Projects: a home for related creative work
Group chats, creations, documents, tasks, and social drafts around one campaign or client.
TL;DR
- PostCopilot projects group related chats, creations, documents, tasks and social drafts around a campaign or client.
- Project membership belongs to the active workspace, so choose the correct workspace before organizing client work.
- Use a clear campaign brief and consistent naming to help people find the right draft and supporting assets.
- Removing a project does not publish, send or destroy its contents; publication is a separate action.
Give the campaign a stable home
A campaign often starts as a conversation, becomes a working document and ends as several social drafts and images. Without a common reference, people spend time finding the latest material and explaining the same context again. A PostCopilot project groups those related items without turning the project itself into a publishing action.
Create a project from the Projects page, then choose it in supported studio project pickers. Keep the project name specific enough to distinguish the work: a client, campaign and period are usually more useful than “Social content.” The naming convention is your team's choice; it does not need to encode every detail.
For example, “Northstar — autumn product launch” can hold the planning conversation, a campaign brief, draft captions, generated images and follow-up tasks. The example is a suggested organization pattern, not a preconfigured campaign supplied by PostCopilot.
Related reading: A safer social publishing workflow.
Related reading: AI Content Creation Tools for Social Media: Choose by the Work You Need to Finish.
Put reusable context in a brief
A project helps connect work, but a recognizable name does not explain the audience or the promise. Add a short document with the campaign's audience, objective, key message, approved facts and important links. List any claims that still need checking.
When preparing a new draft, identify the channel and the action you want the reader to take. A product explanation for LinkedIn may need a different opening from an Instagram caption, even when both belong to the same campaign.
| Item | What to record |
|---|---|
| Campaign brief | Audience, objective, key message and factual sources |
| Working draft | Channel, purpose and the revision being reviewed |
| Visual | Intended use, relevant context and rights information |
| Follow-up task | Owner, next action and the item it concerns |
Use the brief as a reference, not a reason to paste every fact into every post. Readers still need a clear, focused message.
Keep workspace boundaries deliberate
Projects are workspace-isolated. Confirm the active workspace before adding work for a different business. A project is useful organizational metadata inside that boundary; it should not be treated as a replacement for separating clients whose data or brand context must remain independent.
Before reusing material, check both its campaign and its intended audience. A caption approved for one brand can be inaccurate for another even when the design looks reusable. The same applies to customer quotes, screenshots and time-sensitive offers.
Separate organization from publication
Moving a draft into a project does not mean it has been published. Open the draft, review the content and choose the appropriate publishing action or schedule. Check the connected destination and the intended time before proceeding.
Deleting a project removes the organizational grouping. It does not silently publish, send or delete the work that was grouped there. Review the underlying drafts and assets directly when you need to manage those items.
Use PostCopilot projects to make a campaign easier to follow from first idea to final asset. Pair that organization with a clear brief and a final content review; the combination is more useful than a growing list of ambiguous project names.
Frequently asked questions
What can be grouped into a project?Chats, creations, documents, tasks and social drafts can reference a project in the active workspace. Supported studios expose project pickers for that association.
Does a project publish all of its drafts together?No. Project membership organizes work. Publication remains a separate explicit or scheduled action for the relevant draft.
Should every small draft have its own project?Choose the level that helps your team find related work. A campaign or ongoing client stream is often a more useful grouping than a separate project for every caption.