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

# Projects overview

> Group related sessions, shared files, and access controls in one place.

export const RightsCallout = ({right, flags}) => <Info>
    Who sees this: requires {right === "none" ? "no special rights — available to every signed-in user" : `the ${right} right (or super admin)`}.
    {flags && flags !== "none" ? ` Only visible when the server enables ${flags}.` : ""}
  </Info>;

<RightsCallout right="none" flags="none" />

## What a project groups

A project is a workspace that keeps related work together. Every project holds:

* **Sessions** — the conversations you start inside the project. Members can see and continue any session in the project.
* **Files** — up to 15 pinned knowledge items shared across every session in that project. You don't need to re-add them each time.
* **Custom instructions** — text added to the system prompt of every conversation in the project. Use it to set context once ("This project covers our Q3 roadmap — respond in German.").
* **Access control** — the project can be private (only you), shared with specific users, or shared with roles.

<Frame caption="Creating a new project: enter a name, optionally add a description, and click Create project.">
  <video autoPlay muted loop playsInline src="https://mintcdn.com/exulu/HUjjVgs8aB3PSMha/videos/create-project.mp4?fit=max&auto=format&n=HUjjVgs8aB3PSMha&q=85&s=7df9d33b4e621881b4860560e37ee47e" data-path="videos/create-project.mp4" />
</Frame>

## The projects screen

Open **Projects** from the app sidebar. The page shows "Workspaces that group your conversations and shared context." — your projects are listed below a search bar.

* **Search** — type into **Search projects...** to filter by name as you type.
* **Favorites** — starred projects appear in a pinned **Favorites** group above the full list.
* **All projects** — the complete list ordered by last-updated time. Each row shows the project name, how long ago it was last updated, and a star toggle.
* **Load more** — when you have more than the first page of projects, a **Load more** button appears at the bottom of the list.

## Create a project

<Steps>
  <Step title="Open the create dialog">
    Click **New project** in the top-right of the Projects page (or navigate to `/projects?new=1` from the command palette).
  </Step>

  <Step title="Name the project">
    Type into **Name** — this is the only required field. The placeholder reads "Enter project name".
  </Step>

  <Step title="Add a description (optional)">
    Fill in **Description** ("Describe what this project is about…") so collaborators know the purpose at a glance.
  </Step>

  <Step title="Add custom instructions (optional)">
    Expand **Advanced** and fill in **Custom instructions** ("Instructions every chat session in this project will follow…"). These apply automatically to every new session in the project.

    <Note>
      New projects start as **Private — only you can see this project until you share it.** Change access after creation from the project's Settings tab.
    </Note>
  </Step>

  <Step title="Create it">
    Click **Create project**. You land on the new project's Sessions tab.
  </Step>
</Steps>

## Favorites

Star any project to pin it at the top of the Projects list. The favorite state is personal — it only affects your view.

* **Add to favorites** — click the star icon on any project row.
* **Remove from favorites** — click the filled star to unstar it.

You can also toggle the star from inside a project using the star button in the project header.

## Next steps

<Columns cols={2}>
  <Card title="Work inside a project" icon="layout-panel-top" href="/user-guide/projects/working-in-a-project">
    Start sessions, pin files, and manage project settings.
  </Card>

  <Card title="Pin knowledge in chat" icon="pin" href="/user-guide/chat/pinned-knowledge-and-presets">
    Add knowledge to a single session without a project.
  </Card>
</Columns>