> For the complete documentation index, see [llms.txt](https://docs.cogram.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cogram.com/guides/projects.md).
# 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**.
The project wizard, with the Start from template picker at the top
## Setting automatic filing rules for meetings and emails
### Automatically add future meetings to a project
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, if you're working with a client on a project, add that client's 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 finish. Your project is ready. Next, invite members or file your first meeting.
## 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**: Open the project from the [Projects page](https://app.cogram.com/dashboard/projects/), go to the **Access** tab (or **Settings > Members and Groups**), and search by email to invite individuals. Assign each person a role (Owner, Lead, 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](/administration/groups.md) in the **Group Access** section (available during creation or under the project's **Access** tab / **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 under the project's **Settings**, 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.
**Hidden projects** do not appear in the org project directory; only people who are already members or who have a direct link can find them.
> **A note on naming:** a project that isn't discoverable is called **Hidden** throughout Cogram: in [Project Templates](/administration/project-templates.md), in the org admin discoverability tools, and in Project Settings. It means "not listed in the organization-wide project directory."
### 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.
### After you request access
While your request is pending, the button shows **Cancel request**; select it to withdraw the request (you can ask again later). The outcome depends on how the request is resolved:
* **Approved**: the button changes to **Access granted** and the project opens for you.
* **Declined**: you get an email letting you know, and the button returns to **Request Access** so you can ask again if you still need it.
A request you never hear back on expires on its own after 7 days, with no email either way, and the button returns to **Request Access**.
### 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.
When you move a recurring meeting to a project and choose to include the whole series, Cogram remembers that choice: future occurrences of the series are filed to the same project automatically as they appear in your calendar. Removing the series from the project clears this again.
***
## Using Agent with Projects
Open a project and click **Agent** (top right) to start a session with full context on the project's meeting minutes and emails. Use it to draft reports, status updates, ask questions, or list open action items.
---
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