Projects / Folders [📲𝙋𝙧𝙤𝙙𝙪𝙘𝙩]

Added by Justin Sheehan Justin S.
Column
Done
Assigned to
*APP *APP Justin Sheehan Justin S. Troy Pastoral Troy P.
Notes

Creative Brief: Spec - Project Workspaces [Beta V2] - Google Docs


Project / Folder Workspaces

  •  Dedicated spaces for projects, topics, teams, or relationships. 

Project-Specific Instructions

  •  Custom behavior, tone, and context for each project. 

Sources

  •  Add files, links, notes, transcripts, emails, Box links, Monday.com links, and other references. 

Project Memory

  •  Store key decisions, people, preferences, context, and open questions. 

Chat Organization

  •  Group chats by category, purpose, status, or recency. 

Promote to Knowledge

  •  Save useful chat outputs as notes, decisions, tasks, FAQs, memory, or approved knowledge. 

Project Dashboard

  •  Homepage showing purpose, recent activity, sources, decisions, open questions, and quick links. 

Permissions and Visibility

  •  Control who can view, edit, approve, or administer each project. 

Quick Links

  •  Fast access to tools like Monday.com, Box.com, Drive, CRM, calendars, or portals.
Subtasks
Review Creative Brief: Spec - Project Workspaces [Beta V2] - Google Docs Troy P. Tue, May 5
Implement: Project-Specific Instructions Troy P.
Test / QA: Project-Specific Instructions
Implement: Sources Troy P.
Test / QA: Sources
Implement: Project Memory Troy P.
Test / QA: Project Memory
Implement: Chat Organization Troy P.
Test / QA: Chat Organization
Implement: Promote to Knowledge Troy P.
Test / QA: Promote to Knowledge
Implement: Project Dashboard Troy P.
Test / QA: Project Dashboard
Implement: Permissions and Visibility Troy P.
Test / QA: Permissions and Visibility
Implement: Quick Links Troy P.
Test / QA: Quick Links
Troy Pastoral
Troy Pastoral AI Whisperer

QA — main

  1. Workspace dashboard
    Do: Open a project folder.
    Expect: Overview shows chat filters, key sources, knowledge, instructions, members, and decisions.
  2. Sources
    Do: Open Sources and click Add Source.
    Expect: Summary and tags fields appear with type/status/search filters.
  3. Quick Links
    Do: Open Quick Links and click Add Link.
    Expect: Description and category fields appear.
  4. Memory
    Do: Open Memory and click Add Memory.
    Expect: Status field and Active/Suggested filter appear.
  5. Promote message
    Do: Open chat in a folder and click book icon on assistant message.
    Expect: Promote dialog opens with message content and all knowledge types.
  6. Known deployment note
    Do: Apply latest Supabase migration before testing pinned folders.
    Expect: folder list loads without 400 network error.
Troy Pastoral
Troy Pastoral AI Whisperer

cc Red Play around adding files, chatting with your files and asking Daryle.AI what he thinks about your files. Let's try to stress test this feature :)

Red Bañares
Red Bañares Astra Product Experience Designer

Troy This is done.

Added as card with the md. file