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Project Sidebar

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What is a Project?

  • Documents — Your writing files
  • AI Threads — Research and conversations
Think of projects like folders for related work — a book, a research paper, client work, or any collection of related documents.

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Creating a Project

There are two main ways to create a project:
  1. From the home page, click New Project
  2. Enter a project name
  3. Click Create
Your new project opens with a blank document ready for writing.

or
  1. From the main editor screen, head to the top of the panel on the left
  2. Click Create Project
Your new project opens with a blank document ready for writing.

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From the Home Page

The home page shows all your documents as cards. Click any document to open it. This will also open the project that contains this document.

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From Within a Project

From the Editor view:
  • Click the project name in the header to go back to the project view
  • Use the document explorer on the left to switch between documents

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Organizing Documents

Within a project, you can:
  • Create documents - Click the New Document button in the sidebar.
  • Rename documents - Hit the document menu (the icon) and select Rename.
  • Archive documents - Hit the document menu (the icon) and select Archive.
  • **Move documents **- Hit the document menu (the icon) and select Move To…, from there, you can move the document to any other project.

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Project Best Practices

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One Project Per Major Work

  • ✅ “Q4 Marketing Plan” (all related docs together)
  • ❌ “My Documents” (too broad)

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Descriptive Names

  • ✅ “Client Proposal - Acme Corp”
  • ❌ “Project 1”

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Regular Cleanup

  • Archive completed projects
  • Archive documents you no longer need
  • Keep active projects focused

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Archiving Projects

Archive option in menu To archive a project you no longer need, go to the home page, find the project card, click the menu ( icon ), and select Archive. Archived projects are removed from your main view but can be restored if needed.

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Restoring Archived Projects

To restore a project that you have archived, select “Restore” at the top of the menu on the left panel. A list of your archived projects will appear on the right hand side of the screen. Simply click Restore on the project you want to restore, and it will reappear in the panel on the left, with all the documents belonging to the project.

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Next Steps