> ## Documentation Index
> Fetch the complete documentation index at: https://help.pantaos.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Personal Organization

> History, Favorites, Tags, and the Library with private project folders. The features that keep your work accessible over time.

## What It Is

Personal Organization is the set of features in PANTA OS that keeps your work navigable over time. Four surfaces matter:

* **History** preserves your past chats and workflow runs.
* **Favorites** is a tab that filters the Dashboard grid and the History to items you have starred.
* **Tags** filter the Dashboard grid by topic, color, or any label you define.
* **Library** is the personal content store, with private project folders for grouping outputs and uploads.

These features are private to your account. Other users see their own organization, not yours.

## Why It Matters

Without organization, useful chats get lost and generated outputs become unfindable. The personal organization features prevent that.

<CardGroup cols={2}>
  <Card title="Resume instead of restart" icon="rotate-ccw">
    Past chats and workflow runs stay in the History. A thread you left yesterday can continue today without context loss.
  </Card>

  <Card title="Quick access to what you use most" icon="star">
    The Favorites tab surfaces the assistants and apps you have starred, so you do not scroll through the full catalog every time.
  </Card>

  <Card title="Filter the catalog deliberately" icon="tag">
    Tags narrow the Dashboard grid to your role or domain. A workspace with fifty assistants becomes navigable when filtered to the three that matter today.
  </Card>

  <Card title="Group outputs into folders" icon="folder">
    Projects in the Library act as private folders for the outputs and uploads that belong together
  </Card>
</CardGroup>

<CardGroup cols={2}>
  <Card title="Resume instead of restart" icon="rotate-ccw">
    Past chats and workflow runs stay in the History. A thread you left yesterday can continue today without context loss.
  </Card>

  <Card title="Quick access to what you use most" icon="star">
    The Favorites tab surfaces the assistants, apps, and runs you have starred, so you do not scroll through the full catalog every time.
  </Card>
</CardGroup>

## How To Use It

### History

<Steps>
  <Step title="Open History" icon="clock">
    Click History in the sidebar.
  </Step>

  <Step title="Pick a tab" icon="layout-grid">
    Switch between Assistants, Workflows, and Favorites depending on what you are looking for.
  </Step>

  <Step title="Resume an item" icon="play">
    Click any entry to open it again. Chats reopen at the last message; workflow runs show their progress or final output.
  </Step>
</Steps>

The History is also accessible directly from the sidebar's lower section, where the most recent chats appear as one click entries.

### Favorites

<Steps>
  <Step title="Heart an item" icon="star">
    Mark an assistant, app, or workflow run as a favorite using the star action on its card or detail view.
  </Step>

  <Step title="Open the Favorites tab" icon="filter">
    The Favorites tab appears in the Dashboard grid (alongside All, Assistants, Workflows, Tools) and in the History (alongside Assistants and Workflows). Both tabs show only your hearted items.
  </Step>

  <Step title="Remove what you no longer need" icon="x">
    Un-heart items that are no longer relevant. Favorites stay useful when the list is short.
  </Step>
</Steps>

### Favorites

<Steps>
  <Step title="Star an item" icon="star">
    Mark an assistant, app, or workflow run as a favorite using the star action on its card or detail view.
  </Step>

  <Step title="Open the Favorites tab" icon="list-filter">
    The Favorites tab appears in the Dashboard grid (alongside All, Assistants, Workflows, Tools) and in the History (alongside Assistants and Workflows). Both tabs show only your starred items.
  </Step>

  <Step title="Remove what you no longer need" icon="x">
    Unstar items that are no longer relevant. Favorites stay useful when the list is short.
  </Step>
</Steps>

### Tags

<Steps>
  <Step title="Open Tags" icon="settings">
    On the Dashboard, use the "New Tags" allows users to create, edit, and color code tags. The color picker offers eight predefined colors.
  </Step>

  <Step title="Filter the Dashboard" icon="tag">
    Click a tag in the row above the grid to filter assistants and apps. Click again to remove the filter.
  </Step>

  <Step title="Keep the vocabulary small" icon="check">
    A short, consistent set of tags is easier to use than a long, sprawling one.
  </Step>
</Steps>

### Library with project folders

<Steps>
  <Step title="Open Library" icon="library">
    Click Library in the sidebar.
  </Step>

  <Step title="Pick a tab" icon="layout-grid">
    Switch between Generated content (outputs from chats and workflows) and Uploaded content (files you have uploaded). In Generated content, the sub tabs All, Workflows, and Chats refine the view further.
  </Step>

  <Step title="Create a project folder" icon="folder-plus">
    Use New Project in the Projects section to create a private folder. Projects group related outputs and uploads into one place.
  </Step>

  <Step title="Add items to the project" icon="plus">
    Move generated outputs (workflow results, images, documents) and uploaded files into the project folder. The grouping is local to your Library view.
  </Step>
</Steps>

## Key Settings or Options

<CardGroup cols={2}>
  <Card title="History" icon="clock">
    Past chats and workflow runs, with tabs for Assistants, Workflows, and Favorites.
  </Card>

  <Card title="Favorites" icon="star">
    A filter tab in both the Dashboard grid and the History. Items appear here when hearted, disappear when un-hearted.
  </Card>

  <Card title="Tags" icon="tag">
    Personal tag library managed through Tags on the Dashboard. Eight colors available; no fixed vocabulary.
  </Card>

  <Card title="Library tabs" icon="library">
    Generated content and Uploaded content at the top level. Within Generated content, sub tabs All, Workflows, Chats refine the view.
  </Card>

  <Card title="Projects (folders)" icon="folder">
    Private folders inside the Library for grouping outputs and uploads. Created via New Project. Not shared with other users.
  </Card>

  <Card title="Recent chats in the sidebar" icon="message-square">
    The lower section of the sidebar lists the most recent chats as one click entries, separate from the full History view.
  </Card>
</CardGroup>

## Tips and Best Practices

* Heart sparingly. A short Favorites list is more useful than a long one; the value is filtering, not collecting.
* Keep the tag vocabulary small and consistent. Three to five tags per item is plenty; ten is friction.
* Create project folders for any output set you will revisit. A folder named "Q3 launch" is easier to navigate than the same five files scattered across Generated content.
* Review the History when starting similar work. There is a good chance a recent chat already covers part of the task.

<Tip>
  Personal Organization is private. History, Favorites, Tags, and Projects exist per user. Sharing happens through assistants, apps, and the Community Feed, not through these features.
</Tip>

## Help Center

<AccordionGroup>
  <Accordion title="Where do I see my past chats" icon="clock">
    In the History entry in the sidebar. The most recent chats also appear directly in the lower section of the sidebar for one click access.
  </Accordion>

  <Accordion title="What does the Favorites tab show" icon="star">
    Only items you have hearted. The tab appears in the Dashboard grid (filtering assistants and apps) and in the History (filtering past chats and workflow runs). Both tabs are private to your account.
  </Accordion>

  <Accordion title="Are tags shared with my team" icon="tag">
    Tags are personal. Each user manages their own tag library through the Manage tags dialog on the Dashboard.
  </Accordion>

  <Accordion title="Can other users see my projects" icon="lock">
    No. Projects in the Library are private folders for your own outputs and uploads. They are not shared with other users; sharing happens through assistants and the Community Feed, not through projects.
  </Accordion>

  <Accordion title="What goes into a project folder" icon="folder">
    Outputs from chats and workflow runs (Generated content), and files you have uploaded (Uploaded content). Examples include workflow results, generated images, and document drafts.
  </Accordion>

  <Accordion title="What is the difference between the Library and the Dashboard grid" icon="badge-question-mark">
    The Dashboard grid is the catalog of assistants and apps you can run. The Library is the storage for the content those runs produce, plus anything you have uploaded. Different purposes, different screens.
  </Accordion>
</AccordionGroup>

<Tip>
  Personal Organization is private. History, Favorites, Tags, and Projects exist per user. Sharing happens through assistants, apps, and the Community Feed, not through these features.
</Tip>