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Projects — a simple way to organize your work in Blue J

Updated

Projects help you organize related threads in one place, making it easier to find, manage, and continue your work over time.

Create a Project

  1. Click Projects in the left-hand navigation.
  2. Click Create Project.
  3. Enter a project name.
  4. (Optional) Add a description to provide additional context about the project.
  5. Click Create.

Once created, you can start asking questions directly within the project. Any new threads created inside the project will automatically be associated with it.

Add Work to a Project

You can build a project over time by:

  • Starting new threads within the project
  • Moving existing threads into the project

Any thread associated with a project will appear alongside the project's other threads on the project’s page.

Move an Existing Thread to a Project

  1. If you're in a thread already and you want to add it to a project, use the three-dot menu at the top of the page
  2. If you're on the homepage and want to add an old thread to a project, find it in the left-hand navigation and use the three-dot menu there

The thread will now appear within the selected project.

View Threads in a Project

Open any project to see all associated threads in one place.

Threads associated with a project appear together within the project, and the project's name will appear above the thread name in the left-hand navigation, making it easier to locate related work and pick up where you left off.

Organizing Your Projects

Projects can be organized however you work best. Common approaches include:

  • By client
  • By engagement
  • By tax topic

For example, you might create separate projects for individual clients, specific engagements, or recurring research topics.

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