> ## Documentation Index > Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt > Use this file to discover all available pages before exploring further. # Projects > Group related chats into projects with shared instructions, memory, and access, so every chat about a client, launch, or process starts with the right context. Projects keep related chats and instructions together, so you don't have to explain the same background every time you start a new chat. Every chat in a project shares the project's: * **Instructions**: Context and guidance that [Agents](/agents/overview) follow in every chat in the project. * **Chat history**: When [past chat search](/agents/memory#search-and-reference-past-chats) is on, Agents can look up other chats in the project, so a new chat can pick up where an earlier one left off. * **Memory**: Details that only matter to the project are saved to the project. See [Memory in projects](#memory-in-projects). * **Access**: Everyone you share the project with works from the same chats and instructions. ## When to use a project Create a project when work continues over time, produces more than one output, or needs the same context in every chat. Start a chat without a project when the work is a one-off question. * **Customer accounts**: Keep every chat about a renewal, implementation, or RFP together, with instructions that name the customer and their key details. * **Recurring work**: Return to the same project for a weekly report or pipeline review instead of setting up context each time. * **Team efforts**: Share a project for a launch, hiring process, or quarterly plan so everyone works from the same chats and instructions. ![Projects tab showing project search, filters, chat counts, and the New project button](https://mintcdn.com/cassidy/imCTKp2miGGSGcC-/images/guides/projects-directory.png?fit=max\&auto=format\&n=imCTKp2miGGSGcC-\&q=85\&s=19b220b17897d10676744cfc466803c6) ## Create a project **1. Open Projects** Go to Home and select the **Projects** tab. This page lists projects you own and projects shared with you. **2. Create a project** Click **New project** on the **Projects** tab, or open the **...** menu beside **Projects** in the sidebar and select **New project**. Enter a name, and Cassidy suggests a matching icon. To pick a different icon and color, or to remove the icon, use the button beside the name. ![Create project dialog with the name Q4 pipeline review, a suggested icon beside the name, and the Create project button](https://mintcdn.com/cassidy/VCrK79jAhdzqKctf/images/guides/create-project-dialog.png?fit=max\&auto=format\&n=VCrK79jAhdzqKctf\&q=85\&s=f75272b0085430310ad25a459767bbc7) **3. Choose a memory mode** When [memory](/agents/memory) is on, choose how the project uses it: **Default** or **Project-only**. You can change this later. See [Memory in projects](#memory-in-projects). **4. Click Create project** New projects are private to you until you [share them](#share-a-project). ## Add chats to a project To start a new chat in a project, hover the project in the sidebar and click the **+** button, or open its **...** menu and select **New chat**. The chat is saved to the project and follows its instructions and memory. To move an existing chat, open the chat's **...** menu and select **Move to project**, then choose the project. If the Projects section is visible in your sidebar, you can also drag chats into and out of a project. ![Chat menu in the sidebar with Move to project open and a list of projects to choose from](https://mintcdn.com/cassidy/PjIJUemZ3rVeowxK/images/agents/move-chat-to-project.png?fit=max\&auto=format\&n=PjIJUemZ3rVeowxK\&q=85\&s=88083f3970bae706949df411f057345e) > [!NOTE] > > When you move a shared chat into or out of a project, its access changes to > match its new location. Cassidy shows how access will change before completing > the move. ## Find your projects Select a project on the **Projects** tab to see its chats. Cassidy returns to the **Chats** tab with the project added as a filter. ### Show projects in the sidebar The **Projects** section appears in the sidebar automatically once you create, open, or are directly shared on a project. To turn it on yourself: **1. Open the Recents menu** In the sidebar, hover **Recents** and click the **...** menu beside it. **2. Turn on the Projects section** Choose **Customize sidebar**, then turn on **Show Projects section**. ![Recents menu in the sidebar with Customize sidebar open and the Show Projects section switch turned on](https://mintcdn.com/cassidy/ubcmyjRQIT_RqZ--/images/agents/customize-sidebar-show-projects.png?fit=max\&auto=format\&n=ubcmyjRQIT_RqZ--\&q=85\&s=5105d4b6aa5752cac0e5c10d28e95e3a) To hide the section, turn **Show Projects section** off the same way, or use **Customize sidebar** in the **...** menu beside **Projects**. From the **...** menu beside **Projects**, you can also: * Choose which projects appear: **My projects**, **My projects and shared with me**, or **All projects I can access** * Sort by recent activity or by name * Create a new project To keep one project in the main **Pinned** section instead, open its **...** menu and select **Pin to sidebar**. ![Sidebar Projects section listing three projects with icons, with one project expanded to show its chats](https://mintcdn.com/cassidy/PjIJUemZ3rVeowxK/images/agents/projects-sidebar-section.png?fit=max\&auto=format\&n=PjIJUemZ3rVeowxK\&q=85\&s=865b9bae8a751864d9a32a7a3cae4a8e) ## Customize a project Open a project's **...** menu and select **Project settings** to change its name, icon, instructions, and memory mode. You need edit access to the project. ![Project settings dialog with the project name, icon, and instructions filled in, and the Save button](https://mintcdn.com/cassidy/VCrK79jAhdzqKctf/images/guides/project-settings-dialog.png?fit=max\&auto=format\&n=VCrK79jAhdzqKctf\&q=85\&s=50c67fc8056852231f4ad4eeb1d8054d) ### Project instructions Agents follow project instructions in every chat in the project, alongside the Agent's own instructions and your [personalization](/agents/personalize-your-chats). Good project instructions usually cover: * **Context**: What the project is about. "This project covers the Acme Corp renewal. Their contract renews March 1, and Dana Ruiz is our champion." * **Process**: How to approach the work. "Before drafting anything, check the latest usage numbers and summarize what changed." * **Tone and format**: How answers should read. "Keep answers brief, use bullet points, and write customer-facing drafts in a plain, measured tone." * **Requirements**: Rules that always apply. "Flag any non-standard contract terms, and cite the contract section when you can." Instructions can also set up a repeatable task, like "When I paste a call transcript, summarize it as decisions, risks, and next steps." Instructions apply to new messages as soon as you save them, including in existing chats in the project. Everyone with access to the project shares the same instructions. > [!TIP] > > Keep instructions about the project itself. For how you personally like > answers written in every chat, use > [personalization](/agents/personalize-your-chats) instead. ### Icon Change the suggested icon or its color so the project is easy to spot in the sidebar and on the **Projects** tab, or remove the icon to show a folder. ## Memory in projects When [memory](/agents/memory) is on, each project has a memory mode: * **Default**: Details that only matter to the project, like a client's name or a launch plan, are saved to the project's own memory. Details about you are saved to your general memory. Chats in the project can use everything Agents remember about you. * **Project-only**: Memory is off in the project. Agents only search other chats in the project, and chats outside it can't see its memory. Shared projects always use **Project-only**, because everyone in the project can open its chats. See [Memory in projects](/agents/memory#memory-in-projects) for the full details. ![Memory dropdown in Project settings with Default and Project-only options and their descriptions](https://mintcdn.com/cassidy/VCrK79jAhdzqKctf/images/agents/project-memory-mode.png?fit=max\&auto=format\&n=VCrK79jAhdzqKctf\&q=85\&s=7e2ce120102b18375a1c39327826f44a) ## Share a project Projects use the same sharing model as [Agents](/agents/sharing-and-management) and [Workflows](/workflows/sharing-and-deployment). Open the project's **...** menu and select **Share project**, then add teammates, [groups](/settings/roles-and-groups), or your whole organization, and set each person's access to **View** or **Edit**. ![Share dialog for the Acme renewal project with a teammate added and the View or Edit access options](https://mintcdn.com/cassidy/PjIJUemZ3rVeowxK/images/agents/share-project.png?fit=max\&auto=format\&n=PjIJUemZ3rVeowxK\&q=85\&s=560f3b639247505ee4cc9e4f9621d8f8) * **View**: Can read every chat in the project, but can't send messages or change the project. * **Edit**: Can start chats and send messages in the project, move chats in and out, change **Project settings**, share the project, and delete it. Everyone with access sees the project's chats, including chats started by other people in the project. New messages appear for everyone in real time. Sharing a project doesn't notify anyone, so send teammates the link. > [!NOTE] > > Chats inside a project use the project's sharing settings and can't be shared > separately. To share one chat with different people, move it out of the > project first. ## Delete a project Open the project's **...** menu and select **Delete project**. > [!WARNING] > > Deleting a project permanently deletes every chat inside it, along with the > project's memory. This action cannot be undone. To keep a chat, move it out of > the project first. ## Projects or Agents? Projects and [Agents](/agents/overview) both give the AI more context, but they serve different purposes: * **An Agent** is a reusable setup with its own instructions, [knowledge](/agents/knowledge), and tools. Build one when many people need the same expertise across many situations, like an HR benefits Agent for the whole company. * **A project** is a workspace for one body of work. Create one when the context belongs to a specific effort, like a customer renewal, and the chats about it should stay together. You can use any Agent inside a project. The Agent brings its expertise, and the project brings the context for that piece of work. ## Next steps > **[Memory](/agents/memory)** > > How Agents remember context inside and outside projects. > **[Chatting with an Agent](/guides/chatting-with-an-agent)** > > Learn the rest of the chat features. > **[Personalize your chats](/agents/personalize-your-chats)** > > Set preferences that apply in every chat. > **[Share and manage Agents](/agents/sharing-and-management)** > > Learn how sharing and access levels work. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.