Create a project and brand workspace

Turn a brand, client, product, or campaign into a workspace with channels, goals, approvals, and reusable brand context.

Purpose

Turn a brand, client, product, or campaign into a project with channels, goals, an approval mode, and reusable brand context the whole team can build on.

Who this is for

Owners, admins, and creators turning a brand, client, product, or campaign into a workspace.

Prerequisites

A workspace you can create projects in (owner, admin, or creator role).
Your brand basics: name, voice, and the channels you publish to.
A goal for the project so analytics and the assistant have something to aim at.

Steps

Open Projects and start a new project.
Name the project and add its brand voice and key messages.
Select the channels this project will publish to.
Set a goal and, optionally, an analytics objective for the project.
Choose an approval mode that matches how much review the work needs.
Save the project and confirm it appears in your project list.

Expected result

The project is saved with its brand context, channels, goal, and approval mode, ready for drafts, reports, and assistant answers that reuse that context.

Verification

The new project appears in your project list.
The brand voice and channels you set are shown on the project.
The approval mode is reflected when you draft or schedule work.

If something goes wrong

A channel is not available to add: Connect the channel first in Social Accounts, then return to the project.
The project will not save: Check that required fields like name and at least one channel are filled in.
Brand voice does not appear in drafts: Confirm the draft is created inside the project so it uses that context.

Permissions

Creating and editing projects needs an owner, admin, or creator role; viewers can read project context.

Support

If a project setting will not save, ask your workspace admin first. LumenReach support can help with project configuration without accessing your content.