Creating and Managing Your Projects

Select Projects in the left-hand navigation to open the home page. It's titled Projects, with the subtitle “Organize your work tasks in SoterAI.”

At the top of the page you'll find:

• Bulk Upload and + New Project buttons in the top-right corner — available on every tab.
• Active, Completed and Archived tabs — these show your projects by status.
• A search box for finding a project by name. It searches the tab you're on — for example, “Search in Active…”
• A visibility filter — All projects, Private or Public.
• A sort menu — Last active (the default), Newest first, Oldest first, Name (A–Z) or Name (Z–A).

Each project appears as a folder-shaped card showing the project title, an optional description, whether it's Private or Public, the number of chats, the number of members, and when it was last active. Select anywhere on the card to open the project.

Every card also has a three-dot (⋮) menu in its top-right corner. This is the project's actions menu — open it for quick actions on that project without going inside: Edit Project, Complete Project or Archive Project, and Make Public / Make Private. The same three-dot (⋮) menu appears in the header when you open a project, so you can reach these actions from either place. Which items appear depends on the project's status (see below).

Each tab has its own empty state when there's nothing to show yet:

1. 1On the Projects home page, select + New Project.
2. 2Enter a Project Name (for example, a claim or inspection reference).
3. 3Optionally add a Description — this appears on the project card and is also used as context for the AI.
4. 4Select Create Project.

Your new project opens ready to use. It starts as Private, with you as its only member and its status set to Active.

If you already keep your clients, accounts or cases in a spreadsheet, you can create a project for each row in one go rather than adding them one at a time — useful when you're bringing an existing book of business into SoterAI.

1. 1On the Projects page, select Bulk Upload. The Bulk Upload Projects window opens: “Upload a spreadsheet — each row becomes one project.”
2. 2Select Choose File and pick a .csv, .xlsx or .xls file of up to 10 MB. SoterAI reads the header row and treats every row beneath it as one project.
3. 3Confirm the column mapping — which column supplies the Project Name (required), what goes into the Description, and which details are carried into the project's Instructions.
4. 4Preview a sample of the projects before anything is created.
5. 5SoterAI validates the file, flagging duplicates and incomplete rows, and tells you how many projects it expects to create.
6. 6Confirm to create them. You'll get a summary of what was created, skipped and failed.

To stop at any point before confirming, select Cancel — nothing is created until you confirm.

Use the Active, Completed and Archived tabs to switch between projects at each stage. Within a tab you can:

• type in the search box to filter by name;
• use the visibility filter to show only Private or only Public projects;
• use the sort menu to order projects by last activity, creation date or name.

Open the three-dot (⋮) menu (on the card or in the project header) and choose Edit Project. You can update the project's name and description there, then save.

A project has three statuses:

To change status, open the three-dot (⋮) menu on the card or in the project header and choose Complete Project or Archive Project. A completed or archived project can be brought back to Active at any time: open it and select Reopen Project (also available in the three-dot menu). Note that a completed project can't be sent straight to archived — reopen it first if you need to archive it.

The menu is context-sensitive: on an active project it offers Edit Project, Complete Project, Archive Project and Make Public/Make Private; on a completed or archived project the Complete and Archive items are replaced by Reopen Project.

When a project isn't active, you can still add or remove members and change its status or visibility — freezing a project blocks new content, not administration.

Every project is either Private or Public. You switch between the two from the three-dot (⋮) menu: on a private project the menu shows Make Public, and on a public project it shows Make Private.

For the full breakdown of who can see and change a project, see Getting started with Projects in SoterAI.