Projects / Folders [Beta V2]

Added by Justin Sheehan Justin S.
Column
Review
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 Pastoral Troy P. Tue, May 5
Implement: Project-Specific Instructions Troy Pastoral Troy P.
Test / QA: Project-Specific Instructions
Implement: Sources Troy Pastoral Troy P.
Test / QA: Sources
Implement: Project Memory Troy Pastoral Troy P.
Test / QA: Project Memory
Implement: Chat Organization Troy Pastoral Troy P.
Test / QA: Chat Organization
Implement: Promote to Knowledge Troy Pastoral Troy P.
Test / QA: Promote to Knowledge
Implement: Project Dashboard Troy Pastoral Troy P.
Test / QA: Project Dashboard
Implement: Permissions and Visibility Troy Pastoral Troy P.
Test / QA: Permissions and Visibility
Implement: Quick Links Troy Pastoral 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.