How to create projects and add files

Organize your transcripts and files in Audiogest using the Projects feature. Easily group related files together—by client, topic, meeting type, or anything else—to keep your workspace structured and efficient.

What are Projects?

Projects are folders for your files. Use them to organize related transcripts under a single label. Each project can contain multiple files.

• Group files by client, use-case, or topic
• Keep work organized and easy to find
• Share projects with teammates (coming soon)

How to create a Project

1. Creating a new project

You'll find your projects listed in the sidebar, click on one of them to view the files inside that project.

2. Click “New Project”

This opens the project creation form.

3. Fill in project details

• Project name: Example: “Q2 Sales Calls” or “Client – Acme Corp”

4. Click "Create project"

Your project is now available in the project list.

How to add files to a Project

There are two ways to add files to a project. You can either upload a new file and select the project the file to be added to.

Or go your library and add any existing files to a project.

1. Upload a new file and select project

During upload, choose the project you want to add the file to from the dropdown.

2. Or move an existing file from the Library page

From the Library page, click the “Add to Project” option and choose the destination project.

Viewing and managing Projects

Click on any project in the list to see all the files it contains. You can also rename or delete the project from the menu.

Tips for organizing with Projects

• Create one project per client or team
• Use clear names so files are easy to navigate later
• Split long-term work into phases (e.g. “Product Launch – Phase 1”)