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Organize recurring work with Claude Cowork projects

Set up a Claude Cowork project with its own folders, instructions and memory, then run your first focused task inside it, in about 20 minutes.

By Recaply EditorsBeginner20 min6 stepsUpdated

A hand places a blank sheet of paper into an open cardboard box that already holds a row of folders

What you need

  1. Step 1: Open Cowork in Claude Desktop

    2 min

    Projects live in Cowork's sidebar, and they need the newest version of the app.

    1. Download or update the app from claude.com/download, then sign in.
    2. If the message box shows Chat and Cowork, select Cowork.
    3. No such switch? You have the new combined Claude, where Cowork works from any conversation.

    You should see Projects in the left sidebar.

    No Cowork in the app?

    Cowork needs a paid plan. On a Team or Enterprise plan, an owner may have turned it off.

  2. Step 2: Create the project

    3 min

    One project per stream of work keeps each client or report in its own lane.

    1. In the left sidebar, click Projects, then click the + button.
    2. Pick Start from scratch to get a new folder, or Use an existing folder to work from one you already have.
    3. Already have a project in Claude chat? The import option copies its files and instructions across.
    4. Name the project, add a one-line description of what it's for, and click Create.

    You should see your new project listed under Projects in the sidebar.

    No Projects in the sidebar?

    Projects need the latest Claude Desktop. Update the app, then restart it.

    Projects you create in Cowork are saved to your Claude account. The folders you attach stay on your computer.

  3. Step 3: Write the project instructions

    5 min

    Instructions apply to every task in the project, so you never repeat the same brief.

    1. Open the project and find its instructions.
    2. Paste the template below and fill in each part in brackets.
    3. Save it. You can change the instructions at any time.
    Your instructions
    This project is for [WORK STREAM, e.g. the monthly report for Acme].
    
    Who reads the output: [AUDIENCE].
    What good output looks like: [FORMAT, LENGTH, TONE].
    Shorthand I use: [TERM] means [MEANING].
    Always: lead with the main point, then the detail.
    Never: [THINGS TO AVOID].
    Before you make a final file, show me a short outline first.

    You should see the instructions saved on the project's page.

    You give the same correction in every project?

    Move it to your global instructions. They're in Settings > Your Claude, under Instructions for Claude. Older layouts keep them in Settings > Cowork.

  4. Step 4: Add the files and links

    3 min

    Claude works from the project's context in every task, so you only add it once.

    1. Drag files or folders onto the project. Files are copied into its first folder, and folders are added as extra project folders.
    2. Paste links to the documents or dashboards Claude should check.
    3. To use what a chat project knows, link that project from the project's settings.

    You should see your files, folders and links listed in the project's context.

    A copied file shows up as notes (1).txt?

    A file with that name was already in the first folder. Cowork never overwrites it, so rename one copy and delete the other.

    Claude reads files up to 50 MB. Files it opens are processed on Anthropic's servers, not only on your computer.

  5. Step 5: Run your first task in the project

    5 min

    A task started inside the project picks up its folders, instructions and memory with no extra setup.

    1. Open the project from the sidebar and type your task in its message box.
    2. Say what you want, which files to use and what the result should look like.
    3. Keep Claude Desktop open while it works, then come back to the finished work.
    Your prompt
    Using the files in this project, draft [DELIVERABLE, e.g. this month's status update]. Follow the project instructions. Before you start, repeat my ask back in one line and ask any questions you have.

    You should see Claude's plan for the task, then a finished draft at the end of it.

    Claude can't reach your folder?

    Tasks reach local folders through Claude Desktop. Keep the app open and online, and check that the folder is attached to the project.

  6. Step 6: Let the project's memory build

    2 min

    Memory turns each new task into a follow-up instead of a fresh start.

    1. On the project's page, find Memory.
    2. Turn off Use account memory if this project's details shouldn't reach your other chats.
    3. Start each new cycle, such as next month's report, as a new task in the same project.

    You should see Use account memory set the way you want it.

    Memory doesn't carry over to other projects. Archiving a project deletes its name, instructions, links and memory, but never your folders.

You get

A Claude Cowork project that starts every task with your folders, instructions and memory in place

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