ASTERONCreate a project
Option 1 — from a folder (recommended)
- In Folders, right-click the project folder.
- Select "Create a project with this folder as its main folder".
- Choose "New project" or "Existing project", then select "Attach this folder".
Option 2 — start with a name
- Sidebar Project dashboard › "New project"
- Enter a name, client and status, then select "Create"
- Attach the main folder later.
The project screen
| Tab | What's there |
|---|---|
| Work room | Recent documents, mail, events and to-dos for the project |
| Reference documents | Mark documents like contracts or specs as the reference |
| Mail related to this project | |
| Project knowledge | Summaries, decisions and people drawn from the documents |
| Reports | Weekly report · project briefing |
| History | Changes made in the project |
"Project map" at the top shows how documents, people and decisions relate.
Understanding index
Documents in project folders are read more deeply than the regular index, to pull out summaries, entities and decisions.
- Turn it on in Settings › Indexing › "Understanding index".
- It applies only to documents inside folders assigned to a project.
- Manage progress with "Continue AI indexing" and "Redo all AI indexing" on the folder screen.
Project status summaries (Living view)
On the project screen, open "Project report", then "Weekly report" or "Project briefing". They're built from project knowledge already gathered, so opening them uses no AI allowance. Use "Export to PDF" to share.
Ask within a project
In Ask your documents, set the scope to "Choose project" to get answers from that project's documents only.
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