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docsPatchnet Projects

Quick start

Sign in to Patchnet Projects, create a project, and have your agent file your first record.

You will sign in, create a project, and have the agent file a record you can find again. It takes about ten minutes.

Before you begin

  • An invitation to your organization's Patchnet Projects workspace. Your workspace admin sends it.
  • A desktop or mobile browser.

Steps

  1. Open the workspace link from your invitation and sign in. Use the sign-in method your organization set up, such as your work account.
  2. The first time you sign in, a short walkthrough asks you to pick a theme, then offers to connect Microsoft 365. To skip Microsoft 365 for now, select Set up later.
  3. You land on Home. This is where you chat with the Patchnet agent and reach everything else.
  4. In the sidebar, open Projects and select New project.
  5. Enter a name, for example Client onboarding. Choose Private (only you) or Org-shared (everyone in your organization), then create the project.
  6. Go back to Home and select New task. Ask the agent to file a record in your new project, for example: "In Client onboarding, record a decision: we send the welcome pack within two business days of signing."
  7. Open Projects in the sidebar and select your project. The new record shows under Records.

What good looks like

  • The record is in the project you chose, not only in the chat.
  • It is written in plain language a teammate can read without the conversation around it.
  • You can find it again next week without searching your chat history.

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