Docs · Project workspace
Projects
A project is the unit of work: one team, one permission model, and every tab a study needs.
Creating a project
- Projects → New project.
- Name it, pick the field and the type. Types switch tabs on: a systematic review shows Review and PRISMA, a meta-analysis shows Analysis, a clinical trial shows Data.
- Optionally set a target date and a short description; both appear on the overview.
You become the principal investigator. Invite others from the Team tab.
The tabs
| Tab | What it holds |
|---|---|
| Overview | Progress, deadlines, workload and quick links |
| Tasks | Board, timeline, assignments, approvals and time tracking |
| Calendar | Due dates and milestones by day and month |
| Meetings | Schedule, RSVP, notes, decisions and action items |
| Milestones | Phases with linked tasks |
| Files | Folders and uploads |
| Canvas | Whiteboard with templates and medical icons |
| Discussion | Threads, polls and decisions with @mentions |
| Team | Members, titles and invitations |
| Activity | Everything that happened, by whom |
| Sources | Search, plan, snowball and acquire full text |
| References | Works in this project with notes, tags and folders |
| Evidence | Anchored extractions and verification |
| Review | Screening, PRISMA, risk of bias, GRADE |
| Analysis | Meta-analysis and plots |
| Data | Datasets and sandboxed analyses |
| Manuscripts | Write with tracked changes and object citations |
| Submissions | Journal targets, reviewer responses, pre-flight and packages |
| Your AI | Connect your own agent over MCP and follow what it does here |
| Settings | Project record, visibility, danger zone |
Tabs you never use can be hidden per project under Settings → Tabs; the command palette (Ctrl/Cmd + K) still reaches them.
Visibility and archiving
Projects are private to their members. Archiving hides a project from lists while keeping everything readable; restoring is one click. Deleting is permanent and asks the principal investigator to type the project name.
The project menu also mutes notifications from that project without leaving it.
Activity and notifications
Every change is recorded on the Activity tab with its author. Members are notified of mentions, assignments, meetings, review decisions and the proposals an AI agent leaves in a manuscript, according to their own notification settings.
The Overview
Every project opens on its Overview, and every card reads live project data: quick actions (new task, upload, dataset, manuscript, meeting, invite, connect your AI), weighted progress, task counts with alerts for unassigned, blocked and overdue work, resource counts (manuscripts, references, evidence, files, datasets, form responses, shared links, members), the review pipeline with PRISMA counts for review projects, completion velocity over the last 30 days with a projected finish, team workload, deadlines, the next meeting, milestones, the latest analysis outputs, links shared by the team, and recent discussion and activity.
Finding your way in a project
The project bar has two rows: sections on top — Plan (Overview, Tasks, Calendar, Meetings, Milestones), Collaborate (Files, Canvas, Discussion, Team, Activity), Research (Sources, References, Evidence, Review, Analysis, Data, Forms), Write & publish (Manuscripts, Peer review, Reporting checklist, Journal finder, Submissions) and AI (Your AI; plus Workflows and AI audit where an administrator has switched the platform's own AI on) — and the tools of the open section below. The section holding the page you are on opens by itself; Settings sits at the right end.
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