> 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/projects.md). # Projects - [Projects](https://docs.cogram.com/projects/projects.md): If you're using Cogram for client or project work, Cogram's Projects feature is a great way to organize minutes, emails, and reports, and to collaborate with coworkers. - [Project chat](https://docs.cogram.com/projects/project-chat.md): Talk to your project team inside the project. Channels keep the conversation organized, @mentions get someone's attention, and files shared in chat can become project Documents. - [Directory](https://docs.cogram.com/projects/directory.md): Manage the people and companies you work with (clients, consultants, subcontractors) in one place. Use them as recipients on transmittals, RFIs, submittals, and external shares. - [External collaborators](https://docs.cogram.com/projects/external-collaborators.md): You were invited to Cogram by someone outside your organization. Learn what you'll see, what you can do, and how to grow into a full Cogram account. - [Inviting external collaborators](https://docs.cogram.com/projects/inviting-external-collaborators.md): Share a project with a consultant, contractor, or client at another firm: invite a Directory contact, get the share approved, and manage their access. - [Inbox](https://docs.cogram.com/projects/inbox.md): Receive meetings, transmittals, RFIs, and submittals shared with you by collaborators outside your organization, and accept them into one of your projects. - [Your file server](https://docs.cogram.com/projects/file-server.md): Browse, search, preview, and upload files on your organization's own file server, without leaving Cogram or mapping a drive. - [Project roles](https://docs.cogram.com/projects/project-roles.md): Understand the project roles in Cogram (Owner, Lead, Member, and Viewer) and what each role can do. - [Project management permissions](https://docs.cogram.com/projects/project-management-permissions.md): Control project creation, archiving, and deletion permissions, and manage organization-wide project discoverability defaults. - [Project types](https://docs.cogram.com/projects/project-types.md): Categorize projects by type: Residential, Commercial, Infrastructure, or any classification your firm uses. Project types appear in the project list, card view, and project sidebar. - [Project templates](https://docs.cogram.com/projects/project-templates.md): Save reusable project setups that pre-bind groups, project type, email filing, discoverability, and a default description, so you don't reconfigure the same fields every time you create a project. - [Project import](https://docs.cogram.com/projects/project-import.md): Import projects in bulk from a CSV, Excel, or JSON file with AI-assisted column mapping. - [Bulk project actions](https://docs.cogram.com/projects/bulk-project-actions.md): Add members, set a stage or type, archive, or delete many projects at once from the organization project table. - [Asset visibility](https://docs.cogram.com/projects/asset-visibility.md): Control which project members can see meetings, emails, and reports within a project. - [Access requests](https://docs.cogram.com/projects/access-requests.md): Review and approve project access requests, choose who can grant access, and route new requests to an external email such as a ticketing system. - [Setting up project chat](https://docs.cogram.com/projects/project-chat-setup.md): Turn Project Chat on for a project and manage its channels: adding, renaming, archiving, and bringing archived channels back. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.cogram.com/projects.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.