Creating projects
The Projects screen is a split: the list of matters on the left, the selected project on the right. Everything about making and editing a project lives on the left half, and this page walks it control by control.
The Projects list
The left panel holds four regions stacked top to bottom: the page header, the status switch, the filter row, and the cards. The right panel stays on Select a project to get started until you open one.
The page header
| Control | Where | What it does |
|---|---|---|
| Projects | Left | The page title. |
| New project | Right | Opens the create form. |
The header is hidden on a completely empty account, where the whole screen becomes the No projects yet state instead.
The status switch
| Control | What it does |
|---|---|
| Active (n) | Shows the projects you are working in. This is where the screen opens. |
| Archived (n) | Shows projects that have been archived. |
The number in each label counts the projects currently loaded into the list, so it grows as you scroll rather than reporting a total up front.
The filter row
| Control | What it does |
|---|---|
| Search projects | Matches project names and descriptions, ignoring case. It runs a moment after you stop typing. The box also takes dictation. |
| Tags dropdown | Filters to one tag. It starts on All, which clears the filter. |
| Sort projects | An icon button. Its menu is headed Sort by and offers Recent, A - Z, Z - A, Created: Newest first and Created: Oldest first. |
Search, tag and sort all apply to both tabs. There is no bulk selection on this list, so there is no way to act on several projects at once.
The cards
Each card carries the project name, a Judicio badge when the project is one Judicio seeded for you, the description on one line, the tags, the file count and how recently the project changed. Selecting a card opens it on the right.
The list loads twenty projects at a time and fetches the next twenty as you reach the bottom. Seeded sample projects always sort last, whatever the sort order.
Empty states
| When | What you see |
|---|---|
| No projects at all | No projects yet, with the description Create your first project to organize files, run research, and collaborate with your team. and a New project button. |
| Search or tag matches nothing | No projects match your filters, with a Clear filters button that empties both the search box and the tag filter. |
| The Archived tab is empty | No archived projects yet, with a New project button. |
The create form
New project opens a modal whose title is a step indicator rather than a sentence. On the Organization plan it reads Project details then Share project; everywhere else there is only Project details.
Step one: Project details
| Field | Required | Rules |
|---|---|---|
| Project name | Yes | At least 3 and at most 100 characters. Empty gives Project name is required; too short gives Project name must be at least 3 characters. |
| Description | Yes | Empty gives Description is required. |
| Tags | No | Optional labels. See below. |
Both text fields take dictation. The footer holds Cancel and then either Save and continue, on the Organization plan, or Create project everywhere else. Validation runs when you press that button, and the form stays open with the errors marked.
Tags
Tags start collapsed behind an Add tags link, which becomes Hide tags once open. Selecting an available tag moves it into the selected row, where each tag has its own remove control.
The picker offers the tags Judicio ships with, currently Active, Archived, Litigation, Corporate, Real Estate, IP, Employment, Tax, M&A and Compliance, plus any others already in use in your organisation. There is no free-text box, so you cannot invent a tag here. A project can carry at most 20.
Step two: Share project
This step exists on the Organization plan only. It is headed Select people to access this project (Optional) and lists everyone in your organisation.
| Control | What it does |
|---|---|
| Checkbox | Adds that person to the project. |
| Role dropdown | Editor or Viewer. New selections start on Editor. |
| Your own row | Shows Owner and has no checkbox. You are the owner of any project you create. |
If your organisation has no other members yet the step reads No organization members found. with the note Invite members from Settings to share projects with them. See Team management.
The footer here reads Back and Create project. A toast confirms the project by name, and it appears at the top of the list.
Editing a project
Edit project, the pencil button on the overview card, opens a modal titled Edit project. The owner and any editor can open it.
| Field | Notes |
|---|---|
| Project name | Same rules as on create: at least 3 and at most 100 characters. |
| Description | Placeholder Project description.... Not re-validated here. |
| Tags | The same picker as the create form. |
The footer is Cancel and Save. Renaming a project does not move its files or break the runs already recorded against it.
Viewers do not get this button at all, so the only way to change a project's details is to be its owner or an editor.
Who can do what
| Action | Who |
|---|---|
| Create a project | Anyone. You become its owner. |
| Edit name, description and tags | The owner and editors. |
| Add or remove members | The owner. |
| Archive, restore or delete | The owner. |
Next steps
- Managing members - the Members tab and the picker modal.
- Project history - what gets recorded, and how to filter it.
- Archiving projects - closing a matter down.