What are projects?	Projects are self-contained workspaces with their own memory, chat histories, knowledge bases, and customized instructions.
When should you use projects?	Use projects when working on something ongoing, not just a one-off question. Consider creating a project if you have a workflow with reference materials to use repeatedly, consistent requirements for how Claude should respond, or team collaboration needs where multiple people should work from the same foundation.
How do you create a new project?	To create a new project, hover over the left sidebar and click "Projects," then click "+ New Project" in the upper right corner. Give your project a descriptive name and add a brief description of what you're working on. Choose visibility settings (private or share with your organization for Claude for Work users).
What are project instructions?	Project instructions tell Claude how to behave across all conversations in this project. They include context about the work being done, process instructions, tone and style preferences, and specific requirements.
How does a knowledge base enhance Claude's understanding within a project?	By uploading relevant documents that Claude references across all chats within that project, the project knowledge enhances Claude's understanding so you don't have to re-upload files each time.
What is the purpose of providing instructions in a Claude project?	Providing instructions in a Claude project helps define how Claude should respond, specifying tone, expertise level, response style, and desired outcomes or giving context on what you're trying to achieve with the project.
How can you add content to a Claude project that you don't want to include in the project's knowledge base?	You can upload content during the conversation itself, which will stay separate from your project knowledge. This is a perfect way to share context or examples without cluttering the knowledge base.
What are the three permission levels that control the context of a Claude project?	The three permission levels are CanView (allows viewing project contents, accessing knowledge, and chatting but can't make changes), CanEdit (has full collaboration power, allowing modification of instructions, updating knowledge, managing members, and actively contributing to the project), and Project creator (controls everything, plus decides who sees the project).
What is the purpose of the "Shared with Me" tab in Claude?	The "Shared with Me" tab allows you to easily find projects that others have shared with you.
How does Claude help with personal finance planning in a project?	In a personal finance planning project, Claude can analyze spending patterns and help with financial calculations and planning to achieve your personal financial goals and budget.