Create a Series Project

Series Projects let you group multiple related projects into a single container. This is perfect for sermon series, multi-week studies, or seasonal campaigns. 

Equip auto-creates each child project on a schedule you set, so you can plan once and let the cadence run itself.

When to Use a Series Project

Choose a Series Project when your content recurs on a predictable cadence, and you want each occurrence tracked as its own project. Common examples include weekly Sunday services, monthly newsletters, and annual campaigns.

For one-off events or standalone topics, use a Single Project instead.

Setting up a Series Project

1. From the Projects page, click + New Project in the top right corner.
2. In the Create New Project modal, fill out your series details:
   • Project Name: What you'd like to call your series (e.g., "Weekly Sunday Service Topics").
   • Project Type: Select Series Project.
   • Frequency: How often the series recurs: One-time, Weekly, Monthly, or Annually.
   • Number of Projects: How many child projects Equip should auto-create (1–52).
   • Start Date: The date of your first project. Subsequent dates follow the cadence you chose.
   • Project Naming Pattern: How each child's project is named. Equip auto-fills a default pattern {N} for the project number and {SeriesName} for the series name. 
3. Choose a Workflow Mode:
   • Flexible: Content status can be changed freely at any time.
   • Enforced: Content must follow Draft → Review → Approved → Published.
4. Add a Description to give your team context about the series.
5. Click the Target Date field and select the date your final project is due.
6. Set permissions using the Who can access this project? options:
   • Private: Only you and the people you add below.
   • Ministry Area: Ministry members get Viewer access, plus anyone you add below.
   • Organization: Everyone in your organization gets Viewer access, plus anyone you add below.
7. Use Share with specific people to give individuals elevated roles (Contributor or Editor).
8. Add Tags to help organize and find your series later.
9. Click Create Project.

You'll see a 'Project created successfully!' confirmation, and Equip will land you on the project's Generated Content page. The right panel shows all auto-created child projects scheduled for their dates, ready for you to begin generating content.

Updated May 07, 2026 02:16