Organize work by client or Project

Set the working context

Create or choose the Project for the client, campaign or business area. Give it a recognizable name. Keep the relevant Brand Kit and working Pages close to that Project so your team can find the right material.

Prepare a client workspace

1. Choose the client Project before starting the conversation.
2. Select the appropriate Brand Kit and saved Character.
3. Create or link a Page for the brief, sources, checklist and decisions.
4. State the authorized destination for the result.
5. When switching clients, check the Project, source links and destination again.

Share deliberately

Shared organization resources can help several Projects, but a client’s private sources should remain scoped to the right audience. Adding a reference does not give another person or provider access to it.

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