Projects & tasks
Projects
Create a project in Spyral, choose between a standard and a company project, link the companies it covers, and understand what each tab holds.
A project groups the work for one client, one engagement or one topic. It gives that work its own members, its own tasks, its own activity trail, and its own conversations with the assistant.
You do not need a project to use Spyral. Documents, companies and annual accounts all work without one. Projects are for when several people work on the same engagement and you want their work in one place.
Where projects live
Projects is in the left sidebar. The page lists every project in your firm that you can see.
You can search projects by name, filter by All, Active or Archived, and sort by newest, oldest, name or recently updated. A strip across the top counts the total, the active, the archived, and the conversations across all of them.
Each card shows the project name, whether it is active or archived, a Company project badge where that applies, how many companies it covers, and buttons to open it, upload a document to it, or start a chat.
Creating a project
Use New Project. Creation runs in three steps: Type, Details, then Companies.
Creating a project is not part of the default consultant role. If the button is unavailable to you, ask an administrator at your firm to create the project, or to grant the permission under Team, then Roles and Permissions.
Step 1: the type
You choose between two kinds, and the choice cannot be changed afterwards.
Standard project. Organises documents, conversations and tasks around a client engagement or a topic. Choose this for a piece of work, for example a restructuring or a due diligence exercise.
Company project. A workspace built around a set of companies, with team members assigned to each company. Choose this when the project is a portfolio of entities you administer, and you want to see the annual accounts and bookkeeping position of each one in a single view.
Step 2: the details
Give the project a name, up to 200 characters. A description is optional and helps colleagues understand what the project covers. Set the status to Active or Archived.
Step 3: the companies
This step only appears for a company project. Search your company directory and add the companies this project covers. For each company you can assign the team members who look after it.
You can leave this empty and add companies later from the project itself.
Inside a project
The project header shows its name, its status, the Company project badge where it applies, and up to two clickable company chips that take you straight to those companies. A +N chip jumps to the Companies tab.
Below the header, four tiles summarise the project: Conversations, Members, then either Companies for a company project or Created for a standard one, and Updated.
The tabs
| Tab | What it holds |
|---|---|
| Companies | The companies this project covers. Company projects only. |
| Activity | What has happened in the project, most recent first. |
| Members | Who is on the project. |
| Roles | Project level roles. Only the project's creator and its administrators see this tab. |
| Tasks | The project's task board. See Tasks. |
| Analytics | How the project's documents and people are being used. |
A company project opens on Companies. Everything else opens on Activity.
Roles set on a project do not currently change what a person can do elsewhere in Spyral. What someone is allowed to do is governed by their team role, under Team, then Roles and Permissions.
The Companies tab
Each company in the project gets a card showing how many documents and how many people are attached to it, where its annual accounts have got to, and which financial year its ledger covers.
The annual accounts line is written in full, for example FY2024 board approval out for signature, FY2024 shareholder resolution signed, FY2024 filed, or FY2024 board resolution declined. Where a filing deadline is known it is shown underneath.
Add company attaches companies from your directory. Edit assignees sets who looks after each one.
Assigning a colleague to a company inside a project also adds them to the project itself, and to the project's Team Chat. This is intended, and it is how the people who look after an entity end up able to talk about it. If you assign someone, expect them to gain access to the whole project.
Remove company detaches a company from the project and clears the assignments for it. The company itself, its documents and its annual accounts are untouched. Removing a company does not remove the people from the project.
The Chat button
The project header carries a Chat or Start Chat button. This opens the project's Team Chat, which is a messaging surface for people. The assistant plays no part in it.
On a project that has never used it, pressing Start Chat turns Team Chat on for the whole project, for everyone, and there is no way to turn it off again. There is no confirmation step. If you were looking for the assistant, it is not here. See Asking a good question.
Team Chat supports replies, reactions, and file uploads. When you upload a file there, Spyral asks whether to add it to the project's knowledge base or to share it in the chat only.
Choosing "Chat Only" means the assistant will never see that file. Your colleagues can open it in the conversation, but it is not processed into the library and it will never appear as a source in an answer. Choose Knowledge Base if the file matters beyond the conversation.
The Analytics tab
Analytics shows how much use the project's documents and people are getting: how many documents there are, how often they are opened, how often the assistant cited them in an answer, and which documents have never been referenced. There is also a view of the team's tasks, who is completing them, and who has not been active recently.
The citation figures come from the assistant. A document gains citations when it is used to answer a question, so a document with none has either never been relevant or has never been findable. That makes the "documents that need attention" list a useful check on your library.
Deleting a project
The ⋯ menu holds Delete Project. Deleting removes the project and everything in it, permanently, and cannot be undone. If the option is unavailable to you, your role does not carry it.
Archiving is the safer option when a piece of work has simply ended. Archived projects stay searchable behind the Archived filter.
Export Data in the same menu does nothing when clicked. It is a known defect, not something you have done wrong. To get a project's documents out, use the Library.