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How to Turn a Standalone Project Into a Series
How to Turn a Standalone Project Into a Series

Need to turn an individual, standalone project into a series?

Douglas Cole avatar
Written by Douglas Cole
Updated this week

If you've created a project and now need to convert it into a series for the client it's assigned to, follow these steps.

Open the project, then click the 3 vertical dots next to the Edit Project button, then choose Create a series.

From here, choose the frequency in which the series should repeat, then click the Create Series from Project. Keep in mind, you can choose the Custom option to choose a more specific frequency and set an end date.

You're all set!

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