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Projects in Athena serve as collaborative workspaces that help you organize, manage, and execute complex initiatives with AI assistance. Think of Projects as intelligent containers that bring together all the assets, team members, and AI capabilities needed to accomplish your goals efficiently.

How to share a project and its linked files with a teammate

  1. Open Projects
  2. Open the project
  3. Choose Share
  4. Add your teammate
  5. Check the linked files
  6. Share

How to Use Projects

Creating a New Project

  1. Navigate to Projects: Access the Projects section from your workspace sidebar
Projects page with workspace projects and a create control
  1. Click “Create Project”: Use the create button to start a new project and provide a descriptive name and optional description
Create Project dialog with name and description fields

Managing Project Assets

  1. Link Existing Assets: Use the “Link Asset” button to connect relevant documents, data, and resources
Project page with Add Assets and Add Workflows controls
  1. Upload New Files: Drag and drop files directly into your project
File upload dialog opened from a project
  1. Add Assets from Workspace: Add existing documents, spreadsheets, or other assets within the project context from your workspace.
    Note that you can add files directly from your SharePoint by switching to the SharePoint asset selector.
Asset selector showing workspace files for a project

Integration with Other Athena Features

Spaces Integration

Use Projects in Spaces to:
  • Open project assets in flexible workspace layouts
  • Maintain context across different work environments
Project open in Spaces with linked assets and chat instructions
Open the Project in Spaces and ask Athena to work from its linked assets.

Browse a linked collection

  1. Find a collection in the project’s linked-assets list.
  2. Select the arrow beside its name to expand the collection.
  3. Open an accessible member from the expanded list.
  4. Select the arrow again to collapse the collection.
You need access to the project, collection, and the member you open. Expanding a collection does not grant access to its files. Each step checks its own permission. Access to the project lets you see the collection; it does not open the files inside it.

FAQ

No. Linking adds a reference in the project. The file stays where it was and keeps its own sharing. Unlinking removes the reference, not the file.
Each linked asset keeps its own permissions. Share the file itself with your teammate, or link a copy they can open.
Use the Project instructions card on the project page. It saves the instructions with the project and shows them to everyone who opens it; runs don’t read them yet. Every run started in the project already sees the project’s description and linked assets as context.