Claude Guides

How to Use Claude Projects: Instructions, Files and Chats

To use Claude projects, create one under Projects, add instructions and reference files, then start related chats inside it so Claude keeps the context.

Dirk Jan van Veen, PhDPublished Nov 4, 2026

To use Claude projects, create a project for one recurring piece of work, write instructions that tell Claude how to behave there, and upload the reference files it should know. Then start every related chat from the project’s message box: each chat begins with the same instructions and files, so you stop pasting background into every prompt.

Projects are available on every claude.ai plan; Free accounts can create up to five. Paid plans add retrieval mode for large file sets, and Team and Enterprise plans can share projects with colleagues. A project pays off for any task you come back to every week: a client account, a report, a recurring type of email.

How to use Claude projects

  1. Create the project. Click Projects in the left sidebar, then New project. Fill in “What are you working on?” and “What are you trying to achieve?”, choose Visibility if your plan shows it, and click Create project. For the full walkthrough, see how to start a project in Claude.
Create a project dialog with a project name, a one-sentence goal, and Private selected under Visibility
Step 1: give the project a name and a one-sentence goal, then click Create project.
  1. Write the instructions. On the project page, click Add next to Instructions. Say who Claude is helping, the tone and format you want, what to avoid, and when to push back. Click Save instructions. They apply to every chat in the project, alongside your profile instructions and the selected style.
Set project instructions dialog with instructions on audience, plain tone, no exclamation marks and pushing back on bad requests
Step 2: write instructions once; they apply to every chat in this project.
  1. Add the reference files. Click Add next to Files. Choose Upload from device for documents, Add text content to paste text, or a connected source such as GitHub, Drive or Notion. Good candidates are style guides, templates, policies, product sheets and past examples of good work.
Files Add menu in a project with Upload from device, Add text content, GitHub, Drive and Notion
Step 3: add files from your device, as pasted text, or from a connected source.
  1. Check what the project knows. Click the Files row. The Files dialog lists every file with its type, size and upload time, and a bar at the bottom shows how much of the project’s capacity is used. Use this list to spot outdated versions, so Claude does not quote them.
Files dialog listing one TXT file with its size and upload time, and a capacity bar showing 1 file, 1% of project capacity used
Step 4: the Files dialog shows everything the project knows and how much capacity it uses.
  1. Start each chat from the project. Type your request in the project’s message box, which reads “New session in” followed by the project name, and press Enter. Use one chat per task. A fresh chat in the project still gets the instructions and files, and a short chat stays more focused than one long thread.
Project page with the message box highlighted, reading New session in Demo - Acme onboarding
Step 5: start the chat from the project's own message box, not from the home screen.
  1. Check that Claude follows the setup. Read the first answers against your instructions. In the example below, the request asked for a hyped welcome message with exclamation marks. Claude said this conflicts with the house style in the instructions, explained why, and offered a plain version instead. If answers drift, tighten the instructions rather than repeating the rule in every prompt.
Project chat where Claude declines a hyped tone because it conflicts with the project's instructions, and offers a plain welcome message
Step 6: Claude applies the project instructions, and says so when a request conflicts with them.
  1. Pick the model per chat. The model name under the message box (for example Opus 5 Medium) sets which model answers. Use a fast model for quick edits and a larger one for analysis. See how to switch Claude models in projects.

  2. Move related chats in. For a chat you started outside the project, open the dropdown next to the chat’s name, choose Add to project, and pick the project. The same menu removes a chat from a project or moves it to another one.

Instructions, files and memory, and what goes where

Common problems with Claude projects

Projects also exist in Cowork, where Anthropic states they work the same way as in chat; you can import a chat project there with its files and instructions. Anthropic is also rolling out a new version of projects in stages, starting with Claude Code. If your project page looks different from the screenshots, follow what you see.

Rolling out Claude projects across a team

Setting up a good project is the easy part. Day-to-day use is where a team drifts: people run every task in one long thread, correct the same mistake in chat after chat without telling anyone, and leave superseded files in place until Claude quotes them. Personal context also leaks into client work when nobody decides how memory should behave.

What to agree on:

Frequently asked questions

What are Claude projects used for?

Recurring work that needs the same background each time: client accounts, reports, proposals, onboarding material or support replies. The project holds the instructions and files, so each new chat starts with that context.

How much can I upload to a Claude project?

Anthropic does not publish a file count; the limit is the project’s capacity. The Files dialog shows how much of that capacity your files use. On paid plans, Claude switches to retrieval mode when knowledge nears the context limit, which expands capacity by up to 10 times.

Do chats in a project remember each other?

Partly. Each project keeps its own memory, built from your work in that project, and on paid plans Claude can search past chats within the same project. Rules that must always apply belong in the instructions, not in an earlier chat.

Can my whole team use the same project?

On Team and Enterprise plans, yes. Click Share in the project to invite people with Can view or Can edit access, or open it to everyone in your organization. Personal plans cannot share projects.

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