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.

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.

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)	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

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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

Deleting a knowledge base document removes it from the project's knowledge base entirely, not just from the items list.

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.

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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

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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.

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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

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.