Creating Projects & Plans

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By Junior Berdahl

updated 7 months ago

A "Project" contains several of your "Plans". Project examples are business, larger product groups, clients, etc.


In your main dashboard, hover over "Projects" on the left side menu and click on "New Project".

Title your Project and click "Create".

You will be taken inside of your Project where you can then add your first Plan.


A "Plan" is exactly just that, a plan.


Organize your Plans in the way that works best for you. By idea, funnel, campaign, etc.


Click "New Plan" on the right side of the dashboard to create a new Plan.

Name your Plan and click "Create"


Click on your plan to begin the mapping process :)



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