Projects
Organize searches and campaigns by client, market, product, or research goal.
Projects keep work organized inside a organization. A project can hold saved searches, proxy research, tracker campaigns, and AI Visibility campaigns.
Use projects whenever a search or campaign belongs to a larger goal.
When to create a project
Section titled “When to create a project”Create a project for:
- a client
- a website
- a country or region
- a product launch
- a PPC campaign
- a local SEO audit
- a competitor research effort
- an AI visibility monitoring program
Examples:
Acme - US SEOGermany PPC WatchlistRetail Marketplace ChecksAI Visibility - Enterprise Product
Create a project
Section titled “Create a project”- Open Projects.
- Select the active organization.
- Choose New Project.
- Enter a clear name.
- Add a short description.
- Save the project.
After creation, use the project selector in the app shell or campaign setup to associate work with that project.
Edit a project
Section titled “Edit a project”Edit the name or description when the scope changes. Keep names short enough to scan in dropdowns, but specific enough that teammates understand the purpose.
Delete a project
Section titled “Delete a project”Deleting a project can remove organization around saved searches and campaigns. Before deleting, confirm whether the project is still used for reporting or shared team work.
Project naming tips
Section titled “Project naming tips”Use a consistent naming convention:
| Pattern | Example |
|---|---|
| Client + market | Acme - UK SEO |
| Brand + workflow | Brand PPC Watchlist |
| Product + launch | Product X Launch Research |
| Channel + market | AI Visibility - Brazil |
Avoid names like Test, New Project, or SEO unless the organization is very small.
How projects relate to campaigns
Section titled “How projects relate to campaigns”Tracker and AI Visibility campaigns require a project. This keeps recurring work organized and makes it easier to review campaign purpose, usage, and results later.
Open in iSearchFrom
Section titled “Open in iSearchFrom”Open Projects in the app. Create projects before large research or tracking work so searches and campaigns stay grouped.