Guide Projects

Projects

A project is one workspace for one piece of work. The sources you upload, everything you create from them, the chats you have about them, and any tasks you scheduled all live in the same place — so you stop hunting across your library for the five things that belong to the same goal.

Folders group content. A project goes further: it also holds the chats, the standing instructions, and the people you shared the work with.

Opening and Creating a Project

Projects in the sidebar opens the gallery, which shows a card for each project with its item count, chat count, and when you last opened it. Your projects are also listed directly in the sidebar under Projects, so you can jump into one from anywhere.

To start a new one, click Create project in the gallery — or Create your first project if you don't have one yet. You can also use the + next to Projects in the sidebar. A new project opens immediately, ready to name.

Naming and the Brief

Click the large project title at the top of the workspace, or the pencil beside it, and type. Press Enter or click away to save; press Escape to discard the change.

Under the title is a one-line brief. Click it to write what the project is for — the goal, the deliverable, the audience — and click Save brief. The brief shows on the project's card in the gallery.

The Workspace Tabs

Content

Everything in the project. Create with AI sits at the top and builds from the project's own materials — new items are saved straight back into the project. Add content uploads files or starts any creation without leaving the page, and on a computer you can drag files onto the workspace to add them.

Below that, the Content list shows every file, page, recording, and creation in the project, with anything still generating or uploading in a Processing section above it. Right-click a row to Move to another project or Remove from project — removing takes an item out of the project without deleting it.

Tasks

One-time creations you scheduled while working in this project. Each row shows the title, the start time it is waiting for, and Run now to start it early. The tab shows how many are queued. See Scheduled Tasks.

Context

Everything that shapes how the project's AI behaves, in three parts:

  • Default profile — choose a personal or team customization profile and every chat and creation started here reuses its instructions and visual identity. Change profile picks a different one; Clear removes it. See Customization Profiles.
  • Project-specific instructions — standing guidance for this project only, such as which figures to use, which spelling to follow, or what to flag when the sources don't support a claim. Click Save instructions when you're done. Both the profile and these instructions apply automatically to new chats and creations in the project.
  • Project memory — facts recalled only inside this project. Add them yourself with Add memory, or let Scholarly pick them up from your chats.
  • Past chats — every conversation that belongs to the project, newest first. Open one to pick it up where you left it.

Collaborators

Sharing for the whole project. It shows the project link, an invite box for sending access by email, any pending access requests to Approve or Deny, and a list of who has access. The Anyone with the link row controls link access — from No access to Can view, and team-only if you're on a team. Invited people can view what's in the project; editing, chat, and memory stay yours. See Sharing and Collaboration.

The Assistant Panel

An assistant panel stays open beside the workspace, so you can ask about the project without leaving it. It answers from everything in the project, and anything it creates is filed back there. On a phone it becomes the Ask tab alongside the others.

You can also move an existing chat into a project from the chat itself, which puts it under the project's sources and past chats.

Archiving a Project

When you're finished with a project, open the menu in the header and choose Archive project. It leaves your gallery and sidebar, and its content and chats stay together and intact. Opening an archived project shows Restore project, which brings it back exactly as it was.

Worth Knowing

  • Nothing is trapped in a project. Items stay in your library and search, and you can move one to another project or remove it at any time.
  • A folder inside a project still works like a folder. Use folders for grouping within a project, and see Folders and Organization.
  • The project you have open is where new work lands. Creations started from inside a project are filed there automatically.
  • Archived projects can't be edited. Restore first, then continue.
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