How to ... create a new project?

Modified on Mon, 25 Oct, 2021 at 1:46 PM

Creating a new project is the way to kick things into gear. A project is a request to create a new artwork. 

The process is quite easy (Jump below if you prefer to see a video with the process) 

  1. Go to the Dashboard  -> START A NEW PROJECT (next to your selected workflow name)

  2. Search for the tags you want to attach to the artwork. 
    • If the tags do not exist, you will be able to create them by selecting the category where the tag should be saved into
    • If the tags exist, you will see them appear under, in the color corresponding to the category they are saved into.

  3. Click on the tag that appears on the "Available TAGS to ADD" area, so it appears below the text field.
  4. Select the workflow for your project (if you have more than one)

  5. Setup a due date for the artwork to be ready - you can also do this at a later moment.

  6. Attach any supporting files- if you have them or need them; these can also be added later.

  7. Write any extra details about your project that the team may need - this section is not editable after the project is saved.

  8. Click the SAVE PROJECT button. 


The project will be sent to the first stage on the workflow, and you will see a screen to either:

  • Create a new project
  • Create a project copying details
  • Open the project you just created 


Here is also a video of the steps to create a new project. 

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