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Projects help you organize recordings and links into logical groups. Every recording link is assigned to a project, and the resulting recording inherits that assignment.

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Assigning a project

When you create a recording link, select a project from the dropdown. If you don’t choose one, the link is assigned to the workspace’s default project.
1

Open the Create Link dialog

Click the Create Link button in the top right corner.

Create Link button

2

Select a project

Choose which project this recording belongs to from the Project dropdown.

Click show advanced options

Pick a project from the dropdown

3

Create the link

Fill in the remaining details and click Create. The recording link inherits the selected project.

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How projects help

  • Filter recordings — on the Recordings page, filter by project to see only the recordings that matter.

    Project recordings view

  • Filter links — on the Links page, filter by project to find related links.

    Filtering project recordings

  • Project views — switch to a project-scoped view to see all recordings and links for a specific project.

    Recording link in project view

  • Team organization — use projects to separate recordings by product area, team, or customer segment.

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Managing projects

Projects are managed from Workspace Settings > Projects. See Projects for details on creating, editing, and deleting projects.
1

View your projects

Open Workspace Settings > Projects to see all projects in your workspace.

Projects list

2

Create a new project

Click Create Project and enter a name for the project.

Create project dialog

3

Edit a project

Click the menu on any project to edit its name or configure retention settings.

Project menu

Edit project

View advanced options

4

Configure retention

Set a retention policy to automatically expire recordings after a specified period.

Project retention settings

Retention duration dropdown

Configure retention

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Default project

Every workspace has a default project that cannot be deleted. Links created without an explicit project selection are assigned to the default project.