Getting Started with Project Management
Learn how to organize your team's work with projects, documents, and collaboration tools in Opisense.
Opisense isn't just about AI — it's also a powerful place to organize your team's work. Projects bring together documents, activity tracking, and collaboration in one place, so everyone stays aligned without juggling multiple tools.
What are projects?
A project in Opisense is a shared workspace for a specific initiative, team, or goal. Inside a project you can create and store documents, track what's happening with an activity feed, and collaborate with your team in real time.
Your AI assistant is also project-aware. It can help you draft documents, summarize activity, and answer questions about what's going on — all within the context of a specific project.
Create your first project
Navigate to Projects
Click Projects in the sidebar to open the projects area. If this is your first project, you'll see a prompt to create one.
Give it a name and description
Choose a clear name that your team will recognize. Add a short description so everyone knows what this project is about. You can always update these later.
Add your first document
Inside your new project, click Add Document to create or upload content. You can write rich-text documents directly in Opisense, or upload files like PDFs, spreadsheets, and presentations.
Documents you add to a project are automatically available to your AI assistant. You can ask it to summarize, search through, or answer questions about any document in the project.
Invite your team
Go to the project's settings and add team members. Each person gets access to the project's documents, activity feed, and AI features. You can control who can view, edit, or manage the project.
Track activity
Every project has a built-in activity feed that shows what's happening — new documents, updates, comments, and more. This makes it easy to stay in the loop without asking around.
You can also ask your AI assistant things like:
- "What happened in this project this week?"
- "Summarize the latest document changes"
- "Who's been most active on this project?"
Connect your knowledge base
For larger projects, consider linking a knowledge base. This gives your AI assistant deeper access to reference materials, past decisions, and supporting documents — making it even more helpful when you ask questions or need summaries.