How To Create And Manage Projects

Project is your central workspace in Ajelix where you organize related work, files, and conversations. Think of it as a container that holds everything related to a specific goal, client, or workflow.

Creating a New Project

Getting started with a new project in Ajelix takes just a few clicks. Here’s the actual process and what you should know about setting up projects that are organized and ready for work.

1. Click the “+” button in the left navigation bar under “Project” section

2. Enter a Project Name -This should be descriptive enough that you’ll recognize it weeks or months later
3. Add a Description (optional but recommended) – Note the goal, deadline, client name, or any context that helps you remember why you created this project
4. Click Create Project

Your new project opens immediately, and you’re ready to start working.

Best Project Creation Practices

1. Naming Your Project

A good project name makes it easy to find your work later. Consider these naming strategies:

For client work:

• ClientXYZ_WebsiteRedesign
• SmithConsulting_FinancialAnalysis_2026
• AcmeCorp_Q4MarketingPlan

For internal projects:

• Q4_SalesReview
• ProductLaunch_Budget
• TeamTraining_Materials

For personal work:

• Blog_ContentCalendar_January
• HomeRenovation_Budget
• TaxDocuments_2026

Avoid vague names like:

• Project 1
• New Project
• Stuff
• Test

These names become meaningless when you have dozens of projects.

2. Writing a Useful Description

The description field is easy to skip, but it’s valuable for AI context. The AI can see your project description, which helps it understand the broader context of your work and provide more relevant assistance. This is the place where you can define specific guides that will apply to all projects, like writing guides, brand colors, tone, context about you or your company, anything AI should know every time it replies to you.

Good description examples:

“Financial analysis for Client XYZ’s Q3 performance. Due by October 15. Focus on revenue trends and expense reduction opportunities.”

“Blog content calendar and draft articles for January 2024. Target: 8 posts on productivity and remote work topics.”

“Personal budget tracker and expense analysis. Comparing 2023 spending patterns to plan 2024 savings goals.”

When the AI knows your project’s purpose from the description, it can better tailor its responses. For example, if your description mentions “research paper,” the AI adjusts its tone and formatting accordingly.

3. Deleting projects

When a project is complete or no longer active, you can delete it, which:

• Permanently removes all files and conversations
• Cannot be undone
• Use for: test projects or work you’re certain you don’t need

To delete a project:

1. Open project editor

2. Select Delete
3. Confirm your choice

Managing Existing Projects

After creating a project, you’ll often need to update details, switch between active work, or reorganize as priorities shift. Ajelix makes project management straightforward.

1. Editing Project Details

Project names and descriptions aren’t set in stone. Update them as work evolves:

1. Choose the project you would like to edit
2. Select pen icon to edit your project

3. Modify the name or description
4. Click Save Changes

2. Switching Between Projects

Active users often work across multiple projects simultaneously. Navigate efficiently:

• Click any project name in the left sidebar to switch instantly
• Your previous conversations and file positions are preserved when you return

Pro tip: Keep your active project count manageable. If you have more than 10 active projects, consider deleting completed work.

Working with Files and Conversations

Project Files

Upload, create, and organize files directly within your project:

• Supported formats: .xlsx, .csv, .pdf, .docx, .txt, .json, and more
• Files are visible in the Project files panel under the project name
• Click any file to open it in the appropriate viewer or editor

File management tips:

• Use subfolders for complex projects (create them in the Files panel)
• Delete temporary or test files regularly to reduce clutter

How to upload and manage files?

1. On the right side panel click “upload” button
2. Choose to upload file or folder

1. Click “3 dot” icon on any existing file
2. Preview, download, rename, copy, duplicate, move or delete any file.

Project Conversations

Each interaction with the AI is saved as a conversation thread:

• Conversations are organized chronologically in the sidebar
• Click any conversation to resume where you left off
• Previous context is preserved, so the AI remembers what you’ve been working on

Managing conversations:

• Start a new conversation for distinct topics or tasks
• Rename conversations by clicking the three-dot menu-useful when you have multiple threads about different aspects of the same project
• Delete old or irrelevant conversations to keep your sidebar clean
• Click the star icon to favorite conversations and keep them pinned at the top of your conversation list.

Quick Reference: Project Actions

Action	How To
Create project	Click “+” in Projects section → Enter name&description → Create
Rename project	Choose project → Click “pen” icon → Make changes → Save
Delete project	Click “pen” icon → Delete → Confirm
Switch projects	Click on your current project name to switch projects
Upload files	Click Project Files → Upload → Select files
Start new conversation	Click “New chat” button on top of the left side bar
Rename conversation	Three-dot menu on conversation → Rename
Favorite conversation	Three-dot menu on conversation → Click “Star” icon
Delete conversation	Three-dot menu on conversation → Delete