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Projects

Track ongoing marketing and publishing work — serializations, research, or anything long-running that isn't time-boxed.

What Projects Are​

A project is a thread of ongoing work tied to your publishing operations. Use Projects for things that don't have a fixed end date: a serialization rolling out chapter by chapter, research for an upcoming book, or any sustained effort. For time-boxed marketing efforts (book launches, Kickstarters, BookBub deals), use Promotions instead. Projects and Promotions share the same detail page, but each has its own list and primary filter.

Feature Availability

Projects is part of the Destinations & Projects feature. If you don't see Projects in your sidebar under the Marketing section, your workspace administrator may need to enable it.

Viewing Your Projects​

Click Projects in the sidebar under the Marketing section. You'll see a table showing:

  • Project name and description
  • Type (Serialization or Other)
  • Status (Active, Paused, or Complete)
  • Dates (start–end range, or "From [date]" / "Until [date]" if only one is set, or "—" if no dates)
  • Publications (count of linked publications)
  • Tasks (count of linked tasks)

Filtering Projects​

Use the controls above the table:

  • Search Projects: Type a project name to find it
  • Type: All Types, Serialization, or Other
  • Status: All Statuses, Active, Paused, or Complete

Creating a Project​

  1. Click Add Project at the top of the page
  2. Fill in the details:
    • Kind (required): Pre-set to Project. Switching to Promotion changes the form to time-boxed mode.
    • Name (required): What this project is (e.g., "Foxglove serialization on Substack")
    • Description: Brief context that shows on the list and detail pages
    • Type (required): Serialization or Other
    • Status: Active (default), Paused, or Complete
    • Start Date: Optional for projects
    • End Date: Optional for projects
    • Goal: What you're aiming for (e.g., "20 chapters posted")
    • Result: Outcome notes — fill in as the project progresses or wraps up
    • External URL: Link to a related Substack, blog, or external resource
    • Linked Series: Associate the project with a series, if relevant
    • Publications: Attach publications related to this project
  3. Click Create Project

Project Detail Page​

Click any project to open its detail page, which has two tabs:

Overview tab​

  • Details card: Status, type, dates (if set), description, goal, result, external link, and linked series
  • Linked Publications: Books attached to this project. Hover any row to reveal an X to unlink. Hidden entirely when no publications are linked — use the Add Publication button in the header instead.
  • Linked Destinations: Distribution channels for this project. Same pattern: hidden when empty, with Add Destination in the header.
  • Statistics sidebar: Publications, Destinations, and Tasks Linked counts. Hidden when all three counts are zero.

Tasks tab​

Available when the Tasks feature is enabled. Shows tasks scoped to this project — see Managing Tasks for how task views work.

Editing a Project​

  1. Open the project detail page
  2. Click Edit in the header
  3. Update any fields
  4. Click Save Changes

Changing Kind to Promotion moves the record into the Promotions list (and makes the dates required, so add them if missing).

Deleting a Project​

  1. Open the project detail page
  2. Click Delete in the header
  3. The confirmation dialog (titled Delete Project) shows the blast radius — how many publications and destinations will be unlinked. It also confirms that linked tasks are not deleted.
  4. Confirm the deletion

Linked publications, destinations, and tasks are preserved — only the project record and its links go away. While you're adding or editing a task in the Tasks tab, the header Edit, Delete, and Add buttons are hidden to prevent accidentally deleting the whole project when you mean to act on a single task.

Tips​

  • Pick Project for ongoing, Promotion for time-boxed: When in doubt, the form's Kind field flips between them — start a Project, switch later if you set hard end dates
  • Use Goal to define done: A serialization with a goal like "20 chapters" makes the Status flip to Complete a real moment, not a guess
  • Skip dates if they don't apply: Unlike Promotions, Projects don't need start or end dates — leave them blank if there's no clear schedule
  • Link publications and destinations as you go: The list view's count columns make it easy to spot projects that haven't been wired up to anything yet
  • Use Status: Paused for stalled work: Better than deleting and recreating — keeps your goal, result, and linked publications around when you pick it back up