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Projects: Persistent Workspaces

Beginner

A Project is a dedicated workspace in Claude.ai that bundles its own files, knowledge, and instructions. Instead of re-uploading the same documents and re-explaining context every chat, you set it up once — and every conversation in the Project starts already informed.

What you'll learn
  • What a Project bundles, and why that beats re-pasting context every chat
  • The four-step setup, and the one step people skip
  • How to curate project knowledge so retrieval stays sharp
  • How this Project differs from the coordinator-and-threads Projects in Claude Code

Why use a Project​

  • Grounded answers. Add your documents (a handbook, specs, notes) and Claude answers from them — a built-in, no-code flavor of RAG.
  • Persistent context. Project instructions act like a scoped system prompt for everything inside it.
  • Organized. All the chats about one topic/client/initiative live together.

Set one up​

Guided walkthrough1 of 4
  1. One Project per topic, client, or initiative. A Project that covers three unrelated things retrieves badly for all three.

Great use cases​

  • A client/account workspace (their docs + your notes).
  • A codebase or product knowledge base for Q&A.
  • A writing project with your style guide and past pieces (so drafts match your voice).
  • Study for a course, with the syllabus and materials loaded.

A starting point for project instructions​

Project instructions skeleton

You are helping with [project/client name].

Context: [what this project is, who it serves, current stage]

Always:
- Answer from the project knowledge first; say so when you are going beyond it.
- Use [our terminology: list the 3-5 terms that matter].
- Match the tone in [named file in the knowledge base].

Never:
- Invent figures, dates, or quotes. If it is not in the knowledge, say it is not in the knowledge.
- [Project-specific constraint: e.g. reference the deprecated v1 API.]

Tips​

  • Curate the knowledge — relevant, current files beat dumping everything (noise hurts retrieval).
  • Keep instructions tight and true (same rule as custom instructions).
  • Prune when things change. A superseded spec left in the knowledge base is worse than no spec, because Claude has no way to know it lost an argument with the new one.
  • Don't add sensitive data you're not comfortable storing — see Privacy.

Two things called "Projects"​

They are genuinely different products, and the names overlap during the rollout:

This Project (Claude.ai)Claude Code Projects
What it isA workspace with knowledge + instructionsA coordinator that delegates to parallel threads
What it doesGrounds your chats in your filesScopes, splits, and executes work for you
Runs code?NoYes — each thread is a cloud session on its own branch
Who has itBroadly availableBeta, select Pro/Max Claude Code users at launch

If you are reading about coordinators, threads, and pull requests, that is the Claude Code one.

Check yourself

0/2
  1. What do project instructions act like?
  2. Why does dumping every available file into project knowledge hurt?
Key takeaways
  • A Project bundles knowledge plus instructions so every chat inside it starts informed.
  • Instructions are the step people skip — without them you have search, not a colleague.
  • Curate and prune: superseded files actively mislead, they do not just add noise.
  • The coordinator-and-threads Projects in Claude Code is a different product that shares the name.

Next​