Managing Projects
Use the dashboard, search, actions, and questionnaire to manage projects effectively.
Managing Projects
Use the dashboard, search, actions, and questionnaire to manage projects effectively.
Project Dashboard
- Click Dashboard in the header to view all your projects as cards (name, last edited, cover image).
- Use the search bar (top right) to instantly filter projects by name, tagline, or description.
Project Actions
- Open: Click a card or ⋮ → Open Project
- Rename: ⋮ → Rename → Save
- Change Cover: ⋮ → Change Cover → Upload
- Add Note: ⋮ → Add Note → Save
- View Journal: ⋮ → Open Journal
- Delete: ⋮ → Delete Project → Confirm (permanent)
Project Questionnaire
- Access via ⋮ → Complete Questionnaire on a project card.
- Answer questions about your customers, problem, solutions, uniqueness, and business model.
- Submit to get personalized AI insights and recommendations.
Best times to complete:
- After creating a project
- When pivoting or refining your idea
- Before making a pitch deck