Projects – Sapience

Sapience Projects

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This is Sapience’s best feature, and brings together all of the parts of the system. Projects are Agents, and they’re a “bucket” or workspace collecting together other Users, Files, Notes, Conversations, along with Tasks & Goals. This is personal and team productivity rebuilt AI first.

The Project Object

Within Sapience, a Project is a powerful thing. It has its own data, like Description, Primary Goal, Success Criteria, Due Date, but it also creates a workspace of all of Sapience’s other resources: Project Notes, Project Files, Project Members (humans & AI!), and it contains Goals and Tasks - each of which have their own tab.

Project Dashboard

On the Project Dashboard you can see all of the core Project meta-data like primary Goal, project Description & Success Criteria, as well as get a snapshop of what is in the project.

Goals & Tasks

Goals: a group of tasks. Best configured with a timeline for the Goal to be completed, with its own success criteria.

Tasks: you know what these are 🙂. Key innovations that Sapience brings is that any Task can be linked to other resources like a Note or a File, are automatically given to the Project Agent when you chat with it, and you can create them using AI directly.

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Task prioritization: it’s deliberate that you can’t manually set Task priority. You do it by setting the Urgency and the Importance of a task, as well as the due date or ETA. We use the Eisenhower management method here - learn more about that below.

You can add files to a Project, and these are automatically shared with the Project Team, and are also made available to the Project Agent whenever you spin up a Project Agent Chat. Note that you have to upload files into the Sapience Files system prior to being able to add them to a project. You can also search, filter, and sort files that have already been added.

Project Files

Project Members

Projects can be used in single-player or multi-player mode. A lot of the power comes from adding other Organization members to your project. When you do so, you have the choice of adding them as read-only or write users. You can manage and change this later if you need to in Menu > Manage Shares.

Project Notes

Notes created in Projects will show up in the global Notes list in sidebar, but are resources that you’ve added to the project itself. Use this for meeting notes (and use the handy template), but also OKRs, Project overviews - whatever you need. Again, the Project Agent has access to all of these and will use them in its research and work.

Project Agent

Whenever you create a Project, guess what? You’ve created a custom Agent! This is incredibly powerful, because you’ve now got a custom Agent with all of the data, Project context (Goal, Description, Due Date, and all of the Tasks & Goals configured) when it works. Project Agents also will focus on Notes just in that Project and Files just in that Project. This is an amazing tool for creating a rich, but focused, work environment to use the AI in.

Check out the dedicated article on Project Agents here:

Project Agent