Projects are the foundation of Approvalbox. They help you organize assets, manage approvals, and keep your team on the same page.
Creating a New Project
To create a project:
- Go to your Dashboard
- Click New Project in the top right
- Fill in the project details:
- Description: Optional context for your team
- Folder: Choose a folder or leave in root
- Click Create Project
Project Settings
After creating your project, you can configure:
General Settings
- Change name and description
- Set project thumbnail
- Archive or delete project
Permissions
- Control who can view, comment, or approve
- Set default roles for new members
Notifications
- Configure email notification preferences
- Set up Slack notifications
Workflow
- Assign a default approval workflow
- Set automatic deadlines
Organising Projects
As your team grows, you'll want to organize projects:
Using Folders
- Create folders from the dashboard
- Drag projects into folders
- Nest folders for complex hierarchies
Project Tags
- Add tags to projects
- Filter by tags in the dashboard
- Create consistent naming conventions
Best Practices
- Use clear names: "Q1 2024 Campaign" not "New Campaign"
- Add descriptions: Help team members understand the project
- Set up folders early: Organize before you have too many projects
- Configure workflows: Set defaults to save time later
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