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

# Manage projects

> What a project holds, where to find things in it, and how to create or delete one.

A project holds a piece of your team's work: the meetings, the docs, the people who can see
them, and the [agents](https://docs.jinn.so/agents/add-an-agent.md) that read them. A recording needs one before any agent will read it.

That last part is what makes a project more than a folder. Deciding which project a recording
belongs to is deciding who will read it and through which lens.

## How to split your work into projects

A project is the right size when the same people should see everything in it and the same
agents should read everything in it. Common shapes:

* **A client or account** — *Northwind*, *Acme — retainer*. Every call with them from the
  first demo onwards, visible to the people who work with that client and nobody else
* **A product area** — *Checkout*, *Mobile app*, *Billing*. Discovery, planning and reviews
  for one surface, read by the same roles every time
* **A squad or team** — *Platform team*, *Growth squad*. Standups, retros and planning for one
  group of people
* **A deal or a pitch** — *Northwind — renewal*, *Series A raise*. The conversations around one
  opportunity, kept apart from the rest of the pipeline
* **A hiring loop** — *Backend engineer — 2026*. The interviews for one role, where the same
  questions need the same reading each time
* **A launch or a quarter** — *Website redesign*, *Q1 planning*. A piece of work with an end,
  which you can archive when it ends

What doesn't work is a project per meeting: you end up configuring agents and access over and
over for conversations that belong together. A project per calendar month doesn't work either
— it groups things that have nothing to do with each other.

## Create a project

Click **New project** — it's in the sidebar, and on the projects list. A name is required, a
description is optional and worth the one sentence it takes: it's what tells a new teammate
what belongs here and what doesn't.

Name it after the work rather than the calendar. Then choose who can see it:

* **Private** — only you and the people you invite.
* **Open** — anyone in the workspace can find it and work in it.

The name, the description and the icon can all be changed later. With **Full access** on the
project, click its name at the top of the project's page to rename it, or its icon to pick
another; for everyone else both are plain text. See
[people and access](https://docs.jinn.so/workspace/people-and-access.md) for what each visibility choice means in
practice.

## What's inside a project

A project keeps the meetings, the material around them, the people and the questions you've
asked — one tab each along the top.

![A project in Jinn with its row of tabs, a list of recordings grouped by date, and the details panel on the right](https://mintcdn.com/jinn/48W-8QqP6SyFhGB7/images/workspace/projects-tabs.png?fit=max\&auto=format\&n=48W-8QqP6SyFhGB7\&q=85\&s=e536e16eed03c8d0533eb20fd2f75c1a)

A project, open on its recordings

* **Overview** — the whole project in one list, newest first, so you can see what's happened
  lately without hunting for it.
* **Recordings** — every meeting captured here, each with its [transcript](https://docs.jinn.so/meetings/review-a-meeting.md) and what the agents
  made of it.
* **Files** — the material nobody said out loud: the client's brief, the requirements, the
  spec everyone keeps referring to. Click **Upload** and pick the document; it's listed by
  date, and from then on Jinn can quote it back to you alongside what was said in the
  meetings.
* **Team** — who can open this project and what each of them can do.
* **AI chats** — the questions you've already asked about this project's content.

To bring in a recording or docs you already have, open **⋯** next to the project's name and
click **Import** — see [uploading a recording](https://docs.jinn.so/meetings/upload-a-recording.md). **⋯** is there
only for people with **Full access** on the project.

**Info**, down the right-hand side, is the project itself rather than its contents: the
description, when it was created, **Last activity** for when anything last happened in it, and
any **Properties** your workspace has defined — dates, numbers, checkboxes, tags — filled in for
this project.

**Share** and **Chat** sit at the right end of the row with the project's name: **Share** for
who can open the project, **Chat** to [ask about what's in it](https://docs.jinn.so/find/ask-a-question.md). To get back to all your projects,
click **Projects** in the left sidebar.

## Open a meeting without leaving the project

A meeting you open from the project opens as a window on the right, and the project's lists stay
usable beside it. **Full view** gives the meeting the whole page, and **Dock to the side** puts
it back; a recording that's playing keeps playing through the switch. **Close** returns you to
the project, on the tab you're looking at.

## Decide who reads it

This is the step that turns a project from storage into something that works for you.

The right-hand panel lists the agents on this project. **Add agent** puts another one on, and
**Take off this project** removes one. **Default** reads every new meeting here by itself; the
others are there for anyone to ask on a recording. See [putting an agent on a project](https://docs.jinn.so/agents/manage-agents.md).

## Move something that landed in the wrong place

Recordings and docs group by date, and each row carries a menu: **Open**, **Open in new tab**,
**Rename**, **Move to project**, **Delete**.

**Move to project** is the one that matters. A recording in the wrong project is read by the
wrong agents and searched by the wrong people. Moving it fixes that going forward — the agents on
its new home don't go back and read it on their own, so ask for their reading once it has
arrived.

## Delete something, and know what you lose

**Delete** in a row behaves differently depending on what you're deleting. A doc goes to the
trash and can be restored. A recording and its audio are removed permanently. Jinn names which
is which before you confirm, and that line is worth reading rather than the button.

To delete the whole project, open **⋯** next to its name and click **Delete Project**. Jinn
asks first, naming the project, and says what goes with it: *Its docs and
meetings go with it, for everyone in the project. You can't get it back.* Read that line before
you confirm — unlike a single doc, nothing from a deleted project comes back from the trash.

## Where to go next

> [card] [Find your way around](https://docs.jinn.so/getting-started/find-your-way-around.md)
>
> What the sidebar opens, what Home shows, and where the trash is.

> [card] [Record a meeting](https://docs.jinn.so/meetings/record-a-meeting.md)
>
> Turn meeting notes on, and run the recording bar.


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