Manage Projects

Projects are organizational containers that help you group related digital marketing activities, analyses, and monitoring tasks. Projects allow you to organize your work around specific goals, clients, or websites, keeping everything neatly structured and easily accessible.

Why Use Projects?

Projects help you:

  • Stay organized by grouping related activities and analyses
  • Track progress across different initiatives or clients
  • Manage permissions for team members who need access to specific data
  • Generate focused reports for individual clients or campaigns
  • Maintain clear separation between different workstreams

manage projects

Getting Started with Project Management

Accessing the Project Management Area

  1. Log in to your account
  2. Navigate to the Project Management section from the main dashboard
  3. You'll see a list of all projects you have access to

Understanding the Project List

The project list displays:

  • Project Name: The name you've given to your project
  • Domain: The website associated with this project
  • Created Date: When the project was first set up
  • Last Updated: The most recent time any changes were made
  • Actions: Buttons to edit or delete the project

Creating a New Project

Step 1: Start the Project Creation Process

  1. In the Project Management area, look for the "Add Project" section
  2. Enter a descriptive name for your project in the "Project Name" field
    • Choose names that clearly identify the purpose, such as "Client X Brand Monitoring" or "Website Content Clusters"

Step 2: Select a Domain

  1. From the dropdown menu, select the domain (website) you want to associate with this project
  2. If you don't see your domain listed:
    • Make sure the domain has been added to your account
    • Check that you have permission to access that domain
    • Contact your administrator if you believe you should have access

Step 3: Create Your Project

  1. Click the "Add Project" button
  2. You'll see a confirmation message when your project is successfully created
  3. Your new project will appear in the project list

Managing Existing Projects

Viewing Project Details

  1. From the project list, find the project you want to view
  2. The list shows basic information about each project
  3. For more detailed information, you may need to edit the project

Editing a Project

  1. Find the project you want to modify in the project list
  2. Click the edit icon (pencil symbol) in the Actions column
  3. The project information will load into the edit form where you can make changes:
    • Update the project name to make it more descriptive
    • Change the associated domain if needed
  4. After making your changes, click "Update Project" to save them

Deleting a Project


Important: Deleting a project removes all associated data, including clusters, topics, subtopics, and processed URLs. This action cannot be undone.

To delete a project:

  1. Locate the project in the project list
  2. Click the delete icon (trash symbol) in the Actions column
  3. Confirm your decision when prompted
  4. The project will be permanently removed from your account

Project Applications

Projects serve as containers for various types of marketing and content analyses:

Topical Clusters

Organize content around key topics and subtopics:

  • Create hierarchical content structures
  • Map relationships between related topics
  • Identify content gaps and opportunities
  • Plan comprehensive content strategies

Mention Monitoring

Track brand and keyword mentions across the web:

  • Monitor brand sentiment over time
  • Track competitor mentions
  • Identify potential collaboration opportunities
  • Manage your online reputation

User Behavior Tracking

Analyze how users interact with your content:

  • Track user journeys through your site
  • Identify popular content and engagement patterns
  • Understand user needs and preferences
  • Optimize content based on behavioral data

Best Practices for Project Management

Naming Conventions

Use clear, consistent project names that:

  • Identify the client or initiative
  • Indicate the purpose or focus of the project
  • Are easy to distinguish from other projects

For example:

  • "ClientName - Brand Monitoring"
  • "Website - Content Clustering"
  • "Campaign - User Behavior Analysis"

Project Organization

  • Purpose-driven projects: Organize projects around specific goals and purposes
  • Regular updates: Check and update your projects regularly to keep information current
  • Archive don't delete: Consider "archiving" projects by renaming them (e.g., "ARCHIVED - Old Project Name") rather than deleting them if you want to preserve historical data

Frequently Asked Questions

Can I move data between projects?

Currently, direct data transfer between projects is not supported. You would need to export data from one project and import it into another.


Why can't I see certain domains in the dropdown?

You can only see domains that you have permission to access. If you believe you should have access to a domain that isn't appearing, contact your account administrator.


What happens to my data when I delete a project?

When you delete a project, all associated data is permanently removed, including:

  • All clusters and their contents
  • Topics and subtopics
  • Processed URLs
  • Mention tracking data
  • User behavior analyses

Always make sure you have backups of any important data before deleting a project.


Can I have multiple domains in one project?

Each project is designed to focus on a single domain. For managing multiple domains, we recommend creating separate projects for each domain to maintain clear organization and reporting.


How do I rename a project?

To rename a project:

  1. Find the project in the list
  2. Click the edit (pencil) icon
  3. Update the "Project Name" field
  4. Click "Update Project" to save the change

Glossary of Terms

  • Project: A container for organizing work related to a specific domain or initiative
  • Domain: A website (e.g., example.com) associated with a project
  • Cluster: A group of related topics or content pieces
  • Topic: A primary subject or theme being analyzed
  • Subtopic: A more specific category or theme related to a broader topic

Conclusion

Effective project management is essential for organizing your digital marketing efforts and maintaining clear separation between different initiatives or clients. By following the guidelines in this user guide, you'll be able to create, manage, and organize your projects efficiently, making your workflow more productive and your results easier to track.

Remember that good project organization saves time, improves collaboration, and helps ensure that nothing falls through the cracks in your digital marketing strategy.

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