Haruno Knowledge base

Project settings

The Settings tab of a project holds its name and purpose, a pin switch, the memory controls, a way to export its documents, and Archive and Delete. A project has no connector choices of its own.

  • Mac appAvailable
  • Windows appAvailable

Every project has a Settings tab. It is the last tab, after Home, Chats, Sources and Automations. It is a tab, not a separate page, and Haruno remembers which tab you were on.

One page, top to bottom: details, memory, documents, then archive and delete.
The Settings tab of a project. It shows the name and purpose, a Pin project tick box and an Edit project details button, then Memory with Use project memory ticked and two buttons, then Project documents with an Export documents button, and at the bottom Archive project and Delete project buttons.The Settings tab of a project. It shows the name and purpose, a Pin project tick box and an Edit project details button, then Memory with Use project memory ticked and two buttons, then Project documents with an Export documents button, and at the bottom Archive project and Delete project buttons.

The sections

Details. The project's Name and Purpose (optional).

  • Pin project keeps the project at the top of the library.
  • Edit project details… opens a dialog to change the name and the purpose. Select Save to keep them.

Memory.

  • Use project memory switches memory on or off for this project. The note under it says: "Project memory keeps useful facts from this project's chats and files so new chats start informed. Turning it off stops new facts from being collected; facts already saved are kept."
  • If memory is switched off for the whole app, the page says Memory is off in app settings.
  • Read project memory opens the memory page. See Project memory.
  • Clear project memory… asks first. It says: "Clearing removes generated project memory and your saved project facts. Existing chats and linked files remain."

Project documents. These are the documents Haruno has written for the project.

  • Export documents… asks you to pick a folder, then copies the documents into a new folder inside it. The new folder is named after the project, for example "Launch — documents". If that name is taken, Haruno adds (2), (3) and so on. Each document has its own folder. The newest version keeps the document's name and older ones are named "name (v2)", "name (v3)". Haruno checks each copy against the original. If you close the picker, nothing happens. The project keeps its own copies.

Archive and delete.

  • Archive project hides the project from new work. Its chats, sources and memory are kept. The button then says Restore project, and the page says "This project is archived. Restoring it makes it available for new work again."
  • Delete project… shows a review of what will go and what will stay. See The project menu and Open Folder for what the review says.

An archived project is listed only when you tick Archived in the library. Add source, New chat and the other buttons that add work are switched off until it is restored.

A project has no connector choices

All connectors work the same in every project. A project does not have its own list of connectors to turn on or off, and switching project never changes which connectors are on. Anything switched on in Settings ▸ Connectors is available in every project.

The in-app User guide says otherwise

The User guide's Connectors section says "Each project remembers which connectors it uses, so switching projects can switch connectors on or off." That is out of date. Do not repeat it to customers.

If an older version of Haruno stored connector choices for a project, they are still on disk but nothing reads them any more. One exception: signing out of the account, or deleting it, still stops a project from reading its cloud sources.

What to tell a customer

  • Archive is the safe way to put a project away. It can be undone.
  • Delete is the one to be careful with. Export the project's documents first if they matter.
  • Connectors are set once for the whole app, not per project.

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)
    What changed
    @@ -0,0 +1,56 @@
    +---
    +title: Project settings
    +summary: The Settings tab of a project holds its name and purpose, a pin switch, the memory controls, a way to export its documents, and Archive and Delete. A project has no connector choices of its own.
    +feature: project-settings
    +covers:
    +  - windows-client/docs/project-settings.md
    +  - windows-client/haruno-webview/web/src/components/ProjectSettings.tsx
    +  - windows-client/haruno-webview/web/src/components/ProjectNotebookRemovalDialog.tsx
    +  - windows-client/Haruno.Desktop.Services/Projects/ProjectOwnedContent.cs
    +  - windows-client/Haruno.Desktop.Services/Projects/ProjectLifecycle.cs
    +---
    +
    +Every project has a **Settings** tab. It is the last tab, after **Home**, **Chats**, **Sources** and **Automations**. It is a tab, not a separate page, and Haruno remembers which tab you were on.
    +
    +<Shot src="/m/51ea0ece2d2b-windows-projects-settings-light.png" dark="/m/a34c665aaef1-windows-projects-settings-dark.png" alt="The Settings tab of a project. It shows the name and purpose, a Pin project tick box and an Edit project details button, then Memory with Use project memory ticked and two buttons, then Project documents with an Export documents button, and at the bottom Archive project and Delete project buttons." caption="One page, top to bottom: details, memory, documents, then archive and delete." />
    +
    +## The sections
    +
    +**Details.** The project's **Name** and **Purpose (optional)**.
    +
    +- **Pin project** keeps the project at the top of the library.
    +- **Edit project details…** opens a dialog to change the name and the purpose. Select **Save** to keep them.
    +
    +**Memory.**
    +
    +- **Use project memory** switches memory on or off for this project. The note under it says: "Project memory keeps useful facts from this project's chats and files so new chats start informed. Turning it off stops new facts from being collected; facts already saved are kept."
    +- If memory is switched off for the whole app, the page says **Memory is off in app settings.**
    +- **Read project memory** opens the memory page. See [Project memory](/windows/projects/project-memory/).
    +- **Clear project memory…** asks first. It says: "Clearing removes generated project memory and your saved project facts. Existing chats and linked files remain."
    +
    +**Project documents.** These are the documents Haruno has written for the project.
    +
    +- **Export documents…** asks you to pick a folder, then copies the documents into a new folder inside it. The new folder is named after the project, for example "Launch — documents". If that name is taken, Haruno adds (2), (3) and so on. Each document has its own folder. The newest version keeps the document's name and older ones are named "name (v2)", "name (v3)". Haruno checks each copy against the original. If you close the picker, nothing happens. The project keeps its own copies.
    +
    +**Archive and delete.**
    +
    +- **Archive project** hides the project from new work. Its chats, sources and memory are kept. The button then says **Restore project**, and the page says "This project is archived. Restoring it makes it available for new work again."
    +- **Delete project…** shows a review of what will go and what will stay. See [The project menu and Open Folder](/windows/projects/project-menu/) for what the review says.
    +
    +An archived project is listed only when you tick **Archived** in the library. **Add source**, **New chat** and the other buttons that add work are switched off until it is restored.
    +
    +## A project has no connector choices
    +
    +All connectors work the same in every project. A project does not have its own list of connectors to turn on or off, and switching project never changes which connectors are on. Anything switched on in <Ui>Settings ▸ Connectors</Ui> is available in every project.
    +
    +<Callout variant="warning" title="The in-app User guide says otherwise">
    +The User guide's Connectors section says "Each project remembers which connectors it uses, so switching projects can switch connectors on or off." That is out of date. Do not repeat it to customers.
    +</Callout>
    +
    +If an older version of Haruno stored connector choices for a project, they are still on disk but nothing reads them any more. One exception: signing out of the account, or deleting it, still stops a project from reading its cloud sources.
    +
    +## What to tell a customer
    +
    +- **Archive** is the safe way to put a project away. It can be undone.
    +- **Delete** is the one to be careful with. Export the project's documents first if they matter.
    +- Connectors are set once for the whole app, not per project.