💾Project

A project is a space for team members to engage in collaborative tasks. Each project includes complete feature tabs necessary for content production and marketing.

From scriptwriting to creative distribution and data analysis, you can tailor various feature tabs to each project based on your business needs.

Projects offer the flexibility to segment your marketing strategies, whether by different promotional timelines, creative directions, or specific products (SKUs). For streamlined management and comparison of marketing efforts, you can group multiple projects into a portfolio.

To create a new project:

  1. Click the "+" button;

  2. Select "New project".

A new screen will present you with 2 options: create a "Blank project "or "Use a template".

Click "Blank project" to start from scratch.

In organizations, you must belong to a team before creating a project.

From the project details screen, you can:

  1. Enter a project name;

  2. Select the team you wish to add the project to;

  3. Set your project privacy settings;

  4. Select "Script", "Media review", "Creative", or "Reporting" to start with;

  5. Click "Create project" once the details have been added.

Your new project will load in the main pane and appear in the sidebar.

Like what you see? Get started with a free 30-day CreatiBI trial today. Try for free.

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