This guide explains how to use projects to organise decisions in your workspace. You'll learn how to create projects, understand public vs. private visibility, and work with the default project.
Use Case
As your workspace accumulates decisions, organisation becomes important. Projects help you:
Group related issues together (e.g., by committee, topic, or time period)
Control visibility for sensitive matters
Navigate to relevant decisions quickly
Keep your workspace manageable as it grows
Prerequisites
An active Decisio workspace
Admin role (to create and configure projects)
Issues to organise (or plans to create them)
Step-by-Step Instructions
Understanding Projects
1. What Is a Project?
A project is a container for related issues within your workspace:
Workspace view showing multiple project cards
Every issue belongs to exactly one project.
2. The Default Project
Every workspace includes a default project:
Created automatically when the workspace is set up
Named after your workspace (customisable)
Cannot be deleted
Issues are assigned here if no project is specified
The default project ensures every issue has a home. You can rename it, but you cannot remove it.
Creating Projects
3. Create a New Project
To add a project:
Navigate to your workspace
Click Projects in the navigation
Click New Project
Enter a clear, descriptive name
Add an optional description explaining the project's purpose
Configure visibility (public or private)
Click Create
4. Choose a Project Name
Good project names are:
Descriptive: "Finance Committee" not "FC"
Specific: "2026 AGM" not "Meetings"
Consistent: Use a naming convention across your workspace
Good Names
Poor Names
Building Maintenance Committee
BMC
Q1 2026 Strategic Decisions
Stuff
Owner Corporation #12345
Project 1
Public vs. Private Projects
5. Understand Visibility Options
Projects have two visibility settings:
Setting
Who Can See
Use For
Public
All workspace members
General business, routine decisions
Private
Selected members only
Sensitive matters, restricted committees
6. Create a Private Project
For confidential matters:
When creating the project, toggle Private Project on
After creation, add members who should have access:
Open the project settings
Click Manage Members
Add specific workspace members
Only added members can see or access the project
Private projects are hidden from non-members. They won't see the project in navigation, search results, or reports.
7. Convert Project Visibility
To change an existing project's visibility:
Open the project
Click Settings
Toggle the visibility setting
If making private, add the members who should retain access
Save changes
Organising Issues Across Projects
8. Create an Issue in a Specific Project
When creating a new issue:
Click New Issue
Enter the title and description
In the Project dropdown, select the appropriate project
Click Create
9. Move an Issue Between Projects
If an issue belongs in a different project:
Open the issue
Click Settings or Edit
Change the Project selection
Save
Moving an issue doesn't affect its history or audit trail. All records move with the issue.
10. View Issues by Project
To see all issues in a project:
Navigate to Projects
Click on the project name
View the list of issues within that project
Use filters to narrow by status if needed
Project detail view showing issues within a project
Project Management
11. Edit Project Details
To update a project:
Open the project
Click Settings
Update the name, description, or visibility
Save changes
12. Archive a Project
When a project's work is complete:
Open the project settings
Click Archive Project
Confirm
Archived projects:
Move out of the active navigation
Remain accessible for audit and reference
Cannot have new issues created
Can be restored if needed
13. Restore an Archived Project
To bring back an archived project:
Navigate to Projects > Archived
Find the project
Click Restore
The project returns to active status
14. Delete a Project
Deleting a project permanently removes it. All issues within the project must be moved or deleted first.
To delete an empty project:
Ensure no issues remain in the project (move or delete them)
Open project settings
Click Delete Project
Confirm deletion
Note: The default project cannot be deleted.
Workflow Strategies
15. Organise by Committee
Navigating between projects in your workspace
If your workspace serves multiple committees:
Each committee has its own project with appropriate visibility.
16. Organise by Time Period
For regular governance cycles:
Archive projects as periods close to keep navigation clean.
17. Organise by Topic
For subject-based organisation:
Issues are grouped by subject matter regardless of when they occur.
Setting the Default Project
18. Change the Default Project
To set a different project as the default:
Navigate to Projects
Find the project you want as default
Open its Settings
Toggle Set as Default
Save
New issues without a specified project will now use this default.
Only one project can be the default at a time. Setting a new default automatically clears the previous one.
Tips and Best Practices
Dashboard overview with multiple projects
Start simple: Begin with the default project; add more as needed
Use meaningful names: Future you will appreciate clarity
Archive rather than delete: Preserve the audit trail
Review visibility carefully: Ensure sensitive matters are properly restricted
Document project purposes: Use descriptions to explain what belongs in each project
Maintain consistency: Establish naming conventions for your workspace
