In Marvin, you can group multiple projects to improve data discovery and share information easily.
Admins, Full seat users, and Collaborators on all plans can create, rename, rearrange and delete project groups.
Each project can belong to multiple project groups. For example, a project on customer onboarding is relevant for a sales project group as well as customer success group.
You may want to group projects by department, function, or theme. These categories are important because they will help you apply filters in Ask AI and cross-project analysis.
How do I create a project group?
On the Projects page, you’ll see all Project Groups next to main navigation. You can collapse this list or keep it open at all times. Marvin will remember your preference. This view is specific to you and can be customized by each user.
You can also drag pinned groups to rearrange their order.
To create a new project group, click the + sign in line with Project groups.
Marvin will create a new untitled group above all the existing groups. The text will be auto-selected for you to name the group.
You can also rename the group from the three dots menu against a group.
Pin your most frequently opened groups to the top of the list to locate projects more quickly.
Add projects to a group
Now, you can add any projects to this group.
On the Projects page, open the three dots menu against any project. Select Add/remove project groups and check or uncheck the box against the name of the group. Marvin will add/remove the project immediately.
You'll see the group name in the project details.
Sub-groups
For a large group with many projects, you may want to create sub-groups. Hover over a group and click the + sign to create a sub-group.
Marvin will immediately create a new, untitled sub-group. Hover over it to rename, delete, or remove it from the project group.