Projects

Create a project, set instructions, add reference files, plan tasks, keep project memory, and pin artifacts to the board.

A project groups related chats under shared instructions and reference files, so you can start fresh short chats instead of growing one long one. This guide walks through it.

Create a project

From the projects list, choose New project and give it a name. A new project is private to you by default; you can share it so anyone in your workspace can read it.

Find your way around the tabs

A project is a set of tabs around one body of work:

Tab	What it holds
Overview	The project's name, instructions, and charter.
Tasks	A five-column board for the project's work.
Memory	What the assistant has learned about the project, visible and editable.
Chats	Every chat started inside the project.
Files	Reference files that become standing context for the project's chats.
Notes	Short written notes kept alongside the work.
Skills	The skills this project's agents may use.
Artifacts	The board of pinned output.

Set instructions

On the project's Overview tab, write the project's instructions. These ride into every chat started inside the project, so you set the context once and every chat inherits it.

You can also describe the project in plain language and let the assistant draft the instructions for you. You review the draft and decide before anything is saved.

Add reference files

A project can hold reference files that become standing context for every chat in it.

Add Markdown, plain-text, and CSV files, one at a time or by dropping in a whole folder (subfolders included).
Before anything uploads, you see a report of what will and will not be used: files skipped for their type or size, and files that will not fit the project's context budget.
Each file keeps its name and folder, so a folder of knowledge documents stays organized.

File names and contents live in your workspace's isolated, encrypted storage and never appear in logs or the audit trail.

Start project chats

Start a new chat from inside the project. It picks up the project's instructions and reference files automatically. The Chats tab lists the project's chats so you can return to any of them.

The Tasks tab is a board for the project's work. Cards move across five columns: To do, In progress, AI review (an agent's own self-check), Review (the people gate), and Done. Each card shows who holds it, what is blocking it, and what is ready to pick up.

You can create cards by hand, or ask the assistant to plan tasks from the project's instructions and let it fill the board for you. The review columns are the point: nothing an agent produces reaches Done without a person passing it.

Keep project memory

The Memory tab is the visible record of what the assistant has learned about the project: standing facts it should carry into every chat rather than be told again.

Memory is yours to correct. Add an entry, edit one that is wrong, or remove one that no longer applies. When the assistant proposes a new memory, the project owner approves it before it sticks, so nothing enters the record behind your back.

Pin skills to the project

The Skills tab shows the skill catalog with an Add button on each skill. Pinning narrows rather than adds: with nothing pinned, the project can use every skill in the catalog, and once you pin at least one, the project is limited to exactly what you pinned. See Skills.

Pin artifacts to the board

When a chat in the project produces a useful artifact, save it to the project's Artifacts board. The board is a grid of pinned artifacts, so the output worth keeping is easy to find later. The owner can unpin anything that is no longer needed.