Building a new project kit using Content Automation

This article applies to the following permission levels: 

❌ Contributor ❌ Author ✅ Designer ✅ Admin

 

Key Terms

Template Library: A central repository where all of your organization's available templates are stored in the Outfit platform. This is where you will go to find and add a new template to your project.

 

What are Project Kits?

A project kit is a folder containing a preset collection of templates that users can add as a starting point when creating their own projects.Screen_Shot_2021-03-09_at_4.25.52_pm.png

 

Why are Project Kits useful?

When a user creates a new project, the project is empty until templates are added via the Content Automation Template Library. However, it can sometimes be difficult for authors to know which templates they should add or where they belong in the Template Library.

 

The above video shows how users add documents to empty projects.

 

This is where Project Kits come in. Admins can create kits for their users by choosing a collection of documents that will automatically appear inside the project kit. For example, if an administrator creates a Social Media kit for their authors, the project may contain social- media related templates such as Facebook and Instagram tiles. This enables users to start creating documents sooner.

 

The above video shows how project kits already contain documents when added.

 

How to create a Project Kit 

  1. To build a project kit for your users, you will first need to create a new project. To do this, jump into the Projects screen and select New Project.Screen_Shot_2021-03-09_at_10.36.06_am.png

  2. Select the New Empty Project tile.Screen_Shot_2021-03-09_at_10.40.45_am.png

  3. Choose which team/s you would like to have access to the project kit.Screen_Shot_2021-03-09_at_9.58.13_am.png

  4. Give your project a name and hit Create Project.Screen_Shot_2021-03-09_at_9.58.38_am.png

  5. Once inside the project, click Add Document.Screen_Shot_2021-03-09_at_11.15.11_am.png

  6. From the Template Library, choose which Content Automation templates you would like to be a part of the project kit, then once happy with the, click Create Documents.Screen_Shot_2021-03-09_at_11.18.26_am.png

  7. Once inside the created project, click the Settings tab at the top of the screen.Screen_Shot_2021-03-09_at_11.42.15_am.png

  8. Scroll down towards the bottom of the project settings to the section titled Convert to a Kit and select the Convert to a Kit button.Screen_Shot_2021-03-09_at_11.42.57_am.png

  9. Give the project kit a name, description, and thumbnail. Then hit Create Kit.Screen_Shot_2021-03-09_at_11.52.56_am.png

  10. The project kit will now be accessible to users in the assigned team/s when they click on the New Project button.Screen_Shot_2021-03-09_at_1.28.45_pm.png

NOTE: You can update the Project Kit from the Project Kits tab, as per the below screenshot.Screen_Shot_2021-03-09_at_3.13.41_pm.png

 

Supporting video tutorial

 

Frequently Asked Questions

What if the project kit contains templates that are not available to a team?

If a team has access to a Project Kit but does not have access to the templates inside it, they will only see the templates they have access to.

 

 

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