> ## Documentation Index
> Fetch the complete documentation index at: https://docs.kowalah.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Your first project

> Create your first project in Kowalah, set it up with the right details, and start collaborating with your team.

Projects are the primary way to organize your AI work in Kowalah. This guide walks you through creating and setting up your first project.

<Tip>
  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](#working-within-a-project).
</Tip>

## Creating a project

<Steps>
  ### Go to Projects

  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.

  ### Click "New project"

  This opens the creation form. You can also click the **+** button on a kanban column to create a project with that status pre-selected.

  ### Enter the basics

  Provide a **title** (required, 3-200 characters). This should clearly describe the strategic goal, for example "Customer Service AI Pilot" or "Q3 Finance Automation".

  Optionally set:

  * **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"

  ### Save

  Click create. Your project is now ready to use.
</Steps>

## Working within a project

Once inside a project, you'll see tabs across the top for different features:

| Tab              | What it contains                                                            |
| ---------------- | --------------------------------------------------------------------------- |
| **Overview**     | Project description, rich content editor, and discussions                   |
| **Deliverables** | Committed AI work moving through planning, in progress, in review, and done |
| **Milestones**   | Key dates and groupings                                                     |
| **Tasks**        | Actionable items for your team                                              |
| **Risks**        | Issues that could affect the project                                        |
| **Decisions**    | Recorded choices and their rationale                                        |
| **Updates**      | Status updates and progress history                                         |

### 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

## Setting up your project for success

Once created, add context to make the project useful:

### 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

### Set a target date

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

### 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

## 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 deliverables are in progress?"
* "Help me draft a status update for stakeholders"

The AI can access your project's details, deliverables, milestones, and discussions to give you informed responses.

## What's next

<CardGroup cols={2}>
  <Card title="Invite your team" icon="users" href="/get-started/invite-your-team">
    Add colleagues to your organization
  </Card>

  <Card title="Deliverables" icon="kanban" href="/platform/projects/deliverables">
    Track committed AI work within your project
  </Card>

  <Card title="Expert Requests" icon="hand-helping" href="/platform/expert-requests">
    Submit requests for expert work
  </Card>

  <Card title="Projects reference" icon="folder-open" href="/platform/projects/overview">
    Full projects documentation
  </Card>
</CardGroup>
