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Projects FAQ

Projects · Acme litigation
A project from the list to its members, its trail and its analytics.

Projects and the active project​

What is the active project?​

The matter every feature is currently working in. Its name is in the dropdown at the left of the top bar, which reads My projects when nothing is chosen. Files you upload go into it, and runs you start are recorded against it.

How is the active project chosen?​

Judicio restores the one you picked last. If there is none to restore, it selects your most recently updated project. A sample project seeded by Judicio is never chosen for you, though you can select it yourself.

What happens to my work when I switch projects?​

Nothing is lost. Switching clears the previous matter's file selections, open previews and folder view from the screen, then loads the new project's folders. Switch back and the first project is as you left it.

Why is Description required?​

Because the create form marks both Project name and Description with an asterisk and refuses to continue without them. A name on its own gives Description is required.

How long can a project name be?​

Between 3 and 100 characters. Shorter gives Project name must be at least 3 characters, longer gives Project name must be less than 100 characters. The same rule applies when you rename a project.

Can I make up my own tag?​

Not from this screen. The tag picker offers the tags Judicio ships with plus any already in use in your organisation, and there is no free-text box. A project can carry at most 20.

Does the search box look inside my documents?​

No. Search projects matches project names and descriptions, ignoring case. To search inside documents, use the File Library.

Do the numbers on the Active and Archived tabs show my totals?​

They count the projects loaded into the list so far. The list fetches twenty at a time as you scroll, so on a large workspace the numbers rise as you go rather than reporting a total up front.

Roles and access​

Why can't I see the Members tab?​

It appears on the Organization plan only. The tabs are History, Analytics and, on that plan, Members. There is no settings tab and no gear icon anywhere in Projects.

Can I invite a client or opposing counsel to a project?​

No. Add member offers only people who are already in your organisation, and there is no email field. To give someone a single piece of work, share that work item from its own screen. See Collaboration.

Who can add and remove members?​

The project owner. Everyone else sees the list without the Add member button and without the row menus.

Can I hand a project to someone else?​

Not from this screen. The owner's row shows Owner as plain text with no dropdown and no menu, and the server refuses to change the owner's role or remove the owner. Individual work items can be handed over; see Transferring ownership.

What can an editor do that a viewer cannot?​

Edit the project's name, description and tags. Both can open the project and all its tabs. Neither can archive, restore, delete, or change who is on it.

History​

Why can't I get the Type filter back to everything?​

The All types line in that menu is a heading rather than a choice, so there is no item to select. Reload the page to clear it.

My User and File filters stopped having any effect​

You have text in Search activities. Searching switches to a different query that ignores those two filters. Clear the search box and they apply again.

Why does a colleague see more rows than I do?​

Because they own the project. The owner sees every member's runs. Everyone else sees their own, plus runs on work items that have been shared with them.

Does the trail record renames, member changes or archiving?​

No. The trail records runs: research, drafting, translation, timeline, document review, review matrix, case strategy and file upload. Changes to the project itself are not listed.

Analytics​

Where is the Team activity block?​

Hidden on the Starter and Professional plans, which are single-seat. Everything above it is the same on every plan.

The table under Your contribution is empty​

Per-member figures are released to the project owner alone, so the table comes back empty for anyone else. Your own runs are all on the History tab, with the credits on each row.

Does the Files figure follow the period?​

No. Files is the number of files currently in the project, whichever period you pick. Credits Used and Pages Processed do follow the period.

Why is Pages Processed zero when I have run plenty of work?​

It moves on the document processing recorded when files are uploaded into the project. Running a review or a search across files that are already there does not add to it. Credits Used is the figure that covers all of it.

Archiving and deleting​

Should I archive or delete?​

Archive. Archiving hides the project from Active and keeps the files, the trail and the members, and Restore project brings it back. Deleting removes the project and its files with no restore path in the app.

Can I open an archived project?​

Yes. It keeps the History, Analytics and Members tabs, and the analytics still cover any period.

Can I run something in an archived project?​

No. An archived project is not offered by the project selector, and its card has no Switch to this project button. Restore it first.

Can I get a deleted project back?​

Not from the app. The dialog says the action cannot be undone, and Judicio offers no bin or deleted tab.

How do I get rid of the sample project?​

Open it, then Manage project and Remove sample files. The dialog explains that it removes the sample documents and the sample project, and that samples are not added again.

Credits​

Projects do not cost credits

Creating, renaming, tagging, archiving, restoring, browsing and filtering are all free. Credits are spent by the features you run inside a project, and the Analytics tab reports what those runs cost. See Credits Explained.

Troubleshooting​

There is no New project button​

You are on a completely empty account, where the header is replaced by the No projects yet state. That state has its own New project button in the middle of the screen.

Switch to this project is missing from the card​

Either the project is already the active one, in which case the button is hidden, or the project is archived, in which case it is not offered at all.

Manage project is missing​

You are not the owner. Edit project may still be there if you are an editor.

The Add button in the member picker is greyed out​

Nothing is ticked. The button reads Add (n) once you select someone, and the number counts your selection.

The picker says there is nobody to add​

Everyone in your organisation is already on the project. The list hides you and every existing member.

Members will not load​

The card shows Failed to load members with a Retry button. If it keeps failing, check that you are still signed in.

Analytics will not load​

The card is replaced by Unable to load analytics and a Retry button, which re-requests the period you had selected.

A search or tag filter that matches nothing shows No projects match your filters. Clear filters empties both the search box and the tag dropdown in one press.

My files vanished after I switched projects​

They are in the other project. Files belong to one project through the folder they sit in, and the File Library only shows the active project's folders. Switch back with the top-bar selector.

Next steps​

Open Projects in Judicio (opens in a new tab)