What are project groups and how can I use them?

In Marvin, you can group multiple projects to improve data discovery and share information easily.

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.

On the home page, you’ll see all Project Groups listed on the left, next to the navigation bar. Click “New project group”.

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.

Now, you can add any projects to this group. Just click “Add/remove project groups” against any project on the home page.

Check the box against the name of the group. Marvin will add the project immediately. You’ll see the group name in the project details.

To remove a project from a group, just uncheck the corresponding box.

You can also drag and drop a project into a group.

For a large category with many projects, you may want to create sub-groups. Click the “+” to add a sub-group.

You can expand and collapse all the sub-groups in a project with a single click.

You can pin groups (but not sub-groups) to the top to quickly find the ones you use often. Use the three dots menu to do this.

This view is specific to you. It can be customized by each user. You can also drag pinned groups to rearrange their order.

You can also delete project groups and sub-groups from the three dots menu.