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Create a Project

Projects can be used for any marketing objective, channel or content type and support the way your team prefers to collaborate.

David Baum avatar
Written by David Baum
Updated over 5 months ago

Create a new Project to manage your team as you work to produce content.

Create a New Project

Projects can be created from most views in a Workspace or by clicking the "+ Add" button top right of the screen.

In a Workspace, choose the Board View and hover over a Workflow Stage heading or the Workflow Stage itself to create a new Project. In the Calendar view, hover over the date you plan to publish the new project and click the "+" on the day heading.

  1. Click Create Project to open the Create Project dialog.

  1. Choose a Project name.


    Give your Project a short, descriptive name. This will be the primary identifier, so make it unique and easy to distinguish. An obvious choice could be the title of a blog post, the subject of an email, or the hook of a social post.
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  2. If you open the Create project dialog from the top right "+ Add" button, you will be asked to choose the Workflow Stage to place this project in initially.


    Select the workflow stage you want this project to be in before you continue.
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  3. Click Create project
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    Your project has been created. You can now get started managing your project.
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    Continue by opening the Project details to set up the Tasks, Assets and Team in your Project.

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