Organizing work with projects

Projects keep a well, field or study's documents together so your questions and searches stay focused on what matters.

Create a project

1. Open Projects from the sidebar.
2. Enter a name (required) and an optional description.
3. Select Create — your new project appears in the grid.

Enlarge

Each project card shows its document count and last updated date. Select a card to jump straight to that project's documents.

Tips for organizing

• Create a project per well or field so chat and search can be scoped to it.
• You can also create a project on the fly while uploading (see the next section).
• Remove an empty or obsolete project from its card — you'll be asked to confirm.