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How can I create and manage Projects?
How can I create and manage Projects?
Updated over a week ago

Projects are available for users on Claude for Work and Claude Pro plans.

Creating a Project

  1. Navigate to the projects section (accessible when hovering over the left side of your account).

  2. Click "Create Project."

  3. Give your project a name and description (note that Claude will not have access to these details).

  4. If you are on a Claude for Work plan, choose the visibility settings:

    • Share with your broader organization (Everyone in your organization can view and use this project).

    • Keep it private (Only invited members can view and use this project).

Once your project is set up, you can initiate chats with Claude.

Project Knowledge

You'll find the project knowledge base 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 that project.

To add content to your project knowledge base:

  1. Click on the "Add Content" button.

  2. Upload relevant documents, text files, or code snippets.

  3. Claude will process this information and use it as context in your chats within the project.

To add custom instructions to your project knowledge base:

  1. Click on “Set Custom Instructions”

  2. Add instructions for how you’d like Claude to behave and respond

  3. Claude will use these instructions for all chats within your project.

Note: Context is not shared across chats within a project unless the information is added into the project knowledge base.

Starring a Project

Starring a project allows for quick access from your projects and chats list, visible when hovering over the left side of your account. To star a project:

  1. Open the relevant project.

  2. Click on the star icon in the upper right corner.

  3. The project will now appear in your starred items in the left side panel of your account.

Archiving a Project

Archiving is a way to organize your projects and declutter your project list. It's particularly useful for completed projects or those you're not actively working on but may need to reference in the future.

Here's what you need to know about archiving:

  • Archived projects will no longer appear in your main projects list.

  • You can still access conversations from archived projects.

  • It's possible to navigate to the archived project page through a conversation within that project.

  • There is no way to delete archived projects at this time.

How to Archive a Project

  1. Navigate to the project you want to archive.

  2. Click on the three dots in the upper right corner.

  3. Confirm that you want to archive the project.

Accessing Archived Projects

  • You can access an archived project by opening any chat from that project. These can be accessed from your chat history.

Un-archiving a Project

If you need to make an archived project active again:

  1. Navigate to the archived project's page.

  2. Click on the three dots in the upper right corner.

  3. Confirm that you want to un-archive the project.

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