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Tutorial · Drive and projects

Organise a project in the Drive

Bring a project’s threads, documents, members and deadlines together in one place, with an assistant that knows its context.

8 min · 5 steps · for everyone

  1. Step 1

    Create the project

    Open Projects and create a new project. Give it a clear name, for example “Website redesign 2027”, and a two-line description.

    Create the project
  2. Step 2

    Add the members

    Invite the colleagues working on the project. They find the same documents, threads and events, without sharing file by file.

  3. Step 3

    Organise the files

    In the project’s Drive, create simple folders: Scoping, Content, Deliverables. Drag your files into them. The preview opens in one click and each file keeps its versions.

    Organise the files
  4. Step 4

    Set up the project assistant

    Give the project assistant its instructions: tone, audience, reference documents. Every thread opened in the project takes them into account.

    TypeFor this project, always answer from the documents in the Scoping folder and say when a piece of information is not in them. Try in Learnya
  5. Step 5

    Find and share

    Use search to find a file by its name or its content. For an external contact, create a share link. A file deleted by mistake stays in the trash for twenty-four hours.

Your turn

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