Create Your First Project

This tutorial creates a Project in the active workspace, attaches one existing resource, and starts a chat whose context stays inside that Project.

Before you begin

You need:

• A Lite, Pro, or Elite active workspace.
• An owner, admin, or member role with write access. Elite viewers are read-only.
• At least one report, profile, graph board, or generated image in the same workspace if you want to attach an existing resource.

1. Confirm the active workspace

Use the workspace switcher and select the workspace that should own the Project. Plan access and resource choices are resolved from this workspace.

2. Create the Project

1. Open Projects in the app navigation.
2. Select New Project.
3. Enter a short name.
4. Add an objective that describes the decision or investigation the Project should support.
5. Optionally add standing instructions for Project-scoped AI work.
6. Save the Project.

The new Project starts active with a private context policy. Its initial workspace view opens the Graph, Timeline, Situation, Evidence, Knowledge, and Overview tabs.

3. Attach an existing resource

Open Overview, search the resource picker, and attach a report, profile, graph board, or generated image. The picker shows only resources owned by you in the active Project workspace.

Attaching a report automatically preserves its stored citations as Project evidence. Attaching a profile does the same for every prior report in that profile and keeps preserving citations from future reports. Supported report intelligence can also schedule a graph projection.

4. Start a Project chat

Select New chat from the Project. Messages written in that thread carry the Project and workspace identifiers. If you later switch workspaces, Y2 hides the thread until its workspace is active again.

5. Verify the result

Return to Overview and confirm that:

• The resource appears under Project resources.
• The thread appears under recent Project chats.
• Timeline activity records the changes.