General and application projects
Projects linked to business objects cannot be freely renamed, copied, archived or deleted through generic project actions. Manage the object in its application. An unavailable application does not turn its projects into general projects.
Apps can also use the SDK to connect business tasks, assignments and execution records to platform projects. See Plugin apps and projects and Shared resources and permissions.
Find an existing project
Use search, status, application and type filters in the project list. Click a project’s type prefix to find related projects and use pagination for additional results. The conversation project selector searches projects available to the current Assistant. Browse by type or switch to the recently updated view. Recently updated means the project’s modification time, not your last visit. If a project is missing, check the current organization, type filter and search text, then confirm project membership and the Assistant connection. The selector only shows projects available in the current context.Confirm the scope before chatting
Assistants that require projects may not offer No project. Applications can require additional creation steps; follow the displayed flow. If creation fails, inspect the reason before repeatedly creating projects with the same name.
Saved conversations retain their project. Reopening, retrying or continuing uses that saved context instead of creating a project for every turn. Switching to another project starts a different context; it does not move the previous conversation.
Recheck attachments and file references when switching projects. The selector can retain plain-text draft content while clearing previous file selections to prevent carrying materials into the wrong scope.
For custom chat integrations, see ChatKit: Projects and Project Types to enable project selection and handle type filters and creation events.