Create a project

A project holds everything for one piece of work, such as a blog post or an email: its copy, files, social messages, tasks and discussions. Available on Starter, Professional and Suite.

Create a project on your calendar

  1. From the calendar, click +Create, or click the + on the date you want to schedule the project.
  2. Select Project.
  3. Enter a title.
  4. Add labels.
  5. Choose an owner.
  6. Set the date. You can change the title, labels, owner and date later.
  7. Click Create. The project opens.

The project types you can choose from depend on your plan. On Suite, you can also create your own project types.

To make a project for an integration, such as a WordPress post, choose that project type when you create the project. Integration projects can't be added to an existing project as an attachment later.

Add attachments

Attachments hold the work inside a project. In the project, click Add Attachment, then choose what to add.

Add Attachment menu with Text Editor, Files, Google Doc, Social Campaign, Linked Projects, Custom Fields and more.

Rearrange or remove attachments

To change the order of attachments:

  1. Click the up arrow on the right side of an attachment to minimize it.
  2. Drag the minimized attachments into the order you want.
  3. Click the up arrow again to expand an attachment.

To remove an attachment:

  1. Hover over the attachment's name bar.
  2. Click the X.

Before you delete a project

Deleting a project can't be undone. It permanently removes the project's attachments, tasks and social messages.

Learn more