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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.