Create projects in Task Manager

Projects are associated directly with accounts. To create them:

1. Go to Task Manager.
2. Navigate to the Projects tab, and click Create Project.
   
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.