What are Projects?
Projects are organizational containers that help you keep related work together. Each project can include:
Chats – Conversations related to your project
Transcriptions – Audio/video transcripts from meetings or recordings
Documents – Files and materials you've created or uploaded
Project details – Title and description to identify the project's purpose
Think of Projects as dedicated folders for specific initiatives. Keep different clients, deals, or campaigns separate and easily accessible.
Creating a Project
To create a new project:
Click + next to Projects
Enter a project title (e.g., "Q1 Marketing Campaign" or "Product Launch")
Add a description (optional but recommended) to explain the project's purpose
Click Create
Best practices for naming projects:
Use clear, descriptive titles that identify the work at a glance
Include client names, deal codes, or initiative names
Keep titles concise but specific
Examples: "M&A - Project Atlas," "Client Onboarding - TechCo," "2026 Product Launch"
Adding Items to Projects
You can add chats, transcriptions, and documents to projects to keep everything organized.
Adding Items Using the + Button
Click Projects in the left sidebar
Open the project where you want to add items
Find the section for the type of item you want to add:
Transcripts
Documents
Click the + button next to that section
Select the items you want to add
The items now appear in that project
Adding a Chat to a Project
Go to the sidebar where your chats are listed
Click the three dots (···) next to the chat you want to assign
Select Move to Project
Pick an existing project from the list, or click Create New Project
The chat now appears in that project
Viewing Projects
To access a project:
Click Projects in the left sidebar
Select the project you want to open
View all related chats and transcriptions grouped together
Within a project view:
See all chats and transcriptions in one place
Click any item to open it
Review the project title and description
Access project settings to make changes
Managing Projects
Editing Project Details
Open the project
Hover over the project title or description
Click the pencil icon that appears
Make the changes
Click Save
Deleting a Project
Go to the Projects section in the sidebar
Find the project you want to delete
Click the three dots (···) next to the project name
Select Delete Project
Confirm the deletion
Important: This will permanently delete all project chats, transcripts, and files. To save chats, transcripts, and files, move them to your chat list or another project before deleting.
Projects limitations:
Projects are currently organizational folders only – items added to a project remain independent and chats do not share conversational context.
Coming soon:
Chats started inside a project will have project-level context and will be able to reference historical items (conversations, files, transcripts, etc.).
Common Use Cases
Client Management
Create a project for each client. Keep all conversations, meeting transcripts, contracts, and deliverables in one organized space.
Deals and Transactions
Group due diligence discussions, contract analysis, financial models, and deal documentation under a single project for quick access during critical phases.
Marketing Campaigns
Organize campaign planning chats, content drafts, and review transcripts together for full context.
Product Development
Keep feature discussions, user research transcripts, technical specifications, and roadmap documents linked to specific product initiatives.
Research Projects
Collect literature review chats, interview transcripts, and analysis documents in one project for comprehensive research management.
Legal Matters
Organize case-related chats, contract drafts, research memos, and evidence documents by client matter or case number.
Best Practices
Create projects early
Set up a project at the start of new work to stay organized from day one.
Use descriptive names
Make titles specific enough to identify the project at a glance without opening it.
Add detailed descriptions
Help yourself and team members understand the project's scope and goals.
Assign items regularly
Add chats and transcriptions to projects as you create them to maintain organization.
Archive completed work
Delete or clearly label finished projects to keep your active project list manageable.
Leverage search
Use the search function within projects to find specific conversations or transcripts quickly.
Frequently Asked Questions
Can I assign one item to multiple projects?
No, each chat, transcription, or document can belong to only one project at a time. If you need the same information in multiple places, you'll need to reference it or create separate copies.
Can I move items between projects?
Yes, items can be reassigned from one project to another whenever you need. The item will be removed from the old project and added to the new one.
Can other people see my projects?
Projects are private to your account. Others cannot access your projects or see what's inside them.
Can I see all items not assigned to any project?
Yes, items that aren't assigned to projects remain accessible in their respective sections (Chat, Transcribe, Documents). You can browse these sections to find unassigned items.
Related Articles
Using Chat – How to ask questions, add context, and use tools
Using the Workspace – How to create and edit documents
Using Documents – How to upload, organize, and share files
Using Transcripts – How to create and work with transcripts
Using Knowledge (Prompts & Templates) – How to save and reuse prompts and templates
Security & Privacy – How Novis protects your data
For an overview of Novis and your first steps, read the Getting Started article
If you still have questions, contact [email protected].