Start a Family Project

A Family Project keeps the plan, its knowledge, schedule, tasks, budget and ongoing conversation together.

1. Start with a private draft

In Workspace, choose Family Projects, then New Family Project. The setup guide asks what the project is, who should take part, and which additional knowledge bases it should use.

For parents and other adults, a new project is saved as a private draft while you fill in the guide. Wait for Private draft saved before closing. Reopen Private draft · Continue setup in the project list to continue later. If saving fails, retry before leaving. Only the creator can see an unfinished draft, including when another family member is a parent.

Finish setup when you are ready to apply the selected people and knowledge. Draft choices are not an invitation to others until setup is completed.

2. Add knowledge from documents, chats and notes

Every project has its own knowledge base from the start, even with zero documents. It appears under Knowledge bases in the project. Upload files such as booking confirmations in Project documents, and wait for indexing to finish before asking about their contents.

To add material from elsewhere:

• On a chat response, choose Add to knowledge base and select Project: [name].
• In Notes, open one of your notes and choose Add to knowledge base.
• To copy a whole notes section, open its options menu and choose Add to knowledge base. Nonempty notes are combined into one searchable document; empty sections cannot be added.

The picker lists knowledge bases you may write to. Project permissions control who can read or add content. Notes copied to a knowledge base are snapshots; later edits to the original notes do not update the copy. Save a fresh copy and remove outdated material when needed. You can also save chats and responses to the project using their project actions, and attach additional family knowledge bases to its chat.

3. Chat with The Planner

Use Open chat. When The Planner is available to your family, it is the project's assistant. It can work with the current project schedule, tasks, permitted budget and costs, saved chats and responses, summaries, and relevant knowledge-base content. Current project records take priority over older saved answers.

Try: “Build a day-by-day itinerary around our saved events, compare ticket options with the remaining budget, and look up current opening hours.”

The Planner flags gaps and assumptions, compares alternatives and cites online research when web search is available. Check prices and availability before booking. Its suggestions become saved events, tasks or budget changes only when you use the relevant controls; a chat reply alone does not save them.

Personal calendar connections and private adult budgets are not automatically part of the project chat. If children can read the chat, adult budget information is omitted for the whole chat audience, including answers to parents. Some saved material may not fit in a single answer's context; use a focused question and check the source when a detail is missing.

4. Plan events and costs

Create an event from the project's schedule. Adults who can edit the project can use Attach cost item to add an expense. Saving it also adds the cost to the project's budget. Edit the linked cost to correct it; do not enter it again as a separate expense. See the calendar and budget walkthrough.

5. Share and maintain the project

Choose members or access groups and the project's read-only or edit setting. Children can participate in projects shared with them, within their account permissions. Adult budget and cost controls remain unavailable to children.

Deleting a project also deletes its chat and its own knowledge-base documents. Review what you want to keep first. Additional family knowledge bases attached to the project are separate from its own store. Parents manage completed family projects; another person's private draft remains private.

Return to the family user guide.