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Creating a Project

How to create a new project and what the project settings mean.

Updated 1 day ago 2 min read 11 views

A project is a workspace that holds your uploaded documents and all the outputs (extractions, reports) generated from them. You can think of a project as a folder for a specific task, client, or dataset.

Creating a new project

  1. From the sidebar, click Projects.

  2. Click New Project in the top-right corner.

  3. Enter a project name. This can be anything that helps you identify the project later.

  4. Optionally add a description to give collaborators more context.

  5. Click Create.

Your new project will appear in the projects list immediately. You can start uploading documents right away.

Project limits by plan

  • Free — up to 3 projects

  • Starter — up to 20 projects

  • Pro and Enterprise — unlimited projects

If you reach your plan's project limit, you will need to upgrade your subscription or archive existing projects before creating a new one.

Archiving and deleting projects

To archive a project, open it and go to Project Settings. Archived projects are hidden from the main list but remain accessible via the Archived filter. Deleting a project permanently removes all documents and outputs — this action cannot be undone.

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