The Projects page lists every project you own and every project you were invited to. They are grouped:
  • Pinned: the projects you pinned, at the top. Pinning is yours alone; it does not change the project for anyone else.
  • Shared: projects with more than one person in them. A project someone else owns is marked Shared with you.
  • Personal: projects only you are in.
Each row shows the members, and how many chats, files, secrets, apps and automations the project has, and when it last changed.

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Create a project

New project opens a short form:
FieldWhat it is for
PictureChoose icon to pick one, or Upload a picture of your own
NameHow the project shows in the sidebar and in lists
DescriptionOptional. A line under the name
InstructionsOptional. Rules every chat in the project follows: who the client is, the tone, the language
The New project dialog with a name and description, light themeThe New project dialog with a name and description, dark theme
Everything here can be changed later in Settings.

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Find a project

Type in Search projects to find one by name. The filter button next to it has:
  • Owner: any, mine, or shared with me.
  • Pinned: any, or pinned only.
  • Sort by: last updated, date created or name, in the order you choose.
The filter menu with the Owner submenu open, light themeThe filter menu with the Owner submenu open, dark theme

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Actions on a project

The ⋯ menu of a row depends on whether the project is yours:
Your projectA project shared with you
Edit project opens its settingsPin project / Unpin project
Pin project / Unpin projectLeave project
Delete project
The row menu of NovaCard with Edit, Unpin and Delete, light themeThe row menu of NovaCard with Edit, Unpin and Delete, dark theme
The same actions, and Invite people, are in Manage at the top of a project’s page.

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Leave a project

Leave project takes you out of a project someone else owns. Anything you added stays with the project, and you can come back if you are invited again.
The Leave this project dialog, light themeThe Leave this project dialog, dark theme

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Delete a project

Only the owner can delete a project, and it cannot be undone. The dialog says what goes:
  • its files, its notes and instructions, and its secrets are deleted;
  • the people in it lose access;
  • its chats stay, without the project.
Type the project’s name and choose Delete permanently. To keep a copy, export it first.
The Delete this project dialog for NovaCard, light themeThe Delete this project dialog for NovaCard, dark theme