A project groups everything about one piece of work, such as a client, a deal, a product or a hire: its sessions, documents, memory cards, people, companies and action items. Projects are optional. You can use TalkBar without them.

The Projects page

Click Projects in the sidebar. Your projects also appear under it in the sidebar, so you can jump to one directly.

Control	What it does
New project	Creates a project.
Manage	Opens Settings → Projects. See Projects, topics and keywords settings.
Group by company / No grouping	Groups projects by the company they are linked to.
Pin	Pin project keeps a project at the top and in the sidebar.

Create a project

Click New project and fill in:

Field	What it does
Icon and color	How the project looks in the sidebar and lists.
Name	The project name.
Type	Client, Engagement, Recurring, Internal, Personal, Research, Product, Sales, Hiring, Education, Event or Support.
Logo	An image shown on the project page.
Organization	The company the project is for.
Default session template	The template new sessions in this project start with.
Links	Links to docs, boards or repos the project lives in.
Description	What the project is about.

Click Create project. Use Edit on the project page to change these later. Click the project name on its page to rename it.

Project limits per plan

Your plan sets how many projects you can have in each workspace. Projects in Trash don't count.

Plan	Projects per workspace
Free	1
Personal	1
Plus	Unlimited
Pro	Unlimited
Business	Unlimited

When you reach the limit, TalkBar shows your plan limits instead of creating a project. See Plans and license.

The project page

The top of a project page shows its name, type, description and links, and any upcoming scheduled sessions. The buttons are:

Button	What it does
Export	Exports the project's sessions. See Exports.
Edit	Changes the project's details.
Add	Move sessions into the project, or add an Action item, Knowledge card, Scan for cards, Document, Person or Company.
New session	Starts recording a session filed in this project.

Project tabs

Tab	What it shows
Overview	Pinned and recent sessions, pinned memory cards, and open action items with due dates.
Action items	Action items, decisions and questions from all of the project's sessions, plus items added to the project itself. See Action items.
Sessions	The project's sessions. Switch between All and Pinned, filter by topic or keyword, and sort by Recently updated, Session date or Title.
Memory cards	Cards filed in the project. See Knowledge cards.
Documents	Documents filed in the project. See Documents.
People	People added to the project and the participants of its sessions.
Companies	Companies added to the project, plus the companies of its people and session participants.
Review	Knowledge suggestions from the project's sessions and documents. See Review and scans.

The Memory cards, Documents, People, Companies and Review tabs work like the matching tabs in Knowledge, limited to this project.

File things in a project

Item	How to file it
A new session	Pick the project when you start the session, or click New session on the project page.
An existing session	On the project page, Add → Move sessions. Or set the project in the session's details.
A memory card	Choose the project when you write the card, or use Move → Project on the card.
A document	Pick the project under File into when you import, or use Move on the document.
A person or company	Add to → Project on their card.
A note	Link the note to the project from the note's links. See Notes.

When you move sessions, you can tick Also move memory cards from this session so their cards follow them.

A session series can also be filed under a project. See Series.

Chat about a project

In a chat, open Answer using and choose Project only to get answers from one project's sessions, notes, documents and cards. See Ask TalkBar.

Move a project to Trash

From a project's menu (on the Projects page or in Settings → Projects), choose Move to Trash. The project disappears from pickers and the sidebar. Its sessions, documents and memories stay until you delete the project permanently from Deleted projects in Settings → Projects. Published session links stay live.

From Deleted projects you can Restore a project or delete it permanently. A permanent delete lets you choose Delete everything or Keep contents. See Projects, topics and keywords settings.

People and companies

Keep track of the people you talk to and the companies they work for, link them to speakers and sessions, and archive the ones you no longer need.

Review and scans

How TalkBar scans sessions and documents for knowledge, and how you approve, edit or dismiss its suggestions in the Review inbox.