A Project acts as a container for everything related to a specific marketing initiative. Whether you're managing a product launch, content calendar, ad campaign, or client strategy, it helps you group related whiteboards, campaigns, and assets so your work stays focused and aligned.
Examples of Projects:
Spring Product Launch
Client: Wellness Studio – Q3 Marketing Plan
SEO Strategy for Organic Growth
Black Friday Paid Ads Campaign
Why Use Projects?
Projects are designed to help you:
Keep campaigns organized by topic, client, or goal
Collaborate more efficiently with your team or clients
Track progress across different campaign phases
Store all related whiteboards, assets, and documents in one place
How to Create a Project
Go to the Projects section from your main dashboard.
Click Add Project.
Enter a name and click Add.
Project Management Page
After creating or selecting an existing project, you'll be redirected to the Project Management Page.
Here, you can:
Start creating Whiteboards and building custom Workflows
Save and access important documents and AI-generated content
Reuse past materials, strategies, or assets to save time and stay consistent
This page is your workspace hub—everything tied to that project lives here.
Note:The Files option inside your project will only appear after you've saved your first file. This keeps the interface clean until you're ready to start storing materials.
Best Practices
Use clear naming conventions for your projects and whiteboards to make navigation easier (e.g., “Client - Channel - Q4 Campaign”).
Group similar efforts within a single project when possible (e.g., all campaigns for a product launch).
Review project summaries at the end of each whiteboard to keep track of outcomes and insights.
Next Step
Add Activities to your Project with Whiteboards
Once your project is created, you can begin building marketing activities inside it using Whiteboards.
Each whiteboard can represent:
A social media campaign
An email sequence
A brand strategy
A blog content plan
Any standalone or ongoing marketing task
Your AI agent will help generate step-by-step workflows within each whiteboard, tailored to your objective.
👉 Learn how to save your important files