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These are the common day-to-day flows in Projects.

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Create a Project

Most projects start in Triage and get promoted, but you can also create one directly.
1

Click 'New project'

The sparkles-icon button in the top-right of /projects.
2

Fill in the form

Title (required), description, type (auto-selected, required), optional start/end dates.
3

Submit

Creates a tracked item, promotes it immediately (so it skips triage), and navigates to /projects/{id}.

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Promote from Triage

The more common path. In Triage’s Signals tab:
1

Open a tracked item

Selecting a row in the Signals tab opens its detail in the right pane.
2

Click 'Promote to project'

The action button in the detail footer.
3

Item appears in /projects

Status flips to in_progress, in_triage flips to false, and the item disappears from the Triage list.
You can also bulk-promote — select multiple rows in the Signals tab, then click Promote N. See Promote & Merge. Calls bring in real customer context fast.
1

Open the Link a Call modal

From the project’s right rail, click Link a call (phone icon).
2

Search or browse

Search by title, or leave the field blank to see recent calls.
3

Pick a call

Click any row. All signals from that call auto-attach to the project, and you’ll see a toast: “Linked ‘Call title’ — attached N signals.”

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Find & Attach Signals

When you want to attach signals that match the project’s theme:
1

Click 'Find related signals'

From the People & Signals card on the detail page.
2

Search and filter

Type a query; filter by boundary (external / internal / all) and interaction type (call, message, feedback).
3

Multi-select and add

Check the signals you want, click Add N to review. They attach in the “suggested” review state — they don’t feed the AI rollup until you approve them.
The Suggested Signals banner does this automatically when a project has fewer than 5 signals — use it for a head start, then refine with Find related signals.

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Update Scope from a Call

When a call surfaces a scope change, BuildBetter spots it and surfaces a diff.
1

Open the Update Scope modal

Triggered automatically when a linked call’s transcript suggests a scope change.
2

Review the evidence

Left side: the quoted transcript segment with speaker and timestamp. Right side: a draft diff of the scope doc (removed bullets vs. added bullets, grouped under section headings).
3

Approve

Writes the change into the project’s scoping doc.

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Send a Status Update

Generate a shareable status snapshot for the team, an exec, or release comms.
1

Click 'Status update'

The send-icon button in the list page header.
2

Pick a scope

My projects / All projects / Specific initiative.
3

Pick a window

Default is 7 days; change as needed.
4

Pick an output type

Team status / Exec rollup / Release comms draft.
5

Generate and copy

The output is markdown you can click to copy and paste straight into Slack, email, or a doc.

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Close the Loop After Release

When a project ships, you owe a follow-up to the people who asked for it.
1

Open the Close the Loop card

On the detail page, right rail.
2

Review the checklist

One row per linked contact: person name, company, current reply state.
3

Draft the update

Use the composer to write a short message. The same body can be sent across recipients, or you can tailor per-person.
4

Send via Slack or email

One-click per contact. A contact gets auto-marked “replied” once the assignee responds in the designated channel or thread — no manual checkboxes needed.

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Merge Duplicates

If the Similar Projects banner appears with candidates:
1

Review the match

Each candidate shows a match % and title.
2

Click 'Merge'

Collapses the candidate into the current project: moves every attached signal, archives the duplicate, and logs a merge event in the timeline.

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Update Metadata Inline

The rail dropdowns update fields without leaving the page:
  • Status — change the substatus chip
  • Type — re-categorize the project
  • Assignee — assign or reassign the DRI
  • Priority — P0–P3
  • Area — taxonomy area path
Every change is timestamped and visible in the Timeline tab.