Projects are a way to sort or filter your contacts in SourceWhale. For example if you have a specific talent pool of people e.g: a specific job opening you have on currently. You can then use Tags to categorise your pool even further.

You can create these on the SourceWhale main page, and they are located below the 'To Do' option on the left-hand side.

A good example of using Projects is to make a Project for each role, e.g. "Developer".

You can add contacts to a Project within SourceWhale by using the tick-box to select the contact(s), and then choosing Actions, and selecting Add to Project.

You can also add contacts to a Project via the SourceWhale chrome extension. You can find the Projects and Tags drop-down menus in the chrome extension by using the grey arrow next to the campaign drop-down menu.

You can also add contacts to a Project via the spreadsheet upload function. When you upload a spreadsheet, you can find the Project section by using the grey drop-down arrow next to the campaign selector.

Projects have been designed in order to make it easier for you to organise contacts and campaigns - ultimately saving you more time.

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