Create a project

Add a project from the calendar or the board and give it a date.

2 min read

A project is the basic unit of work in IdeaLine: a campaign, a blog post, an email, a webinar, a report. Everything with a due date shows up on the calendar, and everything with a status shows up on the board.

Three ways to start#

Choose New project at the top right of the Calendar or the Board.
Select the + that appears on a day in the Calendar. The due date is filled in for you. See Add a project straight onto a day.
Select the + at the top of a status column on the Board. The status is filled in for you. See Add a project to a specific column.

Create a project step by step#

Choose New project
The New project window opens. The Title box is selected.
Type a Title
Titles are required. Keep them short and specific, such as “Fall product launch announcement”.
The New project window. Scroll inside it to see Subtasks, Linked files, Comments and Sharing.
Zoom in on each part
1. Title box (required)
2. Status list
3. Start date box
4. Repeats list
5. Assignee list
6. Save button
Pick a Status and a Type
Status decides which board column the project sits in. Type groups similar work, for example Campaign or Email.
Set a Start date and a Due date
A project appears on the calendar on its due date. The start date must not be after the due date.
Choose an Assignee
The assignee is the person responsible. They are notified when you assign them.
Add a Description / copy
Write the brief, or paste the draft copy. It holds up to 5,000 characters and shows a live character and word count.
Choose Save
The project is saved, a “Saved” message appears and the project shows on the calendar and the board.