How to Create Projects - CoSchedule Blog

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. 


Create Projects on the Calendar

Steps to Create Projects on your CoSchedule Calendar:

  1. Click the plus sign on the date you want to schedule this project.
  2. Select Project.
  3. Enter the following information in your project (a title at minimum): enter a title, add labels, select an owner, and schedule the project.
  4. Click Create when finished and the project will open.

Add Project Attachments

Once 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 Editor

The Text Editor allows you to create copy with formatting and upload images and videos. It will also give you access to the Headline Analyzer and other content converting options.

File

Upload 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 Doc

Attach a Google Doc, Sheet, or Slide to the Project. After attaching a Google Doc you will be able to open and it within the project. Or open it in Google Drive.

Social Campaign

Add a Social Campaign to your Project. Please note that only one Social Campaign can be added to each Project.

Linked Projects

Link another Project to the Project you are working in. 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.

After you have attached more than one Attachment to a Project you can rearrange them:

  1. Minimize the attachment by clicking the up arrow on the right side.
  2.  Drag-and-drop them into any order.
  3. To view the attachments again, click the up arrow again.

You can delete an Attachment from a Project: 

  1. Hover over the name bar of the attachment.
  2. Select the “x”. 

Note: This can be done with the Attachments open or minimized.


Learn More

 

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