Organise your work with Claude Projects – a step‑by‑step guide

Learn how to set up a Claude Project, add chats and files, and ask Claude to work across everything in a single, goal‑focused workspace

4 min read·6 steps·22 June 2026

Hook: By the end of this guide you’ll have a brand‑new Claude Project, with the right conversations and documents inside, and you’ll know how to ask Claude to pull everything together – perfect for anyone who wants a tidy, goal‑focused workspace.

✅ Before you start

You already have an Anthropic (Claude) account and can sign in to the web app.
You’re on a desktop or laptop with a modern browser (Chrome, Edge, Firefox, etc.).
You have at least one past chat or a file (PDF, spreadsheet, image) that you’d like to group.

Open the Claude dashboard

The dashboard is the central hub where Claude shows all your chats, projects and uploaded files. Sign in, then look for a button that looks like a grid of squares or is labelled Dashboard near the top‑right of the page. Clicking it takes you to a page that lists recent activity.

💬 Try typing this**Example:** After logging in, click the icon that shows four tiny squares; you should now see a list of your latest conversations.➤

Create a new Project

Within the dashboard find a New Project button – usually a plus sign (+) next to the word Projects. Press it, then give your project a clear name that describes the goal, e.g. “Q3 Marketing Campaign”. Adding a short description (one‑line sentence) helps you and any teammates remember what the project is for.

💬 Try typing this**Example:** Title: `Q3 Marketing Campaign` – Description: `All copy, ad ideas and feedback for the upcoming quarter`.➤

Add relevant chats to the Project

Open the project you just created. Look for an Add conversation button – often a speech‑bubble icon. Click it, then either scroll through the recent‑chat list or type a keyword to search. Tick the boxes for the chats that belong to this project and confirm. This copies the full dialogue into the project so everything stays together.

💬 Try typing this**Example:** Check the boxes beside chats called “Ad copy brainstorming” and “Email subject line ideas”, then click **Add**.➤

Upload supporting files

Projects can store more than just chats. Find the Attach file button – typically a paper‑clip icon. You can drag a file onto the drop zone or click Browse to pick a document from your computer. Once the upload finishes you’ll see a thumbnail or file name inside the project view.

💬 Try typing this**Example:** Drag `CampaignBrief.pdf` onto the upload area, or use the file picker to select it.➤

Ask Claude to work across the whole project

Now that chats and files are together, you can issue a single prompt that covers everything. In the project’s main input box type a request like:

“Summarise the key ideas from all attached chats and the brief, and suggest three headline options.”

Claude will read every linked conversation and document, then return a concise summary plus headline suggestions.

💬 Try typing this**Example:** Paste the sentence above and press **Enter** – Claude will output a short summary and three headline ideas.➤

Save and share (optional)

If you work with a team, look for a Share button – often a person‑plus‑arrow icon. You can copy a link or invite collaborators by email. This lets others view or edit the project without searching for individual chats.

💬 Try typing this**Example:** Click **Share**, choose “Copy link”, and paste it into a Slack channel for your marketing team.➤

⚠️ Common mistakes

Skipping the description: A vague title makes the project hard to find later. Always add a brief purpose note.
Pulling in unrelated chats: Only include conversations that directly support the goal; unrelated threads just add noise.
Forgetting to upload files: If a document isn’t attached, Claude can’t reference it, and you’ll miss important context.

🚀 Try it now

Spend the next two minutes opening Claude, navigating to Dashboard → New Project, and naming a project after a current task (e.g., “Weekly Report”). Adding just that one project will give you a quick taste of how Claude Projects bring order to your work.

✦ Original step-by-step guide by AI World Co.'s AI editorial team. Written in plain language, reviewed for accuracy.

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