How to Create Projects
Projects inside of CoSchedule are where everything happens. There are multiple kinds of projects each with many functionalities. The Project Types available to you will vary depending on your plan.
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Create Projects on the CalendarSteps to Create Projects on your CoSchedule Calendar:
- Click the plus sign on the date you want to schedule this project or click +Create
- Select Project
- Enter a title, add labels, select an owner, and schedule the project (this information can be changed after the Project is created)
- Click Create and the project will open
Add Project AttachmentsOnce you have started a new project, work with project attachments to create content or add files. Simply select the attachments you want to add to your project.
Text EditorThe Text Editor allows you to create copy with formatting and upload images and videos. It will also give you access to other content converting options.
FileUpload a file inside the attachment. After uploading a file you will be able to preview, download, or upload a new version of the file. File versions will be tracked.
Google DocAttach a Google Doc, Sheet, or Slide to the Project. After attaching a Google Doc you will be able to open it within the project or open it in Google Drive.
Social CampaignAdd a Social Campaign to your Project. Please note that only one Social Campaign can be added to each Project.
Linked ProjectsLink another Project to the Project you are working on. You can link multiple projects from within this type of Attachment.
Note: If you are working with integration projects, you must create the integration project during the creation step. These are not available to add to a project later as an attachment. If you are working with WordPress and have already created a post’s copy inside of the text editor option, you can convert to WordPress.
Custom Fields are only available in Marketing Suite.
Custom Fields let you create points for specific data using drop downs, dates, text fields, and more. You can add a custom field to your project to get additional information or add it to your request forms to get further context from submitted requests.
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Manage Project AttachmentsAfter you have attached more than one Attachment to a Project you can rearrange them by following the steps below.
- Minimize the attachment by clicking the up arrow on the right side
- Drag and drop them into any order
- To view the attachments again, click the up arrow again.
- Hover over the name bar of the attachment
- Click the X