Managing Projects

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Overview

Projects (also called workspaces) help you organize related sessions, track progress over time, and collaborate with team members. This guide covers how to create and manage projects in Harmonica.

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What are projects?

Projects are containers that help you:

• Organize sessions: Group related sessions together
• Maintain context: Keep background information and goals in one place
• Track progress: See how discussions evolve over time
• Collaborate: Share access with team members
• Customize appearance: Add banners, colors, and descriptions

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Creating a project

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Project settings

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Basic information

• Title: A clear, descriptive name for your project
• Description: What this project is about and its goals
• Location: Optional location or context information
• Status: Active, draft, or deleted

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Visibility

Projects can be:

• Public: Visible to anyone with the link
• Private: Only accessible to invited members

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Appearance

Customize how your project looks:

• Banner image: Add a header image
• Gradient colors: Set custom gradient from/to colors
• Use gradient: Toggle gradient background on/off

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Adding sessions to projects

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When creating a new session

When creating a session, you can:

• Create it within an existing project
• Create it as a standalone session (add to a project later)

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Adding existing sessions

You can add existing sessions to a project:

• From the session settings
• By dragging and dropping (if supported)
• Through the project management interface

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Managing project members

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Sharing access

Projects can be shared with team members:

• Invite users by email or username
• Set permission levels (viewer, editor, admin)
• Manage access from project settings

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Permissions

Different permission levels allow:

• Viewer: Can see project and sessions but not modify
• Editor: Can create and modify sessions within the project
• Admin: Full control over project settings and sessions

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Project summaries

Projects can have their own summaries that synthesize insights across all sessions within the project. This helps you:

• See overarching themes
• Track progress over time
• Identify patterns across multiple sessions

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Best practices

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Project status

Projects can have different statuses:

• Active: Currently in use, visible on dashboard
• Draft: Work in progress, not yet active
• Deleted: Marked for deletion (will be removed)

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Nested projects

Projects can have parent-child relationships:

• Create sub-projects for more granular organization
• Maintain hierarchy for complex projects
• Track relationships between related work

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Exporting project data

You may be able to export:

• Project summaries
• All sessions within a project
• Aggregated insights
• Participant data (with appropriate permissions)

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Troubleshooting

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Can’t create a project

• Check permissions: Ensure your account has permission to create projects
• Try refreshing: Sometimes a page refresh resolves temporary issues
• Contact support: If problems persist, reach out to [email protected]

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Sessions not appearing in project

• Check project settings: Verify the session is actually added to the project
• Filter settings: Check if any filters are hiding the session
• Refresh: Try refreshing the page

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Can’t share project

• Check visibility settings: Ensure the project isn’t set to private if you want to share it
• Verify permissions: Make sure you have admin access to the project
• Try the share link: Use the project’s share link if direct sharing isn’t working

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Related guides

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