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Anthropic - Getting started with projects in Claude.ai

Thumbnail of the video “Anthropic - Getting started with projects in Claude.ai”
Community upload. AI output has not been independently verified.
Author: Anthropic
Categories: Education Technology
Tags: education, technology
Views: 2 · Last viewed: 2026-10-15 07:48 UTC

Short Summary

Main recommendation: Use Claude projects, self-contained workspaces with their own chat histories, uploaded knowledge, and custom instructions, to keep work-specific context consistent across every chat in that project. The video walks through creating a project in three steps, adding instructions and files, and sharing projects with teammates on Claude for Work plans.

Key Points

  • Project knowledge is uploaded files (PDFs, documents, CSVs, text files, or Google Drive connections) that Claude considers automatically alongside every prompt in the project.
  • Large knowledge bases are handled through retrieval augmented generation (RAG), which lets Claude draw on more material than would fit in its context window.
  • Project instructions set tone, expertise level, response style, and desired outcomes, and apply to every chat in the project.
  • On Claude for Work plans, projects can be shared, with three permission levels: "Can view" (read-only with discussion), "Can edit" (full collaboration), and creator (controls everything, including visibility).
  • Files uploaded during a conversation stay separate from the project knowledge base, which is useful for one-off context.

Details Worth Noting

Concrete instructions:

  • Create a project: click "New project," give it a name, describe the project and goal (example given: "I would like to make brand guidelines to write a series of case study blogs for my flower business"), then click "Create project."
  • Use the menu to the right of the project title to star the project for quick access, edit details, archive, or delete it.
  • Set visibility: choose "Private" for personal use or "Public" for team collaboration.
  • Add instructions: open "Instructions," specify tone, expertise level, response style, and desired outcomes (for brand guidelines, explain the thought process and highlight tone and brand application), then click "Save instructions."
  • Add knowledge: in the files menu on the right of the project page, click the plus button and upload PDFs, documents, CSVs, text files, or connect Google Drive. For a client project, upload their existing branded materials so Claude references them.
  • Start chats within the project, and make chats public if teammates should view and build on them.
  • Share with specific people or with the whole organization, and use the "Shared with me" tab to find projects others have shared. Creators can change permissions or remove access later.
  • Context is not shared across separate chats within a project unless the information is added to the project knowledge base, so add anything that must persist there.
  • Example project types mentioned: new product development (eco-friendly water bottle), an educational course (Anthropic's AI Fluency coursework), personal finance tracking and budgeting, and home renovation planning (kitchen update).
  • The video points to the Anthropic help center article for more on getting started.

Bottom Line

Projects work best when the knowledge and instructions are set once at the project level, so every chat inherits the same context without repeated setup.