Managing Workspaces and Projects

Workspaces and Projects are the backbone of staying organized in Discorra.
They help marketers separate clients, campaigns, product lines, and research streams — while keeping datasets and analyses clean, trackable, and easy to revisit.

If you work with multiple brands, teams, or competitors, proper use of workspaces and projects ensures your insights stay focused and don’t mix across contexts.

What Workspaces and Projects Are

Workspaces
Your highest level of organization — think brand, client, region, or team.
Each workspace contains its own:

• projects
• content sets
• core libraries
• analysis history

Projects
Projects are containers for a specific marketing task or investigation, such as:

• a campaign audit
• a competitor comparison
• a product launch brief
• an ICP messaging review
• a customer language analysis

Each project includes:

• one or more content sets (uploaded or scanned datasets)
• analysis results
• your readouts

1. Creating a Workspace

You’ll typically create a new workspace when you’re working with a new client, brand, or long-term initiative.

Steps:

1. Go to your Dashboard and click on the workspace dropdown.

2. Select Create Workspace.

3. Give your workspace a name, such as “Client A,” “Brand Refresh 2026,” or “North America.”

4. (Optional) Add a description to help teammates understand its purpose.

5. Click Save to finish.

Plan Tip:
The Free plan includes one workspace. Multiple workspaces are available on Pro and Max plans.

2. Creating a Project & Adding Content

Projects live inside a workspace and hold your datasets and analysis results.

Steps:

1. Open your workspace and click New Project.

2. Choose the project type — e.g., Quick Analysis, Compare Against Competitors, Grade Your Content.

3. Enter a name and (optional) description.
4. Add your first content set by pasting text, uploading a file, or importing from the web.

5. Name your content set (e.g., “Homepage v1,” “Competitor Landing Pages,” “Customer Interviews 2025”).

6. Click Create & Generate to run the analysis.

Discorra automatically prepares your text — cleaning, tokenizing, detecting keywords, and processing tone and message themes.

3. Organizing Projects by Theme, Campaign, or Client

Well-organized datasets make analysis faster and insights clearer.
Use one of these common grouping strategies:

By Theme
Examples:

• “Pricing Messaging”
• “Positioning Claims”
• “Sustainability Language”
• “User Onboarding Emails”

By Campaign
Examples:

• “Q4 Performance Max Ads”
• “Holiday 2025 Campaign”
• “Spring 2026 Landing Pages”

By Client
Create one workspace per client to prevent accidental mixing of datasets.

Pro Tip:
Use a naming convention like:
ClientName_ProjectName_Date
You’ll thank yourself later.

4. Managing, Archiving & Deleting Projects

Over time, your workspace will accumulate many finished analyses.
Archiving helps keep your environment clean without losing work.

To archive or delete a project:

1. Open the workspace where the project lives.
2. Hover over the project in the sidebar or project list.

3. Click the ⋮ Options menu.

4. Select Archive or Delete.

Archive

• Removes the project from your active list
• Keeps data and results safely stored
• Can be restored anytime

Delete

• Permanently removes the project
• Cannot be undone

Quick Tip: Keep Workspaces Clean

Outcome

With clear workspaces, well-named projects, and intentionally organized content sets, you’ll have:

• faster analysis workflows
• clean comparisons
• focused readouts
• easier collaboration with teammates

A well-structured workspace system becomes a strategic advantage — especially when you're doing competitor monitoring or multi-campaign messaging work.