Organize your projects
Make the next thing easy to find.
The short answer
Use consistent names and a small number of shared categories to help teammates find their work. Organize around the task people need to complete.
Choose a naming pattern
Use short, descriptive names such as “Customer onboarding” or “September launch.” Avoid names that only make sense to the person who created them.
Create a project
- Open your workspace.
- Select New project.
- Add a descriptive name and a short purpose.
- Assign an owner and confirm access.
Keep it useful
Archive completed projects after checking their retention requirements. Revisit the structure when people regularly ask where something belongs.
This is example content for a fictional product. Replace these steps with your product’s verified instructions before publishing.