Projects
Organise documents and conversations by project.
Overview
Projects let you group related documents and conversations together. Create a project for each building, site, or engagement to keep things organised.
Creating a project
- Navigate to Projects in the sidebar
- Click New Project
- Give it a name and optional description
- Start adding documents and conversations
Project features
- Scoped search — search only within a project's documents
- Folder organisation — group chats into folders within a project
- Team collaboration — all workspace members can access project documents
Tips
- Use projects to separate different job sites or clients
- Set your default search scope to "Active project" in Personal settings for focused results