Projects
Projects
Organize your CRHQ work into projects: group sessions, attach documents, and track progress.
Projects help you organize related work. Group sessions together, attach reference documents, and keep context structured.
Creating a Project
- Go to Settings → Projects (or click the + icon in the Projects sidebar view)
- Click Create Project
- Configure:
| Field | Description |
|---|
| Name | Project title |
| Description | Optional summary |
| Icon | Choose from available icons |
| Color | Color-code for visual organization |
- Click Save
Project Properties
Each project has:
- Name and description: Identify and describe the project
- Color and icon: Visual identifiers in the sidebar and throughout the UI
- Status: Backlog, In Progress, Review, Done, or Archived
- Sessions: Conversations assigned to this project
- Documents: Reference materials attached to the project
Project Status
Track your project lifecycle:
| Status | Meaning |
|---|
| Backlog | Planned but not started |
| In Progress | Actively being worked on |
| Review | Work done, awaiting review |
| Done | Completed |
| Archived | No longer active, hidden from default view |
Editing and Archiving
- Edit: Click the project settings to change name, color, icon, or description
- Archive: Move inactive projects to archived status; they're hidden from the sidebar but not deleted
- Unarchive: Restore archived projects back to active status
- Reorder: Drag projects in the sidebar to arrange them
Toggle between two views at the top of the sidebar:
- Sessions: Flat list of all sessions, sorted by recency
- Projects: Sessions grouped by project, with unassigned sessions in "No Project"