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Getting Started with Projects in Socialive

Projects in Socialive help you stay organized, collaborate efficiently, and manage your video initiatives with structure and clarity. Whether you're producing a video series, a campaign, or a one-off recording, Projects give you a central hub to keep everything and everyone aligned.

What Are Projects?

A Project in Socialive is a dedicated space for managing in-flight work. Each project helps organize content, especially with multiple teams, departments, or campaigns.

  • Streamlined workflows: Start a new project, send an invite to record, or upload content directly from the project view.

  • Easily access and manage in-flight work in one place.

  • Templates: Utilize project templates to scale video creation. 

  • Using Spaces and permissions: Restrict visibility of sensitive recordings and sessions to only those working on that project.


How to Use Projects

  1. From your Socialive homepage, click "Create a Project."

  1. Choose a template or start with a blank project. 

  1. Name your project 

  1. Save the project

    As you edit, click save to save changes. 

  1. If creating a template, Save as template (This is only available to Producers and Admins)

  1. Edit your project within the Socialive Editor. You can pause your work at any time and return to the project, or collaborate on it with a colleague.

  1. To add video content, choose to:

    1. Record myself (Opens the Recording Booth)

    2. Invite to Record (Sends an email to a Contributor to record content, which is then automatically added to this placeholder)

    3. Upload (Upload content from your desktop)

    4. Browse library (Add content from the Socialive Library 

  1. If everything is done, you can Save, Preview, and Export the final video . The exported video is saved in the Library. 


Projects are available to all Socialive users with the appropriate account permissions. Creators typically create and manage projects, while Contributors participate in specific recording tasks.


Still, looking for an answer?

Contact Socialive Support via live chat, email at support@socialive.us, or submit a support ticket.

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