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Projects are the primary way to organize your AI work in Kowalah. This guide walks you through creating and setting up your first project.
If you’re collaborating with a Kowalah team, they may have already created projects for you. Check your Projects page — if projects exist, skip to working within a project.

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Creating a project

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Go to Projects
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Click Projects in the sidebar. You can view projects as a list or a kanban board — toggle between views using the controls at the top.
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Click “New project”
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This opens the creation form. You can also click the + button on a kanban column to create a project with that status pre-selected.
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Enter the basics
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Provide a title (required, 3-200 characters). This should clearly describe the strategic goal, for example “Customer Service AI Pilot” or “Q3 Finance Automation”.
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Optionally set:
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  • Description — a brief explanation of the project’s purpose
  • Status — defaults to “planning” (you can set it to “active” if work has already started)
  • Priority — none, low, medium, or high
  • Health status — defaults to “on track”
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    Save
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    Click create. Your project is now ready to use.

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    Working within a project

    Once inside a project, you’ll see tabs across the top for different features:
    TabWhat it contains
    OverviewProject description, rich content editor, and discussions
    InitiativesAI use cases being tracked through stages
    MilestonesKey dates and deliverables
    TasksActionable items for your team
    RisksIssues that could affect the project
    DecisionsRecorded choices and their rationale
    UpdatesStatus updates and progress history

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    The right sidebar

    The overview tab includes a sidebar with:
    • Progress tracking — completion percentage, health status, and who needs to act next
    • Owners — the customer owner (from your team) and the Kowalah owner (your partner)
    • Properties — department, tags, target date, and creation details
    • Stakeholders — people involved in the project
    • Resources — linked Expert Requests, accelerators, and documents
    • Files — uploaded documents and materials

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    Setting up your project for success

    Once created, add context to make the project useful:

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    Add a description

    Click into the Overview tab and use the rich text editor to describe:
    • What this project aims to achieve
    • The business problem it addresses
    • Any constraints or requirements
    • Key stakeholders and their roles

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    Set a target date

    In the sidebar properties, add a target date so your team can plan around it.

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    Add stakeholders

    In the sidebar, add colleagues who should be involved. Each stakeholder can be:
    • Primary — the main contact for this project
    • Collaborator — actively contributing
    • Watcher — staying informed but not actively involved

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    Using the AI Chat with your project

    When you’re viewing a project, the AI Chat sidebar automatically has context about it. You can ask questions like:
    • “Summarize the current status of this project”
    • “What initiatives are in development?”
    • “Help me draft a status update for stakeholders”
    The AI can access your project’s details, initiatives, milestones, and discussions to give you informed responses.

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    What’s next

    Invite your team

    Add colleagues to your organization

    Initiatives

    Track AI use cases within your project

    Expert Requests

    Submit requests for expert work

    Projects reference

    Full projects documentation