Projects
A project is a piece of work with its own goal, bots, files and chat. How to create one and work with your bots towards the goal.
Channels and projects
- New Channel: a chat with some bots.
- New Project: a piece of work with its own goal, files and chat.
Both are on the + menu in the sidebar. Projects appear under Projects in the sidebar.
Create a project
Step 1
Open New Project
Choose +, then New Project.
You're done when: the New Project dialog is open.
Step 2
Name it and write the goal
- Give it a name.
- Under What is it about?, write the goal, up to 2,000 characters. This becomes the instructions every bot in the project follows.
- Optionally add a team heading.
You're done when: the goal is written in the box.
Step 3
Pick the bots and create it
Tick the bots and choose Create Project.
To turn an existing channel into a project, open it and choose Make it a project.
You're done when: the project appears under Projects in the sidebar.
Inside a project
- Overview shows What this is for. Edit the goal here at any time.
- Chat is the shared conversation with every bot in the project.
- Status is In progress, On hold or Finished.
- Lead: pick the bot that coordinates the others from the lead picker at the top.
Work towards the goal
In the chat, type /goal and describe what "done" means. The lead keeps the members working until the goal settles. You can also schedule a team goal from Routines.
Projects working on their own
Two switches in SettingsBots, under Advanced in the Project autonomy card, decide how much a project does while you are not looking:
- Projects work on their own: with this on, a project keeps picking up queued work by itself. Switch it off and queued project work waits for you; anything already running can finish.
- Parallel project cards: with this on, a project can run several cards at once. Switch it off and each project starts one card at a time; running cards can finish.
Both apply to every project at once. Turn the first one off when you want a quiet evening with nothing starting, and the second one off when several bots working at the same time would get in each other's way, for example on the same files.
Good to know
- Projects don't have tasks, milestones or due dates. Put deadlines in the goal.
- Approvals still come to you, whatever the lead does.
Step by step: Run a launch as a project.