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Create a project

Start an Ideate project so that people can add what they know to one place. A project belongs to your active account, the one named at the bottom of the navigation pane.

Prerequisites

  • Ideate access on your active account. Without it you can open projects shared with you but not create your own. Usage on the project is measured against that account, which is invoiced at the end of the month; see Accounts and billing.
  • For the CLI variant, alis installed and signed in, and the right account selected (alis accounts list, then alis accounts select accounts/<id>).
  1. Open https://console.alisx.com/ideate and choose Projects.
  2. Click New project.
  3. Fill in Create a new project:
    • Project title: short and memorable.
    • Description (optional): a sentence or two on what the project is about, to give Alis a head start.
    • Contributions (optional): click Attach files, or drop documents, transcripts or recordings the project should start from.
  4. Click Create project.

A new chat with Alis opens inside the project, and Alis helps you shape it. The description and files become the project's first contribution.

Open a chat with Alis at https://console.alisx.com/chats and tell Alis about the idea, the problem you have noticed or the half-written brief. Alis shapes it into a project, and the project appears under Projects.

There is no command that creates an empty project. Instead, pass --new-project "<title>" to whichever add command carries the first contribution:

alis ideate add note --new-project "Customer onboarding redesign" --file kickoff-notes.md

alis ideate add files --new-project "Customer onboarding redesign" review-recording.mp4 --note "Recording of the onboarding review, 12 June"

Each prints the new project and its first contribution. The project goes into your active account.

Set the project goal

A goal keeps Alis, the interviews and the artifacts pointed at the outcome you care about.

  1. Open the project's Home.
  2. Under What should this project achieve?, click Set project goal and pick the starter closest to your goal, or tell Alis in your own words.
  3. Later, click Review project goal on Home to review it. Select any part of the text and leave a comment to change it.

The goal is stored as the project's Project goal artifact and is what Alis works from.