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ChatGPT Projects: Files, Chats, and Instructions

Use ChatGPT Projects to keep files, chats, and instructions together, then test the setup with three fictional meeting records.

GwarketAI knowledge for real work

ChatGPT Projects is a workspace for related chats, files, and instructions. Use one when a task will run for weeks, produce more than one result, or repeatedly needs the same material. The practice below lets you test that setup with three fictional meeting records—without treating missing facts as facts.

For a one-off question or independent task, start a regular chat instead. OpenAI’s Projects documentation describes Projects as a place to keep work together; Projects and chats explains the difference between a continuing workspace and a single chat.

ChatGPT Projects diagram: one continuing goal contains chats, sources, and project instructions. Sources can be uploaded files, Google Drive or Slack links, or saved ChatGPT responses. Project instructions apply only inside the Project and override global custom instructions; shared Projects have edit and chat permissions.

Original diagram: Gwarket / Aaron Huang · CC BY 4.0 ·

Gwarket’s diagram based on the OpenAI Help Center, checked 2026-11-08; original labels remain Chinese.

1. Create a Project

  1. In the sidebar, select New project.
  2. Enter a project name, then choose an icon and color.

2. Add sources the Project can use

Projects have chats and sources. You can add:

Source How to add it
Files Upload PDFs, spreadsheets, documents, images, or paste text.
Cloud files or channels Under Sources, choose Add source, select Google Drive (files or folders) or Slack (channels), authorize on first use, then paste a link.
A ChatGPT response In a Project chat, open a response menu and choose Add to project sources. This can suit a checked summary, decision record, or draft.

Keep three boundaries in view:

  • When a filename matches an existing file, choose whether to upload it anyway or skip it.
  • The Google Drive app in a Project does not pre-sync content; it can still search and access files.
  • A ChatGPT Project cannot directly read a folder on your computer. Upload or connect the source. ChatGPT desktop’s Local Projects are a different feature. (Projects and chats)

3. Set Project instructions

Open the ••• menu, choose Project settings, and add instructions for this Project. For example: “Act as my marketing mentor. Keep answers concise and use bullets. Ask a question first when needed.”

Project instructions apply only inside that Project and override global custom instructions.

For the distinction between Project instructions and AGENTS.md, see Project instructions and AGENTS.md.

4. Practice once: turn meeting records into a traceable weekly report

This is a repeatable exercise using fictional teaching materials, not a record of ChatGPT execution. Create a Project named “Weekly Meeting Tracking Practice.” Upload only the three meeting records. Keep the authored reference answer outside the Project until you have completed both tasks yourself.

Downloads: N01 — November 2 meeting (Chinese original) · N02 — November 4 update (Chinese original) · N03 — November 6 follow-up (Chinese original) · ZIP: three records and the authored reference answer (Chinese originals).

Upload the three records, then add reusable instructions

Under Sources, upload N01, N02, and N03. Do not upload the authored reference answer (Chinese original): it is for human comparison at the end, not an answer ChatGPT should see first.

Add these Project instructions:

You are a project assistant. When reporting work status, list Completed, Open Decisions, Owner for Next Step, Due Date, and Source for every item. Use only sources already supplied in this Project. When a name, due date, or conclusion is absent, explicitly write “To be confirmed”; do not invent it. Name the source file for every item.

First task: make a one-page weekly report from the records only

Open a new chat inside the Project and paste:

Based only on N01, N02, and N03, make a one-page weekly report. Use a table with Completed This Week, Open Decisions, Owner for Next Week, Due Date, and Source. Separate a submitted draft, proofread subtitles, and an approved result. Mark any status, date, or owner missing from the sources as “To be confirmed.”

A useful result does not turn “FAQ draft submitted” into “FAQ finalized,” or “subtitles proofread” into “video approved.” The website launch date and publishing owner should still be “To be confirmed.” Those gaps are deliberate teaching evidence, not blanks for a model to guess.

Second task: open a separate chat for the follow-up list

Stay in the same Project, but open a second new chat and paste:

Based only on N01, N02, and N03, list the questions that need follow-up. For each question, say what information is missing, which work item it affects, and which source supports the question. Do not decide the answer or add a due date.

This checks whether the Project brings the same supplied sources and instructions into a new chat. It must not depend on a weekly report from the first chat unless you have explicitly saved that report as a source. Questions such as “What is the deadline for the refund-condition addition?” or “Who owns website publishing?” are reasonable. A made-up date or name is not.

Compare, correct, and only then save a useful result as a source

After both tasks, open the authored teaching reference answer (Chinese original). It is a comparison baseline, not a ChatGPT output or a real Project result. Check three things: every row names a source; progress is not inflated into completion; and missing information remains “To be confirmed.”

Correct the weekly report, then use Add to project sources to save the version you accept. It can become context for later tracking, but the original records remain the evidence to revisit.

5. Move an existing chat into a Project

Drag a chat onto the Project, or open its menu and choose Move to project. A moved chat begins using that Project’s instructions and files.

  • Chats created with GPTs cannot be moved into a Project.
  • If Move to project is unavailable, the chat is not eligible; start a new chat in the Project instead.
  • To move it back out, use the chat’s ••• menu and choose Remove from project.

If an attachment did not appear under Sources after a move, see why attachments may be missing from Project Sources.

6. Project memory

A Project can use its chats and files as context for later replies. In a shared Project, memory is limited to that Project and does not use memory outside it. See “Memory in projects” in the official documentation for the detailed rules.

7. Share a Project carefully

Choose Share to invite people, groups, or share a link. Invitees have two permission levels:

Permission What it allows
Edit Change instructions, upload or delete files, and invite others (but not remove existing members).
Chat View and use the Project’s chats, files, and instructions, but cannot invite others.

Owners manage all members and permissions, rename or delete the Project. A link can be limited to invited people or shared with anyone who has the link; the recipient must sign in to ChatGPT. Deleting a file from a shared Project removes it for everyone, although it can be added again later.

8. Plan limits

Plan Files per Project Collaborators
Free 5 5
Go, Plus 25 10
Pro 40 100
Business, Enterprise, Edu 40 100 (workspace Projects)

Source: “Collaboration limits” in OpenAI Help: Projects in ChatGPT, checked 2026-11-08. Limits remain subject to plan, workspace settings, and the current official page.

9. Common questions

A Project is missing

Check whether you are in another account or workspace: personal and company-workspace Projects are separate. A shared Project deleted by its owner is no longer visible unless you copied its chats and files before leaving. If the chat is archived, restore it from Settings → Archived chats.

A shared Project will not open

A shared link requires a ChatGPT sign-in. When the owner has set the Project to invited people only, someone who was not invited cannot open it; ask the owner to check sharing settings.

Which tools are available inside Projects?

The available tools are broadly the same as outside Projects: Canvas, image generation, voice, web search, and more. Paid plans may offer agent mode or deep research. Study mode does not apply to Project chats.

Can I share just one chat from a Project?

In a personal Project, you can share an individual chat. The recipient sees that chat, not the Project’s other chats, files, or instructions.

Sources and verification date

Checked 2026-11-08.

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