Select Projects > Click +Add Project. screenshot-task-manager.biz-2021.11.09-13_34_16.png

      • You can also create projects from Task Manager > Projects > Add Project. Doing so will require you to select an account when creating the project.screenshot-task-manager.biz-2021.11.09-13_32_22.png

2. Enter the Project Name.

3. Choose the Project Type.

    • If you are frequently making posts for customers on their behalf, choose Social Calendar. For all others, choose Custom.

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 Project.

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