Working With Projects & Workspaces

Table of content

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Why Projects?

There are two types of shared files we generally use at work:

  1. Files needed all the time (reports, logos, sales decks, etc.)
  2. Temporarily priority files only needed for a short period of time (project related files, time-based files like monthly plans, client proposals, research, blog post drafts, etc.)

You'll want temporary files in front of you while they're a priority. You'll want them out of sight after you're done with them, otherwise they'll clutter your Google Drive.

We created a new projects tab for this reason. The projects tab makes it easy to access files while they're a priority while keeping the rest of your categories clean and organized.

You can see our Blog Post project has one section per post, with two files in each - research & the post draft

Now you can easily find and collaborate on projects, and move on just as easily when the project is done.

How it works

Projects work just like categories but sit on a separate tab.

  1. Click on the Projects tab and create a project
  2. Add your sections - could be stage 1, stage 2, etc. or research, proposal, etc.
  3. Add your files & links
  4. Give colleagues, partners or clients access to the section using the share icon:

If you decide that this project needs to become permanent, you can convert the project to a category by clicking on the  convert to category button.

Any user can create a project and invite collaborators. Note that only account Admins can convert projects to categories.

If you're done with the project and don't need it anymore, simply delete. Don't worry, Neatly never deletes the files from your Google Drive.


Here are a few ideas for using projects:

Projects and tasks with little chance of being permanent:

  • Notes, brainstorms
  • Blog post drafts
  • One-off reports
  • Job posting drafts
  • Drafts for eBooks, guides and PDFs
  • Files needed for product launches or PR campaigns
  • Website upgrades or redesign - research, ideas, copy, image files
  • Lists for sales, marketing, etc.

Projects that can become permanent categories:

  • Marketing campaign assets
  • Client proposals
  • Customer research and feedback