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Organize chats with projects

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Projects give a body of work its own place in Bearly. A project can hold related chats and files, apply the same chat defaults across those conversations, and be shared with people on your teams.

Create a project

  1. In the chat sidebar, find Projects and select the New project folder-plus button.
  2. In Create New Project, enter a Project Name.
  3. Optional: turn on Enable password encryption?, then enter and confirm a password of at least eight characters.
  4. Select Create Project. Bearly opens the new project’s Settings page.

Your organization may require password protection or prevent project creation. In that case, the password option is already on or the New project button is unavailable.

You can also choose a project while starting a chat. Select the No project chip below the new-chat composer, type in Find or create a project…, then choose an existing project or Create “project name”. The chat starts in that project when you send its first message.

Work inside a project

Select a project name in the sidebar to expand it. Its main destinations are:

  • Settings — set project-wide chat defaults, manage access, add Skills, protect the project, and—on desktop—sync a local directory.
  • Docs & Data — upload, search, inspect, and remove files available to project chats.
  • Start chat — begin a new conversation in the project.

Project chats appear beneath those controls. Select the project-name chip in an open chat to open that project’s Docs & Data.

To control conversational memory within a project chat, select the sliders icon beside the message box and open Memories. Choose Project Only to recall context from chats in the same project, All Chats to search more broadly, or Off to avoid recalling earlier conversations.

Move a chat into or out of a project

Open the chat’s three-dot menu and select Move to project…, then choose a project. The picker puts pinned and recently used projects first and includes Search projects… when you need it.

To return a project chat to the main chat list, open its three-dot menu, select Move to project…, then select Remove from project. Removing a chat from a project does not delete the chat.

On a computer, you can also drag a chat onto a project or drag it back to the main chat list. Use Move to project… on touch devices.

Rename, archive, or delete a project

Open the project’s three-dot menu for these actions. Rename and Delete are available to project owners.

Rename

Select Rename, enter the new name, then press Enter or click away. Bearly currently uses the standard folder icon for projects; the project menu does not offer custom colors or icons.

Archive

Select Archive to hide a project from the regular sidebar without deleting it. When you have archived items, select Archives in the sidebar footer to show them, then open the project’s menu and select Unarchive to restore it.

An archived project cannot be deleted until you unarchive it.

Delete

  1. Open the project’s three-dot menu and select Delete.
  2. Decide whether to turn on Also delete all chats in this project.
    • Off: the project’s chats return to the main chat list.
    • On: chats in the project are permanently deleted with it.
  3. Select Delete Project.

Continue setting up the project