# 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 — everything your team needs to deliver the engagement.

{% hint style="success" %}
**One workspace, every deliverable**: Attach client meeting recordings, upload RFP documents to the knowledge base, link scoping estimates and task lists, and manage artifacts — all searchable and filterable from a single table.
{% endhint %}

## 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

| Item Type             | Description                                                             | How to Add                                                     | Click Behavior                             |
| --------------------- | ----------------------------------------------------------------------- | -------------------------------------------------------------- | ------------------------------------------ |
| **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](/workspace/lists.md))    | 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

1. Click the **+** button in the Meetings section header
2. A popover opens with a scrollable list of available meetings
3. Use the **"Only mine"** filter to show only meetings you recorded
4. 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

1. Click the **Upload** button in the Knowledge Base section
2. Drag and drop files or click to browse — many file types are supported (PDF, Word, Excel, PowerPoint, text, and more)
3. Files are uploaded directly to the project's dedicated knowledge base and become available for AI-powered search

{% hint style="info" %}
Deleting a knowledge base document removes it from the project's knowledge base entirely, not just from the items list.
{% endhint %}

### Assigning Lists

1. Click the **+** button in the Lists section header
2. A popover shows available lists that are not yet assigned to the project
3. Select one or more lists to link them

### Assigning Scoping Estimates

1. Click the **+** button in the Scoping section header
2. A popover shows available scoping estimates
3. Use the **"Only editable"** filter to show only scopes you have permission to modify
4. Select one or more estimates to link them

### Adding Tasks

1. Click the **+** button in the Tasks section header
2. The **Agents drawer** opens to the Tasks tab
3. Create a new task or submit a task to an agent
4. 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:

| Control               | Description                                                                               |
| --------------------- | ----------------------------------------------------------------------------------------- |
| **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:

1. **Click** a row to select it
2. **Shift-click** another row to select a range
3. 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

| Practice                       | Recommendation                                                                                            |
| ------------------------------ | --------------------------------------------------------------------------------------------------------- |
| **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                   |

{% hint style="info" %}
**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.
{% endhint %}


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