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.

Projects let you manage your uploads more easily, especially when you're working across multiple clients, teams, or ongoing workstreams.

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. Go to the Projects page

From your dashboard, click on Projects in the sidebar.

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”
• Description: (optional) Add context for the project

4. Click Create

Your project is now available in the project list.

How to add files to a Project

1. Upload a new file

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

2. Or move an existing file

From the file details page, click the “Move 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”)