Projects
What a project is
A project groups tasks, files, people, and AI staff behind one boundary, with its own standing instructions.
A project is a home for one piece of work — a client engagement, a launch, an investigation — with its own description, its own people, its own AI staff, and its own standing instructions.
What it holds
Everything a task needs, in one boundary:
- Tasks, files, and folders created in the project belong to it.
- Members, invited explicitly from the workspace.
- AI staff, assigned to the project so they are available in its tasks.
- A description and standing instructions that every task in the project inherits.
Standing instructions
Standing instructions are the things you would otherwise repeat in every task: the client’s name and tone, the terminology to use, the format deliverables should take, what never to assume. Set them once on the project and every task inside it starts with them.
This is the highest-leverage thing you can do to make output consistent, and it is the most commonly skipped.
Roles inside a project
Project membership is separate from workspace role. Someone can be an Employee in the workspace and a viewer on one project, a contributor on another.
| Project role | Can |
|---|---|
| Owner | Everything, including members, sharing, and archiving |
| Contributor | Create and change tasks, files, and artifacts |
| Viewer | Read everything in the project, change nothing |
Sharing a project
A project owner can create a share link. Two things about it are deliberate and worth knowing before you send one:
- It is read-only. A link never grants the ability to change anything.
- It still requires signing in. A share link is not a public URL — it widens who may open the project, it does not remove the need for an account.
Archiving
Projects are archived rather than deleted outright. An archived project keeps its tasks, files, and member list, so restoring it brings back everything as it was. Archived projects are eventually cleared out permanently, so archive is not a substitute for keeping something you still need.
Next
Where things live covers how projects sit alongside your personal space and team libraries.