Projects
A project groups related meetings and notes so their context stays together. Use one project per engagement: a client you're closing, a deal, a search, a board seat. Groupthink reads what you file into a project to work out what the engagement is for, and everyone who shows up in what you've filed becomes part of the project automatically.
Create a project
- In the sidebar, find the Projects section and click its +. (This is the Projects section's own +, not the + New button at the top of the sidebar.) The heading shows a count, and once you have more than about six projects the list scrolls inside itself, with View all projects staying at the bottom.
- Give it a name (for example, "Acme renewal") and pick a type: Work, Personal, or Family. The type tells Groupthink which side of your life the project belongs to.
- Click Create project. You'll land on the new project's page.
You can also create a project inline anywhere you file: type a name into the project picker and choose Create new project.
File meetings and notes into a project
When you capture: in the capture box or on the Capture page, click File to a project and pick one, or create one on the spot. Anything you capture can be filed this way, including pasted notes, transcripts, PDFs, images, and voice memos. If you skip it, the capture stays unfiled and private to you. You can leave everything unfiled and Groupthink still works.
From a meeting: open a recorded meeting and click the + project chip in the header to file that meeting into a project.
What a project shows you
Open a project from the sidebar to see:
- A summary — Groupthink reads what you've filed and keeps a running summary of the engagement.
- Its purpose — Groupthink suggests one from the content, marked AI-suggested. Confirm it or rewrite it.
- Everything filed there — the project's meetings and notes in one feed.
People aren't something you add to a project. Everyone who appears in the meetings and notes you file is part of the project automatically. You'll find the list under Settings → Capture → Projects → People who appear in this project.
Suggestions
Your Daily Brief suggests project groupings it noticed across your meetings. Accept the ones that are right and dismiss the rest. Nothing is grouped without your confirmation.
Rename or refile
Go to Settings → Capture and scroll to Projects. Click a project to open it, and you can rename it, change its type, edit its purpose, and attach or detach meetings. Detaching a meeting removes it from the project without deleting the meeting itself.
Finish a project: archive or delete
Every project row has a ⋯ button with two choices.
Archive is for a project that's done. Nothing is lost: the meetings and notes you filed stay filed, and the project's page still opens. It leaves the sidebar, the projects list, and the project pickers you see when you file something new, and moves to an Archived list at the bottom of Settings → Capture → Projects. Open that list and click Restore to bring the project back. An archived project's page shows an Archived label.
Delete is for a project you shouldn't have made. It asks you to confirm first. If Groupthink has built up notes or intel in the project, it won't be deleted — you'll be told to archive it instead, so that work isn't thrown away.
You can also archive or delete a project from the bottom of its panel in Settings → Capture → Projects, using Archive project and Delete project.