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Creating and Organizing Projects in Saturation

This guide will walk you through creating Projects and using Project Spaces or folders to manage them efficiently in Saturation.

Creating a New Project

  1. Click the "New Project" button on the Projects page.

  2. In the pop-up, you can:

    • Edit the project title

    • Upload a cover image (optional)

    • Choose a template (toggle between templates saved in your Workspace or available to the Public) (optional)

  3. Click "Create Project" to finalize.

šŸ’” Tip: We recommend creating your own workspace template for a consistent chart of accounts across projects.

  • To do this, on the "Workspace Templates" within the pop-up, click "+ New Template". You can get here through the Project page > Templates as well.

  • If you'd like to start from a Public template or from scratch, customize, and then save as template, you can use the Export > Template option within the project.

Duplicating a Project

You can duplicate a project in two ways:

  1. Using the Menu:

    • Click the three dots (...) in the top right of a project

    • Select "Duplicate Project"

  2. Right-Click Method:

    • Right-click on a project card

    • Select "Duplicate Project" from the menu

Using Project Spaces

Project Spaces, or folders, help you group related projects together. For example, you can create a space for "bids", "awarded" and "completed" or organize them by client. In our 3.0 update, you are able to organize folders within folders.

Creating a Project Space

  1. Click the down arrow next to "New Project".

  2. Select "Add Project Space".

  3. Name your new space in the pop-up.

Moving Projects into Spaces

There are three ways to move projects into spaces:

  1. Drag and Drop (Tiles View):

    • Click and hold on a project card.

    • Drag it over the desired Project Space.

    • Release to drop the project into the space.

  2. Right-Click Method:

    • Right-click on a project (in any view).

    • Select "Move to..." from the context menu.

    • Choose the desired Project Space.

  3. Three Dots Menu:

    • Click on the three dots (...) next to a project name.

    • Select "Move to..." from the dropdown menu.

    • Choose the target Project Space.

Use Labels for Additional Organization

You can also add tags or labels to better organize the projects.

  1. Add tags

    • Hover over a project tile and click the three dots menu

    • Click Tags

    • Click + to add a new tag.

    • Enter a tag name (e.g. "Bid"), choose a color for the tag and click Save

    • Alternatively, if you've already created project tags, you can select one from the tags list.

    • Tags will appear on the project tile or next to the project name in list view.
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  2. Filter project by tags

    You can search for specific projects by tags by clicking on the tag icon and selecting a tag.

Best Practices

  • Use workspace templates to ensure consistency across your projects.

  • Organize projects into spaces for better management of multiple productions.

  • Customize your project's cover image and title for easy identification.

Need more help? Don't hesitate to reach out to our support team!

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