Project Items
The Items tab is the central hub for all resources attached to a project. Items include meetings, knowledge base documents, artifacts, tasks, lists, and scoping estimates β everything your team needs to deliver the engagement.
One workspace, every deliverable: Attach client meeting recordings, upload RFP documents to the knowledge base, link scoping estimates and task lists, and manage artifacts β all searchable and filterable from a single table.
Overview
Items are resources linked to a project that build its knowledge base and track deliverables. Each item type has its own assignment flow and behavior, but they all appear together in a unified table with grouping, filtering, and bulk operations.
Item Types
Meetings
Recorded meetings with transcripts, summaries, and action items
Assign from the + popover or enable meeting auto-assign
Opens the meeting detail page in a new tab
Knowledge Base
Documents uploaded directly to the project's dedicated knowledge base
Click the Upload button to drag-and-drop or select files
Opens the document viewer panel
Artifacts
Generated documents, diagrams, and deliverables from Darcy Chat or Apps
Created through Darcy Chat or workflows; linked to the project
Opens an editable artifact viewer panel
Tasks
Agent tasks and to-do items created from the Agents drawer
Click + to open the Agents drawer and create a task
Opens the task detail in the Agents drawer
Lists
Structured AI-powered data tables (see Lists)
Assign from the + popover
Opens the list page in a new tab
Scoping Estimates
AI-powered project scopes and LOE estimates
Assign from the + popover
Opens the scoping page in a new tab
Adding Items
Assigning Meetings
Click the + button in the Meetings section header
A popover opens with a scrollable list of available meetings
Use the "Only mine" filter to show only meetings you recorded
Select one or more meetings and they are immediately linked to the project
Alternatively, enable the Meeting Auto-assign automation in the project sidebar to capture client meetings automatically as they complete.
Uploading Knowledge Base Documents
Click the Upload button in the Knowledge Base section
Drag and drop files or click to browse β many file types are supported (PDF, Word, Excel, PowerPoint, text, and more)
Files are uploaded directly to the project's dedicated knowledge base and become available for AI-powered search
Deleting a knowledge base document removes it from the project's knowledge base entirely, not just from the items list.
Assigning Lists
Click the + button in the Lists section header
A popover shows available lists that are not yet assigned to the project
Select one or more lists to link them
Assigning Scoping Estimates
Click the + button in the Scoping section header
A popover shows available scoping estimates
Use the "Only editable" filter to show only scopes you have permission to modify
Select one or more estimates to link them
Adding Tasks
Click the + button in the Tasks section header
The Agents drawer opens to the Tasks tab
Create a new task or submit a task to an agent
When the drawer closes, the items list refreshes automatically
Working with Artifacts
Artifacts are typically created through Darcy Chat or workflow outputs. Once created, they appear in the project's items list and can be viewed and edited in a floating panel directly from the Items tab.
Toolbar Features
The Items toolbar provides several controls for organizing and navigating your items:
Search
Filter items across all types by name or title
Group By
Group items by Type (default), Timeline, or None (flat list)
Filter Chips
Toggle visibility of specific item types (Meetings, KB, Artifacts, Tasks, Lists, Scoping)
Collapse / Expand
Collapse or expand all groups at once
Bulk Operations
Select multiple items for batch operations:
Click a row to select it
Shift-click another row to select a range
A batch action bar appears with the option to Remove all selected items from the project
For knowledge base documents, batch removal deletes the documents from the knowledge base. For all other item types, batch removal unlinks them from the project without deleting the underlying resource.
Best Practices
Upload materials early
Add all reference documents to the knowledge base before generating a definition or sharing with the team
Use grouping
Group by Type to quickly find specific resources; switch to Timeline for a chronological view
Enable auto-assign
Turn on meeting auto-assign so client meetings are captured without manual effort
Use descriptive file names
Clear file names improve AI search results within the knowledge base
Clean up regularly
Remove outdated items to keep the project focused and improve AI response quality
Leverage filter chips
When working on a specific area, filter to just that item type to reduce visual clutter
Pro Tip: Upload all background materials to the knowledge base before clicking "Generate" on the Definition tab. The more context Darcy has, the better the generated definition will be.
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