Projects
Group the documents you are drafting and testing into a folder, file existing documents into it, and rename or delete it safely.
A project is an optional folder for documents that belong to one campaign, client, or experiment. Moving a document into a project does not change how checks or reactions work.
Creating a project
Create projects from the Projects section in the sidebar.
Hover the Projects heading and choose New project.
Enter a name, up to 120 characters.
Optionally add a description, up to 500 characters.
Choose Create. The new project opens when it is ready.
The project page
The project page shows its name, optional description, and the documents filed there. Choose New to create a document directly inside the project. A READY chip means the document's current text matches the draft you marked as ready.
Archived documents are left out of the project table. If a project looks unexpectedly empty, check the document archive before assuming the work was deleted.
Filing documents into a project
- Choose New on the project page to create a document already filed there.
- For an existing document, open its
⋯menu, choose Move to project, select the project, and choose Move. - Choose No project in the same picker to make the document standalone again.
Only filed documents appear inside the sidebar project tree. Find a standalone document under Recents or from Home.
Renaming and deleting
Open the project's ⋯ menu on its page or sidebar row. Rename project changes the folder name.
Delete permanently removes the project after confirmation.
Deleting a project keeps its documents. They become standalone and leave the project tree, so open them from Recents or the document list.
When a project will not open
An unavailable link shows Project not found and Go home. The project may have been deleted or belong to a workspace you cannot access. If you can access its workspace, opening the link switches to that workspace automatically.
Creating, renaming, and deleting projects requires owner or admin access. Ask one of them if the app reports that you do not have permission.