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Get started

Understanding a few core concepts will help you get the most out of Cortex. Everything starts with a Project — your central hub for collaboration.

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Step 1: Create a Project

From your Cortex dashboard, click the “New Project” button.
Enter a name for your project and hit Create.Your workspace will instantly be set up with real-time tools like Tasks, Notes, Whiteboard, Chat, and more.
You can create as many projects as you like — one for each class, study group, or goal.
Once inside a project, you’ll see a sidebar with tabs:
  • Tasks
  • Notes
  • Whiteboard
  • Chat
  • Timer
  • Calendar
Each feature is built for real-time collaboration and productivity.

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Step 2: Invite your team

Click the three dots next to your project name and select “Members”.
This will open a members panel with a **“Invite Members” **button.
Enter your teammates’ email addresses and send invites.They’ll get instant access and can start collaborating with you immediately after accepting your invite.
You can manage roles and permissions in project settings.

Owner

Has full control over the project, including the ability to delete it. Can manage all member roles.

Admin

Can manage project settings and members (except for promoting others to Owner or removing an Owner).

Editor

Can create and edit all project content (tasks, notes, chat messages, etc.). This is the standard role for team members.

Viewer

Can view all project content but cannot make any changes. Perfect for stakeholders or advisors.

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Step 3: Collaborate in real time

You’re all set!
Open any feature tab — like Notes or Whiteboard — and collaborate with your team live. Changes sync instantly across all devices.
Use the built-in Chat and Timer to stay focused and in sync during sessions.

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Next steps

Now that you’ve created your first project, dive deeper into Cortex features:

Tasks

Plan your day with intelligent, collaborative to-do lists.

Notes

Take structured, shareable notes — solo or with peers.

Whiteboard

Sketch out ideas together on an infinite canvas.

Chat

Communicate with collaborators in real time.

Timer

Stay focused using built-in Pomodoro timers.

Calendar

Sync your schedule and plan ahead with integrated events.
Need help? Check the full Cortex docs or reach out to our support team.