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Set up your first Claude project step by step.

The ten-minute setup that gives every future Claude chat your business context.

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01

What this guide covers

  • Explains what a project actually stores
  • Separates your standing rules from your facts
  • Walks the setup click by click
  • Tests the setup before you trust it
  • Gives the fallback when projects are not available
02

Why it works

Instructions and knowledge are read before every answer in the project. Setting them once removes the re-explaining.

03

Tips for this guide

  • Name the project after your business, not a task
  • Always start chats inside the project
  • Keep an editable copy of the brief outside Claude
  • Treat every caught guess as a missing rule
04

How to use this guide

  1. 1Read the framework first
  2. 2Have your filled brief and rules ready
  3. 3Follow the six setup steps once
  4. 4Run the three test questions
  5. 5Fix mistakes in the brief, not the chat
Tags#claude projects#setup#knowledge#instructions

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