> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ideaboxai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Projects

> Create a project to keep related chats, instructions, skills, and Knowledge Bases together.

A project groups related chats so they share the same setup. Chats in a project use the project's instructions, default persona, skills, and Knowledge Bases. Projects are optional.

## The Projects page

Click **Projects** in the left navigation to see all of your projects.

![Projects page showing project counts, search and filter options, Grid and Table views, and project cards with Owner or Member badges, default persona, modules, and chats.](https://mintcdn.com/ideabodxai/ymbLNHgi1ZMHOQ7V/images/copilot/projects-page.webp?fit=max\&auto=format\&n=ymbLNHgi1ZMHOQ7V\&q=85\&s=14f8003b04f9cee9162e486aafac235d)

* **Summary:** See how many projects you have, how many you own, and how many are shared with you.
* **Search, sort, and filter:** Find a project by name, change the order, or filter the list.
* **Grid** and **Table:** Switch between card and list views.
* **Project cards:** Each card shows the project's name, description, default persona, number of modules and chats, and whether you're its **Owner** or a **Member**.

## Create a project

**1. Open the New project window**

On the **Projects** page, click **New project**.

**2. Name the project**

Enter a **Project name**. You can also add a **Description**.

**3. Create it**

Click **Create**. The project page opens.

## Set up your project

The right side of the project page holds the project's setup. Click **Add** or **Edit** in any section to change it.

![Project page showing the project chat, Chats in this project, and the Instructions, Default persona, Skills, Knowledge Bases, Connections, Dashboards, and Drive sections.](https://mintcdn.com/ideabodxai/ymbLNHgi1ZMHOQ7V/images/copilot/project-page.webp?fit=max\&auto=format\&n=ymbLNHgi1ZMHOQ7V\&q=85\&s=58b08e0c06eb376880b76d3d4ff320f7)

| Section | What it does |
| - | - |
| **Instructions** | Guidance applied to every chat in the project. |
| **Default persona** | The persona new chats in the project start with. Select **None** to start without one. |
| **Skills** | Skills you want available in the project's chats. |
| **Knowledge Bases** | Structured data or documents that ground the project's answers. |
| **Connections** | Connectors that belong with the project. Credentials stay with their owner. |
| **Dashboards** | Dashboards that belong with the project's work. |
| **Drive** | Drive folders and files that belong with the project's work. |

> [!NOTE]
>
> **Connections**, **Dashboards**, and **Drive** help you keep related resources together in the project. Chats in the project don't use them yet.

## Chat in a project

There are three ways to put a chat in a project:

* **From the project page:** Type in **Start a chat in this project**.
* **From a new session:** Click the project dropdown under **New chat** at the top of the page and select a project. You can also search for a project or click **Create a new project**.
* **From the chat input:** Select the project from the project selector next to the **+** button.

Your chats appear under **Chats in this project**. Only you see your own chats.

## Manage a project

Use the buttons in the top-right corner of the project page.

* **Pin:** Add the project to the **Pinned** group in the left navigation.
* **Edit:** Change the project's name or description.
* **Archive project:** Archive the project.

## Set a default project

Your default project is preselected wherever a project is needed. To set it, open the project dropdown under **New chat**, point to a project, and click **Set as default**. To chat without a project, select **Unlinked project**.


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