> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zerotwo.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a Project

> Set up projects to organize your conversations, files, and team collaboration

## 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.

<Note>
  Projects are perfect for separating different clients, products, research areas, or any context that benefits from organization and focused collaboration.
</Note>

## What is a Project?

A project is an isolated workspace within ZeroTwo that contains:

<CardGroup cols={2}>
  <Card title="Conversations" icon="messages">
    All chats related to the project context
  </Card>

  <Card title="Files & Documents" icon="folder">
    Uploaded files, generated documents, and resources
  </Card>

  <Card title="Custom Assistants" icon="robot">
    Project-specific AI assistants with tailored instructions
  </Card>

  <Card title="Team Members" icon="users">
    Collaborators with defined roles and permissions
  </Card>

  <Card title="Shared Knowledge" icon="brain">
    Project memory and context shared across the team
  </Card>

  <Card title="Settings & Preferences" icon="gear">
    Project-level configuration and defaults
  </Card>
</CardGroup>

## Creating Your First Project

<Steps>
  <Step title="Open project menu">
    Click the **Projects** button in the sidebar or press `Cmd/Ctrl + P`
  </Step>

  <Step title="Click New Project">
    Click the **+ New Project** button at the top of the projects panel
  </Step>

  <Step title="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
  </Step>

  <Step title="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

    <Tip>
      You can change all these settings later in project settings.
    </Tip>
  </Step>

  <Step title="Create project">
    Click **Create Project** to finalize

    <Check>
      Your new project is ready! You'll be automatically switched to the new project context.
    </Check>
  </Step>
</Steps>

## Project Types

Choose the right project type for your use case.

<Tabs>
  <Tab title="Personal Projects">
    **Best for**: Individual work, learning, personal research

    **Features**:

    * ✅ 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
  </Tab>

  <Tab title="Team Projects">
    **Best for**: Small team collaboration, client work, shared projects

    **Features**:

    * ✅ Invite team members
    * ✅ Role-based permissions
    * ✅ Shared conversations and files
    * ✅ Collaborative assistants
    * ✅ Activity tracking

    **Examples**:

    * Client projects
    * Product development
    * Team research
    * Shared documentation

    **Member limits**:

    * Free: Up to 3 members
    * Pro: Up to 10 members
    * Team: Up to 50 members
    * Enterprise: Unlimited
  </Tab>

  <Tab title="Organization Projects">
    **Best for**: Company-wide initiatives, large teams, enterprise use

    **Features**:

    * ✅ All team features
    * ✅ Advanced permissions
    * ✅ Department/group management
    * ✅ Audit logs
    * ✅ SSO integration
    * ✅ Compliance controls

    **Examples**:

    * Company-wide documentation
    * Large product teams
    * Multi-department initiatives
    * Enterprise knowledge bases

    <Info>
      Organization projects require an Enterprise plan.
    </Info>
  </Tab>
</Tabs>

## Project Settings

Configure your project for optimal collaboration and organization.

### General Settings

<AccordionGroup>
  <Accordion title="Project information">
    **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
  </Accordion>

  <Accordion title="Default AI model">
    **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

    <Note>
      Team members can still switch models per conversation. This just sets the default.
    </Note>
  </Accordion>

  <Accordion title="Custom instructions">
    **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.
    ```

    <Tip>
      Project custom instructions are combined with personal custom instructions for more specific context.
    </Tip>
  </Accordion>

  <Accordion title="Enabled tools">
    **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.
  </Accordion>
</AccordionGroup>

### Privacy & Access

<Tabs>
  <Tab title="Project Visibility">
    **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)
  </Tab>

  <Tab title="Content Sharing">
    **Sharing permissions**:

    * **Conversations**: Who can share project chats externally
    * **Files**: Who can share project files
    * **Assistants**: Who can share project assistants

    Options: Admins only, Members, or Anyone
  </Tab>

  <Tab title="External Collaboration">
    **Guest access** (Team/Enterprise plans):

    Allow external collaborators (clients, contractors) to access specific project resources:

    * Limited to specific conversations
    * Read-only or comment-only access
    * Time-limited access
    * No access to other project content
  </Tab>
</Tabs>

## Organizing Projects

Keep your projects organized as your work grows.

### 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
```

<Info>
  Department-level organization is available on Enterprise plans.
</Info>

### Folder Structure Within Projects

Organize content within each project:

<Steps>
  <Step title="Create folders">
    Click **New Folder** in the project sidebar

    Example 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
    ```
  </Step>

  <Step title="Move conversations">
    Drag and drop conversations into folders or use the context menu
  </Step>

  <Step title="Add subfolder depth">
    Create nested folders for detailed organization (up to 5 levels deep)
  </Step>
</Steps>

## Project Templates

Speed up project creation with templates.

### Built-in Templates

<Tabs>
  <Tab title="Software Development">
    **Pre-configured for**:

    * Code-focused assistants
    * GitHub integration enabled
    * Code interpreter activated
    * Folders: Planning, Development, Testing, Documentation
    * Default model: Claude 3.5 Sonnet
  </Tab>

  <Tab title="Content Creation">
    **Pre-configured for**:

    * Writing assistants
    * Image generation enabled
    * Canvas activated
    * Folders: Brainstorming, Drafts, Finals, Assets
    * Default model: GPT-4o
  </Tab>

  <Tab title="Data Analysis">
    **Pre-configured for**:

    * Code interpreter enabled
    * Chart/visualization tools
    * Spreadsheet canvas
    * Folders: Data, Analysis, Reports, Visualizations
    * Default model: o1
  </Tab>

  <Tab title="Research">
    **Pre-configured for**:

    * Web search enabled
    * Deep research activated
    * Memory system
    * Folders: Sources, Notes, Analysis, Drafts
    * Default model: Gemini 1.5 Pro
  </Tab>

  <Tab title="Client Work">
    **Pre-configured for**:

    * Team collaboration
    * File sharing
    * Guest access ready
    * Folders: Briefs, Deliverables, Communication, Assets
    * Default model: GPT-4o
  </Tab>
</Tabs>

### Creating Custom Templates

<Steps>
  <Step title="Set up a project">
    Configure a project with your preferred structure, settings, and folders
  </Step>

  <Step title="Save as template">
    Project Settings > Advanced > **Save as Template**
  </Step>

  <Step title="Name your template">
    Give it a descriptive name and optional description
  </Step>

  <Step title="Use your template">
    When creating new projects, select your custom template from the list
  </Step>
</Steps>

## Switching Between Projects

Navigate between projects efficiently.

### 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

<Tip>
  The switcher shows recently accessed projects first for quick access.
</Tip>

### Sidebar Navigation

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

### 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

## Best Practices

<AccordionGroup>
  <Accordion title="Keep projects focused">
    **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"
  </Accordion>

  <Accordion title="Set up custom instructions early">
    **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.
  </Accordion>

  <Accordion title="Use folders effectively">
    **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
  </Accordion>

  <Accordion title="Regular project maintenance">
    **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
  </Accordion>
</AccordionGroup>

## Managing Multiple Projects

Tips for working across many projects.

### 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**

### Project Groups (Enterprise)

Organize projects into groups:

* By client
* By department
* By project type
* By status (Active, On Hold, Completed)

### 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

## Archiving and Deleting Projects

Manage project lifecycle.

### 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)

### Deleting Projects

<Warning>
  Deleting a project is permanent and cannot be undone. All conversations, files, and project data will be deleted.
</Warning>

**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**

## Troubleshooting

<AccordionGroup>
  <Accordion title="Can't create new project">
    **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
  </Accordion>

  <Accordion title="Project not appearing">
    **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
  </Accordion>

  <Accordion title="Can't switch projects">
    **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
  </Accordion>

  <Accordion title="Lost data after project change">
    **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

    <Tip>
      You can move conversations between projects by dragging them in the sidebar.
    </Tip>
  </Accordion>
</AccordionGroup>

## Next Steps

<CardGroup cols={2}>
  <Card title="Invite Team Members" icon="user-plus" href="/projects/invite-and-members">
    Add collaborators to your project
  </Card>

  <Card title="Set Roles & Permissions" icon="shield" href="/projects/roles-and-permissions">
    Configure access control
  </Card>

  <Card title="Organize with Folders" icon="folder-tree" href="/projects/organize-folders">
    Structure your project content
  </Card>

  <Card title="Share Content" icon="share" href="/projects/shared-chats-and-docs">
    Share conversations and files
  </Card>
</CardGroup>

<Check>
  Projects help you stay organized and collaborate effectively. Create focused projects for better context and team coordination!
</Check>