Project Setup Section

  1. Enter Project Title Locate the input field labeled “Enter Project Title. ”Type in the title of your project. This should be a descriptive name that helps you easily identify the project later.
  2. Select Project Type Below the project title field, locate the dropdown menu labeled Select project type.Choose the appropriate project type:If it’s your own brand, select My Brand from the dropdown.
  1. Competitor If it’s a competitor, select Competitor from the dropdown. After selecting the project type, a new dropdown menu labeled Select project brand will appear. Select your brand from the dropdown list.
  2. Sub Brand If it’s a Sub Brand, select Sub Brand from the dropdown. After selecting the project type, a new dropdown menu labeled Select project brand will appear. Select your brand from the dropdown list. This will categorize your project under a sub-brand.
  1. Team Field The Team field will automatically display the name of the team you are currently part of. This field is non-editable, meaning it reflects your assigned team within the platform.
  2. Team Member Field The Team Member field will display the name of the team member currently assigned to this project. By default, this may show your name or another member of your team.
  3. Changing the Assigned – Team Member If you need to assign a different team member to the project. Click on the Team Member dropdown menu. A list of available team members from your team

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Updated on December 9, 2024