---
title: Organize Work with Projects
description: A project keeps the tables, pages, files, and conversations for one piece of work together: the Work view, the Build view, and publishing a project as a gem.
section: guide
order: 25
updated: 2026-11-09
translation_of: zh
source_sha: 73258e13ca16
---
# Organize Work with Projects
A project holds one piece of ongoing work: its tables, a page (the canvas), a folder, and any number of conversations between you and the assistant. You and the assistant work on the same tables, and how far the work has got is recorded in the project, not in any single conversation.
For one-off questions, the "Chat" entry in the sidebar is enough. For work that runs for days or weeks, where you keep a set of records and track progress, use a project.
## Create a project
Your projects are at the top of Home. Click **New project** and an "Untitled project" is created and opened right away. You can edit the name in place; you can also click the name in the project's top bar later to change it.
You can also start from a conversation: ask the assistant in that conversation to turn it into a project. The conversation becomes the new project's first conversation, and the files it produced are moved into the project's folder. If the conversation was using a folder you chose, that folder becomes the project's folder and the files are not moved.
## Work view
Opening a project shows the Work view. The top bar has the project name, the "Work / Build" switch, three panel buttons (**Agent**, **Files**, **Data**), and the gear menu on the right. The assistant panel is on the right.
Leaving the project page (going back to Home, or to Settings) does not interrupt conversations or runs in progress.
### Canvas
Most of the page is the canvas: blocks of content arranged by the assistant, such as notes, tables, statistics, charts, boards, and forms. Each block shows live data from a table, and when the data in the table changes, the canvas follows.
- The assistant does the layout: tell it what you want to see, and it adds, edits, and removes the blocks.
- You can remove a block from the page; its data stays in the table.
- Dragging a card to another column on a board, or adding a row in a form, changes the data in the table.
### The Agent, Files, and Data panels
Clicking a button in the top bar opens the matching panel over the canvas. One panel is open at a time; click again to close it.
**Data**: the project's tables.
- Edit directly, like a spreadsheet. Each cell is saved as soon as you change it; there is no Save button.
- The first column of every table is the row number `id`, numbered automatically; nobody can edit it. When you tell the assistant "row 7", you both mean the same row.
- The **+** after the tabs creates a table; the **+** at the end of the header adds a column (enter a name and choose a type: text, number, yes / no, date, JSON); click "Add row" below the table. Double-click a table name or column name to rename it.
- The "⋯" menu on a column header lets you change the column's type or hide the column; tables can be hidden too. Hiding does not delete data; click an item under "Hidden" to show it again. Only you can hide a whole table; the assistant cannot.
- When you change a type, if even one value cannot be converted, the whole change is not applied and you are told which rows. Fix those rows first, then try again.
**Files**: the project's folder.
- Drag files or folders onto the panel (or onto the "Files" button in the top bar) to copy them in. Existing files with the same name are not overwritten; the new one gets " (2)" added to its name.
- All of the project's conversations share this folder: attachments you drag into a conversation are stored here, files the assistant writes are here too, and the next conversation can use them.
**Agent**: what is working for this project right now: sub-agents handed out by the project assistant, and the agents and SOPs of gems started by the project's conversations, each marked with its current state (for example "Working" or "Waiting for your approval"). The dropdown next to an agent lets you change the role or model it uses; see [Change a sub-agent's role yourself](/en/guide/models.md#changing-a-sub-agents-role-yourself).
### Assistant and conversations
In the assistant panel on the right, a project can have several conversations: switch, create, or delete them at the top of the panel. You can drag the panel wider or collapse it; when collapsed, a narrow strip stays at the right edge of the window, and clicking it expands the panel.
- Each conversation cannot see the contents of earlier conversations. What carries over is the tables and the folder, so anything you want to keep, ask the assistant to record in a table.
- Before each reply, the assistant knows: the project name, the names of the accounts available to the project (it cannot see the secrets), which tables there are, and which rows have changed since its last reply, including changes you made in a table and changes made by other conversations.
- Which model the assistant in a project uses is chosen in "Settings › AI Settings › Agent › Project"; see [Choose a model for each agent](/en/guide/models.md#choosing-a-model-for-each-agent).
### Gear menu
- **Accounts**: which of your accounts (including email) gems working in this project can use. None are checked by default; an account that is not checked cannot be used when a gem works for this project. The assistant can see the names of checked accounts, not the secrets.
- **Tools**: which tools the project assistant can use. If you have not changed it, it is the same as the "Chat" assistant; the table tools are always on.
- **Code permissions**: see [Project code](#project-code) below.
- **Open folder**, **Choose folder…**: a project uses its own folder by default, but you can switch to an existing folder on your computer so you don't have to import the files again. You cannot choose your home directory, system directories, the app's own data directory, or hidden folders. When you switch folders, files are not moved; the files on both sides stay where they are. Click "Use the project's own folder" to switch back.
- **Delete project**: deletes its conversations and tables; the project's own folder goes to the trash; a folder you chose for it is left alone.
Changes to accounts and tools take effect only after you click **Save**.
## Project code
The assistant can write tools and SOPs (automated procedures) for a project, so the project can fetch data itself, process it row by row, or run automatically on a schedule. This code uses the project's own tables and folder.
Before the code can do any of the following, it needs your permission:
- access a website on the internet;
- access the local and internal-network addresses you listed in "Settings › System › Network Access";
- use an AI model;
- run automatically on a schedule.
The top of the project page lists each item it requests, and it takes effect only after you click **Allow**. If only the code changed, or it asks for less than before, you are not asked again. The assistant cannot allow on your behalf.
Under the gear menu › "Code permissions" you can see the items already allowed, and you can **Revoke all**: after that, scheduled runs stop and the code does not run until you allow it again.
## Build view
Switching the top bar to "Build" shows the code behind the project: tools, SOPs, change history, and publishing. It looks like the Gem Studio workbench: you can read and edit code, test-run tools and SOPs, see the input, output, and errors of each run in the run log, and go back to earlier versions in the history.
On the right it is still the same assistant and the same conversation. Most of the time you don't need to open the Build view; just have the assistant write and change the code.
## Publish as a gem
Click **Publish…** in the top bar of the Build view. Publishing fixes this project's format and makes it a gem: anyone who installs it gets the same tables and code, starting empty.
- **Included**: the structure of the tables (tables, columns, types, including hidden ones), tools and SOPs, and the permissions the code requests.
- **Never included**: data in the tables, files, accounts, conversations.
- The canvas cannot yet be put into a gem; the publish dialog states how many blocks will not be included.
- If the code contains something the project cannot yet publish, publishing is blocked and the dialog lists the reasons.
There are two kinds of publishing:
- **Install on this computer**: installs it as a gem on this computer. It appears among the gems on Home, and its settings are on its own page (see [Gems: Install and Use](/en/guide/gems.md)). Publishing again updates this gem.
- **Export a .gem file**: produces a file you can give to others or import in Gem Studio.
The top bar of the Build view shows the publish status: "Not published", "Published to this computer", or "Changes not yet published".
For an installed gem, the table format is fixed: you cannot change its table structure inside the gem. It changes only when you go back to the project, make the change, and publish again.