The Settings tab of a project changes its name and purpose, pins it, turns its memory on or off, exports its documents, archives it or deletes it.
Mac appAvailable
Windows appAvailable
Every project has a Settings tab, the last one on its page. It is a plain form with four groups.
A project's Settings tab (made-up project).
Name, purpose and pin
Project name and Purpose show what you typed when you made the project.
Edit project details… opens a window where you change both.
Pin project keeps the project at the top of the library.
Memory
This group controls what Haruno remembers for the project. See Project memory.
Use project memory says whether new chats in the project start with the project's saved knowledge. Existing conversations keep the context they started with.
Read project memory opens the memory page.
Clear project memory… asks "Clear project memory?" and then removes the saved knowledge from what chats get automatically. The chats and linked sources stay in the project.
Project documents
Export documents… copies the documents Haruno created in this project to a folder you pick. The linked originals stay where they are. A panel asks you to choose a folder, and Haruno opens the exported folder when it is done.
Archive and delete
Archive project keeps the project and its history and removes it from your active list. For an archived project the button reads Restore project.
Delete project… asks "Delete project?" first. The window explains what happens:
The project's memory and the documents Haruno saved in it are removed.
Its chats stay in History as chats outside any project.
Its automations are paused and no longer belong to a project.
Linked files stay in place.
A task that is running has to stop first.
It also shows how many chats, automations and documents are involved, how many tasks are running, and how much space the project's own files use.
You can also archive, restore and delete from the ⋯ button on a project's row in the library. See Projects.
There is nothing to choose for connectors
A project does not have its own list of connectors. Its chats use the connectors you have connected and switched on in Connectors. See Connectors window.
A company's project is deleted like any other
Deleting the project of a Portfolio company does not touch the company. The project does not come back by itself. See Company projects.
Who has it
Everyone who has Projects, in the normal view and the advanced view.
What to tell a customer
Archive a project when the work is done and you want it out of the way. Delete it only when you do not need its chats' project, its memory or its saved documents any more. Your linked files are never deleted.