Projects: A Home for Everything You're Working On
Every client, campaign, and idea gets one space that holds its conversations, its finished work, and the tasks that keep running. Open a project and the whole effort is in front of you.
You start a launch on Monday. By Friday it lives in six different chats, the images your team made are buried somewhere in your library, and the weekly report you set up months ago is running off on its own. Nothing is lost, exactly. It's just scattered.
Projects fixes that. Each client, campaign, or idea gets its own space for the three things that usually drift apart: the conversations, the creations, and the automations that belong to it. Open one and you're looking at the whole effort at once, rather than hunting down the pieces.
The Core Idea
A project is a home for one piece of work. The chats you have, the content your team makes, and the tasks that run on a schedule all live together, so the context never gets lost between them.
Why Scattered Work Costs You
When everything lives in one long stream, you pay a small tax every time you switch tasks: scrolling back to the right conversation, re-explaining what the campaign is about, second-guessing whether an image was for the spring drop or the newsletter. None of it is hard on its own. It just adds up, and it quietly pulls you out of the work you sat down to do.
A project takes that tax off the table. It keeps its own conversations, saved work, and automations together, so the moment you open one your team already knows what you're working on and where things stand.
Chats in Context
Every conversation for this project stays together. Start a new chat inside the project and your team picks up right where the work left off.
Creations Saved
The images, posts, and documents your team makes for this project live in one grid. No more digging through your whole library to find the right one.
Automations Scoped
Recurring tasks run in the context of the project. The weekly report or the content brief knows which work it belongs to.
Move Work In Anytime
Already started a chat or saved a creation elsewhere? Move it into a project whenever you want. Nothing has to start inside one to belong to one.
What Lives in a Project
Open any project and you'll see three sections, each one answering a different question about the work.
Chats
The conversations that belong to this effort. Create a new chat right from the project and it's filed here automatically. Each one shows whether there's something new waiting for you, so a project with fresh activity is easy to spot. Rename a chat, move it to a different project, or send it back to your main list any time.
Creations
The finished work for the project. When your team makes an image, a chart, or a document inside a project chat, you can save it straight into Creations. You can also pull in work you saved earlier from anywhere in your library. It's the project's gallery, ready when you need to reuse or revisit something.
Automations
The tasks that run on their own. Add an automation from your tasks and it runs in the context of this project, with the right background and the right goal. When you move a chat out of a project, the automations tied to it follow, so the grouping always stays honest.
How to Use It
Setting up a project takes a minute, and filling it is something you do as you work rather than all at once.
Create the Project
Give it a name, a short description, and an icon. Name it after the client, the campaign, or the idea. The description is a good place to drop the brief so the context lives with the work.
Start a Chat Inside It
Use New chat from the project and your conversation is filed there from the first message. Everything you discuss stays grouped with the rest of the project.
Save the Work You Make
When your team produces something worth keeping, save it to Creations. You can also add work you made earlier by pulling it in from your library.
Add the Tasks That Repeat
Bring in an automation from your tasks so the recurring work for this project runs with the right context behind it. The morning brief, the weekly report, the content calendar, all scoped to the project they serve.
Reorganize Without Losing Anything
Started a chat in the wrong place? Move it into the right project from its menu. Want it out again? Send it back to your main list. The work moves with it, and nothing gets deleted.
Getting the Most Out of Projects
One project per real effort: a client, a campaign, a launch. If you'd describe it as a single piece of work to a friend, it's a project.
Put the brief in the description: a few lines about who this is for and what success looks like keeps every chat in the project pointed the right way.
Save as you go: the moment your team makes something you like, save it to Creations. Future you will thank present you when it's time to reuse it.
Let automations carry the routine: the recurring work is exactly what should live in a project and run on its own, so you only show up for the parts that need you.
The Whole Picture, in One Click
Chats, creations, and automations under one roof. Open a project and the work is already whole, instead of something you piece back together from memory each time.
Built for More Than One Thing at a Time
Most creators run several efforts at once. Projects lets each one keep its own space, so switching between them is a click, not a scavenger hunt.
Make the Thing. Keep It Together.
The work was never the hard part. Keeping it organized was. Projects gives every idea a place where its conversations, its creations, and its automations sit side by side, so you spend your time creating instead of searching.
Create a project for the thing you're working on right now. Move a chat in, save the next creation, and add the task that keeps running. The whole effort, finally in one place.
- Every project holds its chats, creations, and automations in one space
- Start a chat inside a project, or move an existing one in any time
- Save the work your team makes straight into the project
- Add recurring automations that run in the context of the project
Ready to Organize Your Work?
Create a project for what you're working on now, and keep every chat, creation, and automation for it in one place.