DocumentationProjects

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

  1. In the sidebar, find the Projects section and click the +.
  2. 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.
  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 or Quick log, 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 → 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, refile, or remove

Go to Settings → Projects to manage any project: rename it, change its type, edit its purpose, attach or detach meetings, or delete the project. Detaching a meeting removes it from the project without deleting the meeting itself.