Projects

How a project worksCopy Anchor Link

Every project opens on its project chat. Describe the work there in your own words, for example "find senior backend engineers in Berlin and build a shortlist". SourceGeek:

1. Plans the work as tasks, one per piece of work, and shows you the plan
2. Asks you to approve it on a card in the chat
3. Starts every task after that one approval, each in a chat of its own
4. Reports back in the project chat with a short summary when a task is ready for your review or fails

Quick questions are answered right in the project chat. Only real work, such as sourcing, a market map, a shortlist or outreach, becomes a task.

Creating a projectCopy Anchor Link

1. Go to Projects in the sidebar
2. Click New project
3. Under Start from, pick Blank or one of your project templates
4. Give the project a name and, optionally, a brief: the role, must-haves, markets, salary band and hiring process
5. Choose whether the whole workspace can see it or only you, and click Create project

SourceGeek reads the brief in every chat of the project, so you don't have to repeat it. Change it any time in the project's settings, or ask the project chat to update it.

The plan and the approvalCopy Anchor Link

Nothing starts without your approval. After SourceGeek shows the plan, you can ask for changes in the chat ("drop the outreach", "add a pay benchmark") before you approve. One approval starts the whole plan.

Some tasks need another task's result first, for example a shortlist that builds on the sourcing. Those tasks show Waiting and start by themselves, with the earlier task's result, as soon as that task is ready for review.

TasksCopy Anchor Link

The project's tasks sit beside the project chat (on a phone, tap the tasks button). They are grouped into Needs you, In progress, To do, Repeating and Done. Each task shows one status:

• To do: not started yet
• Waiting: approved, and starts once the tasks it waits on are ready for review
• Working: SourceGeek is working on it, with its progress (for example 3/6 steps)
• Needs input or Needs approval: SourceGeek has a question or needs you to approve a step
• Ready for review: the result is ready for you to check
• Failed: SourceGeek couldn't finish
• Done: a person marked it done

Open a task to see its chat: what SourceGeek did, what it produced and any questions it has. Answer a question or ask for changes right in that chat. When the result is right, click Mark done; only people mark tasks done. If a task failed, Start over runs it again in a new chat.

The Details panel next to the task shows its title and description, the steps SourceGeek is working through, and its stage, owner, due date, repeat schedule, priority and credits. Follow a task there to get its updates in your inbox.

You can also add a task yourself with New task and start SourceGeek on it from the task, with any extra instructions. Prefer a kanban view? Open as board shows the project's tasks on a board, and All tasks on the Projects page shows every project's tasks.

Results and filesCopy Anchor Link

Results, under the tasks, lists the sheets and documents the project's chats created. The project's settings hold its files (up to 10, such as a job description or a scorecard), which SourceGeek can read in every chat of the project.

Repeating tasksCopy Anchor Link

A task can run again on a schedule: every few hours, daily or weekly. Set it under Repeats in the task's Details, or ask the project chat, for example "refresh the shortlist every Monday at 9:00".

Each run starts in a new chat with the previous run's result and reports back like any task. Setting the schedule is the approval, so runs don't ask again. A run is skipped while the previous one is still working or waiting on someone. To stop it, set Repeats to Doesn't repeat or ask the project chat.

Project templatesCopy Anchor Link

A template is a brief and the tasks a new project starts with, in order, each with its instructions and the tasks it waits on. SourceGeek comes with starter templates such as Fill a role, Map the market and Source a shortlist.

Go to Projects and click Templates to add your own, or to edit, duplicate, archive or delete one. Add tasks from scratch or from SourceGeek's library of recruiting tasks. A new template is yours only until you share it with the workspace.

When you create a project from a template, its tasks are planned and waiting in To do. The project chat offers Start the plan to start them with one approval, or Change the plan to adjust them first.

Knowing when something needs youCopy Anchor Link

• The Projects icon in the sidebar shows an orange count of tasks waiting on you: ones you started or own that need input, need approval, are ready for review or failed. Each project in the Projects panel shows its own count.
• The inbox in the Projects panel lists mentions, comments and SourceGeek's updates on tasks you follow.
• If you don't see it in the app within 10 minutes, SourceGeek emails you when a task you started is ready for review or failed, needs your input, or when someone mentions you. Turn these emails off under Task emails in your account settings.

CreditsCopy Anchor Link

Messages in the project chat and every task run use your workspace's credits, like any chat. Each task's Credits section in Details shows what it has used in total and per run, and who started each run. Follow overall usage on the Usage tab in your workspace settings.

Other chats in a projectCopy Anchor Link

You can also add a regular chat to a project with Add to project in the chat. It then uses the project's brief and files, and appears under Other chats in the project's settings, where you can unlink it again.

Managing projectsCopy Anchor Link

Open a project's settings to rename it, edit its brief and files, change who can see it, archive it or delete it. Archived tasks are listed there too, so you can restore them. Deleting a project deletes its tasks; its chats stay in the workspace.