Haruno Knowledge base

The project menu and Open Folder

The project's name in the menu bar opens a menu to switch, create, rename or remove projects. File ▸ Open Folder takes you to the Projects page, where folders are added as sources.

  • Mac appNot availableThe Mac app has no project menu. Projects open from the Projects row, and File ▸ Open or Create Project… opens the library.
  • Windows appAvailable

The menu bar shows the name of the project you are working in, between Playbooks and Help. It is the quickest way to change project from any page.

Select the project name in the menu bar to open the project menu.
The menu bar with the project name Research highlighted and its menu open. The menu shows a Project folder line, then New project, Rename and Remove project, then a list with the current project greyed out.The menu bar with the project name Research highlighted and its menu open. The menu shows a Project folder line, then New project, Rename and Remove project, then a list with the current project greyed out.

What the menu has

LineWhat it does
Project folderShows where Haruno keeps the working files of the current project. It is a folder Haruno looks after, not one of your own folders.
New project…Asks for a name and creates a project.
Rename…Changes the current project's name. Nothing else about it changes.
Remove project…Starts removing a project. See below.
The list of projectsChoose one to switch to it. Its page opens. The current project is greyed out.

New project…

The dialog asks for a Name (it starts as "My Project") and has a Folder (optional) box with Browse… and Clear.

The folder box does not link a folder

In the current app a project is made from its name alone. A folder chosen in this dialog is not linked to the project. To work with a folder, open the project and use Add source ▸ Choose folder. See Project sources. The Projects page has its own New project button, and that dialog asks only for a name and a purpose.

Remove project…

The dialog is called Remove project from list. You pick the project, then confirm. Haruno then shows what removing it will do: how many chats, automations and documents the project has, and how many runs are still active.

  • Linked files and folders stay where they are.
  • Chats are kept. They are left outside any project.
  • Automations are paused and left outside any project.
  • Documents that Haruno made for the project are deleted. Tick Export project before deleting to save a copy of them first.

The same review appears when you choose Delete project… in Project settings.

The dialog says files are not deleted

The first dialog says "Chat history and files will not be deleted". That is true of your own files and chats. It does not mention that documents Haruno made inside the project are deleted. The review that follows does.

File ▸ Open Folder…

File ▸ Open Folder… (Ctrl+O) opens the Projects page. It does not open a folder on its own. To use a folder, open a project and add the folder as a source.

What to tell a customer

  • To switch project, select its name in the menu bar and pick another from the list.
  • To use a folder of their own, add it to a project as a source. See Project sources.
  • Before removing a project, look at the counts the review shows. Chats survive, but documents Haruno made for the project do not, unless they are exported first.

Last updated · PR #2944 · View this version on GitHub

History (1 version)
  1. Internal knowledge base for staff: site, reader keys, assistant, 197 pages and the PR rule (#2944)
    PR #2944Commit a2a7836The page at this version
    What changed
    @@ -0,0 +1,58 @@
+---
+title: The project menu and Open Folder
+summary: The project's name in the menu bar opens a menu to switch, create, rename or remove projects. File ▸ Open Folder takes you to the Projects page, where folders are added as sources.
+feature: project-menu
+covers:
+  - windows-client/haruno-webview/web/src/components/AppShell.tsx
+  - windows-client/haruno-webview/web/src/components/NewProjectDialog.tsx
+  - windows-client/haruno-webview/web/src/components/ProjectRemovalDialog.tsx
+  - windows-client/haruno-webview/web/src/components/ProjectNotebookRemovalDialog.tsx
+  - windows-client/Haruno.Desktop.ViewModels/ShellViewModel.cs
+---
+
+The menu bar shows the name of the project you are working in, between **Playbooks** and **Help**. It is the quickest way to change project from any page.
+
+<Shot src="/m/93e81c1a7dc0-windows-projects-menu-light.png" dark="/m/f49f4c537e66-windows-projects-menu-dark.png" alt="The menu bar with the project name Research highlighted and its menu open. The menu shows a Project folder line, then New project, Rename and Remove project, then a list with the current project greyed out." caption="Select the project name in the menu bar to open the project menu." />
+
+## What the menu has
+
+| Line | What it does |
+|---|---|
+| <Ui>Project folder</Ui> | Shows where Haruno keeps the working files of the current project. It is a folder Haruno looks after, not one of your own folders. |
+| <Ui>New project…</Ui> | Asks for a name and creates a project. |
+| <Ui>Rename…</Ui> | Changes the current project's name. Nothing else about it changes. |
+| <Ui>Remove project…</Ui> | Starts removing a project. See below. |
+| The list of projects | Choose one to switch to it. Its page opens. The current project is greyed out. |
+
+## New project…
+
+The dialog asks for a **Name** (it starts as "My Project") and has a **Folder (optional)** box with **Browse…** and **Clear**.
+
+<Callout variant="warning" title="The folder box does not link a folder">
+In the current app a project is made from its name alone. A folder chosen in this dialog is not linked to the project. To work with a folder, open the project and use **Add source** ▸ **Choose folder**. See [Project sources](/windows/projects/project-sources/). The Projects page has its own **New project** button, and that dialog asks only for a name and a purpose.
+</Callout>
+
+## Remove project…
+
+The dialog is called **Remove project from list**. You pick the project, then confirm. Haruno then shows what removing it will do: how many chats, automations and documents the project has, and how many runs are still active.
+
+- Linked files and folders stay where they are.
+- Chats are kept. They are left outside any project.
+- Automations are paused and left outside any project.
+- Documents that Haruno made for the project are deleted. Tick **Export project before deleting** to save a copy of them first.
+
+The same review appears when you choose **Delete project…** in [Project settings](/windows/projects/project-settings/).
+
+<Callout variant="info" title="The dialog says files are not deleted">
+The first dialog says "Chat history and files will not be deleted". That is true of your own files and chats. It does not mention that documents Haruno made inside the project are deleted. The review that follows does.
+</Callout>
+
+## File ▸ Open Folder…
+
+<Ui>File ▸ Open Folder…</Ui> (Ctrl+O) opens the Projects page. It does not open a folder on its own. To use a folder, open a project and add the folder as a source.
+
+## What to tell a customer
+
+- To switch project, select its name in the menu bar and pick another from the list.
+- To use a folder of their own, add it to a project as a source. See [Project sources](/windows/projects/project-sources/).
+- Before removing a project, look at the counts the review shows. Chats survive, but documents Haruno made for the project do not, unless they are exported first.