Organize work and set custom instructions with Claude Projects | Alpha | PandaiTech

Organize work and set custom instructions with Claude Projects

How to use Claude Projects as folders to organize your chats and files, and how to set custom instructions and project-specific memory.

Learning Timeline
Key Insights

The Benefits of Project-Specific Memory

Each project has 'self-contained' memory. This means the Custom Instructions you set in one project will not interfere with or affect how Claude behaves in other projects.

Efficient File Organization

Think of Claude Projects as smart folders. In addition to saving chats, it stores reference files permanently within the project, so you don't have to upload the same files repeatedly across different chats.
Step by Step

How to Set Up and Manage Claude Projects

  1. Log in to your Claude account and navigate to the 'Projects' section in the main menu.
  2. Click the 'Create Project' button to create a new project folder.
  3. Give your project a specific name to keep your workspace organized.
  4. Click on the 'Instructions' section within the project to enter your custom instructions.
  5. Type the specific instructions or 'Project Memory' you want Claude to follow for every chat within this project.
  6. Click the 'Add Content' button or the attachment icon to upload reference files related to the project.
  7. Start a new chat within the project; Claude will automatically use the memory and uploaded files as conversation context.
  8. If you are on a Team plan, click the 'Share' button in the top corner to share the folder, files, and chat history with your team members.

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