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Projects let you group searches, notes, and files into a single investigation workspace.

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Project types

TypeWho can access
SoloOnly the creator
TeamAll members of the associated team

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What a project contains

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.
Markdown notes attached to the project. Notes auto-save after short inactivity and support preview mode.
Files uploaded in the project Files tab (images/documents/other supported formats), with storage usage tracking.

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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.

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Project limits and storage

Project count and storage are plan-dependent.
  • Standard: lower project/storage limits
  • Pro: higher limits
  • Advanced: highest limits
Team project limits are enforced against the team owner plan.

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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
Delete/edit actions for project searches are also role-gated in team projects.

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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.