How to Create a Project

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 invited members should see the project, its files, and its chats
   • Organization if everyone in your org should be able to view the project, including its files and chats
6. Click Create project

You are redirected to your new project page as its owner.

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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 Edit access (or be the project owner) 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:
   • View to view the project and use AI with its context
   • Edit to add and edit chats, files, and instructions, and to connect automations you created
5. Toggle between Private and Organization visibility if you are an Owner

Organization visibility shares the project, its files, and its chats with everyone in your organization. Edit access still requires an explicit grant. See Sharing and visibility for details. Edit collaborators can invite View and Edit members. Only an Owner can grant Owner or change visibility. Deleting a project requires Admin access. Only the current Owner can transfer ownership. As the Owner you have Admin access by default. Extra Owners appear as Owner in the Share dialog.

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🔁 Transfer Project Ownership

1. Open your project
2. Click Share
3. Open the access menu for the member who should become the new Owner
4. Choose Transfer ownership
5. Confirm the transfer

The new Owner gets Admin access. You keep Edit access. Only the current Owner can transfer ownership.

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📌 Pin a Project

Click the pin icon on any project to keep it at the top of your project list. Pinned 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. Deleting requires Admin access, which the Owner has by default. For a full description of project features and access levels, see the Projects reference.