Using Projects to Organize Assets

    Projects in Picnie allow you to manage visuals, templates, and workflows by grouping them based on campaigns, products, or clients. This feature helps agencies keep creative assets organized per customer, and enables e-commerce teams to separate SKU-specific visuals and product batches. You can assign team access, rename folders, and store generated assets for reuse. Using Projects ensures better collaboration, version control, and efficient asset management across marketing, design, and operations teams.

    Getting Started
    6 min read
    29 Jan 2026
    management
    organization
    projects

    Projects in Picnie allow users to organize visuals, templates, files, and workflows into dedicated folders. This feature is especially valuable for teams handling multiple clients, product lines, or recurring campaigns, as it keeps work structured and easy to manage. By grouping related content, teams can reduce clutter, improve collaboration, and reuse assets more effectively.

    What Are Projects

    A Project in Picnie is a workspace folder that stores all related visual and automation components in one place. A project may include:

    • - Templates for images, videos, and PDFs

    • - Generated visual assets

    • - Uploaded media files such as logos, product images, and icons

    • - Workflow automations

    • - Shared forms and public links

    Projects help teams separate different types of work so assets do not mix or become confusing when scaling output.

    How to Create and Manage Projects

    Step 1. Open the Projects Section
    Go to the Projects menu in the dashboard to view, edit, or create new projects.

    Step 2. Create a New Project
    Click on Create Project and give it a clear name. Choose names that match your use case, such as product categories, client names, or campaign titles.

    Examples of effective naming:

    Use Case

    Example Project Name

    E-commerce product batch

    Winter Footwear 2025

    Client branding

    Apex Motors Social Ads

    Certificates or PDFs

    Course Completion Certificates

    Website graphics

    Home Page Banners Q4


    Step 3. Upload Assets to a Project
    Add logos, product photos, certificates, stock images, or other media files. Files inside a project can be reused across templates and workflows without searching across folders.

    Step 4. Add Templates and Automations
    Attach relevant templates to a project. You can then add workflows or shared forms that generate visuals using those templates.


    Step 5. Manage Access and Permissions
    If you are on a team plan, assign who can access each project. You can restrict editing rights, limit credit usage, or allow view-only approval access.

    Why Use Projects

    Benefit

    Explanation

    Keeps work organized

    Visuals and templates stay grouped by category or client

    Improves collaboration

    Teams avoid overwriting or mixing assets

    Saves time

    No need to search for files across the workspace

    Protects brand identity

    Campaign-specific templates remain intact

    Supports automation

    Each project can have its own workflow setup

    Best Practices for Project Organization

    • - Use a clear naming structure for projects and templates

    • - Store assets in the right project before creating visuals

    • - Keep duplicate versions to a minimum

    • - Archive completed campaigns for future reference

    • - Limit project access for clients or external collaborators

    Frequently Asked Questions

    Can one template be used across multiple projects
    Yes. Templates can be shared or copied to other projects as needed.

    Can I change a project name later
    Yes. Project names can be edited without affecting stored assets.

    Does deleting a project remove generated visuals
    If you delete a project, files linked to it will also be removed. Download files if you need them for future use.

    Summary

    Projects in Picnie keep your workspace organized by grouping related templates, assets, and workflows together. They help teams manage multiple clients, product categories, or automation tasks efficiently while maintaining brand consistency and reducing manual effort.

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