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A Project keeps the chats, ideas, and team for one folder together. You write down what you want as an idea, the Project’s lead plans it with the team, and each task moves across the Board until it’s done. Use a Project for ongoing work, such as a website or an app, where you want to see at a glance what’s running and what needs you. The video below opens a Project, adds an idea that hands part of the work to Claude Code, follows it on the Board, and archives and restores the Project.

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Before you start

You need a Project. Click + next to Projects in the Chat Window sidebar and pick a folder: see Create a Project. To hand tasks to a Coding agent such as Claude Code or Codex, install it and sign in first: see Agents.

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Open a Project

Click the Project in the sidebar. Its page has three tabs: The team’s faces, the lead first, show at the top left.

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Add an idea

An idea is something you want the Project to do.
  1. Open the Board tab and click New idea.
  2. Write what you want, the way you would say it. You can attach screenshots or files, or click the mic and talk.
  3. Click Add idea.
The idea appears as a card under Not started. The lead starts planning it right away and moves it to Planning. Click the card to follow it. When the plan is ready, it shows each task, who does it, and on which model. Check it, then click Start. The idea moves to In progress, and to Done when its tasks finish. An idea with tasks has two views at the top: Tasks shows just its tasks as a board, and Chat with and the lead’s name, such as Chat with Mavis, opens the chat where it was planned.

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Hand a task to a Coding agent

Name the Agent, and the model if you want one, in the idea or in the Project’s chat. For example:
The lead plans the named part as a task for that Agent on that model, even when the Agent isn’t one of the Project’s members, and can do the rest itself. The plan and the Board show the model beside who does the task. If the name could mean several models, or none, the lead asks. When the Coding agent finishes, its task waits for your review under To review on the idea’s Tasks board. In a Project whose folder isn’t a git repository, it goes straight to Done. Each coding task works in its own copy of the code, and the plan’s result card has Merge for when you’re ready. Members can’t push or merge themselves. Work you do in the Project’s chats shows on the Board too: when a chat changes files or runs a command, a card follows it to Done with a short summary and the files it changed.

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See what needs you

Open the Chat tab. The panel above the message box has three columns: Click a row to open its idea.

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Use the Board for everything

Board, under Memory in the Chat Window sidebar, shows the tasks of every chat, Project, and team in one place. Its row shows how many tasks need you. To see only some Projects, click the filter at the top left (All Boards) and pick the ones you want. The Board’s other controls are in Follow the Board.

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Choose when the team checks with you

Open the Team & settings tab. The top shows the lead and each member, with Add member to bring in another Agent. Under When to check with you: Actions that delete, send, publish, pay, or push always ask, whatever you choose. The folder, worktrees, permissions, budget, and boundary are in Project settings.

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Archive a Project

When a Project is finished, archive it to clear it from the sidebar without deleting anything.
  1. Point to the Project in the sidebar and click ⋯.
  2. Choose Archive project.
The Project and its chats leave the sidebar, and its scheduled tasks pause. A chat in an archived Project can’t take messages until you restore it. To bring it back:
  1. Open Settings → Archived.
  2. Click Projects.
  3. Click Restore next to the Project.
The Project returns to the sidebar with its chats, and its scheduled tasks turn on again.

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Troubleshooting

Agent Orchestrator

Work plans, the Board’s controls, and creating a Project.

Agents

Built-in Agents, Coding agents, and approvals.

Chat Window

Chats, Projects, and the sidebar.

Workspaces

Keep a client’s chats and Memory apart from yours.