Creating and Setting Up a Project

Creating Your First Project

1. Locate Projects in your GoMarble interface (typically in the left sidebar)
   

   

2. Click to create a new Project (look for "+ New Project" or similar)

3. Name your Project clearly and descriptively

4. Access your Project by clicking on it in the sidebar

Once created, your Project becomes a dedicated workspace with its own chats, reports, and settings.

Organizing Existing Chats into Projects

If you already have chats and reports in GoMarble that belong together, you can easily organize them into a Project.

To move a chat into a Project:

1. Open any existing chat

2. Look for the "Add to Project" or "Move to Project" option (location varies by interface)
   

   

3. Select the destination Project
   

   

4. The chat immediately moves into that Project