In this guide:

Creating a project

From the home dashboard, create a Project, give it a name (and optionally, a colour), and use it to group related courses — e.g. by topic, programme, client, or however you organise your work.

Selecting a Project filters your course list in place, without leaving the dashboard. A course belongs to one Project at most. When you start a course from within a Project it's added there automatically, and you can also pick a Project from the dropdown during course creation.

Custom instructions

This is the most powerful thing you can do with Projects. Add custom instructions to a Project and they become standing context for every course created within it — set them once, and you're not repeating yourself each time you start something new.

Your instructions shape all three design stages, so you can capture both what a course covers and how it's built:

• At the brief stage — higher-level context such as the learner persona, business goals, or time and modality constraints; e.g. "Learners are newly promoted managers in their first leadership role."
• At the outline stage — instructional strategies or structural preferences; e.g. "Start every module with a quiz."
• At the storyboard stage — tone of voice, script formatting, or production preferences; e.g. "Write slide facilitator notes as a full script."

Custom instructions apply at course creation. Moving an existing course into a Project won't apply them after the fact — they shape the courses you create once the instructions are in place.