Projects

A project is anything you are getting done: running your business, an event, a fundraiser, a camp, a job search. Your assistant sets up each project for you: its stages, its lists (such as guests or customers) and what to watch for in your mail. Then it keeps the project moving as mail comes in.

Every space has a built-in business project. It can be archived but not deleted.

Start a project

The easiest way is to ask. In the chat, say something like "Set up the spring gala on May 3" or "I'm starting a job search". The project is made at once, with Undo. Nothing waits for your approval.

Or use the button:

Open Projects: https://relegait.app/?view=business
Choose New project.
Pick a type, or Something else to describe it in your own words.

Reggie then sets it up in the chat.

To change anything later, just say it: "Move the gala to May 10", "Add a Maybe column to the guest list".

What a project page shows

Open a project from Projects, from the side menu, or from Your projects on Home.

Status and stage: "On track" or "Late", which stage it is in (for example "Stage 2 of 5") and Next: what comes next.
Questions: a link to anything Reggie needs you to decide about this project.
Details: the goal, dates, next stage and routines. Choose Details to open them.
Lists: one tile per list, such as guests, vendors or applicants. Move people between steps with Move to…. To bring people in from a spreadsheet, choose Add from a spreadsheet.
More: What I look for (what Reggie watches for in your mail, and What I do on my own), Timeline and People.

The Timeline shows everything that happened. Filter it to Done on its own today to see what Reggie did by itself, each with Undo.

Edit a project

Open the project and choose Edit.
Change the Name, Goal, Starts or Ends date, or the stages.
Choose Add a stage or Remove to change the stages.
Choose Save.

Pause, finish, archive or delete

Open the project and choose Edit.
Under This project is…, choose Pause, Finish, Archive or Delete. A paused project can be started again with Start again.

All of these can be undone. Finished projects fold away under Finished on the Projects page.

How many projects you can have

Free and Starter allow 1 active project. Basic and Business have no limit. A paused, finished or archived project doesn't count, and neither does your built-in business project.

If you are at the limit, pause or finish a project, or upgrade. See Plans and limits.

Mail to a project

Ask Reggie for a forwarding address, such as "Give the gala its own email address". Mail you forward there goes straight into that project. You can see and stop these addresses in Settings, Connections: https://relegait.app/?view=settings&section=spaces

Following a link for a project

Give Reggie a link in the chat, such as a league schedule, a news page or a published spreadsheet. It keeps an eye on it for the project. Stop one with Stop following in Settings, Connections.

Need a list that isn't part of a project? On the Projects page choose New list.

Other project buttons

Export on the Projects page downloads your projects as a CSV file.
Save as a type (project page, More) makes your next project like this one start the same way.
What's next here? in the assistant column asks Reggie about the project.