Team & Organization
Projects
Organize your research into separate project workspaces within your organization.
Projects group related opportunities, research guides, and recordings together. They provide a clean separation between different research initiatives.
Why Use Projects
- Organization - keep opportunities for different products, teams, or clients separate
- Context - each project can have its own research context that guides the AI moderator
- Focus - team members can work within a project without seeing unrelated opportunities
Creating Projects
See Create a Project for a step-by-step guide.
Project Structure
Each project contains:
| Section | Description |
|---|---|
| Opportunities | Opportunities belonging to this project |
| Guides | Research guides and discussion scripts |
| Guides | Discussion guides, interviews, and insights |
| Settings | Project name, description, and research context |
Project Settings
From the project settings page you can:
- Update the project name and description
- Set project-level research context (used by the AI moderator alongside org context)
- Archive the project when research is complete
Archiving Projects
When a project is finished, you can archive it. Archived projects:
- Are hidden from the main navigation
- Retain all data (opportunities, recordings, insights)
- Can be unarchived later if needed