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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

AreaPurpose
DashboardStats, activity heatmap, shortcuts
Knowledge baseNotes and found knowledge
BrainSemantic embedding map (update permission + paid plan capability)
IntegrationsConnected apps and tools
SkillsInstalled and available playbooks
TasksOn-demand and scheduled agent jobs
Tool RunsHistory of tool executions
WorkspacesDiscord (and Coming soon platforms)
MembersProject membership
AI modelsWhich models power each project task type

How to open a project

  1. Make sure you are on the correct team.
  2. Open Projects, or use the project switcher in the header.
  3. 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.

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