How to Use Projects

As your research grows, keeping track of dozens of independent chats can become difficult. Projects allow you to organize your work, group related conversations, and maintain shared context across multiple research sessions.

Why Use Projects?

• Organization: Group all chats related to a specific thesis, client, or topic (e.g., "Q3 Market Report" or "Acquisition Target A") in one place.
• Shared Context: Upload files to a Project, and they become accessible to every chat within that project. You don't need to re-upload the same annual report for every new question.
• Focus: Filter your view to see only the work relevant to your current task.

Creating and Managing Projects

Create a New Project

1. Locate the Projects section in the sidebar.
2. Click the "+" (New Project) button.
3. Name: Give your project a clear, descriptive name.
4. Description: (Optional) Add a brief summary of the project's goal.
5. Color/Icon: Customize the appearance to make it easy to find.

Editing or Deleting

• Edit: Click the "..." menu next to a project name to rename it or update its description.
• Delete: You can delete a project if it's no longer needed. Note: Check if this action deletes the contained chats or just the folder structure.

Working Inside a Project

Project-Based Chats

When you are inside a project view:

1. Click "New Chat".
2. This chat is automatically associated with the project.
3. It will appear in the project's chat list, keeping your main "Recent Chats" list uncluttered.

Shared Project Files

One of the most powerful features of Projects is Shared Context.

1. Open the Project Settings or Files tab within a project.
2. Upload Files: Add PDFs, CSVs, or text documents (e.g., "Annual_Report_2024.pdf", "Market_Data.csv").
3. Automatic Availability: When you start a chat inside this project, the AI automatically has access to these files.
   • Example: "Based on the Annual Report in the project files, what was the EBITDA growth?"
   • You don't need to attach the file to the specific message; it's already in the project's "brain."

Best Practices

• One Project per Deliverable: If you are working on a specific report or memo, create a project for it. This keeps all your drafting, brainstorming, and data retrieval in one container.
• Curate Project Files: Only upload relevant documents to the project context. Too many irrelevant files can dilute the AI's focus. Keep the project context clean and high-signal.
• Archive Old Projects: When a deliverable is done, consider archiving the project (if available) or keeping it as a reference, but move your active focus to new projects.