---
title: 'How to Use Claude Projects (Full Tutorial)'
source: 'https://youtube.com/watch?v=w7_yWjYyxjE'
video_id: 'w7_yWjYyxjE'
date: 2026-08-12
duration_sec: 394
---

# How to Use Claude Projects (Full Tutorial)

> Source: [How to Use Claude Projects (Full Tutorial)](https://youtube.com/watch?v=w7_yWjYyxjE)

## Summary

This video provides a step-by-step tutorial on using Claude Projects, a feature that allows users to create custom AI workspaces. The tutorial demonstrates how to organize files, instructions, and chats in one place, making it easier to manage related work and improve AI response consistency.

### Key Points

- **Introduction to Claude Projects** [00:00] — Claude Projects lets you create a custom AI workspace where you can upload files, add instructions, and keep related chats together, helping to organize everything in one place.
- **Creating a New Project** [00:25] — To create a new project, click on the projects icon on the left-hand side, then click on 'new project' in the top right-hand corner. You can name the project and add a description, which can be edited later.
- **Organizing with Separate Projects** [01:14] — It's recommended to create separate projects for different types of work (e.g., marketing, research, coding) to keep everything organized.
- **Starring a Project** [01:46] — You can star a project to quickly access it from the sidebar, making it easy to return to high-priority projects.
- **Adding Project Instructions** [02:02] — Project instructions help Claude understand how to respond across all chats within the project. You can add instructions for tone, formatting, branding, or workflow guidance. The tutorial demonstrates by telling Claude to start every response with a cookie emoji.
- **Uploading Files** [03:05] — Claude Projects allows you to upload files (documents, spreadsheets, images, PDFs) that Claude can reference across all chats. You can upload from your device, add text content, or reference a GitHub repository. Drag and drop is also supported.
- **Using Uploaded Files as Context** [04:06] — Once files are uploaded, Claude can use them as context in future chats. The tutorial demonstrates asking Claude to summarize customer feedback from an uploaded survey.
- **Uploading Files in Individual Chats** [04:50] — Files uploaded directly within an individual chat are only available in that conversation and do not become part of the overall project knowledge.
- **Managing Chats in a Project** [05:05] — All chats within a project are organized together. You can remove a chat from a project or move it to a different project via the three-dot menu. Existing chats can also be added to a project.
- **Archiving Projects** [05:49] — Once a project is completed, you can archive it to reduce clutter. Archived projects can be accessed later from the archive section.

### Conclusion

Claude Projects is a powerful tool for organizing AI work, allowing users to centralize files, instructions, and chats for specific projects. By using projects, you can save time and ensure Claude has the right context without repeating yourself.

## Transcript

In this video, I’ll show you how to use Claude&nbsp; Projects step by step. Claude Projects lets you&nbsp;&nbsp; create a custom AI workspace where you can upload&nbsp; files, add instructions, and keep related chats&nbsp;&nbsp;
together. If you use AI chat a lot, you probably&nbsp; end up with lots of different conversations,&nbsp;&nbsp; some related and some not. Projects helps you&nbsp; organize everything in one place. I'm Kevin&nbsp;&nbsp;
and let's dive in. Here I am on the main chat&nbsp; screen of Claude. To create a new project, over&nbsp;&nbsp; on the left-hand side, let's click on the projects&nbsp; icon. This brings us to the projects home screen,&nbsp;&nbsp; and you'll see all of your recent projects. In the&nbsp; top right-hand corner, let's click on new project.&nbsp;&nbsp;
Here we could type in a name for the project. In&nbsp; my case, I'll create a project for launching a new&nbsp;&nbsp; brown butter salted caramel cookie for my small&nbsp; business, the Kevin Cookie Company. Hopefully this&nbsp;&nbsp; one becomes a best seller. Now down below, you&nbsp; can also add a description to explain the purpose&nbsp;&nbsp;
of the project. I'll leave that blank for now.&nbsp; Keep in mind, you can always change these later.&nbsp;&nbsp; In general, it's a good idea to create separate&nbsp; projects for different types of work so everything&nbsp;&nbsp; stays organized. For example, you might have&nbsp; one project for marketing, another for research,&nbsp;&nbsp;
and another for coding or schoolwork. Once you're&nbsp; done, right down here, let's click on create&nbsp;&nbsp; project. This drops us into the new project, the&nbsp; beginning of something great, hopefully a very&nbsp;&nbsp; profitable cookie launch. I can keep everything&nbsp; related to this launch right here in one place,&nbsp;&nbsp;
including all of my files, any instructions, and&nbsp; chats with Claude. If I ever want to go back and&nbsp;&nbsp; the option to edit all of these details.&nbsp; Now this project is a top priority for me,&nbsp;&nbsp;
so I want to be able to get back to it quickly.&nbsp; Up here, I'll click on the star icon. Now over on&nbsp;&nbsp; the left-hand side, if I open up the sidebar, here&nbsp; you can see the project under starred. That way I&nbsp;&nbsp; could very quickly get back to it. Let's now close&nbsp; the sidebar. Next, let's add project instructions.&nbsp;
Project instructions help Claude understand how&nbsp; you want it to respond across all chats within&nbsp;&nbsp; the project. Over on the right-hand side, let's&nbsp; click on the plus icon next to instructions. To&nbsp;&nbsp; make this really obvious, I'll start with a&nbsp; simple instruction. I'll tell Claude to start&nbsp;&nbsp;
every response with a cookie emoji. Of course, in&nbsp; the real world, you'd probably use instructions&nbsp;&nbsp; for things like tone, formatting, branding,&nbsp; or workflow guidance, but this makes it really&nbsp;&nbsp; easy to see that instructions are working. Once&nbsp; you're all done, in the bottom right-hand corner,&nbsp;&nbsp;
let's click on save. Let's try a quick chat.&nbsp; Right up here, I'll ask it to write a tagline&nbsp;&nbsp; for our new brown butter salted caramel cookie&nbsp; and then let's run that. There we go. Now that&nbsp;&nbsp; tagline looks great and you'll notice the cookie&nbsp; emoji appears at the beginning of the response,&nbsp;&nbsp;
just like we specified in the instructions.&nbsp; That means you don't have to repeat yourself&nbsp;&nbsp; every time you start a new conversation. Claude&nbsp; already understands the context and instructions&nbsp;&nbsp; for this project. Up above, let's click back into&nbsp; the main project view. I’ll click here. One of the&nbsp;&nbsp;
most powerful features in Claude projects is the&nbsp; ability to upload files. Claude can then reference&nbsp;&nbsp; those files across all chats within this project.&nbsp; Over on the right-hand side, you'll see the files&nbsp;&nbsp;
category. Let's click on the plus icon. You can&nbsp; upload files from your device, you could also add&nbsp;&nbsp; text content, or you could even reference a GitHub&nbsp; repository, which is typically used for coding&nbsp;&nbsp; and programming projects. Now, alternatively,&nbsp; you can also drag and drop files directly into&nbsp;&nbsp;
the project, and this is my preferred method.&nbsp; Now I have three files that I want to upload.&nbsp;&nbsp; One contains customer survey results. Another is a&nbsp; product pricing spreadsheet. And the last contains&nbsp;&nbsp; branding notes for the launch. Clearly, we're&nbsp; running a very sophisticated cookie operation&nbsp;&nbsp;
over here. You can upload many different file&nbsp; types, including documents, spreadsheets, images,&nbsp;&nbsp; PDFs, and more. Now, if you ever want to remove a&nbsp; file, you could simply click on this X icon. Now&nbsp;&nbsp; that the files have finished uploading, Claude&nbsp; can use this information right here as context&nbsp;&nbsp;
in future chats within this project. Now let's&nbsp; see it in action. So right up here, I'll ask it&nbsp;&nbsp; to summarize the customer feedback. If you recall,&nbsp; one of my files includes a customer survey which&nbsp;&nbsp;
has feedback on these new cookies. Right up here,&nbsp; let's run that. Right up here, we start with that&nbsp;&nbsp; cookie emoji. We're off to a good start. Now here,&nbsp; Claude reviews all of the different uploaded files&nbsp;&nbsp; and pulls out the most common feedback themes&nbsp; from the survey data. Now, instead of repeatedly&nbsp;&nbsp;
uploading these files every time that I start&nbsp; a new chat, Claude already has access to this&nbsp;&nbsp; information within the project. Now personally,&nbsp; I think that makes it a lot easier to keep all of&nbsp;&nbsp; your work organized in one place. Now you can also&nbsp; upload files directly within an individual chat.&nbsp;&nbsp;
Just keep in mind, those files are only available&nbsp; within this conversation and won't automatically&nbsp;&nbsp; become part of the overall project knowledge. Let's now go back to the main project screen.&nbsp;&nbsp; Up here, I'll click on the project. You'll&nbsp; notice that all my chats now stay organized&nbsp;&nbsp;
within this project. Now I can quickly jump&nbsp; back to any previous conversation related&nbsp;&nbsp; to this cookie launch. Let's go back. If I no&nbsp; longer want a chat to be part of this project,&nbsp;&nbsp; I could click on the three dots and here I can&nbsp; remove it from the project or I can even change&nbsp;&nbsp;
it to a different project. And if you already have&nbsp; an existing chat elsewhere in Claude, over here,&nbsp;&nbsp; I’ll open the sidebar and here I see all my&nbsp; different conversations. On any one of these,&nbsp;&nbsp; I click on the three dots and here I can add it to&nbsp; a project and that way that conversation will now&nbsp;&nbsp;
become part of this project. Now I recommend&nbsp; avoiding unrelated chats in the same project&nbsp;&nbsp; so that way Claude stays focused on the right&nbsp; context. Right over here, let's now click back&nbsp;&nbsp; into main projects view. I'll click over there&nbsp; and then let's close the sidebar. Once you finish&nbsp;&nbsp;
working on a project, you can archive it to help&nbsp; keep things organized and reduce clutter. Now&nbsp;&nbsp; maybe our brown butter salted caramel cookie&nbsp; becomes so successful that we no longer need&nbsp;&nbsp; to actively manage the launch. Of course, that'd&nbsp; be a nice problem to have. Over here, I can click&nbsp;&nbsp;
on the three dots and here I have the option to&nbsp; archive and let's click on archive. Now, if I ever&nbsp;&nbsp; want to get back to an archived project, I can&nbsp; simply click on archive right up here and there&nbsp;&nbsp; I see the project. Hopefully our brown butter&nbsp; salted caramel cookie becomes a huge success.&nbsp;
That's a mouthful, just like the cookie is.&nbsp; In the meantime, feel free to check out more&nbsp;&nbsp; Claude tutorials right up here. Thanks for&nbsp; watching and I'll see you in the next video.
