- Create Projects on the Calendar
- Work With Project Attachments
- Adding Tasks to Projects
- Arrange or Delete Project Attachments
- Discussions inside of Projects
- Convert Content Attachments to WordPress
- Create Social Campaigns Inside Projects
Create Projects on the Calendar
Click + on the date you want to schedule, then select Project.
Enter your title, add labels, owners, and schedule your project. Click the Create button after you have entered your title and the Project window will open.
Your project will appear on your calendar and when/if needed you can drag-and-drop it to another date.
Work with Project Attachments
Once you have started a new project, work with project attachments to create content or add files. To add an attachment, click “+” and select the attachments you want to add to your project.
File – Upload a file inside the attachment. After uploading a file you will be able to download the file 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.
Evernote – Attach an Evernote note to your Project. This option will only appear if you have connected Evernote as an integration to your calendar.
Social Campaign – Will allow you to add a Social Campaign to your Project. Only one Social Campaign can be added to any Project.
Linked Projects – Will allow you to link another Project to the Project you are working in. You can link multiple projects from within this type of Attachment.
After you have attached more than one Attachment to a Project you are able to minimize and drag-and-drop them into any order.
You can delete an Attachment from a Project by hovering over the name bar and selecting “x”. This can be done with the Attachments open or minimized.