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Project Startup

Automatically generate items when creating a new project.

Overview

When starting a project, SiteWhiz can:

  • Analyze documents for relevant items
  • Extract action points from specifications
  • Identify decision points
  • Generate an initial overview

Project Startup Wizard

Getting Started

  1. Click + New Project.

  2. Fill in the basic details.

  3. Click Next: Documents.

Uploading Documents

Upload project documents for analysis:

Document Type What Gets Extracted
Specifications Requirements, specs, action items
Contracts Decision points, deadlines
Meeting minutes Actions, decisions, questions
Drawings Floor plans, location references

AI Analysis

After uploading:

  1. Documents are automatically processed.

  2. AI analyzes the content.

  3. Relevant items are identified.

  4. An overview is presented.

Generated Items

Types

The AI generates various item types:

Type Examples
Actions Work to be performed, documents to deliver
Decisions Choices from specifications, approvals
Issues Risks, points of attention
Questions Ambiguities, points to confirm

Reviewing Items

  1. Review the list of suggested items.

  2. Items are grouped by source document.

  3. Each item shows:

  4. Title
  5. Type
  6. Source (document and page)
  7. Suggested priority

Editing Items

Before confirming, you can:

  • Adjust titles and descriptions
  • Change types
  • Set priorities
  • Add deadlines
  • Remove items that aren't relevant

Confirming Items

Selective Confirmation

  1. Check the items you want to keep.

  2. Edit if needed.

  3. Click Confirm Selected.

Confirm All

  1. Review all suggested items.

  2. Click Confirm All.

  3. Items are created in your project.

Working Selectively

You don't have to confirm all items. Choose only the items relevant to your project.

After Confirmation

Project Overview

After confirming items:

  • Your project is ready to use
  • Items appear in the item list
  • Dashboard shows project statistics
  • Team can start working

Assigning Items

After creation, you can:

  1. Assign items to team members.

  2. Set deadlines.

  3. Refine priorities.

Skipping Startup

Manual Start

You can skip the startup wizard:

  1. Click + New Project.

  2. Fill in basic details.

  3. Click Skip at document upload.

  4. Project is created without items.

Adding Documents Later

You can always later:

  • Upload documents via Documents page
  • Create items manually
  • Connect cloud storage for synchronization

Best Practices

Document Quality

For best results:

  • Upload readable PDFs (not low-quality scans)
  • Use text-based documents where possible
  • Give files clear names

Initial Review

Take time to:

  • Review all suggested items
  • Remove irrelevant items
  • Improve titles and descriptions
  • Assign correct types

Preparing Team

For team start:

  1. Confirm all relevant items.

  2. Invite team members.

  3. Assign initial items.

  4. Set first deadlines.

Troubleshooting

No Items Generated

If no items are suggested:

  1. Check if documents uploaded correctly.

  2. Verify documents contain text (not image-only PDF).

  3. Try adding other documents.

Too Many Items

If too many items are generated:

  1. Use filters to sort.

  2. Delete irrelevant items in bulk.

  3. Focus on the most important documents.

Wrong Types

If item types are incorrect:

  1. Edit the type before confirmation.

  2. Types can also be changed later.