Max, your friendly digital assistant who can help you maximize your workflow, maximize your time, and maximize your profits, can now assist you with project creation!
Just give Max the key project details, select any templates you'd like to use, and make sure the features you want are turned on and Max will get your project set up for you.
In your studio's Projects Index, you will see a new Create with Max button beside the + Add Project button.
Click the button to have Max help you create your project.
The first thing Max needs are the key details of your project.
Start and/or end date
Products & Services Views that you'd like Max to create
Files & Media Folders that you'd like Max to create
Team members and Clients on the project
You can type a paragraph (Example A), list the details one by one (Example B)
Once you've given Max the details, click Continue.
Select Your Templates
If you have created templates for Contracts, Questionnaires, Tasks, and/or Design Boards, Max will ask you to choose which ones you'd like to add to this project. Click on the template type to select a template:
Select all of the templates that you'd like to add by clicking on their name. You can select more than one template. When you're done, click OK.
After you've finished selecting all the templates you need, click Continue.
Review the Summary
The last step is to review the summary and turn off any project features that you don't need.
Scroll down to see the Views and Folders that Max will be creating for you. You can click on the name of any View or Folder to edit it or click the X beside the item to remove it.
After you've reviewed all of the items, click Continue.
You're all set!
Choose where in the project you'd like to go first, then click Let's Go!. If you don't choose a location, Max will automatically take you to the Project Overview.
If you need any additional support, click the question mark in the upper right-hand corner to chat with a member of our team.