Dial8Dial8 Docs
Features

Projects

Organize your notes, meetings, and knowledge by project.

Projects are organizational containers for grouping your notes, meeting recordings, ideas, and web clippings by topic or project.

Creating Projects

Create a project with:

  • Name — The project title
  • Description — What the project is about
  • Color — Choose from 10 preset colors
  • Icon — Visual identifier

Projects appear in the left sidebar for quick navigation.

Project Contents

Each project contains:

Notes Tab

All notes in the project, sorted by creation date (newest first). Each note shows:

  • Note type icon (meeting, journal, idea, webpage)
  • Title and preview
  • Action items indicator (for notes with extracted tasks)

Files Tab

Attachments and files associated with the project.

Managing Notes

  • Move notes between projects via context menu or bulk toolbar
  • Pin notes for quick access within a project
  • Archive notes to hide without deleting
  • Bulk operations — Select multiple notes to move, archive, export, or delete
  • Import transcripts — Import meeting transcripts from external sources
  • Export — Export individual notes or all notes in a project

Default Project

Notes without a project assignment go into the "Unassigned" project. You can move them to a specific project at any time.

AI Integration

  • Projects can be attached to AI conversations via the Context Bar
  • Meeting recordings can be auto-assigned to projects based on calendar events
  • The AI can create projects and organize notes through chat

On this page