# Projects

To get started with Projects, head to Cogram's [Projects page](https://app.cogram.com/dashboard/projects/).

## Creating a new Project

1. Go to the [Projects page](https://app.cogram.com/dashboard/projects/) and click **New Project**.
2. In **Basics**, enter a project name, client, address, and project number.
3. In **Details**, add a description. If email filing is enabled, this helps Cogram match incoming emails to the project.
4. In **Members**, invite team members by email (individually or in bulk) and assign roles. You can also assign groups. This step is optional — you can always add members later from project settings.
5. In **Review**, confirm the details and click **Create Project**.

## Setting automatic filing rules for meetings and emails

### Automatically add future meetings to a project <a href="#radix-r1i" id="radix-r1i"></a>

Next, Cogram will prompt you to set up rules to automatically add future meetings to the project, based on keywords in the meeting title, or meeting invitees.

**Based on invitees**

For example, you're working with a client on a particular project, you can add that clients email domain under "Add Meetings based on Invitees".

Any meeting with an invitee that matches the specified domain will automatically be added to the project.

**Based on Keywords in the Meeting Title**

Similarly, you can specify a project name or keyword, so that any future meeting that contains the keyword in the meeting title is automatically assigned to the project.

### **Automatically add emails to a project**

Next, Cogram will prompt you to set up rules to automatically add future Email Threads to the project, based on keywords in the subject line, or recipients.

Click "Save" to complete project setup.

## Inviting Members

You can invite coworkers during project creation (the **Members** step) or at any time afterward.

**During project creation**: In the **Members** step, search by email to invite individuals or switch to **Add Multiple** to paste a list of emails. You can also assign groups in the **Group Access** section. All invites are sent after the project is created.

**After project creation**: Go to [Project Settings > Members and Groups](https://app.cogram.com/dashboard/projects/) and search by email to invite individuals. Assign each person a role (Owner, Member, or Viewer). See [Project Roles](https://docs.cogram.com/administration/project-roles) for what each role can do.

**Assigning a group**: Select a [group](https://github.com/cogramAI/cogram/blob/main/user-guide/administration/groups.md) in the **Group Access** section (available during creation or in project settings). All group members automatically get Member access. Group-assigned users are shown in a **Via groups** section and their access is managed through the group. See [Project Roles](https://docs.cogram.com/administration/project-roles#group-access) for details.

## Project discoverability

When creating a project or in **Project Settings > Project discoverability**, you can make the project **discoverable**.

**Discoverable projects** are listed in the organization-wide project directory. Other organization members can see them in the project list. Non-members can request access (approved by project owners, org admins, or org owners). Org admins and org owners can open and edit discoverable projects directly without requesting access.

**Non-discoverable projects** do not appear in the org project directory; only people who are already members or who have a direct link can find them.

### Browsing discoverable projects

To browse projects shared across your organization, go to the [Projects page](https://app.cogram.com/dashboard/projects/) and select the **Organization Projects** tab. This tab lists all discoverable projects in your organization, including projects you are not yet a member of. From here you can request access to any project.

### Org-wide discoverability settings

Organization admins and owners can set a default discoverability policy and control whether project owners can override it. See [Project Management Permissions](https://docs.cogram.com/administration/project-management-permissions#project-discoverability) for details.

## Project types

You can categorize projects by type — for example, Residential, Commercial, or Infrastructure. Assign a type during project creation or from the project list. Types are defined by org admins under [Organization Settings > Projects > Project Types](https://app.cogram.com/dashboard/settings/admin/projects/project-types). See [Project Types](https://docs.cogram.com/administration/project-types) for full details.

## Manually adding meetings to a project

You can manually file meetings into a project by opening the project and clicking the "Add" button, or by clicking "Add to Project" from any meeting.

***

## Using Assistant with Projects

When you have created a project, you can start an Assistant session by opening the Project and clicking "Assistant" at the top right of the page. The Assistant session now has context on all project contents—meeting minutes or emails. Use Assistant to draft project reports, status updates, ask questions, or get a list of open action items.


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