Projects
Organize your work, collaborate with your team, and track everything that happens — all in one place.
Projects are where real work comes together in Opisense. Instead of scattering documents across folders and tracking activity in spreadsheets, a project gives you a single home for everything related to an initiative, campaign, or goal.
Why projects matter
When your team's work lives in one place, good things happen. Everyone knows where to find the latest document. Activity is tracked automatically so you don't have to chase updates. And your AI assistant can tap into the full context of a project to give you smarter, more relevant answers.
What you can do with projects
- Organize documents — Create rich-text documents or upload files directly into a project. Everything stays together and searchable.
- Track activity — See who did what and when, without asking around. The activity feed captures changes automatically.
- Configure settings — Control project details, identifiers, and preferences from a dedicated settings panel.
- Search and filter — Find projects quickly with built-in search, and switch between grid and list views to suit your preference.
Quick start
Open Projects
Click Projects in the sidebar to see all your projects. You'll land on the projects overview, which shows everything in a grid or list layout.
Create a project
Click New Project and give it a name, description, and identifier. The identifier is a short code (like "MKT" or "ENG") that makes it easy to reference the project elsewhere.
Add your first document
Inside the project, navigate to the Documents tab and click Add Document. You can write directly in the editor or upload an existing file.
Explore the activity feed
Switch to the Activity tab to see a running log of everything that's happened in the project. It updates automatically as people make changes.
Next steps
Creating Projects
Learn about project setup, identifiers, and how to find projects quickly.
Documents
Add, organize, and edit documents within your projects.
Activity
Understand the activity feed and what gets tracked automatically.
Settings
Configure project details, identifiers, and preferences.
Troubleshooting
Solutions for common issues with projects.