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What it does

Projects group related meetings, like a customer, a launch, or a hiring loop, so their context lives in one place. Share a project with teammates, and everyone in it can ask Chat questions across all of its meetings. Projects are private until you share them.

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Why teams use it

  • Keep every meeting about one customer, launch, or initiative together, even when the titles don’t match
  • Ask questions across a whole body of work, like “What decisions have we made?”
  • Give teammates the same context without forwarding notes or transcripts

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Create a project

1

Start a new project

Click New on the Projects page, or the + next to Your projects in the sidebar.
2

Name it

Type a project name. Earmark suggests a matching icon and color as you type. Click the icon to pick your own instead.
3

Create it

Click Create project.
You can also create a project while you’re organizing meetings: choose New project from a meeting’s project menu, and Earmark adds that meeting to it.
Open Project settings to add a Description and Instructions. Instructions shape how Earmark responds in this project’s chats, for example “Focus on customer commitments and open risks.”

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Add meetings

A meeting can join a project at any stage: before it starts, while it’s live, or after it ends. A meeting can belong to more than one project. You can add meetings you created.
  • From a meeting: click the project chip next to the meeting title and tick the projects you want.
  • From the Meetings page: open a meeting’s … menu and choose Add to project.
  • Several at once: on the Meetings page, hover over a meeting and tick its checkbox. Shift-click selects a range, up to 50 meetings. Then click Add to project in the toolbar that appears.
To take a meeting out of a project, untick it in the same menus, or open the project’s Meetings tab and choose … > Remove from project. Removing a meeting from a project doesn’t delete the meeting.
Temporary meetings can’t be added to projects.

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Chat with a project

On the project page, type a question in the chat box, or start with a suggestion like What’s the latest status? or What should we focus on next? Answers draw on the project’s meetings and follow its instructions. Ask Chat to look beyond the project if you need to. Your project chats appear on the project’s Chats tab. Chats are private: other people in the project don’t see yours.

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Share a project

1

Open sharing

On the project page, click Share.
2

Find your teammates

Search by name or email. You can add anyone in your workspace.
3

Choose a role and add them

Pick Owner or Collaborator, then click Add.
A project can have several owners, and always needs at least one.

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What people in a project can see

When you add a meeting to a shared project, everyone in the project can see its title, who recorded it, and when. They can’t open your meeting, but Chat can use its transcript and notes to answer their questions in that project, and can show short excerpts as sources. Your pins stay private. If someone is removed from a project, the meetings they added stay in it as shared context.

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Project settings

Owners can open the … menu on the project page and choose Project settings to change the name, description, and instructions. Click the project’s icon to change its icon and color.

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Delete a project

Owners can open the … menu and choose Delete project. The meetings in it aren’t deleted. You can restore a deleted project within 30 days from Settings > Recently deleted.

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FAQs

No. You can only add people who are members of your workspace.
No. You can only add meetings you created. Ask your teammate to add theirs.
For now, ask a project owner to remove you. We’re working on letting you leave a project yourself.
They lose access to its projects. If they were a project’s last owner, the longest-standing collaborator becomes the owner. If no one else is in the project, it’s removed.