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A project is where the actual work happens. It keeps everything for one piece of work in one place: the files you upload, the playbooks the project can run, the runs those playbooks produce, the records they collect, and the people who can see it. You create one project per piece of work — an onboarding, a claim, a contract review. You open a project from the Projects group in the sidebar. Recent projects appear there directly; click Show more… to reach the full list.

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A project at a glance

Every project has:
  • A name — what the work is, like “Acme Corp” or “Pre-screening review”.
  • An icon — picked from a curated set.
  • A project number like PRJ-1 or IMM-42 — the letters are a prefix and the number increments automatically. It shows in the header and under the Number column in lists.
  • A status — Open or Closed.
  • An optional description — notes for anyone working on the project.
  • An access list — the roles and people who can see and edit it.
A project can be built from scratch or created from a project template, which copies in a ready-made setup. See Create a project.

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The project header

The header sits at the top of every project. It shows the project icon, a breadcrumb (Projects > the project Number), the project name, and a status badge — green for Open, grey for Closed. On the right is a ”…” menu. If you can close projects, it holds Close project (when the project is Open) or Reopen project (when it’s Closed).
If a closed project still has runs in flight, a banner appears: “This project is closed, but N run(s) is/are still active.” Reopen the project to act on them, or let them finish on their own. Closing and reopening lives in Create a project.

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The tabs

Below the header is a row of tabs. Each one is its own area. Files is where the project opens by default. Here is what each tab is for and where to learn more.

Files

The project’s reusable file pool — everything uploaded, produced by tasks, or generated by runs.

Overview

A snapshot of the project: what’s running now, your tasks, recent project actions, and finished work.

Record types

The kinds of data this project tracks — like Claims or Invoices — and the details each one captures.

Playbooks

The processes this project can run, each with a Run button to start one.

Playbook runs

The runs happening inside this project, with their status and progress.

Project actions

Ad hoc actions run over this project’s files or data, with the results to review.

Settings

The project’s name, icon, description, and who has access.
The Overview tab gives a live summary but isn’t an area of its own — its cards (Happening now, My tasks, Project actions, History) are shortcuts into the tabs above. Your personal task list across every project lives in My work.

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Where to go next

Create a project

Start a project from scratch or a template, set access, and manage Open/Closed.

Run a playbook

Start a run and work through its tasks in the run workspace.

Project files

Upload, organize, find, and reuse the project’s files.

Project data

Work with the records a project has collected.

Project templates

Build reusable starting points so teams spin up projects the same way every time.

Record types

Understand the shape of the data a project tracks.