Workflow and Kanban
Creating and managing projects
Learn to create projects and filter content by project.
Projects help you organise workspace contents into logical groups – for example by campaign, channel or topic area. A project is an internal structure within a workspace, so make sure you are in the correct workspace first.
Selecting a workspace before creating a project
A project always belongs to a single workspace. Before creating a project, check the left-hand navigation to confirm you have selected the correct workspace. If your organisation has multiple workspaces, a project created in the wrong one won't appear where you need it.
Creating a new project from the top menu
- Open the top-bar project menu and select New project.
- Enter a Project name (for example "Q2 campaign" or "LinkedIn content").
- Write Project goals. This instruction is added automatically to the beginning of each new chat in this project.
- Choose the project's default AI model.
- Configure the tone of voice settings (use workspace tone, copy and edit, or create from scratch).
- Click Create.
Switching to a project
- Open the project menu in the top bar inside the active workspace.
- Select the project you want from the list.
Tips
Use projects effectively
Name projects clearly and consistently, for example by campaign or channel. Use colour coding to quickly distinguish between projects. Filter the Kanban by project when you want to focus on a single project's contents without distractions.
Common problems
You cannot find where to create a project
A project can only be created from the top-bar project menu by selecting New project. It is not available in the sidebar or elsewhere.