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Creating a Project

Create a project when a new event, installation, or production moves into planning. A project keeps the client, event details, schedule, files, team, tasks, and notes together.

Create project form

When to use this​

Use this workflow for new inquiries, confirmed bookings, repeat event templates, and projects started from photos or documents.

What to capture in the form​

The screenshot above shows the main fields: title, client, event date, venue, schedule times, team, and optional uploads for AI-assisted drafting.

Tips​

  • Start with the details you trust. You can fill in missing schedule and team information later.
  • Use scans or uploads for briefs, mockups, floor plans, and inspiration boards.
  • Review AI-created details before sharing them with the team or client.

See also​

For step-by-step creation paths (Quick Add, new project page, AI draft), see Creating a Project.