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Projects

Projects are the organizing principle in StoryVault. Think of projects as thematic folders: a “Leadership Rounds” project collects all management meetings. A “QM Senior Care” project bundles quality circles and audits. An “Onboarding New Employees” project contains training recordings.

Every session belongs to exactly one project. This keeps you organized even as the number of recordings grows.

  1. Open the project list

    Sidebar → Projects. You see all projects with name and session count. Use the dropdown on the right to sort by name, session count, or last updated.

    Project list with five active projects
  2. Create a new project

    Click the plus button. Enter a meaningful name and optionally a description. Save — done.

    Create new project: name, description, AI context
  3. Use the project detail page

    In a project, you see all associated sessions. From here you can directly upload files, start the recorder, or drag and drop a recording.

    Projects: archive tab without archived projects
  4. Edit a project

    Use the pencil icon to edit the name, description, and AI context. The AI context is provided as background information during project-level chats — this leads to more relevant AI responses.

Every project has its own AI chat. Use it to ask questions across all sessions in a project — for example: “What topics were discussed in the last three QM sessions?” or “Which open issues keep coming up?”

The project chat uses the summaries of all sessions as context. For detailed analysis of a single meeting, use the session chat.

Administrators see all projects. Other users only see projects they have been assigned to. Assignment is done through user management.

Project sharing: manage members with roles Add member to project

Within a project, there are three roles:

RolePermission
ViewerView and read sessions
EditorCreate and edit sessions
ManagerAdditionally: project management and bot control

Each project can be assigned a color. The color appears as a subtle accent in the project list, on the detail page, and in list views — useful for visually grouping related projects.

  1. Open the project → Edit (pencil icon).
  2. In the Color section pick one of the eight presets or keep No color.
  3. Save.

The eight presets are tuned to work together and cover typical project phases (from “Trigger” to “Communication & Report”). Custom hex values are intentionally not supported — this keeps the UI calm and consistent.

The “Notes” project exists automatically. If you don’t select another project in the recorder or upload, recordings end up there. Handy for quick voice notes that you’ll sort later.


This page corresponds to the onboarding video “Module 3, Lesson 3.1 — Projects”.