Manage knowledge bases and chat context using Claude's Projects feature | Alpha | PandaiTech
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Manage knowledge bases and chat context using Claude's Projects feature

Learn how to use Projects in Claude to organize workspaces, upload reference files (knowledge base), and set custom instructions so the AI better understands your specific workflow.

Learning Timeline
Key Insights

Benefits of Context Management

The Projects feature acts like a conversation folder. Every new chat started within the same project is automatically 'aware' of the reference files and Custom Instructions you previously uploaded, eliminating the need to re-explain them.

Sidebar Organization Tips

If you have many projects, use the 'Star' button to pin your most active ones to the sidebar. This makes it easy to quickly switch between work contexts without searching through the main list.
Step by Step

How to Create and Manage Claude Projects

  1. Click on the 'Projects' menu located at the top of the Claude main interface.
  2. Click the 'Create Project' button to start a new workspace.
  3. Enter a project name (e.g., 'Test Tool') in the name field provided.
  4. Add a brief description of the project's purpose for easy identification.
  5. Click the confirmation button to officially create the project workspace.
  6. In the project dashboard, click on 'Custom Instructions' to set specific guidelines the AI will follow for every chat within this project.
  7. Click the upload button to add reference files (such as PDF or text documents) to the 'Knowledge Base' section.
  8. Start a new conversation by clicking 'New Chat' within the project; the AI will now respond based on your uploaded documents and instructions.
  9. Click the star icon (Star) on the project name to pin it to the left sidebar for easier access in the future.