The Project Management feature helps you organize your work by grouping related content into projects. This makes it easier to manage multiple tasks, collaborate with others, and keep your work organized and accessible.

What Projects Can Do

Projects help you organize various types of content:

• Group related documents, images, and transcriptions
• Organize work by client, campaign, or topic
• Track progress on specific tasks or goals
• Collaborate with team members
• Maintain version control of your work
• Export project content as a package

How to Access Project Management

1. Log into your AI Text PCM account
2. Click on "Projects" in the main navigation menu
3. You'll see your existing projects or can create a new one
4. Click "Create Project" to start organizing your work

Creating Your First Project

1. Click "Create Project": From the Projects page, click the create button
2. Name Your Project: Give your project a descriptive name:
   • Use clear, specific names
   • Include client or campaign names if applicable
   • Add dates for time-sensitive projects
3. Add Description (Optional): Provide details about the project:
   • Project goals and objectives
   • Target audience or client information
   • Key deliverables
   • Timeline or deadlines
4. Set Project Settings: Configure project options:
   • Privacy settings (private or shared)
   • Team member access (if applicable)
   • Project tags for categorization
5. Save Project: Click "Create" to save your project

Adding Content to Projects

From Creation Pages

When creating new content, you can assign it to a project:

1. Start creating a document, image, transcription, or synthesis
2. Look for the "Project" dropdown or selection option
3. Choose the appropriate project from the list
4. Complete your content creation as usual
5. The content will automatically be added to the selected project

From Existing Content

You can also add existing content to projects:

1. Go to any content page (Documents, Images, etc.)
2. Find the content you want to add to a project
3. Click the edit or settings button for that item
4. Look for project assignment options
5. Select the appropriate project
6. Save your changes

Managing Project Content

Viewing Project Contents

• Project Dashboard: See an overview of all project content
• Content Types: View documents, images, transcriptions, and syntheses
• Timeline View: See content organized by creation date
• Search Function: Find specific content within the project

Organizing Project Content

• Content Categories: Group content by type or purpose
• Tags and Labels: Add descriptive tags to content
• Status Tracking: Mark content as draft, in progress, or complete
• Priority Levels: Set importance levels for different items

Project Collaboration

Team Management

If your plan supports team features:

• Add Team Members: Invite others to collaborate on projects
• Set Permissions: Control what team members can do
• Track Contributions: See who created or modified content
• Communication Tools: Leave comments and notes on content

Sharing Projects

• Public Sharing: Share projects with external stakeholders
• Export Options: Download project content as packages
• Presentation Mode: Present project content professionally
• Client Access: Provide limited access to clients

Project Templates

Use pre-built project templates for common workflows:

• Content Marketing Campaign: Organize blog posts, social media, and graphics
• Product Launch: Structure marketing materials and documentation
• Client Project: Manage deliverables and communications
• Research Project: Organize findings and analysis
• Creative Portfolio: Showcase your best work

Project Analytics

• Content Statistics: Track how much content is in each project
• Usage Metrics: Monitor word counts, image counts, etc.
• Progress Tracking: See project completion status
• Time Tracking: Monitor how long projects take

Common Use Cases

Marketing Campaigns

• Organize blog posts, social media content, and graphics
• Track campaign performance and content creation
• Collaborate with marketing team members
• Maintain brand consistency across content

Client Work

• Group all work for specific clients
• Track project deliverables and deadlines
• Share progress with clients
• Maintain project history and documentation

Content Planning

• Plan and organize content calendars
• Track content creation progress
• Manage content themes and topics
• Coordinate with content creators

Tips for Effective Project Management

Project Organization

• Use Clear Naming: Make project names descriptive and searchable
• Add Descriptions: Include project goals and context
• Set Up Templates: Create reusable project structures
• Regular Review: Periodically review and clean up projects

Content Management

• Assign Content Early: Add content to projects when creating
• Use Tags: Add descriptive tags for easy searching
• Update Status: Mark content as complete or in progress
• Version Control: Keep track of content revisions

Common Issues and Solutions

Project Not Creating

• Check if you've reached your project limit
• Ensure you have a valid project name
• Try refreshing the page and creating again
• Contact support if the issue persists

Content Not Adding to Projects

• Make sure the project exists and is accessible
• Check if you have permission to modify the project
• Try adding content from the project page directly
• Verify that the content type is supported

Team Collaboration Issues

• Check if your plan supports team features
• Verify team member permissions
• Ensure team members have accepted invitations
• Contact support for team management issues

Project Limits and Plans

Your project management capabilities depend on your plan:

• Number of Projects: How many projects you can create
• Team Members: Number of people you can invite
• Storage Limits: Total content storage per project
• Advanced Features: Templates, analytics, and collaboration tools

Export and Backup

• Project Export: Download entire projects as packages
• Content Backup: Save individual content items
• Format Options: Export in various formats (ZIP, PDF)
• Regular Backups: Export important projects regularly

Best Practices

• Start with a Plan: Define project goals before creating
• Use Consistent Naming: Follow a naming convention
• Regular Maintenance: Clean up old or unused projects
• Document Processes: Use project descriptions for workflows
• Backup Important Work: Export critical projects regularly

Next Steps

Now that you understand project management, explore these related features:

• Document Creation for content within projects
• Image Generation for visual project content
• Team Management for collaboration
• Account Management for project settings