Add a new Project to the Workspace

Last updated: July 28, 2026

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To add a new Project to the Workspace:

  1. Click "Projects" on the left side of the platform

  2. Click "Projects" on the list of options deployed

  3. Click "Create Project" on the top-right corner of the platform

  4. Type Project's name and objective (optional, but helps give AI context about your project goals and how to assist you) and then click "Next" to continue

  5. On the "Data" tab select the Data Assets to link to the project, on the "Files" tab select the Documents to link to the project, on the "Schemas" tab select the Schemas to link to the project.

  6. Click "Finish" to create the new Project