Projects

“Projects” separate conversations, material, and tasks by line of business. Switch to a project and your working context follows.

Project list

• Why use projectsKeeping different studies or clients apart means their conversations and files never get in each other's way, and things are faster to find.
• Two built-in projects“Draft plans” and “Unassigned” always exist. New conversations land there by default, so you do not have to create anything first.
• Toolbar“New project / View / Search / Sort” — create a project, switch between list and grid, search by name, and sort by time.
• Switching viewsList is best for scanning, grid is more visual. An empty project prompts you to select “New project”.

Creating a project

Select “New project” in the top right to open the creation dialog. A few fields are all it takes to set up an independent workspace.

• Project name (required)Pick a name you will recognize at a glance, such as “XX mAb purification”.
• Description (optional)A sentence of background helps your team understand the project. You can leave it blank.
• FinishSelect “Create” and the project exists. New conversations and files can then be filed under it.