Module 1 of 12 · Getting started · Lesson 3 of 7

Create your first project

Add a project for one client, choose who can see it, and give it a colour and icon you will recognise.

5 minBeginnerFor: Agency owner or managerLast checked 14 Nov 2026

Video tutorial coming soon

The written steps below are complete. The Video script tab shows exactly what the video will cover.

Everything you do for a client hangs off a project, so this is the first real thing to create. It takes under a minute and you can rename it later.

By the end you can

Create a project and open it
Set the client's website domain
Choose between a Private and an Internal project
Find the project again from the Projects list

Screens used

Projects

Steps

1
Open Projects
On: /projects
Open the Ops hub and choose Projects, or type "projects" in Find a page….
You should see: The Projects page opens with a New project button.
2
Start a new project
On: /projects
Press New project. A small window opens.
You should see: A window titled "New project" with a Project name field.
3
Name it
On: /projects
Type a Project name you will recognise in a long list, for example the client's name and the work: "Acme Corp Q2 SEO". Client (optional) takes the client's company name.
You should see: The name appears in the field. A name made only of spaces shows "Project name can't be only spaces."
4
Choose who can see it
On: /projects
Under Visibility choose Private (invited members only) or Internal (anyone in your agency). Choose Private for client work that only some of the team should see.
You should see: One of the two options is highlighted.
5
Pick an icon and colour, then create
On: /projects
Pick an Icon and a Brand color so the project stands out in lists, then press Create project.
You should see: The window closes and the new project opens.
6
Tell it the client's website
On: Project settings
Press Settings at the top right of the project home. Under Site fill in the Site name and the Domain, for example example.com, and press Save site. Several SEO pages, including AI Search and Answer Engine, send you back here until a domain is set.
You should see: The domain is saved and the SEO pages open normally.

Tips

One project per client engagement keeps reports, tasks and messages separate.
With a project open, each hub shows that project's pages. In the Classic menu the same pages are in one list under the project's name.

Troubleshooting

There is no New project button.: Only people allowed to create projects see it. Ask the workspace owner to create the project or change your role.

One row per shot, in the same order as the guide. Estimated length 2:23, recorded signed in as Owner. Use made-up data only. How to record

0:00Title card

Say: Create your first project. Add a project for one client, choose who can see it, and give it a colour and icon you will recognise.

Hold until you see: Lesson title on screen for three seconds.

0:19Step 1: Open Projects (/projects)

Say: Open the Ops hub and choose Projects, or type "projects" in Find a page….

Hold until you see: The Projects page opens with a New project button.

0:33Step 2: Start a new project (/projects)

Say: Press New project. A small window opens.

Hold until you see: A window titled "New project" with a Project name field.

0:44Step 3: Name it (/projects)

Say: Type a Project name you will recognise in a long list, for example the client's name and the work: "Acme Corp Q2 SEO". Client (optional) takes the client's company name.

Hold until you see: The name appears in the field. A name made only of spaces shows "Project name can't be only spaces."

1:05Step 4: Choose who can see it (/projects)

Say: Under Visibility choose Private (invited members only) or Internal (anyone in your agency). Choose Private for client work that only some of the team should see.

Hold until you see: One of the two options is highlighted.

1:24Step 5: Pick an icon and colour, then create (/projects)

Say: Pick an Icon and a Brand color so the project stands out in lists, then press Create project.

Hold until you see: The window closes and the new project opens.

1:40Step 6: Tell it the client's website (Project settings)

Say: Press Settings at the top right of the project home. Under Site fill in the Site name and the Domain, for example example.com, and press Save site. Several SEO pages, including AI Search and Answer Engine, send you back here until a domain is set.

Hold until you see: The domain is saved and the SEO pages open normally.

2:07End card

Say: That is create your first project. The written steps are on this lesson's page in the ItzSEO course.

Hold until you see: End card with the lesson link.