Part 4 · Working smartLesson 16 of 22
Intermediate~5 min

Projects

In short: A project is a home for one piece of ongoing work: its files, its instructions, and its chats. Open a chat inside it and ChatGPT already knows the brief.

What you'll be able to do: Set up a ChatGPT project so an ongoing piece of work keeps its files, instructions, and history in one place.

A one-off chat is fine for a quick question. It's a pain for work you keep coming back to: the same client, the same report, the same pitch, week after week. Memory helps a little, but it's general. You still end up re-attaching the same files and re-explaining the same background.

A project ends that. Think of it as a home for one piece of work, where the context is always already in the room. Open a new chat inside it and ChatGPT starts out knowing the brief, the files, and the history, before you type a word.

What a project holds

A project keeps three things together:

  • Files. Documents you add once: the brief, the brand guide, past examples, the data. ChatGPT can use them in every chat in the project.
  • Instructions. A standing brief for this work: who it's for, the goal, the tone, what to avoid. Set once, applied to every chat inside.
  • Chats. Its own history. All the conversations about this work live here, not scattered across Recents.
A one-off chat or a project Left: a one-off chat, where you re-attach files and re-explain the background each time and the history ends up scattered in Recents. Right: a project, which keeps files, instructions and chats together so every new chat starts already briefed. A one-off chat or a project One-off chat EVERY TIME FROM SCRATCH Re-attach the same files Re-explain the background History scattered in Recents Fine for a quick question You repeat yourself. Project ONE HOME FOR ONE PIECE OF WORK Files added once Instructions: a standing brief All its chats in one place Can be shared with your team Every new chat starts briefed. vs

Why it beats a one-off chat

In lesson 2.5 you met three places for context: this message, this project, everything. The project is the middle level, and the one people underuse. Broader than a chat, so you stop repeating yourself. Narrower than your custom instructions, so this client's world doesn't leak into every other chat.

One rule to know: project instructions override your custom instructions inside the project. If your general setting says "casual," a board-report project can still say "formal," and it wins there.

Plans: projects are unlimited on every plan. What changes is how many files each can hold: 5 on Free, 25 on Go and Plus, 40 on Business, Enterprise, Edu, and Pro.

Setting one up

It takes a couple of minutes:

  1. Create a project in the sidebar and give it a clear name ("Acme account", "Q3 board report").
  2. Add the files this work leans on, up to ten at a time. The lean-format tip still pays: .md or .txt for big reference material.
  3. Write the instructions in the project settings: the same five-line brief from lesson 2.5, scoped to this work.
  4. Start chatting. Every new chat begins with the full picture.

Already have a useful chat? Drag it into the project, or use "Move to project" from its menu. It picks up the project's instructions and files from then on.

In the desktop app, a project also works as a starting point for bigger jobs: from inside it you can open a normal chat or a Work chat, and both start with the project's context. A worked example: a project called "Acme account" holds the contract, the brand guide, and last quarter's report, with instructions that say "formal, British spelling, never promise dates without checking with me." Monday's chat asks for a status email; Thursday's asks for talking points for the call. Neither needs a word of background.

Choose the project's memory

Each project has a memory setting, and it's worth a conscious choice.

Default memory lets chats in the project draw on your saved memories and on other conversations in the project. Handy when the work and the rest of your ChatGPT life overlap.

Project-only memory draws a fence. Chats inside don't reference your outside conversations or saved memories, and your other chats don't reference the project. Use it for confidential client work, or anything that shouldn't colour, or be coloured by, the rest. One trade-off: ChatGPT Work isn't available in a project with project-only memory.

Sharing with your team

This is where projects come into their own on Business. Share a project with colleagues or a group, and everyone works from the same files and the same brief, the closest thing ChatGPT has to a shared playbook.

You choose the access. Edit lets people change the instructions and files and invite others. Chat lets them use the project's chats, files, and instructions without changing them. The owner keeps full control. Two things to know: shared projects always use project-only memory, so nobody's personal memories leak into the team space, and the same fence means Work isn't available inside a shared project.

Keep it tidy

A project's files are a fridge, not an attic. Remove what's out of date, or ChatGPT will happily quote last quarter's numbers. Keep the instructions short and current; a bloated brief works worse than a tight one. And give each real piece of work its own project. A project about everything is a project about nothing.

Where this goes next

Put lessons 4.2 and 4.3 together and you have the power-user setup: skills are how a job gets done your way; projects are where a body of work lives, context on tap. Next, in lesson 4.4, ChatGPT stops answering and starts doing: ChatGPT Work takes on whole tasks and hands you finished files.

Try it

Pick something you come back to often: a client, a recurring report, an ongoing pitch. Create a project for it, add two or three files it always needs, and write a five-line brief in the project instructions.

Decide on its memory: default, or project-only? Then open a fresh chat inside the project and ask for something real, without pasting any background. It answers as if it already knew the story, because you told it once instead of every time.

(General exercise. Role and industry versions come once accounts are in.)

Key terms

Quick quiz

Question 1 of 5

Five quick questions. Ace them all and your work has a home.

1. What does a ChatGPT project keep together?

This lesson for another tool

Using a different AI tool at work? Here is the same step of the course for that tool.

Further reading

Rollo AI AcademyLooking for more advanced AI training for your team?You are learning the fundamentals here, for free. Rollo Academy goes further: hands-on, in-company training built around the real work your company does.Discover Rollo Academy →