Projects
What is a project?
A project is a company, community, brand, protocol, or partner your team wants to track inside CollabOS. Projects are the relationship layer of your workflow. Before a deal becomes active, the project is where your team stores the context, contact details, ownership, and follow-up direction tied to that opportunity.
Why projects matter
Projects help your team stay organized before, during, and after active outreach. A project gives your team one place to track:
- who the target is
- what ecosystem or category they belong to
- who is managing the relationship
- the current status
- contact details
- internal notes
- follow-up timing
Without projects, teams often end up relying on memory, scattered notes, or chat history.
Projects vs deals
A project is not the same as a deal
Project
The relationship or target your team is tracking.
Deal
A specific opportunity, arrangement, or collab attached to that project. For example:
- a gaming brand can be a project
- a whitelist partnership with that brand can be a deal
One project can lead to multiple deals over time.
What a project can include
A project may include:
- name
- category
- ecosystem
- website
- X / Twitter
- Discord
- Telegram
- contact person
- contact handles
- status
- priority
- assigned manager
- notes summary
- next follow-up date