A Project gives ongoing work one place in Grata Intelligence. Use one for a deal, market study, company, or other task that you will return to. A Project can hold chats, notes, files, lists, and work.
Create a Project
In My Workspace, select Projects.
Select New Project.
Enter a Project name. Add a Description if it will help other members understand the work.
Select a Type: Deal, Monitoring, Research, or General. Select Next.
In Add members, search for the people who need to work in the Project. Select Next. You can continue without adding another member.
In Manage Sharing, choose the default for new chats and notes:
Hide Chats & Notes hides them from other Project members by default.
Share Chats & Notes makes them visible to Project members by default.
Select Create.
Hide Chats & Notes is selected when you start a new Project. After you create the Project, you can change sharing for an individual chat or note.
Find a Project
The Projects page shows each Project's name, type, member count, and last update. Select a Project to open it. Use the Project Type filters to show Research, Deal, Monitoring, or General Projects. Use the status menu to show Active, On Hold, or Archived Projects.
Work in a Project
The Project has these areas:
Area | What you can do |
Overview | Start a Chat, import a file or Grata list, create a note, see recent work, or open a suggested Agent Task. |
Files | Find Project files, notes, lists, and artifacts. Use Import File to add a file. |
Members | See the people in the Project and its default setting for new chats and notes. |
Workspace | Work with chats, notes, and files in panels. |
Agents | Browse suggested tasks or create a scheduled task for the Project. |
Voice Notes | Record and transcribe audio. |
Apps | Build interactive tools from a prompt or select from existing templates. |
Settings | View or update the Project's name, description, type, and status. Open Context to see the Project context. |
To add material, open Overview or Files. The file picker shows uploads and available connected sources. The sources you see depend on your account and connections. In Files, use the Notes, Lists, and Artifacts tabs to find each kind of item.
To work with Chat enter a request on Overview or open Workspace. You can use Chat, Note, File, and App views in Workspace. The Agents area shows suggested tasks and scheduled tasks for the Project.
Apps
Use Apps to build interactive tools for your Project. Describe what you need in a Chat, or start from a template. For guidance on building and managing interactive tools with Apps see Apps.[link to Apps article]
Manage a Project
Open Settings to edit the Project details or change its status to Active, On Hold, or Archived. Select Save Project Settings to save changes. Open Members to check who is in the Project and the default visibility of new chats and notes. Check the sharing setting on a chat or note before you use it to share work with the team.
Questions
When should I use a Project? Use a Project when work will continue over time or when you need to keep its materials and conversations together. For a single question, you can start in Chats.
Can other Project members see my chats and notes? It depends on the sharing choice made when the Project was created and the setting on each chat or note. Check the Members page for the Project default. Check an individual item before you share it.
Can I add files from another source? Select Import File to see the sources available to your account. The file picker can show uploads and connected sources.