Creating a Project in Content Automation

Please visit Creating a project in Content Automation in the Smartsheet Help Center. Starting December 29, 2023 the Brandfolder Knowledge Base will only live on Smartsheet Help.

This article applies to the following Content Automation permission levels: 

How to create an empty project

1. Go to the Projects screen and select the green New Project button.
   
   
   
   
2. Select the New Empty Project thumbnail to create a blank project folder.
3. Give your project a name and assign the project to a team. Select whether you want to make the project visible to everyone on the team or only yourself.
4. Select Create Project.
5. You are now ready to add documents to your project.

How to create a project from a project kit

1. Go to the Projects screen and select the grey New project button.
   
   
   
   
2. Select any kit thumbnails (anything other than the New Empty Project thumbnail) to create a project kit. Please note if you would like to preview the project kit before adding it, select the eye icon on the thumbnail.
   
   
3. If you want to add the project kit, select the Select this kit button.
   
   
4. Give your project a name and assign the project to a team. Select whether you want to make the project visible to everyone on the team or only yourself.
   
   
5. Select Create Project to see all of the templates inside the project. You can start editing the templates or adding more templates to the project.

For more information about editing templates, please review the following article: How to edit documents using inputs.

Create a Project with Documents

1. Go to the Projects screen and select the blue New document button.
   
   
2. Select the templates you want to create your documents with and select Create documents.
   
   
3. Select Create new project.
4. Give the project a name and select if it should be private or visible to other team members.
    
5. Select what teams you’re creating the project for, even if the project is private, as you may wish to share this project with a team later. If you select multiple teams, multiple projects will be created - one for each team selected. 
6. Confirm Create project.

Frequently Asked Questions

How can I archive projects?

Review the Archiving and Restoring Projects and Documents knowledge base article. 

How can I duplicate my project?

Review the article: Duplicating projects knowledge base article.