Introducing Projects — a simple way to organize your work in Blue J.
To get started, click Projects in the left-hand navigation. Here, you'll see all of your existing projects. To create a new one, click Create Project.
Give your project a name and, if you'd like, add a description. We recommend organizing projects by client, engagement, or tax topic—whatever works best for your workflow.
Once your project is created, you can start asking questions directly within it. Any new conversations you create inside the project will automatically be grouped together, making it easy to keep related research and analysis in one place.
You can also add existing threads to a project. Simply click the three-dot menu, and select Move to Project. Choose the project you'd like to add it to, or use the search bar to quickly find the right one.
Within each project, you'll see all associated threads in one organized view. Threads linked to a project will also appear grouped together in your left-hand navigation, making it easy to pick up where you left off.
Projects help you keep client work, research, and tax analysis organized—so you can find what you need, when you need it. That's Projects in Blue J.