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For a quick explainer of what projects are, see the Projects doc.

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🆕 Create a New Project

  1. Open the Projects page from the left sidebar (or go to the projects page here)
  2. Click New Project
  3. Enter a name for your project
  4. Add an optional description to help collaborators understand the project’s purpose
  5. Choose a visibility setting:
    • Private if only specific people should have access
    • Organization if everyone in your org should be able to view it
  6. Click Create project
You are redirected to your new project page with Admin access.

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📎 Add Files to Your Project

  1. Open your project
  2. In the Files section on the right sidebar, click Add
  3. Choose a source:
    • Computer to upload files from your device
    • Folder to upload an entire folder
    • Google Drive to import from your connected Drive
    • Add from Files to link files or folders already in your organization’s file library
  4. Select the files you want to add
You can also drag and drop files directly onto the project page. All files you add are available to every chat in the project.

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➡️ Move an Existing Chat into a Project

  1. Open the chat you want to move
  2. Click the chat menu (three dots)
  3. Select Add to project or Move to project
  4. Choose the destination project
You can also drag chats from the left sidebar into the Previous chats section on the project page. To move multiple chats at once, use bulk select in the left sidebar and choose Move to project from the Actions menu. Only the chat creator can move a chat between projects. A chat can belong to one project at a time.

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💬 Start a Chat in Your Project

  1. Open your project
  2. Type your message in the chat input at the top of the project’s chat list
  3. Press Enter to start the conversation
The new chat automatically has access to all project files and custom instructions.

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✏️ Set Custom Instructions

  1. Open your project
  2. In the Instructions section on the right sidebar, click to edit
  3. Enter instructions that should apply to every chat in the project
Custom instructions are useful for matter-specific context, preferred output formats, or standing directions. You need Write or Admin access to edit instructions.

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👥 Share Your Project

  1. Open your project
  2. Click the Share button in the project header
  3. Add team members by name or email
  4. Assign each member an access level:
    • Read to view the project and use AI with its context
    • Write to add and edit chats, files, and instructions
    • Admin to manage members and project settings
  5. Toggle between Private and Organization visibility if needed

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⭐ Star a Project

Click the star icon on any project to pin it to the top of your project list. Starred projects appear in a dedicated section for quick access.

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🔗 Link a Folder

  1. Open your project
  2. In the Files section, click Add
  3. Select Add from Files
  4. Choose a folder to link
All files in the linked folder become available to project chats. If new files are added to that folder later, they are automatically included.

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🗑️ Delete a Project

  1. Open your project
  2. Click the project menu in the header
  3. Select Delete
  4. Confirm the deletion
Deleting a project unlinks all chats and files. The underlying content is not deleted. You need Admin access to delete a project. For a full description of project features and access levels, see the Projects reference.