Projects
Projects overview
Learn what projects are and how they organize knowledge, tools, tasks, and workspaces.
What is it?
A project is the home for a business, product, or initiative. Everything Clankee knows and does for that context lives inside the project: knowledge, integrations, AI model assignments, tasks, and workspaces.
Keep one project per company, product line, or client so Clankee stays focused instead of mixing unrelated context.
What a project contains
| Area | Purpose |
|---|---|
| Dashboard | Stats, activity heatmap, shortcuts |
| Knowledge base | Notes and found knowledge |
| Brain | Semantic embedding map (update permission + paid plan capability) |
| Integrations | Connected apps and tools |
| Skills | Installed and available playbooks |
| Tasks | On-demand and scheduled agent jobs |
| Tool Runs | History of tool executions |
| Workspaces | Discord (and Coming soon platforms) |
| Members | Project membership |
| AI models | Which models power each project task type |
How to open a project
- Make sure you are on the correct team.
- Open Projects, or use the project switcher in the header.
- Select a project to open its dashboard.
Permissions
Any project member can open and use the project. Updating settings, managing members, managing skills, opening Brain, and connecting workspaces require project Owner or Admin. Brain and custom models also require team plan capabilities. See Roles and permissions.
