> ## Documentation Index > Fetch the complete documentation index at: https://docs.enconvo.ai/llms.txt > Use this file to discover all available pages before exploring further. # Projects and the Board > Keep a Project's chats, ideas, and team in one place, hand tasks to Agents and Coding agents, and follow every task on the Board. 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. ![Projects and the Board in Enconvo](https://img.youtube.com/vi/sDHMeGn6iX0/maxresdefault.jpg) ## Before you start You need a Project. Click **+** next to **Projects** in the Chat Window sidebar and pick a folder: see [Create a Project](https://docs.enconvo.ai/ai/agent-orchestrator.md#projects). To hand tasks to a Coding agent such as Claude Code or Codex, install it and sign in first: see [Agents](https://docs.enconvo.ai/ai/agents.md). ## Open a Project Click the Project in the sidebar. Its page has three tabs: | Tab | What it shows | | - | - | | **Chat** | The Project's chat with its lead, and a panel of what [needs you](#see-what-needs-you). | | **Board** | The Project's ideas, from **Not started** through **Planning** and **In progress** to **Done**. | | **Team & settings** | Who is on the team, and when the team [checks with you](#choose-when-the-team-checks-with-you). | The team's faces, the lead first, show at the top left. ## 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. ## 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: ```text theme={null} Add a dark mode switch to the settings page. Have Claude Code on Opus 5.5 write the dark styles. ``` 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. ## See what needs you Open the **Chat** tab. The panel above the message box has three columns: | Column | What it lists | | - | - | | **Needs you** | Tasks waiting for your answer, approval, or review. | | **Working on** | Tasks that are running. | | **New results** | Finished tasks you haven't opened yet. | Click a row to open its idea. ## 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](https://docs.enconvo.ai/ai/agent-orchestrator.md#follow-the-board). ## 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**: | Setting | What it does | | - | - | | **When a plan is ready** | **Smart**, the default, starts the plan at once when it does what you already asked, and waits for your **Start** when it goes further or is risky. **Always ask me** waits for **Start** every time. **Always start** starts every plan as soon as it's ready. | | **Start planning as soon as a to-do is added** | On: the lead plans each new idea right away. Off: new ideas wait in **Not started** until you start them. | Actions that delete, send, publish, pay, or push always ask, whatever you choose. The folder, worktrees, permissions, budget, and boundary are in **Project settings**. ## 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. ## Troubleshooting | Problem | What to do | | - | - | | A new idea stays in **Not started** | Turn on **Start planning as soon as a to-do is added** in **Team & settings**, or open the idea and start it yourself. | | A plan waits even though you chose **Smart** | The plan goes further than what you asked, or includes a risky step. Check it and click **Start**. | | A Coding agent's task doesn't start | Install the Coding agent and sign in to it. | | Every plan waits for **Start** | Plans wait while you're signed out of Enconvo. Sign in on **Settings → Account**. | | A Project is missing from the sidebar | It may be archived. Look in **Settings → Archived** under **Projects**. | ## Related > [card] [Agent Orchestrator](https://docs.enconvo.ai/ai/agent-orchestrator.md) > > Work plans, the Board's controls, and creating a Project. > [card] [Agents](https://docs.enconvo.ai/ai/agents.md) > > Built-in Agents, Coding agents, and approvals. > [card] [Chat Window](https://docs.enconvo.ai/ai/chat.md) > > Chats, Projects, and the sidebar. > [card] [Workspaces](https://docs.enconvo.ai/configuration/account.md#workspaces) > > Keep a client's chats and Memory apart from yours. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.