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Docs/Guides & operations

Guides & operations

Set up a complete project

Bring conversations, working material, and rules together for a clearly defined initiative.

1 min readUpdated: October 2026
Project appearance and shared context. Captured in an isolated Metis test instance with fictional sample data (October 2026).
Project appearance and shared context

Project appearance and shared context. Captured in an isolated Metis test instance with fictional sample data (October 2026).

Step by step

  1. 01

    Create a chat project with a descriptive name.

  2. 02

    Record the goal, working style, and boundaries under Instructions.

  3. 03

    Upload existing documents under Files.

  4. 04

    Decide whether global memories should be used in this project.

  5. 05

    Start a project chat and reference the material you need.

Good to know

  • Keep project instructions relevant to the project. General personal preferences belong in an appropriate global context.

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Documentation
Overview
Getting started
QuickstartChoose an installationWhat is Metis?Accounts and initial setupConnect your first providerYour first taskSign inInstall on LinuxInstall on macOSInstall on Windows
Chat & context
Navigation & chatsCompose messagesResponses & tool callsAnswer questionsApprove actionsSearch & quick actions
Workspace
Agent overviewCanvasPlansMemoryFilesTerminalBrowserDesktopsServer monitorArrange the workspaceExport workspaces
Projects & teams
Create a projectProject overviewChat visibilityProject picture, color, and iconProject instructionsProject memoryProject skillsProject filesProject notesAgent model defaultLet agents manage the teamMembers & invitationsAgent teamsTeam presetsTeam overview
Notes
Notes & scratchpad
Agent Hub
SkillsConnections / MCPsCustom modes & rulesGlobal agent rules
Settings
GeneralModels — ConnectionsAgent — Runtime & memoryDevices — Remote clientsAdmin / ChatsUpdatesSearch settingsAttachments and file sizeSubagent modelToken compressionPreview compressionSounds and notificationsNotification deliverySet up voice inputChoose a microphoneRecording and streamingDictionaryConfigure the browser previewManage website dataWebsite and source code
Models & providers
AgentDeep ResearchPlanAskGauntletCursorOpenAIAnthropicGoogle GeminixAI / GrokOpenRouterOllama / LocalOpenAI-compatibleOpenAI CodexClaude CodeGoogle AntigravityGrok BuildOpenCodeModel options
Account & sharing
ProfileNotificationsUsage & costsShare chatsPublic shares
Guides & operations
Charts, graphs & mediaAutomationsOperate your installationTroubleshootingSet up a complete projectWork on a connected PCResearch and produce a reportGlossary and scopes

Popular starting points

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