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Projects are the containers for your planning sessions inside an organization. A project typically maps to a codebase, product area, or initiative — for example, backend-api, mobile-app, or data-pipeline.

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Creating a New Project

  1. In the left sidebar, click + New Project
  2. Enter a project name (required)
  3. Add an optional description to help teammates understand the project’s scope
  4. Click Create Project
The project will appear in the sidebar immediately and is visible to all members of your organization, subject to their role permissions.

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Organizing Projects

As your team grows, a few naming conventions help keep things tidy:
  • Use consistent naming patterns — e.g. [team]-[service] or [product]-[area]
  • Keep project scope tight — one project per codebase or distinct product area works better than one large catch-all project
  • Use descriptions to document what belongs in each project

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Editing a Project

To rename a project or update its description:
  1. Right-click the project in the sidebar, or open the project and click the settings icon
  2. Select Edit Project
  3. Update the name or description and save

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Archiving and Recovering Projects

When a project is complete, you can archive it to keep the sidebar clean without losing any history.
  1. Right-click the project in the sidebar and select Archive Project
  2. Confirm the action — the project will be removed from the active sidebar view
To recover an archived project, go to All Projects in the sidebar, click Show Archived, find the project, and select Recover.
All sessions, messages, and files within an archived project are preserved and fully accessible after restoration.