Outcome: a dedicated workspace where Claude already knows your context, no re-explaining every new chat.

  1. Open Claude and go to the Projects panel.
  2. Click “+ New Project” and give it a descriptive name (e.g., “Competitor Research Q3”).
  3. Add your knowledge base, upload reports, notes, or past research you keep re-referencing.
  4. Set custom instructions once (tone, audience, format) so every chat in the project follows them automatically.
  5. Start new conversations inside the project, Claude already has your context without re-explaining it each time.

Pro tip: Keep one project per real workstream. Too many overlapping projects makes it harder to find anything later.