Projects
Projects group related work inside a workspace. As the Projects page puts it: “Organise tasks, automations, runs, conversations, and assets inside the current workspace.” Switch project and your PebbleChat history switches with you — every conversation, task and run belongs to a project.
You’ll find the page at Sidebar → PebbleChat → Projects.
Projects and workspaces
Workspaces and projects sit at different levels:
- Workspaces are the outer container — you switch between them with the workspace switcher in the top header
- Projects live inside a workspace — you switch between them from the Project: row in the PebbleChat history sidebar, not the header
Every workspace comes with a default project, which can’t be archived or deleted — so there’s always somewhere for your work to live.
The Projects page
The page lists every project you can see in the current workspace, with a Refresh icon button and a New project button in the header. Columns:
| Column | What it shows |
|---|---|
| Project | The project name, with its project key beneath |
| Role | Your role on the project — owner, admin or user |
| Visibility | Private or Workspace |
| Members | How many people are on the project |
| Last activity | When the project was last active |
Creating a project
There are three routes to the same Create project dialog:
- The New project button on the Projects page
- Hover the Projects row in the main sidebar and click the orange plus (Create project)
- In the PebbleChat history sidebar, hover the Project: row and click the plus that appears — handy when you realise mid-chat that a topic deserves its own project
The dialog asks for:
| Field | Notes |
|---|---|
| Name | The project’s display name |
| Description | Optional |
| Visibility | Private or Workspace — the value is shown in the Visibility column on the Projects page |
Click Create and you’re done.
Managing a project
Click any row on the Projects page to open its detail panel. From there:
- Switch — make this the active project (disabled if it already is)
- Rename project — opens the same dialog as creation, with a Save button
- Archive project — retires the project
- Delete project — removes it entirely
A few guard rails apply:
| Action | Who can do it |
|---|---|
| Switch | Any project member |
| Rename / Archive | Owner or admin — disabled for members with the user role |
| Delete | Owner only |
| Archive or delete the default project | Nobody — always disabled |
Members and roles
The detail panel is also where you manage who’s on the project:
- Use the Workspace user autocomplete (“Search by name or email”) to find someone — people already on the project are excluded from the picker
- Pick a role — User or Admin
- Click Add
Owners additionally see a Make owner button next to each member, which transfers ownership of the project. Non-owner members can be removed with the X (Remove project member).
| Role | What it allows |
|---|---|
| Owner | Everything — including deleting the project and transferring ownership with Make owner |
| Admin | Rename and archive the project |
| User | Work inside the project — chats, tasks, automations and runs — but not rename, archive or delete it |
Projects and your chat history
The payoff of projects is a focused chat sidebar:
- The history sidebar shows only the selected project’s conversations, so switching project switches your entire chat context
- Chats pinned to a project appear in a shared Pinned section — when one project member pins a conversation, other members see it pinned too and can open it. Unpinned chats stay private to their owner
- Task- and flow-created conversations land in the project alongside your own chats
See Conversations & History for the full sidebar walkthrough, including pinning.
Treat shared pins as the project’s noticeboard: pin the kickoff conversation, the agreed brief, or the recurring report chat, and every member finds them in the same place.
Requirements
- The Projects page and sidebar entry require the pebblechat:view permission
- Projects need an active organisation and workspace — without one the page shows the alert “Active organization and workspace are required for projects.”
Related
- Conversations & History — the project switcher, pinned chats and the project-scoped sidebar
- Tasks & Automations — the tasks, automations and runs a project organises
- Workspaces — the container projects live in
- Workspace Switcher — switching the outer context from the header