Why Use Projects?
Projects let you group multiple requests under a single initiative, helping you maintain consistency and stay organized. With Projects, you can:
Keep related requests together in one place.
Maintain brand consistency with inherited brand profiles and tags.
Easily track progress across multiple design efforts.
Whether you’re launching a campaign, creating event collateral, or managing a long-term project, this feature keeps everything organized and easy to find.
How To Use Projects
Click the “+ Create” button on the upper left side of the platform
Select the Projects tab
Choose a project type that fits your goal
Scroll down and click “Create Project”
Your Project Options
Whether you're starting with a predefined project or building your own from scratch, the Projects feature ensures your work is organized, consistent, and aligned with your vision.
Default Projects
Pre-built projects with curated request types for common goals like presentations, email campaigns, or event materials.
Blank Project
Build your own custom project by selecting the exact request types you need.
Choose Requests – Select from predefined request types available in your subscription plan – such as graphic design, custom illustrations, presentation design, GIFs, etc.
💡 Pro Tip! Default Projects save time by providing a structured approach, while Blank Projects give you full control over customization.
Add A Description To Your Project
Open your project, go to the Description section, and click the pencil icon on the right to add or edit your project description.
Adding Requests To Your Project
If you're using a Default Project, some request types are preloaded based on the project type you chose.
If you're using a Blank Project, you'll choose your request types and how many of each you need:
Search for and select a request type (e.g., Other Social Media Graphics).
Use the +/− to set the quantity. If you need the same request type in multiple sizes or variations, increase the quantity to match the number of sizes or variations. For example, if you need social media graphics in three different sizes, set the quantity to 3.
Repeat for any additional request types your project needs
💡 Pro Tip! Each unit you add — whether it's 1 of a request type or 5 — becomes its own individual request that your designer will work on separately.
📋 Filling In The Details
Once your requests are added, expand each one to complete the details:
Name your request. This is especially important when you have multiple requests of the same type. Without a unique name, your requests will be submitted with generic labels (like "Other Social Media Graphics 2"), making them harder to tell apart later.
Select a Size and Format(s).
Add your Directions. This is where you'll include the creative brief, key copy, references, and any delivery notes. You can also add copy if the request requires specific text.
Click Save on each request to lock in its details.
If you have several requests with the same design (just in different sizes or formats, for example), you can copy and paste the same directions across all of them to save time.
⚠️ Note: If a request is missing required information, like a size, format, or directions, it'll be called out before you submit, letting you know exactly what's needed. Any request that's still missing details will be saved as a draft rather than submitted.
👉 Submitting Your Requests
Once everything's filled in, click Create & submit to send your completed requests straight to your active queue, ready for your design team to start on. Any requests still missing details will be saved as drafts so you can finish and submit them later.
Adding Assets To Your Project
At the top of your project, you'll find an Assets section. Any files you upload here will automatically apply to every new request created from that project — so you don't have to re-upload the same brand assets, logos, or reference files for each individual request.
If an asset only applies to one specific request rather than the whole project, you don't need to add it at the project level. Instead, you can:
Reference or attach it directly in that request's Directions, or
Add it to the request after it's been created or saved as a draft.
Adding Existing Requests, New Requests & Tasks
Once your project has been created, click the plus (+) icon next to Requests & Tasks to add more to your project. You'll see three options: Tasks, Existing request(s), and Create request.
⭐️ Adding Existing Requests
Select Existing request(s).
Use the search bar to find the request you're looking for. This pulls from your active or completed requests.
Select one or multiple requests, then click Add to requests.
🌟 Creating New Requests
Select Create request.
This works the same way as when you first created your project. Choose from any request type, set your quantity, then fill in the details.
New requests created this way will automatically inherit the project's brand profile and assets.
✅ Adding Tasks
Tasks work like a simple checklist. There's no description field, just a title, and your team manages the status themselves.
⚠️ Note: Tasks are only visible to you and your team — your design team will not see them.
Select Tasks.
Enter a title for your task.
Click the check icon to save it. Your task will now appear in your task list.
Set and update the status (e.g., To Do, In Progress, Done) as your team works through it.
Managing Your Project
🎨 Use Brand Profiles for Consistency
Ensure all requests follow your brand's colors, fonts, and styles by selecting a Brand Profile at the project level.
🏷️ Add Tags for Better Organization
Categorize your project with tags—all requests within the project will automatically inherit them, making it easy to track and locate related work.
📊 Track Project Requests in One Place
View the status of each request at a glance—whether it's in progress, ready for revision, or completed.
Navigating Projects Within Requests
Projects are seamlessly integrated into the request experiences, making it simple to manage and navigate your work.
📂 Project Details Drawer
Click the project name inside a request to open the details drawer. This gives you a clear overview of your project and a list of related requests, keeping everything easily accessible.
Get Started With Partnered Projects
We've teamed up with brands we know and love to bring you expertly crafted design workflows through Projects. Each one includes a curated set of creative assets you'll need to go to market for all your various marketing needs. Learn more about our partners in our blog or check out their recipes here:
Need further help? Email us through [email protected], or click the chat button on the lower right-hand side of this window to chat with us.