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Projects and findings

Projects

A project groups the recordings and documents that belong together, for a client, a product, or a sprint, and becomes a scope you can question as one body of evidence.

Updated
8 October 2026
Read
3 min
For
Everyone
Using projects

Four things a project does.

Projects are unlimited on every plan, so group as finely as is useful.

Groups mixed evidence
Recordings and documents together. A contract and the call where it was negotiated belong in the same place.
Becomes a question scope
Choose Ask project and the answer draws on everything inside it, citing spoken evidence by timestamp and written evidence by page.
Shows its own totals
Tiles count its recordings, documents, what is ready or processing, findings, and footage. Sources lists every item; the Artifacts tab counts findings by type.
Can be reorganised
Move recordings and documents between projects at any time without reprocessing anything. Edit renames the project or changes its kind and description.
A client project: the tiles, its sources, and Ask project at the top.
Asking the project. The answer cites the meetings and documents filed in it, and nothing else.

Create one, file work into it, find it again

  1. Create one

    On Projects, choose New project. Give it a name, a kind (Discovery, UAT, Sales, Demo, Research, or Support), and an optional description.

    Projects: each one with its recordings, findings, and last activity, plus the recordings not yet filed.
  2. File work into it

    Choose the project when you upload, or move existing recordings and documents into it from their row menus. The Unfiled card on Projects collects recordings that are not in any project yet.

  3. Find it again

    Search Projects by name, client, or description, filter by Active or Processing, and sort by recent activity, name, recordings, or artifacts under More filters.

Practical

How teams tend to use them.

  • By client

    Agencies keep one project per client, so a findings export or a question never crosses an account boundary.

  • By release

    QA teams keep one per release or test cycle, which makes the sign-off packet a matter of exporting the project.

  • By research round

    Product teams group a round of interviews, then ask the whole round rather than each session.

  • Access follows the workspace

    Everyone in the workspace sees projects under their role. Projects organise work; they are not a permission boundary.

Roles decide what each member can do inside a project. See team and workspace.

Common questions

Projects, answered.

  • As many as you want. Projects are not metered on any plan.

  • A recording belongs to one project at a time, and can be moved. That keeps a project total meaningful.

  • No. Everyone in the workspace can see the projects in it, under their role. Use a separate workspace when you need a hard boundary.

  • Every ready recording and document filed in it. Anything still processing joins the scope once it finishes.

Next steps

Related.