Organize with projects
Create your first project and start organizing your team's work in one place.
What you'll build
By the end of this guide, you'll have a project set up in Opisense with documents, activity tracking, and team members collaborating together. Projects give your work structure — a single place where everything related to an initiative lives.
Prerequisites
- You've completed the onboarding wizard and have an active workspace
- You have at least one team member you'd like to collaborate with (optional but recommended)
Steps
Go to Projects
Click Projects in the sidebar to open the projects area. You'll see a list of all existing projects in your workspace. If this is your first time here, it'll be empty with a prompt to create your first project.
Create a new project
Click Create Project and fill in the basics:
- Name — Something clear and descriptive, like "Q2 Marketing Campaign" or "Product Launch"
- Description — A short summary of what this project is about and its goals
Keep the description concise. It's meant to help your team quickly understand the project's purpose — you can always add detailed documentation inside the project itself.
Add a document
Inside your new project, click Add Document to create or upload your first piece of content. You can start with a blank document, upload an existing file, or create from a template. Documents live inside the project, so everything stays organized and easy to find.
Check the activity feed
As you and your team make changes, the activity feed tracks everything automatically. You'll see when documents are added, edited, or commented on. This gives everyone visibility into what's happening without needing status meetings.
Invite your team
Click Members within the project to add team members. Search for existing workspace members and add them to the project. Once added, they'll see the project in their sidebar and can start contributing right away.
Team members need to be part of your workspace first. If someone isn't showing up in the search, ask a workspace admin to invite them via Settings.
What's next?
Your project is up and running. Here are some ideas for making the most of it:
- Add more documents — Build out your project with specs, meeting notes, research, or anything your team needs
- Connect to tasks — Use automated tasks to handle repetitive project work like status summaries or document reviews
- Explore the full feature set — Check out the Projects reference for advanced features like project templates, labels, and analytics