Overview Station 2 · Block 04 · Set It Up Once Instead of Explaining It Every Time The Onboarding

Station 2 · Block 04

Set It Up Once

A project keeps your briefing, so every new chat starts with it

Description

What a project is

A workspace in Claude for one recurring job.

  • InstructionsHow you work: who you are, the rules, the tone. They apply to every chat in the project.
  • KnowledgeFiles Claude should know: price list, terms, good earlier replies.
  • ChatsEvery new chat starts with all of it. You only bring the new case.
  • SharedIn company accounts, colleagues can work in the same project.

Source: Claude Help Center · What are projects?

Live demo

The briefing becomes something permanent.

The canvas from Block 03, sorted into the project.

  • Instructions

    Task contextRules

  • Knowledge

    Background dataExamples

  • Chat

    The task

At work, a project is a role.

Anthropic’s examples range from a product launch to a home renovation. In a company, set one up for a job that comes back, not for a single case.

  • 01 ✕ “Nordfrucht complaint”
  • 02 ✓ “Customer correspondence”
  • 03 ✓ “Quotes”
  • 04 ✓ “Monthly report”

Source: Anthropic · Claude 101

Set up once, for the whole team.

Share a project, and every colleague starts with the same instructions and files. Some can edit it, the rest just use it.

Source: Claude Help Center · What are projects?

What goes into a project, and what doesn’t

Into the projectStays out
Company profile, tone, goodwill limitsThe single case: it goes into the chat
Templates you use every timeAnything that changes every week
Three to five good earlier examplesPersonal data the job doesn’t need

Source: Anthropic · Prompting best practices (three to five examples)

Exercise

What's your next project?

Scan your tasks from earlier. Which ones would qualify as a project?

  • 01 InstructionsWhat is true every time you do this job?
  • 02 KnowledgeWhich files would a new colleague need?
  • 03 ChatWhat is left for the single case?