How to Create a New Project

A Project is any item that you want to place on your PlanIT calendar – it can be a blog post, an email newsletter, an event, a podcast, video, or more. Adding a new Project takes a few simple steps.

• Click on the red button in the lower right hand of your PlanIT and select Add Project.

• Complete the sections listed on the screen, including Project Name, Description, and Start/End dates. Note that if you use the same Start and End date, the project will be “pinned” to that date on your calendar; if you use two separate dates, the project will be “pinned” to the end date.
• Click Recurring Project if you want it to replicate at a certain pattern; leave the check box blank if it’s a one-time project. Choose the Category where you want the Project to appear. Don’t worry – if you change your mind, you can drag and drop it to a new Category, or simply edit it.

• Add as many external links as you want. This could be a link to an event website, a publication you plan to pitch, or a story you want to reference in your Project.
• Select your Integrations. Choose from Google Analytics, MailChimp, Twitter, YouTube, Buffer, manual stats, or a Custom URL.
• Scroll to the bottom of the page and click on the blue Create Project button.

You’re done. Easy!

Have questions on how to use PlanITPDQ? Just reach out – we always have time for you. For more tips on using PlanITPDQ, visit the PlanITPDQ How To page.