# Projects

> Keep the meetings and notes for one deal or client together.

Source: https://groupthink.com/docs/projects/
Last updated: 2026-10-03

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

1. 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.
2. Give it a name (for example, "Acme renewal") and pick a type: **Work**, **Personal**, **Family**, or **Plan**. Work, Personal and Family tell Groupthink which side of your life the project belongs to. **Plan** is for one thing you are arranging with one or a few people. The guided way to start one is [Make a plan](/docs/make_a_plan) on a person's page.
3. 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](/docs/quick_log) 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 **Today** page suggests project groupings it noticed across your meetings. Accept the ones that are right, then confirm or edit the purpose Groupthink drafted. Dismiss the rest with the **×** on the suggestion (hover it and it reads "Not a project"). 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**.

You can do the same from the project's own page. The **⋯** button next to the project's name offers **Archive** and **Delete…**. Archiving from there keeps you on the page, which then shows the **Archived** label, and the same button now offers **Restore**. Deleting asks you to confirm and then takes you back to your projects list.