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DocsUser GuideManaging Projects

Managing Projects

Once you have projects, the projects page provides several ways to find, organise, and manage them.

Project Views

Toggle between two views using the icons in the header:

  • Grid View — project cards displayed in a responsive grid, showing project name and the number of documents
  • List View — compact vertical list for quickly scanning many projects

Searching Projects

Use the search bar at the top of the projects page to filter by name. The search is instant and case-insensitive — just start typing to narrow down your list.

Opening a Project

Click on any project card to open it. This takes you to the project's main view with three tabs:

  • Chat — conversations with the AI assistant
  • Knowledge Base — uploaded documents and settings

Renaming a Project

Inside a project, click the project name in the sidebar to edit it inline. Press Enter to save or Esc to cancel.

Deleting a Project

To delete a project, click the delete/trash icon on the project card or from within the project settings. You'll be asked to confirm before deletion.

Warning: Deleting a project permanently removes all its documents, conversations, embeddings, and settings. This action cannot be undone.

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