Who this is for: Anyone organizing Q&A work in AnswerPath, especially RFI responses.
Time: 2 minutes.
A Project is a container for related Q&A pairs. You typically create one project per RFI, security questionnaire, or customer engagement. Projects keep related questions together, make hand-offs to teammates easier, and let you export a finished set of answers in one go.
You're responding to an RFI. Create a project for that specific RFI, then save every answer you write for it into that project.
You're preparing answers for a customer. One project per customer keeps their context separate from everyone else's.
You want a snapshot. Because you can export a project's Q&A pairs to JSON or CSV, a project makes a tidy record of what you delivered.
If you just need to answer a one-off question and don't care about grouping it, you still need at least one project to save the answer to — many teams keep a single "General" or "Misc" project for those.
Create a project with a name, optional description, and optional company domain (used to display the company logo on the card).
Add Q&A pairs by saving answers from the Ask a Question page into the project.
Review, edit, or remove Q&A pairs inside the project.
Export the project's Q&A pairs as JSON or CSV.
Manage project settings — update the name/description/domain, or delete the project.
Only the person who created a project (its owner) can edit its details or delete it. Other teammates can still save answers into it and view its content.
When a project is deleted, its Q&A pairs are unlinked from the project but not removed from your Answer Bank. You don't lose the underlying answers — you only lose the grouping. This action can't be undone, so double-check before deleting.
Name projects clearly. "Acme RFI — Q2 2026" reads better six months from now than "Acme".
Use the domain field. Pasting acme.com displays Acme's logo on the project card, which makes the projects list much easier to scan when you have many.
Don't over-split. One project per engagement is usually right. Splitting a single RFI across three projects just makes it harder to export at the end.
QuickTurn overview — for answering a whole questionnaire at once
