Introducing ChatPRD Projects: Organize, Reuse, and Collaborate Effortlessly
ChatPRD is thrilled to introduce Projects, our latest feature designed to supercharge how you organize, manage, and reuse your work. Whether you’re a product manager tackling multiple initiatives or collaborating with cross-functional teams, Projects offers a flexible way to keep everything in one place.
What Are Projects?
Projects allow you to create dedicated groupings of chats, knowledge, and files tailored to specific topics or initiatives. Each project acts as a workspace with its own set of resources, making it easy to stay organized and reuse files or context without having to re-upload them every time.
By default, all ChatPRD users have access to the ChatPRD Assistant, a general-purpose co-pilot that’s personalized to your profile. But with Projects, Pro, Teams, and Enterprise users can take it a step further by creating specialized assistants equipped with context-specific knowledge and files.
Why Use Projects?
Efficiency: No more re-uploading the same files for different chats. Your assistant remembers everything within the project.
Focus: Tailor assistants to specific initiatives like growth, integrations, or pricing, ensuring more relevant and insightful responses.
Scalability: Collaborate seamlessly with team members on shared projects and build a growing knowledge base for ongoing initiatives.
Creating a New Project
From the Dashboard
Navigate to the Projects section in the sidebar.
Click the + New Project button.
Enter project details:
Project Name: A descriptive name for your project
Description (optional): A brief overview of the project's purpose
Project Type (optional): Select a category for your project
Click Create Project to set up your new workspace.
From a Chat
You can also create a project while in a chat:
Click on the project dropdown in the chat header.
Select + Create New Project.
Enter the project details as described above.
The current chat will automatically be associated with the new project.
Project Dashboard
Once you've created a project, you'll see the project dashboard with several sections:
Overview: Project description and key metrics
Chats: All conversations associated with this project
Files: Uploaded reference materials and attachments
Settings: Project configuration options
Adding Content to Projects
Adding Files to a Project
Navigate to the Files tab in your project.
Click Upload Files.
Select files from your computer to upload.
Uploaded files will be available as references when starting new chats in this project.
Adding Instructions to a Project
Project instructions help guide ChatPRD's responses for all chats in the project:
Go to the Settings tab in your project.
Scroll to the Project Instructions section.
Enter specific instructions that should apply to all conversations in this project.
Include product context
Define terminology
Specify documentation style guidelines
Add links to reference materials
Click Save Instructions.
These instructions will automatically be applied to all new chats started within the project.
Using Projects
Moving Existing Chats to a Project
To associate an existing chat with a project:
Open the chat you want to move.
Click on the project dropdown in the chat header.
Select the destination project.
Confirm the change when prompted.
The chat will now appear in the selected project's dashboard.
Starting Chats from Projects
New Chat in a Project
Navigate to your project dashboard.
Click the New Chat button.
The chat will automatically:
Be associated with the project
Have access to project files
Follow project instructions
Use project-specific templates (if configured)
Start your conversation with ChatPRD as usual.
Using Project Context
When chatting within a project:
ChatPRD will have access to all project files and previous conversations.
Project instructions will guide ChatPRD's responses to maintain consistency.
Coming Soon: The AI assistant will understand the context of your project based on previous chats and uploaded files.
Future Enhancements
ChatPRD is continuously evolving with new features. Some planned enhancements for projects include:
Project Collaboration: The ability to share projects with team members and set different permission levels.
Advanced File Management: Enhanced file organization and management within projects.
Cross-Project References: The ability to reference content across different projects.
Project Organization Best Practices
Create focused projects: Each project should represent a specific product, feature, or initiative.
Use descriptive names: Choose clear project names that indicate the purpose or product area.
Add comprehensive instructions: Provide detailed context to ensure consistent AI responses.
Organize with folders: Use folders within projects to categorize related documents.
Link related projects: Reference related projects in the description to create connections.
Archive completed projects: Keep your workspace clean by archiving projects that are no longer active.
For more information on team collaboration, see the "Teams" help article.