> ## 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.
# Projects
> Projects are strategic workspaces that group your deliverables, milestones, tasks, and team collaboration in one place.
Projects are the primary way to organize your AI program in Kowalah. Each project is a strategic workspace that groups related deliverables, milestones, tasks, risks, and decisions together.
## Project ideas
A project can represent any strategic AI goal in your organization. Here are some examples to get you thinking:
Roll out Claude to your finance team. Track training, build custom skills for reporting and analysis, measure adoption.
Train your sales team on Claude for deal inspection, proposal writing, and pipeline analysis. Build custom skills for your sales process.
Build AI-powered response tools, knowledge bases, and ticket classifiers for your support team.
Establish your AI acceptable use policy, security framework, and compliance processes across the organization.
Build Claude skills for candidate screening, onboarding plans, and policy drafting. Track adoption across the people team.
Automate reporting, meeting summaries, and process documentation. Track time saved and processes improved.
Think of projects as the major workstreams in your AI program. Each project should have a clear goal, a defined scope, and someone accountable. You can run multiple projects in parallel across different departments or themes.
## What a project contains
A project brings together everything related to a strategic AI goal:
| Feature | Purpose |
| ---------------- | ------------------------------------------------------------------------------------ |
| **Deliverables** | Committed AI work tracked through stages (planning → in progress → in review → done) |
| **Milestones** | Key dates and groupings for the project |
| **Tasks** | Actionable items assigned to team members |
| **Risks** | Tracked risks that could affect project success |
| **Decisions** | Recorded decisions and their rationale |
| **Discussions** | Threaded conversations about the project |
| **Stakeholders** | People involved and their roles |
| **Resources** | Links to Expert Requests, Accelerators, documents, and other deliverables |
## What makes a great project
**Clear scope** — A great project has a defined boundary. "Roll out Claude to the finance team" is better than "Use AI across the business." You can always create more projects as your program grows.
**Measurable goals** — Define what success looks like upfront. This could be adoption metrics ("80% of the team using Claude weekly"), efficiency gains ("reduce monthly reporting time by 50%"), or capability milestones ("10 custom Claude skills deployed").
**An accountable owner** — Every project needs someone who drives it forward. This is usually a department lead or project sponsor who can make decisions and unblock issues.
**Active deliverables** — Projects come alive when they contain specific [Deliverables](/platform/projects/deliverables) (committed AI work) moving through stages. A project with 5-10 deliverables in various stages shows a healthy, active AI program.
**Regular updates** — Use milestones to track key dates, and health status to signal how things are going. This keeps stakeholders informed without separate status meetings.
## Ownership and collaboration
Projects you create are **private to you and your organization** by default. You have full control over your projects without any requirement to involve Kowalah.
When you want to bring the Kowalah team in, use the **Collaborate** option in the project sidebar. This adds a Kowalah owner alongside your customer owner, giving both sides visibility into progress, discussions, and milestones.
* **Customer owner** — someone from your organization who is accountable for the project
* **Kowalah owner** (optional) — a member of the Kowalah team who partners with you on delivery
Projects shared with Kowalah may also be created by your Kowalah partner and shared with you. Either way, the collaboration is visible in the platform — you can always see who owns what.
## Project status
Projects move through these statuses:
| Status | Meaning |
| ------------- | ------------------------------------------------------- |
| **Planning** | Project is being scoped and set up |
| **Active** | Work is underway |
| **On hold** | Temporarily paused |
| **Completed** | Project goals have been met |
| **Archived** | Project is no longer active and is stored for reference |
## Progress tracker
Every active project has a progress tracker in the right sidebar. This is your at-a-glance health check for the project.
The progress tracker shows four things: how far along the work is, how healthy the project is, who needs to act next, and when it's expected to complete.
The tracker includes:
| Field | What it shows |
| ------------------------ | ------------------------------------------ |
| **Progress percentage** | A visual gauge showing completion (0-100%) |
| **Health status** | On track, some risk, or concerned |
| **Status owner** | Who needs to act next (see below) |
| **Estimated completion** | When the project is expected to finish |
### Health status
| Health | Meaning |
| ------------- | -------------------------------------- |
| **On track** | Progressing as expected |
| **Some risk** | May miss targets without intervention |
| **Concerned** | Significant issues that need attention |
### Status owner
The status owner tells you whose turn it is to act. This removes ambiguity about who's holding the ball:
| Status | What it means |
| -------------------------- | ------------------------------------------------ |
| **Kowalah working** | The Kowalah team is actively working on this |
| **Waiting for your input** | Kowalah needs a decision or information from you |
| **Customer action needed** | Something for your team to do |
| **Blocked externally** | Waiting on a third party |
| **Under review** | Being evaluated or reviewed |
Check the status owner regularly. If a project shows "Waiting for your input," there's likely a question or decision that's blocking progress. Responding quickly keeps momentum.
## Priority levels
Projects can be assigned a priority to help you focus on what matters most:
* **High** — Needs immediate attention
* **Medium** — Important but not urgent
* **Low** — Track but not time-sensitive
* **No priority** — Not yet categorized
## Creating a project
To create a project:
### Go to Projects
Click **Projects** in the sidebar.
### Click "New project"
This opens the project creation form.
### Fill in the details
At minimum, provide a **title**. You can also add:
* A description explaining the project's goals
* A target date
* Priority level
* Tags for categorization
### Start working
Your project is created and ready to use. Add deliverables, milestones, and tasks as your work progresses. If you want to collaborate with Kowalah on this project, use the **Collaborate** option in the sidebar.
## Working within a project
Once inside a project, use the tabs to navigate between its components:
* **Overview** — Project description, rich content, and discussions
* **Deliverables** — Committed AI work moving through planning → in progress → in review → done
* **Milestones** — Key dates and groupings
* **Tasks** — Actionable items for you and your team
* **Risks** — Issues that could affect project success
* **Decisions** — Recorded decisions with context and rationale
The right sidebar shows project properties, progress tracking, owners, stakeholders, and linked resources.
## Archiving
**Archive** completed projects to keep your project list focused on active work. Archived projects are still accessible but hidden from the default view.
## What's next
Track committed AI work through planning, in progress, in review, and done
Set and track key project dates
Manage actionable items across projects
Submit requests for expert work