Getting started with projects in Claude.ai

What are projects and how do they improve working with Claude?

With projects, Claude users can create self-contained environments with their own chat histories, specific knowledge bases, and customized settings. We are

going to provide an overview of projects, what they are used for, how to create them, and some [music] advanced features. Let's talk about a few of the

features. Let's talk about a few of the key features of projects. Project

knowledge enhances Claude's understanding by allowing you to upload relevant documents within each project.

Every time you chat with Claude inside of a project, this knowledge is automatically [music] considered alongside your prompt. This

contextual information enables Claude to deliver more informed project specific responses that align with your team's goals, terminology, and background.

Projects can handle much more content without running into limits. Projects

with lots of information are automatically processed [music] using retrieval augmented generation, enabling Claude to use more context to help you.

When setting up a project, you can define project instructions for each project to further tailor Claude's responses. [music]

responses. [music] Like context, these are considered every time you chat with Claude. It's a good space to guide the way Claude responds.

For example, you can ask Claude to use a more formal tone or answer questions from a specific perspective targeting a specific industry. If you're on a Claude

specific industry. If you're on a Claude for work plan, you can share projects with other members of your organization, enabling powerful collaboration and knowledge sharing capabilities. For

example, a brand team can create a project with voice and tone guidelines that helps anyone at their company write like a marketer. Okay, let's get started by creating your first project in three

simple steps.

Click new project and give it a name.

Next, describe your project and what you are hoping to achieve like I would [music] like to make brand guidelines to write a series of case study blogs for my flower business. Click create

project. To the right of the project title, you see a few menu items. You can star this project for quicker access and edit project details and archive or

delete the project. Provide Claude with relevant instructions and information for the chats within the project. This

will work alongside user preferences and the selected style. Choose visibility

for your project. You can choose private for personal use or public for team collaboration.

From here, provide project instructions and information for the chats within the project. This will work alongside the

project. This will work alongside the user preferences and the selected style.

Click on instructions to define how Claude should respond. Within this

space, you can specify tone, expertise level, response style, and desired [music] outcomes or simply give more context on what you're trying to achieve with this project. For instance, when providing the brand guidelines, explain

the thought process and highlight tone and brand application. Once done

providing instructions, click save instructions. This will apply to every

instructions. This will apply to every chat in the project.

You'll find the files menu on the right side of your project's main page.

Anything you upload to this space will be used across all of your chats within this project. Click on the plus button

this project. Click on the plus button to add content to the project. You can

upload PDFs, documents, CSVs, text files, or connect to Google Drive. Now

Claude can instantly reference this content in any conversation. Claude will

process this information and use it as context in your chats within the project. For example, if you are working

project. For example, if you are working on creating new brand guidelines for a specific client, you can upload their existing branded materials and Claude will reference that file in its response. Note that context is not

response. Note that context is not shared across disparate chats within a project unless the information is added into [music] the project knowledge base.

Sometimes your project knowledge will approach the context window limit.

Claude will automatically enable rag mode to expand your project's capacity.

Once your project is set up, you can initiate chats with Claude within the project. You can learn more about best

project. You can learn more about best practices for chatting and Claude by reviewing one of our other videos.

You can make chats public [music] so teammates can view and build onto your work. There are three permission levels

work. There are three permission levels that control who can do what in your projects. Can view members can view

projects. Can view members can view project contents, access knowledge, and chat, but can't make changes. Think

readonly access with discussion rights.

Canedit members have full collaboration power. They can modify instructions,

power. They can modify instructions, update knowledge, manage members, [music] and actively contribute to the project. Project creators control

project. Project creators control everything. Plus, they decide who sees

everything. Plus, they decide who sees the project. They can share with

the project. They can share with specific people or make private projects visible to the entire organization. The

right permissions keep your projects secure while enabling smooth collaboration. So, pick the options that

collaboration. So, pick the options that work best for your team. Here are some of Claude's collaboration features.

Check out the shared with me tab to easily find projects that others have shared with you. You will receive email notifications when someone shares a project with you. And project creators can modify permissions or remove access

as needed. Multiple members can

as needed. Multiple members can contribute documents, create chats, and work together within the same project environment, making projects ideal for team collaboration. Sometimes you need

team collaboration. Sometimes you need to use content without adding it to your project's knowledge base. [music] No

problem. Simply upload it during the conversation, and it stays separate from your project [music] knowledge. It's a

perfect way to share context or examples without cluttering the knowledge base.

Here are some examples of projects you can create.

You can create a new product for market like managing the development process of a new product from ideiation to launch like an eco-friendly water bottle.

Useful for keeping all product related information in one place using Claude for creative ideation and tracking the evolution of the product design. Claude

can streamline the content creation process by generating content ideas, providing writing assistance and maintaining consistency across platforms. You can design and develop an

educational course like Anthropics AI Fluency coursework. In projects, you can

Fluency coursework. In projects, you can organize course materials, use Claude to [music] help explain complex concepts, and iteratively improve the course content. You can create a project to

content. You can create a project to track, analyze, and plan personal finances for your personal financial goals and budget. Keeping all financial information in one secure place, Claude

can analyze spending patterns and help with financial calculations and planning. Or you can plan and manage a

planning. Or you can plan and manage a home renovation like updating a kitchen space, centralize all project information, use Claude to help with a design idea and budget calculations, and

keep track of all decisions and communications. These examples

communications. These examples demonstrate the flexibility of what can be done with projects in Claude. Whether

you're working on professional tasks, personal goals, or collaborative efforts, projects can help you organize information, generate ideas, and streamline your work process. Remember,

you can customize each project to fit your specific needs and workflow. For

more information on getting started with projects, check out our help center article.