Projects Management

Overview

Projects in OutreachBox help you organize and track your marketing efforts. Each project represents a website or marketing initiative you want to analyze, optimize, and manage.

Features

Create and manage multiple projects
Track project status and priority
Keyword management
Competitor analysis
Crawler integration
Project analytics
Team collaboration
Import/Export functionality

Creating a Project

Navigate to Projects from the main menu
Click New Project button
Fill in the project details:
Name: Project name (e.g., "Company Website")
Description: Brief description of the project
URL: Website URL to analyze
Status: Planning, Active, On Hold, or Completed
Priority: Low, Medium, High, or Urgent
Focus Keywords: Add relevant keywords for SEO
Auto Start Crawl: Enable to automatically start crawling when project is created
Click Create Project

Project Views

Grid View

Visual cards showing project information
Quick overview of project status
Easy navigation to project details

List View

Compact list format
More projects visible at once
Quick scanning of project information

Table View

Detailed tabular format
Sortable columns
All project information visible
Best for detailed analysis

Switch between views using the view toggle buttons.

Project Details

Click on any project to view detailed information:

Overview Tab

Project summary
Key metrics
Recent activity
Project timeline

Analytics Tab

Performance metrics
Traffic data
Engagement statistics
Conversion tracking

Keywords Tab

Focus keywords list
Keyword performance
Search rankings
Keyword suggestions

LLM Keywords Tab

AI-generated keyword suggestions
Keyword analysis
Content optimization suggestions

Competitors Tab

Competitor websites
Competitive analysis
Market positioning
Competitor tracking

Crawled Data Tab

Website content analysis
Page structure
Content inventory
SEO data

Tasks Tab

Project tasks
Task assignments
Due dates
Task status

Notes Tab

Project notes
Meeting notes
Important information
Collaboration notes

Team Tab

Team members
Roles and permissions
Collaboration tools

Managing Projects

Editing a Project

Navigate to the project detail page
Click Edit button
Update project information
Save changes

Duplicating a Project

Click the duplicate icon on a project card
The project will be copied with "(Copy)" appended to the name
Edit the duplicate as needed

Archiving a Project

Click Delete on a project (this archives it)
Confirm the archive action
Archived projects move to the "Archived Projects" section
You can restore archived projects later

Restoring Archived Projects

Scroll to the "Archived Projects" section
Click Show Archived
Click Restore on any archived project
The project will return to the active projects list

Filters and Search

Search Projects

Use the search bar to find projects by name, description, or URL
Search is case-insensitive
Real-time filtering as you type

Status Filter

Filter projects by status:

All Statuses: Show all projects
Planning: Projects in planning phase
Active: Currently active projects
On Hold: Temporarily paused projects
Completed: Finished projects

Priority Filter

Filter projects by priority:

All Priorities: Show all priorities
Low: Low priority projects
Medium: Medium priority projects
High: High priority projects
Urgent: Urgent priority projects

Import/Export

Exporting Projects

Click Export button
Projects are exported as CSV
File downloads automatically
Includes all project data and keywords

Importing Projects

Click Import button
Select a JSON file containing project data
File is uploaded and processed
Imported projects appear in your list
Review import results for any errors

Note: Import file must be in JSON format matching the project structure.

Project Statistics

View project statistics at the top of the projects page:

Total projects
Active projects
Projects by status
Projects by priority

Best Practices

Use Descriptive Names: Name projects clearly for easy identification
Set Priorities: Prioritize projects to focus on important work
Add Keywords: Include relevant focus keywords for SEO tracking
Regular Updates: Update project status as work progresses
Team Collaboration: Add team members for collaborative projects
Archive Completed: Archive completed projects to keep the list clean

Troubleshooting

Project Not Creating

Check that all required fields are filled
Verify the URL is valid
Ensure you have permission to create projects
Check subscription limits

Crawler Not Starting

Verify "Auto Start Crawl" is enabled
Check that the URL is accessible
Ensure crawler service is running
Contact support if issues persist

Import Failing

Verify file format is JSON
Check file structure matches project schema
Ensure file size is within limits
Review error messages for specific issues

Related Features

Projects help you organize your marketing efforts. Create projects for each website or initiative you want to track.