Creating a project — instructions and knowledge base

Setting up a project takes a few minutes. Hover over the left sidebar and click "Projects," or go to claude dot ai slash projects. Click "New project" in the upper right corner. Give the project a descriptive name, for example "Q4 Marketing Campaign" or "Product Documentation." Then click on "Instructions" and write how Claude should behave across all conversations in this project. Good project instructions usually include context: "This project is for creating marketing materials for our software product." Process instructions: "First prepare an outline of the article, then write a draft." Tone and style preferences: "Use a professional but conversational tone." Specific requirements: "Always add a call to action at the end of marketing copy." Once the instructions are written, go to the knowledge base. Click the plus button to upload documents: brand guidelines, reference materials, templates, technical specifications. Name files descriptively — Claude uses file names to find the relevant information.