Managing Projects
Projects are the containers for your analytical work in Querri. Each project represents a complete conversation with the AI agent, including all steps, data, and results.
Viewing All Projects
Section titled “Viewing All Projects”Access your projects from the Projects page in the sidebar.
Project List
Section titled “Project List”The Projects page displays your projects as cards showing:
- Project name: The title of your analysis
- Status: Current state (ready, running, error)
- Last edited: When you last worked on the project
- Steps: Number of analysis steps
- Automations: Number of scheduled automations
Finding Projects
Section titled “Finding Projects”Use the controls at the top of the page:
- Search bar: Type to filter projects by name
- Sort dropdown: Order by date modified or other criteria
Opening a Project
Section titled “Opening a Project”Click on any project card to open it. You’ll see the chat interface with your conversation history and all analysis steps.
From there you can:
- Continue the analysis by asking more questions
- Review previous results
- Share or export findings
Editing Project Names
Section titled “Editing Project Names”Give your projects descriptive names for easy identification.
How to Rename
Section titled “How to Rename”- Open the project
- Click on the project name at the top
- Type a new name
- Press Enter or click away to save
Naming Tips
Section titled “Naming Tips”Use clear, descriptive names:
- Good: “Q4 2024 Sales Analysis”
- Avoid: “Untitled” or “Project 1”
Include relevant details:
- What data you analyzed
- Time period covered
- Purpose of the analysis
Auto-Generated Names
Section titled “Auto-Generated Names”Querri suggests names based on your first question. You can keep these or change them to something more specific.
Deleting Projects
Section titled “Deleting Projects”Remove projects you no longer need.
How to Delete
Section titled “How to Delete”- Find the project on the Projects page
- Click the delete icon (trash) on the project card
- Confirm when prompted
What Gets Deleted
Section titled “What Gets Deleted”When you delete a project:
- All analysis steps and results
- The conversation history
- Any schedules associated with the project
Note: Deleting a project does NOT delete data sources in your Library—only this project’s use of them.
Before Deleting
Section titled “Before Deleting”Consider:
- Do you need any results? Export important data first
- Is it shared? Others may lose access
Deleted projects cannot be recovered.
Project Status
Section titled “Project Status”Projects show their current status:
- Ready: All steps completed successfully
- Running: Analysis is in progress
- Error: One or more steps failed
If a project shows an error, open it to see what went wrong and fix it.
Best Practices
Section titled “Best Practices”Name Projects Immediately
Section titled “Name Projects Immediately”Don’t leave projects as “Untitled”:
- Rename as soon as the focus is clear
- Include relevant dates and topics
- Make names scannable
Clean Up Regularly
Section titled “Clean Up Regularly”Periodically review your projects:
- Delete old test or experimental projects
- Keep your project list manageable
One Project per Analysis
Section titled “One Project per Analysis”Keep each project focused on a single analysis:
- Makes conversations clearer
- Easier to find specific work later
- Simplifies sharing
Troubleshooting
Section titled “Troubleshooting”Can’t Find a Project
Section titled “Can’t Find a Project”- Clear the search bar and try again
- Check if you’re searching for the right name
- Projects are not moved to other locations
Project Shows Error
Section titled “Project Shows Error”- Open the project to see error details
- Check if data sources are still accessible
- Try re-running the failed step
Next Steps
Section titled “Next Steps”- Chat Interface - Learn to work effectively in projects
- Prompting Guide - Get better results from your questions
- Sharing - Share your projects with others