A project keeps the chats, files, folders and web pages for one piece of work together. The Projects row in the sidebar opens the library of projects.
Mac appAvailablesince 1.3.61
Windows appAvailable
A project keeps everything for one piece of work in one place: its chats, the files and folders you link to it, web pages, scheduled tasks and what Haruno has learned along the way.
Projects is a row in the sidebar. Press ⌘3 to open it. Both the normal view and the advanced view have it.
Projects take the place of Files
Haruno no longer asks you for a folder before you can chat. There is no Files row and no app-wide folder. A chat in a project works in a folder Haruno keeps for that project. A chat outside any project works in a folder of its own.
File ▸ Open or Create Project… (⌘O) opens the library, where you open a project or make a new one.
The library
The library lists your projects. Pinned projects come first, then the rest.
A row shows the project's name, its purpose and the date it last changed.
Double-click a row, or press Return, to open it.
Search projects finds a project by name or purpose.
The switch at the top right moves between Projects and Archived.
The plus button (New project, ⇧⌘N) makes a new project.
Click the ⋯ button on a row, or right-click it, for these actions:
Action
What it does
Open project
Opens the project
Edit project details…
Changes the name and the purpose
Pin project / Unpin project
Keeps it at the top of the list
Archive project / Restore project
Moves it out of, or back into, your active list
Delete project…
Deletes it after a confirmation
When you have no project yet, the library says A place for your next idea and offers Create project.
Start a project
Press ⇧⌘N, or click the plus button in the library.
Name it
Type a Project name. The Purpose (optional) line is a short note about what the project is for. No folder or connection is needed.
Create it
Click Create project. The new project opens.
Inside a project
A project's page has the project's name at the top and these tabs:
Tab
What it is for
Home
Continue your last chat, see what the project knows and what you did lately
Chats
The chats in this project
Sources
The files, folders, pages and companies linked to it
Companies
The companies Haruno read from annual reports. This tab appears only after one has been read
Automations
The scheduled tasks that belong to this project
Settings
Name, memory, documents, archive and delete
A project's Home tab. The project is a made-up one.
In the window's toolbar, the arrow on the left goes back one level (All projects, then Back to sources and so on). The plus button (Add source) links something to the project.
Home
Continue chat opens the chat you used last. New chat starts another one. In a project with no chat yet, the button says Start a chat.
What this project knows shows a short summary. Its Project memory link opens the project memory page.
Recent work lists the chats, documents and pages you used lately, newest first, under Today, Yesterday and dates. Click one to open it.
Chats
New chat starts a chat in the project. Add existing chat… brings a chat you already have into it. Click a chat to open it. The ⋯ button on a chat has Move to project, with each other project and Unassigned. See Chats in a project.
Automations
New automation sets up a scheduled task for the project. Add existing automation… brings an existing one in. A project's tasks start at the times you set. Starting a task when mail or a message arrives is still in development. See Scheduled tasks.
Archive and delete
Archiving keeps the project and its history and takes it out of your active list. Its scheduled tasks pause. An archived project takes no new chats, and the buttons that add things to it are off. Restore project brings it back.
Deleting asks first. The confirmation lists how many chats, automations and documents are involved. The chats stay in History as chats outside any project. The project's automations are paused and left without a project. The project's memory and the documents Haruno saved in the project are removed. Files you linked stay where they are. A task that is running must stop before the project can be deleted.
Haruno remembers where you were
When you quit and open Haruno again, it opens the project page you were on, on the same tab.
Every company has a project
Each company in the Portfolio gets a project of its own. See Company projects.
What to tell a customer
A project is a folder of work. Put the chats, the files and the web pages for one piece of work in it, and Haruno uses them together. The originals stay where they are. Haruno does not change a file you linked unless you choose Allow edits for its folder.