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Use a project for a research program with related studies, conversations, and outputs. Use tags for reusable categories such as market, brand, or research method. Projects can grant access to their contents; tags organize studies without acting as sharing permissions.

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Enable and create projects

An organization admin can open Settings → Organization → Projects and turn on Enable projects. Organization members can then create projects from the Projects sidebar section. Enter a project name and, optionally, a description. Turning Enable projects off hides the sidebar section. Existing projects are retained; disabling the section does not delete their studies or replace an access review.

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Add and remove studies

Open a project and use its content controls to open Add content to project. Select the studies to include, review the selected set, and choose Save. Updating the project’s studies requires project editing access. A study belongs to at most one project. Selecting a study that belongs to another project moves its project association; it does not create a copy. Removing a study from the selected set removes its association with the current project. Review permissions before moving studies: project access is inherited by contents, so a move can change who can reach a study through a project. Direct study and team grants remain separate.

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Share a project

A project Manager can manage its sharing. Share with specific colleagues or teams using the appropriate role: Organization admins have automatic project access. A project creator has automatic access while still a member of its organization. A more restrictive direct study grant does not cancel stronger inherited project access. See Study Sharing. Project deletion has a separate rule: an organization admin can delete a project, and a creator can delete their own project when it has no studies. Project deletion is not a bulk-erasure command for the underlying study records. Review study access and retention separately.

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Work across project studies

Use the project hub to find its studies, conversations, reports, and slide decks. Start a conversation from the project to ask Talk to Your Data questions across the relevant studies. The assistant can only work with data the current user can access. A saved conversation’s associated studies and permissions matter independently of the project’s current study list; check its scope when reusing older conversations after reorganizing research.

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Manage tags

Organization admins manage the shared tag list in Settings → Organization → Tags. Create a tag, rename an existing tag, or delete a tag after reviewing its usage. Tag names support up to 50 characters, and an existing name cannot be created again in the same organization. Assign existing tags through a study’s tag selector in its design settings. Changing a study’s tags requires study editing access. A study can have several tags, making tags useful for overlapping categories that do not fit a single project. Renaming a tag updates the shared tag rather than creating a second category. Deleting a tag removes that category from the studies using it; it does not delete the studies. Tags do not grant study access.