Projects
What Is a Project?
Think of a Project the way you'd think of a folder on your computer — but smarter. Instead of holding just files, a Multify project holds the four core kinds of things you create as you work:
- Tasks — the to-dos and jobs you (or your agent) are working on.
- Pages — your notes and documents.
- Files — anything you've uploaded or your agent has produced.
- Chats — the conversations tied to this work.
Open a project and you get a single dashboard showing all four, so the full picture of an initiative lives in one place.
Why Use a Project?
- Everything in one view. Stop scrolling through a mixed list of every task and file you own — see just what's relevant to this client, launch, or campaign.
- Faster hand-offs. Point a teammate (or your agent) at a project and they have all the context — the tasks, the notes, the files, the chat history.
- Cleaner boards. Filter your Tasks board down to a single project when you want to focus.
- Colour-coded at a glance. Give each project a colour and it shows as a small dot wherever the item appears.
Creating a Project
Adding Items to a Project
There are two easy ways to file something under a project.
From the project's dashboard
Open the project and each section (Tasks, Pages, Files, Chats) has an Add button. Click it, search for the item you want, and it's filed instantly.
From the item itself
Opening a task, page, file, or chat? Each has a Project option (a picker on a task; a menu on pages, files, and chats). Pick a project — or create a new one on the spot — and the item moves into it.
The Project Dashboard
Click any project to open its dashboard. You'll see four sections — Tasks, Pages, Files, and Chats — each showing the most recent items and a total count. From here you can open any item, add new ones, or remove an item from the project (removing never deletes the item — it just leaves the project).
Filtering Your Tasks by Project
On the Tasks board you can filter down to a single project, so your kanban shows only that initiative's work. It's the fastest way to go heads-down on one thing without the noise of everything else.
Renaming, Recolouring, Archiving & Deleting
- Edit a project any time to change its name, description, or colour.
- Archive a project when the work is done — it drops out of your active list and pickers but keeps everything it contained.
- Delete a project to remove the container entirely. The tasks, pages, files, and chats inside are kept — they simply become un-filed (they leave the project, they aren't deleted).