Projects has two roles. Brand foundation is your brand strategy project HQ — Discovery, Research, Deliverables, and Portal (including draft sharing before Brand Intelligence is published). Build workshops and Strategy Review in Strategy nav. Client engagements are additional projects for campaign/rebrand work — Files, Outputs, and Portal. Published strategy still flows through Strategy Review → Brand Intelligence.
Open Projects from the sidebar, or go directly to /projects. Projects are part of the paid spine (Founder, Strategist, Agency); on Free you'll see an upgrade screen.
What a project holds
Capture the brief and starting context for the engagement. Use the stakeholder interview pack on the Discovery tab for role-based questions, then log conversations as Stakeholder sources in Research.
Evidence you add (notes, URLs, documents, competitor and audience inputs) is auto-linked to the project's evidence folder.
Synthesize findings into takeaways on Research, then polish and publish formal strategy through Strategy Review → Brand Intelligence.
Build client-facing outputs (presentations, positioning and messaging frameworks) and publish them for review.
How to run a project
If you have no foundation project yet, use Start brand foundation (or Strategy → Discovery). After foundation exists, create client engagement projects from /projects. Pick an engagement type (campaign, rebrand, creative brief, etc.), link a client workspace when possible for portal sharing, and scope deliverables for that client initiative.
Open the project to move through Discovery → Research Findings → Workshops → Messaging Architecture → Strategy Review → Create deliverables in one place. Evidence you add here links to this engagement automatically.
Approved decisions become the active context Halo Chat, Halo Studio, and Review read. See Brand Intelligence for how active context works.
Send deliverables to the linked client workspace so reviewers can comment in /portal, then finalize outcomes in Review Center.
Create a project before you start adding sources. When engagements exist, the Sources page asks you to pick one, and Eklipsa keeps each engagement's evidence cleanly separated.