Projects in ChatGPT

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Pictures from our ChatGPT account (Free plan), on the web, 26 Oct 2026. Your screen may look different on another plan or device, or after an update.

Open Projects.
Open the whole screen for step 1.
Create a project named Q4 client report.
Q4 client report
Open the whole screen for step 2.
You see the Create project box.
Open the project page.
Open the whole screen for step 3.
You see the project page with Chats and Sources tabs.
Open the project menu, then Project settings.
Open the whole screen for step 4.
You see Project settings with instructions, memory and Library access.
Type the rule to use the company facts file and keep answers short.
Answer using the company facts file. Keep answers short.
Open the whole screen for step 5.
Add the test company facts file on the Sources tab.
Open the whole screen for step 6.
You see the test facts file on the Sources tab.
Ask the test question about who approves invoices.
Who signs off invoices over $5,000?
Open the whole screen for step 7.
You see an invoice approval answer citing the test file.

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