Projects
Projects are containers that group related chats around a specific context. They let you:- Group related chats together by topic or initiative
- Share files once and access them in all project chats
- Set project instructions that apply to all chats within the project
Creating a Project
From the sidebar
- If you have existing projects: Hover over the “Projects” header in the sidebar to reveal a + button, then click it
- If you have no projects yet: Click the “New project” item that appears in the sidebar
Using keyboard shortcuts
Press⌘/Ctrl + K to open the command palette and type “new project”
The sidebar shows the first five projects. Click Show more for the rest. You can create as many projects as you need.
Setting Up Your Project
When creating a project, you can configure:Project basics
- Name: Choose a descriptive name that identifies the project’s purpose
- Description (optional): Add context about the project’s goals or scope
Attached files
Upload documents, spreadsheets, presentations, or other files that are relevant to your project. A project holds up to 50 uploaded files. These files are automatically available in all chats within the project. With Work in a folder you link the project to a folder in the Library. Your project files then live in that folder, and the project controls who can access it. You can also attach synced folders from SharePoint, Google Drive, OneDrive, or Confluence Cloud. You can attach up to 5 synced folders, with up to 5,000 files in each. In the project’s Context section, choose Select file or folder and pick a folder. Its contents update daily through Folder Sync. Attaching a synced folder requires edit access to the project and the Attach integration folders permission in your workspace role.Project instructions
Define project instructions that set how the AI responds within this project’s chats. For example:- “Always use formal business language for this client project”
- “Focus on technical accuracy and include code examples”
- “Summarize responses in bullet points for easy scanning”
Working with Projects
New chats within a project automatically have access to all project files and project instructions. You can update files or project instructions at any time. Changes apply to all future chats.Adding an existing chat
You can add a chat you created to a project later. In the browser, the desktop app, and the mobile app, open the chat’s … menu and select Add to project. In the browser and the desktop app, you can also drag the chat onto the project in the sidebar. Agent chats do not show Add to project in the browser or the desktop app.Sharing Projects
Share entire projects with your team to collaborate effectively. When you share a project, team members get access to all chats, files, and project instructions within that project.Sharing a project will also share all chats inside it. New chats added to the project will automatically be shared with the same people or groups.
Sharing a project
- Open your project
- Click the Share button in the top right corner
- Search for users or groups within your workspace
- Select the permission level for each collaborator
- Optionally enable email notifications with a custom message
Who you can share with
Projects can be shared with:- Individual users within your workspace
- Groups within your workspace (you must be an editor or admin of the group to share with it)
Projects cannot be shared with the entire workspace or with API keys.
Viewing shared projects
When someone shares a project with you, it automatically appears in your sidebar under the “Projects” section alongside your own projects. Additionally, each chat card in the project overview shows the chat owner’s name and profile picture, so you can easily see who created each chat.Permission levels
Projects have three permission levels:
When sharing, you can assign Editor or User permissions. The project creator is always the Owner.
Chat ownership
Regardless of project permissions, you always retain full control over your own chats:- Only you can edit, rename, delete, or continue chats you created
- Your chats remain yours even if the project is deleted
- All chats added to a shared project are visible to all project members
Filtering shared content
To help you manage shared projects, you can filter chats within a project:- All - Show all chats
- By you - Show only chats you created
- By others - Show only chats created by team members
Best Practices
- One project per initiative: Create separate projects for distinct workflows or clients
- Keep files updated: Regularly review and update project files to maintain relevance
- Use specific project instructions: Tailor AI behavior to match the project’s communication style and requirements
- Delete finished projects: Remove a project you no longer need so the sidebar stays focused
Use Cases
Projects are particularly useful for:- Marketing campaigns - Group all campaign-related chats with brand guidelines and assets
- Research projects - Keep research documents and discussions organized together
- Client work - Maintain separate contexts for different clients with their specific requirements
- Product development - Organize feature discussions with relevant specifications and documentation
FAQ
When should I use Projects?
When should I use Projects?
Use Projects to group related chats, files, and context around the same workstream. They are useful when several conversations belong together and people need a shared place for project material. Create an agent instead when many people should reuse the same assistant for a repeated task.
Are Projects the same as Knowledge bases?
Are Projects the same as Knowledge bases?
No. Projects organize work and related files. Knowledge bases are designed for reusable retrieval across chats, agents, workflows, or API usage. Use both when a project also needs reusable searchable knowledge.
Which instructions apply in project chats?
Which instructions apply in project chats?
Only the project’s instructions apply. They replace your Custom Instructions and the workspace description, so include any context the AI needs directly in the project instructions.
When should I use a Project instead of an Agent?
When should I use a Project instead of an Agent?
Use a Project when one topic needs its chats, files, and instructions in one place that you can share. Upload a file in the chat for a single question. Put a handbook you open often into the project so every chat there can use it. Use an Agent when colleagues should open the same assistant for a repeated task, such as a controller role for similar reviews.