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Projects Overview

Projects in ZeroTwo help you organize your work into logical units. Each project can contain conversations, files, custom assistants, and team members, making it easy to keep related work together.
Projects are perfect for separating different clients, products, research areas, or any context that benefits from organization and focused collaboration.

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What is a Project?

A project is an isolated workspace within ZeroTwo that contains:

Conversations

All chats related to the project context

Files & Documents

Uploaded files, generated documents, and resources

Custom Assistants

Project-specific AI assistants with tailored instructions

Team Members

Collaborators with defined roles and permissions

Shared Knowledge

Project memory and context shared across the team

Settings & Preferences

Project-level configuration and defaults

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Creating Your First Project

1

Open project menu

Click the Projects button in the sidebar or press Cmd/Ctrl + P
2

Click New Project

Click the + New Project button at the top of the projects panel
3

Enter project details

Fill in the project information:Project Name (required):
Marketing Campaign 2024
Description (optional):
Q1-Q2 marketing initiatives including social media, content, and ads
Project Type:
  • 📁 Personal - Solo work, private to you
  • 👥 Team - Collaborative work with team members
  • 🏢 Organization - Company-wide project
4

Configure initial settings

Set up project preferences:
  • Default Model: Choose the primary AI model for this project
  • Custom Instructions: Add project-specific context
  • Privacy: Public (team) or Private (personal)
  • Tools: Enable default tools for the project
You can change all these settings later in project settings.
5

Create project

Click Create Project to finalize
Your new project is ready! You’ll be automatically switched to the new project context.

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Project Types

Choose the right project type for your use case.
Best for: Individual work, learning, personal researchFeatures:
  • ✅ Private to you only
  • ✅ Full control over all settings
  • ✅ No collaboration features needed
  • ✅ Quick setup
Examples:
  • Learning a new programming language
  • Personal code projects
  • Research and note-taking
  • Experimentation with AI tools
Limitations:
  • Cannot invite team members
  • No role-based permissions
  • No shared project memory

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Project Settings

Configure your project for optimal collaboration and organization.

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General Settings

Editable fields:
  • Name: Update project name anytime
  • Description: Add or modify project description
  • Icon: Choose an emoji or upload custom icon
  • Color: Set project color for easy identification
Location: Project Settings > General
Set project default:Choose which AI model to use by default for new conversations in this project:
  • GPT-4o: Fast, versatile, good for most tasks
  • Claude 3.5 Sonnet: Excellent for coding and analysis
  • o1: Deep reasoning for complex problems
  • Gemini 2.0 Flash: Quick responses with vision
Team members can still switch models per conversation. This just sets the default.
Project-wide context:Add custom instructions that apply to all conversations in this project:
This project is for developing a React Native mobile app for iOS and Android. 

Tech stack:
- React Native 0.72
- TypeScript
- Redux Toolkit
- React Navigation

Code style:
- Use functional components with hooks
- Follow Airbnb style guide
- Include TypeScript types
- Add comments for complex logic

When providing code examples, ensure cross-platform compatibility.
Project custom instructions are combined with personal custom instructions for more specific context.
Configure project tools:Enable or disable tools for this project:
  • ✅ Web Search
  • ✅ Code Interpreter
  • ✅ Image Generation
  • ✅ Canvas
  • ❌ Gmail (disabled for this project)
  • ❌ Google Drive (disabled for this project)
This helps focus the project on specific capabilities.

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Privacy & Access

Who can see this project?
  • Private: Only you
  • Team: Project members only
  • Organization: All organization members can view
  • Public: Anyone with the link (Enterprise only)
Default: Team (for team projects)

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Organizing Projects

Keep your projects organized as your work grows.

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Project Hierarchy

Organization
├── Department: Engineering
│   ├── Project: Mobile App
│   ├── Project: Web Platform
│   └── Project: API Services
├── Department: Marketing
│   ├── Project: Q1 Campaign
│   ├── Project: Content Strategy
│   └── Project: Brand Guidelines
└── Department: Research
    ├── Project: User Research
    └── Project: Market Analysis
Department-level organization is available on Enterprise plans.

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Folder Structure Within Projects

Organize content within each project:
1

Create folders

Click New Folder in the project sidebarExample structure:
Mobile App Project
├── 📁 Planning
│   ├── Chat: Requirements gathering
│   └── Chat: User stories
├── 📁 Development
│   ├── Chat: Authentication system
│   ├── Chat: UI components
│   └── Chat: API integration
├── 📁 Testing
│   └── Chat: Test scenarios
└── 📁 Documentation
    ├── Chat: API docs
    └── Chat: User guide
2

Move conversations

Drag and drop conversations into folders or use the context menu
3

Add subfolder depth

Create nested folders for detailed organization (up to 5 levels deep)

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Project Templates

Speed up project creation with templates.

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Built-in Templates

Pre-configured for:
  • Code-focused assistants
  • GitHub integration enabled
  • Code interpreter activated
  • Folders: Planning, Development, Testing, Documentation
  • Default model: Claude 3.5 Sonnet

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Creating Custom Templates

1

Set up a project

Configure a project with your preferred structure, settings, and folders
2

Save as template

Project Settings > Advanced > Save as Template
3

Name your template

Give it a descriptive name and optional description
4

Use your template

When creating new projects, select your custom template from the list

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Switching Between Projects

Navigate between projects efficiently.

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Quick Switcher

Keyboard shortcut: Cmd/Ctrl + P
  1. Opens project switcher overlay
  2. Type to search projects
  3. Use arrow keys to navigate
  4. Press Enter to switch
The switcher shows recently accessed projects first for quick access.
Click Projects in the sidebar to see:
  • ⭐ Starred projects (pinned at top)
  • 🕐 Recent projects
  • 📁 All projects (alphabetically)
Right-click any project for quick actions:
  • Switch to project
  • Open in new window
  • Duplicate project
  • Project settings
  • Archive project

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Project Indicators

Visual cues show your current project:
  • Project name in the header
  • Project color accent in the sidebar
  • Project icon next to the name

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Best Practices

Do:
  • Create separate projects for distinct contexts
  • Use clear, descriptive project names
  • Add detailed descriptions
Don’t:
  • Mix unrelated work in one project
  • Create too many projects (use folders instead)
  • Use vague names like “Project 1”
Good project names:
  • “Client: Acme Corp - Website Redesign”
  • “Learning Python - Data Science Course”
  • “Mobile App: TravelBuddy”
Poor project names:
  • “Work Stuff”
  • “Project”
  • “Misc”
Benefits of project instructions:
  • Consistent AI responses across the project
  • Team members get the same context
  • Less repetition in individual conversations
What to include:
  • Tech stack and versions
  • Code style preferences
  • Project constraints
  • Common abbreviations or terminology
  • Target audience
Update instructions as the project evolves.
Folder organization tips:
  • Group by project phase (Planning, Execution, Review)
  • Group by feature or component
  • Group by topic or category
  • Keep folder depth manageable (2-3 levels max)
Naming conventions:
  • Use prefixes: 01-Planning, 02-Development
  • Use emojis: 🎨 Design, 💻 Code, 📝 Docs
  • Be consistent across projects
Monthly project review:
  • Archive completed conversations
  • Clean up duplicate files
  • Update custom instructions
  • Review team member access
  • Update project description if scope changed
Archive old projects:
  • Keep active projects list manageable
  • Archive instead of delete (keeps data)
  • Star most important projects for quick access

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Managing Multiple Projects

Tips for working across many projects.

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Star Important Projects

⭐ Star your most active projects to keep them at the top of the projects list. How to star:
  • Right-click project > Star
  • Or open project settings > Star this project

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Project Groups (Enterprise)

Organize projects into groups:
  • By client
  • By department
  • By project type
  • By status (Active, On Hold, Completed)

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Project Dashboard

View all projects at once:
  • Project list with status indicators
  • Recent activity across projects
  • Team member counts
  • Storage usage per project
Access: Click All Projects in the sidebar

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Archiving and Deleting Projects

Manage project lifecycle.

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Archiving Projects

When to archive:
  • Project is completed
  • Project is on hold indefinitely
  • Want to declutter active projects list
How to archive:
  1. Open project settings
  2. Click Archive Project
  3. Confirm archiving
Archived projects:
  • ✅ All data preserved
  • ✅ Searchable
  • ✅ Can be unarchived anytime
  • ❌ Not visible in active projects list
  • ❌ Team members can’t access (unless unarchived)

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Deleting Projects

Deleting a project is permanent and cannot be undone. All conversations, files, and project data will be deleted.
Before deleting:
  1. Export important conversations
  2. Download important files
  3. Notify team members
  4. Consider archiving instead
How to delete:
  1. Archive the project first
  2. Go to Archived Projects
  3. Right-click > Delete Permanently
  4. Type project name to confirm
  5. Click Delete Project

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Troubleshooting

Check these items:
  • You haven’t reached your plan’s project limit
  • You have appropriate permissions (not available to guests)
  • Browser has stable internet connection
Project limits by plan:
  • Free: 3 projects
  • Pro: 25 projects
  • Team: 100 projects
  • Enterprise: Unlimited
Possible causes:
  • Project is archived
  • Removed from project (if team project)
  • Search/filter hiding it
Solutions:
  • Check Archived Projects
  • Clear search/filters
  • Contact project admin
  • Check All Projects view
Try these steps:
  1. Refresh the page
  2. Use keyboard shortcut (Cmd/Ctrl + P)
  3. Clear browser cache
  4. Check if project still exists
  5. Verify you have access
Don’t worry:
  • Data isn’t lost, just in a different project
  • Use global search to find content
  • Check project you were previously in
  • Look in recently accessed conversations
You can move conversations between projects by dragging them in the sidebar.

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Next Steps

Invite Team Members

Add collaborators to your project

Set Roles & Permissions

Configure access control

Organize with Folders

Structure your project content

Share Content

Share conversations and files
Projects help you stay organized and collaborate effectively. Create focused projects for better context and team coordination!