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Documentation
  • Tutorials
  • How-to guides
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Getting started
  • Start here
  • Your first research project in Atlas
  • Add your first source
Projects
  • Work with the three-panel workspace
  • Create and manage projects
  • Project structure
Sources
  • Import a PDF into Atlas
  • Add a website source
  • Add a YouTube source
  • Search and add academic papers
  • Read PDFs
  • Source types
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Chat & citations
  • Ask a grounded question
  • Synthesize across multiple sources
  • Follow citations back to source
  • Use mentions in chat and notes
  • Use web search
  • Add files to chat
  • Citation system
  • Search modes
  • How Atlas grounds answers in sources
  • Verifiable AI: the citation trust model
Notes
  • Write your first note
  • Import Markdown notes
  • Note editor
  • Note editor formatting
Knowledge maps
  • Generate a knowledge map
  • Edit and export a knowledge map
  • Knowledge map controls
  • Map node types
  • Why visual knowledge maps
Semantic maps
  • Read the semantic map
  • Semantic map controls
Search, summaries & questions
  • Find research in a project
  • Use summaries to triage sources
  • Summaries
  • Question suggestions
Workspace
  • Use tabs and split view
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  • Troubleshoot source processing
  • Troubleshoot citations and weak answers
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Create and manage projects

Use this guide to create, rename, switch, and delete projects in Atlas.

When to create a project

Create a new project whenever a body of research needs its own sources, notes, chats, and maps. A project keeps one research context from affecting another.

Good project names describe the work:

  • "RAG evaluation papers"
  • "Carbon removal policy"
  • "Client research: AI note-taking tools"

Vague names like "Research" or "New project" make it harder to decide where new sources belong.

Create a project

  1. Open the project switcher in the left panel.
  2. Select New project.
  3. Enter a descriptive name.
  4. Press Enter to open the new project.

The new project opens empty and ready for sources and notes.

Rename a project

  1. Open the project switcher.
  2. Select the project you want to rename.
  3. Edit the name inline.
  4. Press Enter or select elsewhere to save.

Rename a project when the scope becomes clearer. A project named "AI papers" might become "Citation-grounded AI assistants" as the work develops.

Switch between projects

  1. Open the project switcher.
  2. Select the project you want to open.

Check that the correct project is active before adding a source, creating a note, or starting a chat. A source added to the wrong project will not appear in the right project's search or chat.

Delete a project

  1. Open the project menu.
  2. Select Delete project.
  3. Confirm the deletion.

Deleting a project permanently removes all its sources, notes, chats, and maps. This cannot be undone. Check that the project contains nothing you want to keep before confirming.

Related topics

  • Project structure
  • Work with the three-panel workspace

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