How to create a product
Last updated February 25, 2025
Atlas allows you to create structured product frameworks that serve as templates for future projects. This ensures consistency, efficiency, and the ability to offer different product versions tailored to various pricing points. Here’s how you can set up your product:
1. Creating a Product Framework
- Navigate to the Products section in Atlas.
- Click on "New Product".
- Define the stages and activities that make up your product framework.
- Optionally, upload files and create standard notes that should be included by default.
- Your product can be userd as a template to use in future projects.
2. Using Your Product Template in a Project
Once your product framework is set up, you can create a concrete project based on it:
- Go to the Projects section.
- Click on "New Project", then click on "use template" and select the product and the corresponding version.
- Assign it to a customer and select which files you want to use.
- If needed, you can edit and customize everything according to your needs inside the recently created project.
3. Creating Different Versions of a Product
Atlas allows you to offer multiple variations of a product, such as Basic, Premium, or Custom versions, each with different:
- Pricing points
- Stages and activities
- Included resources (files, notes, etc.)
To create a different version:
- Click on the "+" button next to Versions or duplicate an existing version.
- Give it a name and assign a pricing point to differentiate the versions.
- Modify the stages, activities, and any additional resources.
4. Importing a Framework from an Existing Project
If you have already structured a project and want to use it as a base for a new product:
- Navigate to the Products section and create a new product.
- Click on the 3-dots-icon next to "+ New Project" and Import from Project.
- Select the project you want to use as a template.
- Make necessary modifications and save it as a new product.
By following these steps, you can streamline your workflow, maintain consistency across projects, and offer flexible product variations tailored to different client needs. If you have any questions, feel free to reach out to our support team!