When your team is running parallel workstreams (a competitive landscape for oncology, a due diligence project for a target asset, and ongoing pipeline monitoring for a key account), Projects let you keep each initiative organized with its own tasks, files, and collaborators. My Work is your personal workspace for individual research that does not need to be shared.

My Work is your personal workspace. It holds your individual tasks, files, and Agent outputs in one place. You cannot share My Work as a whole, though individual files within it can be shared with teammates.

Projects are shared workspaces that you create for specific engagements, indications, or initiatives. A project can be shared with specific users or your entire organization, giving everyone access to the same tasks, files, and Agent outputs.

While working inside a project, every Smart Table, report, Agent task, and file you create is automatically saved within that project. This keeps all outputs grouped by engagement rather than scattered across your personal workspace.

Click Share Access in the top-right corner of any project page. You can grant access to specific teammates or open it to your entire organization. Shared users can view all files, tasks, and Agent outputs within the project.

Both My Work and Projects display your items in two layouts: Card View for a visual grid of items and folders, and Table View for a structured row-based layout with quick actions. Switch between them depending on whether you prefer browsing visually or scanning a list.

To organize related work, create folders and move items into them. Folders let you group Smart Tables, reports, and Agent outputs by client, indication, or initiative. Each Agent conversation also generates its own workspace card or folder, automatically storing all associated outputs.

Use the Filter option to narrow your workspace by item type (Table, Report, Agent, Folder) or by permission level (Private, Editor Access, Viewer Access). This is useful when your workspace grows and you need to find a specific deliverable quickly.

Click Select to enter selection mode, then check individual items. A toolbar appears with options to Move to Folder, New Folder, or Delete. Click Cancel to exit without making changes. Both Card View and Table View show an Access Indicator on each item, letting you manage sharing permissions directly without opening the file.

Use Projects when you want to organize work by client, indication, asset, or initiative, and need teammates to access the same research. Use My Work for exploratory research, personal task queues, or anything that does not need collaboration.