Project types
What a project contains
Searches
Searches
Searches linked to the project (
project_id context). You can launch searches directly from a project, and team result pages can be associated to a team project via Collaborate.Notes
Notes
Markdown notes attached to the project. Notes auto-save after short inactivity and support preview mode.
Attachments
Attachments
Files uploaded in the project Files tab (images/documents/other supported formats), with storage usage tracking.
Creating a project
1
Open the Projects section
Navigate to Projects in the left sidebar.
2
Create a new project
Click New project. Give it a name and select the type: Solo or Team.
3
Add searches
Open the project and use New Search to run a search in that project context.For team investigations, you can also associate a result to a Team project using the result page Collaborate action.
4
Add notes and attachments
Open the project and use the Notes and Attachments sections to add context alongside your search data.
Project limits and storage
Project count and storage are plan-dependent.- Standard: lower project/storage limits
- Pro: higher limits
- Advanced: highest limits
Permissions in team projects
Team roles impact what members can do in project workflows.- Viewer: read-only style access (cannot create team projects)
- Editor/Admin/Owner: can create and manage team project content
Team projects
A Team project is shared with the associated team. Members can access the same searches, notes, and files according to role permissions.Team projects require an active team workspace. See Team collaboration for setup details.