> ## Documentation Index > Fetch the complete documentation index at: https://docs.cobalt-ia.com/llms.txt > Use this file to discover all available pages before exploring further. # Projects > What projects are in Cobalt: creation by use case, available views, attachments, and permissions. **Projects** structure your work in Cobalt. Each project groups the records and actions tied to a specific goal — a need to fill, a consultant to reposition, an account to grow, and so on. ## Create a project You can create a project in two ways: * From the **Projects page**, using the **New project** button. * From the **People Search Engine**, when you want to **save people** you've sourced or prospected into a project. When creating it, enter a **name** and a **use case**: New project modal: project name and use case Depending on the **use case** you pick, Cobalt will ask for **different information** and adapt the project's default view: Use case picker: Source, Present a profile, Prospect, Custom ## By use case **Source** Source candidates to fill a client need. Source continuously for a profile or sector, without a specific need. **Present a profile** Proactively push a profile to your clients. Reposition a consultant who is between assignments. *(coming soon)* **Prospect** Identify the right decision-makers to contact. Discover new companies to approach. A **custom** use case will also be available soon. ## Views A project can be displayed in three views: * **Cards** — card layout. * **Kanban** — columns by status. This is the **default for sourcing projects**. * **Excel** — row-by-row table. This is the **default for prospecting projects**. ## Project variables Every project has **variables** — the columns of the Excel view — that you can reuse, for example when drafting an email. * Alongside **Full name**, two default variables are available: **First name** and **Last name**, to insert only the first name, only the last name, or both. * You can create your **own variables**, on the fly, without depending on Cobalt's default variables — for example a **Title (Mr/Ms)** column. When drafting an email, a **Project** variable type lets you insert any project column, including the ones you created. Variable picker with the Project type (Full name, First name, Last name…) Adding new variables (new columns) is only possible from the **Excel view**. ## Project status Each project has an **Active** or **Archived** status. Active projects are the ongoing ones — potentially worth following. Once a project is finalized, **archive it**: it no longer appears by default in the projects list, keeping the page free of projects you no longer use. ## Filters You can **filter projects by type, by member, and by company**. Handy, for example, in a weekly meeting: filter by member to review everyone's business actions for the past week. Filter a project by company The Excel view's columns support **ascending and descending sort**, as well as **link support** — URLs (LinkedIn, job postings, etc.) are directly clickable. ## Send a message From a project's **list of people**, you can **send a message**: * **Manually**, straight from the project. * **Automatically** via [workflows](/en/fonctionnalites/creer-premier-workflow) *(coming soon)*. For now, sending is **email only** — multichannel sending is not available yet. ## Follow-up A project's **Follow-up** tab lets you **track exchanges** with candidates and prospects, **follow up manually**, and access a **multichannel inbox** covering **email, LinkedIn, and WhatsApp**. A project's Follow-up tab, next to Overview and Pipeline **Sent emails are stored** and also added to the **Conversations** tabs of candidates and clients, for better follow-up and outreach tracking. ## Edit a record From a project's sidebar, you can **edit the first and last name** of a candidate or prospect: click the **three dots** next to the name, then **Edit**. Record Actions menu in a project: Edit, Delete ## Context on the person you're dealing with A candidate's or prospect's **education** and **experience** are now shown directly from the project's sidebar, for more context on the person you're dealing with before a conversation. Education and experience shown on a client record ## Attachments Depending on the project type, you can **attach needs or candidates**. A project can also be **linked directly to CRM entities**: **candidate**, **need**, **client**, and **company** — handy for quickly finding all the projects associated with a given record. Link a project to a candidate, need, client, or company You can also **attach workflows** to partially or fully automate certain project tasks. See [Workflows overview](/en/fonctionnalites/creer-premier-workflow) to learn more. ## Permissions By default, **everyone can see and edit projects**. If you want, you can restrict this access using custom roles — see [Roles and permissions](/en/demarrer/configurer-espace).