How to create and move a project in Mixpanel

How to create and move a project in Mixpanel

Overview:

Maximize your productivity in Mixpanel by efficiently transitioning between projects with this comprehensive guide. Seamlessly organize and navigate through different projects to enhance user experience. Learn the step-by-step process to smoothly move between projects, ensuring efficiency and clarity in project management within the Mixpanel platform.

1. Start by creating and selecting a new board.

1 Click here

2. Next, decide on a dashboard type.

2 Click here

3. Then choose a suitable template type.

3 Click here

4. Click this area to initialize your board.

4 Click here

5. Let's add a metric related to the sign-up task.

5 Click on "Company KPIs Sa..."

6. Now, from the dropdown, pick an option.

6 Click on "Company KPIs Sa..."

7. Add another relevant metric to the Value moment.

7 Click on "Company KPIs Sa..."

8. Once done, don't forget to publish by hitting 'Finish'.

8 Click on "Company KPIs Sa..."

9. Explore more options by tapping on the three-dot symbol.

9 Upload

10. Use 'Move to' when navigating between projects.

10 Click here

11. Select an existing project or add a new one.

11 Click here

12. Enter all necessary project details then hit 'Create'.

12 Click here

13. Clicking the project will enable the board to move

13 Click here

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A core issue we identified was that the team was often spending a lot of time creating custom demos, guides, or walkthroughs for unqualified prospects.

Ultimately, this led to a lot of wasted time, a huge amount of burden and effort for already busy staff, and a diffusion of focus on targeting the right prospects.

Casey O'Brien
Solutions Consulting Director

Prior to Supademo, we were spending countless hours putting together demos and videos across discovery, qualification, training, or simply answering common questions. Creating these could take upwards of 8-10 hours, which is both painful for us, but also less engaging for prospects.

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Solutions Consulting, Processmaker

One of my pain points was how time-consuming it was to create product demos for both demonstrations and trade shows manually. The ability to create a Supademo in minutes and the ability to showcase these at conferences has saved us an incredible amount of time!

Kirill Stolbushkin
Solutions Consulting, Processmaker