Creating a Project in zipBoard
Creating a project in zipBoard is quick and flexible — you can either use a Custom Project Template tailored to your industry, or build your project from scratch.
The setup process allows you to add resources to the project and upload related ZIP files, PDFs, images or enter a URL. You can add project plan documents, project scope specifications, design assets etc. as resources.
🧩 Option 1: Use a Custom Project Template
zipBoard’s Custom Project Templates help you save time by preloading your project with relevant settings and tools for your specific industry. These templates automatically customize your project interface, so you don’t have to start from scratch.
Available Templates:
- 🏗️ Construction Template – for document reviews in construction
- 🎨 Web Design Template – for design and QA feedback
- 🎓 Learning Design Template – for eLearning content reviews
- ✍️ Content Development Template – for editorial and content collaboration
During project creation, simply select your preferred template from the list — and you're ready to go.
🛠️ Option 2: Build Your Project from Scratch
If you’d rather start fresh and customize everything yourself, follow these steps:
1. Log in to your zipBoard account. This directs you to your zipBoard account dashboard or explorer. In case you are already logged in, click on the zipBoard logo in the upper left corner. It directs you to the account dashboard.
2. Select ‘Start from Scratch’. This opens the ‘New Project’ dialogue box.
3. Set up your project:
- Enter a name for your project.
- Optionally, edit the project ID or use the default.
- Add a project description.
- Skip the template selection if you want to build from scratch.
4. Click ‘Save’ to create the project.
5. Next, you will see the option to ‘Invite Your Team’. You can choose to invite team members by entering their email ID or zipBoard username, or you can do this later and skip the step.
6. You will now get the option to add files or a URL to your project. You can choose to enter a URL or upload a ZIP file, PDF, audio, or image. You can upload HTML prototypes or SCORM content by selecting the ZIP file option. For image files, you can upload JPEG and PNG images.
7. Next, you will have the option to add a task (optional):
- Create a bug, feature request, enhancement, or general task.
- Assign it, set priority, and attach files.
- Or add tasks later.
- After the task has been added, you will see this screen. This is where you can modify and control the task.
🎉 That’s it — your project is ready! Whether you used a template or built it from scratch, you can now continue collaborating with your team in zipBoard.
👉 Up next: Learn about the zipBoard account dashboard.