Work in a project
Create a project, add instructions, files, and members, and start chats that everyone in the project can read.
A project is a shared space for the chats, files, and instructions of a team. Only project members can open a project.
Project roles
Section titled “Project roles”| Role | What the person can do |
|---|---|
| Member | Read and reply in every project chat. |
| Manager | Do what a member does. Also change the files, instructions, and members of the project. |
Create a project
Section titled “Create a project”-
Select Projects in the sidebar.
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Select New project.
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Enter a Project name, for example “Spring launch”.
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Select Create project.
You become the manager of the new project.
Add instructions
Section titled “Add instructions”Project instructions apply to every new message in the project.
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Open the project.
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Select Add instructions.
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Type the instructions, for example “Answer as the launch team. Use the launch brief for dates.”
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Select Save changes.
Add files
Section titled “Add files”Every chat in the project reads the project files. All project members can see these files.
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Open the project.
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Under Files, select Add.
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Select Upload files and choose files from your device.
To add notes instead, select Paste text. Enter a Title and the Text, then select Save text.
Rules for project files:
- The total size of all project files is up to 20 MB.
- Accepted files are text, code, Markdown, JSON, YAML, HTML, PDF, and DOCX files.
- Pinned files come first. To pin a file, select Pin to top.
Add members
Section titled “Add members”-
Open the project.
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Next to Members, select Manage.
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Select Add a member.
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Choose a Person.
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Choose a Role.
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Select Add member.
You can add only people who are already in the workspace. To add someone new, invite them to the workspace first.
Start a project chat
Section titled “Start a project chat”-
Open the project.
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Type your request in the message box.
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Send the message.
A project chat shows Shared in this project. All project members can read it. A shared chat cannot use Google file references. To use a Google file, start a personal chat instead.
Move a personal chat into a project
Section titled “Move a personal chat into a project”-
Open the personal chat.
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Open the Chat actions menu.
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Select Move to project.
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Choose a project.
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Select the check box that starts with “I understand that every project member can read the full history”.
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Select Move chat.
Archive a project
Section titled “Archive a project”An archived project stays readable. Nobody can send messages in it or change its files. Only a manager can archive or restore a project.
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Open the project.
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Select Edit project.
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Select Archive project.
To bring the project back, open it and select Restore project.