Team introduces the concept of a Project to BEE Pro.
Projects allow you to organize your messages in folders. Each folder shows you a thumbnail of the message that was last added or edited in that project, when that updated occurred and by whom (this last piece of information is a precursor of things to come... support for multiple users).
Creating a new project
To create a new project, click on Create new project under My projects.
Enter a name for the project and a color code to help you recognize it quickly in the My projects dashboard.
The maximum number of projects that you can create changes depending on your subscription plan.
- Freelance: 3 projects
- Team: 10 projects
- Agency: unlimited projects
If you have reached the maximum number of projects and wish to create a new one, BEE Pro will ask you if you want to upgrade to a higher plan.
On My projects, you can order your projects by name, creation date, or the data on which a message within the project was last updated. This is the default sorting method, which means that you are shown first the project in which you last did some work.
You can also search for projects using the corresponding feature.
Editing and removing projects
To edit or remove a project, mouse over it and click on the actions icon.
- Edit will take you back to the same window that you use when you create a project.
- Delete will ask you whether you wish to remove the current project. Be careful as all messages contained in the project will be removed
Moving messages from project to project
This is coming very, very soon :-)