Getting started with projects in Claude.ai — Transcript

Full transcript

1. 0:00What are projects and how do they
2. 0:01improve working with Claude?
3. 0:04With projects, Claude users can create
4. 0:06self-contained environments with their
5. 0:08own chat histories, specific knowledge
6. 0:10bases, and customized settings. We are
7. 0:13going to provide an overview of
8. 0:14projects, what they are used for, how to
9. 0:16create them, and some [music] advanced
10. 0:18features. Let's talk about a few of the
11. 0:20key features of projects. Project
12. 0:22knowledge enhances Claude's
13. 0:24understanding by allowing you to upload
14. 0:26relevant documents within each project.
15. 0:28Every time you chat with Claude inside
16. 0:30of a project, this knowledge is
17. 0:32automatically [music]
18. 0:32considered alongside your prompt. This
19. 0:35contextual information enables Claude to
20. 0:37deliver more informed project specific
21. 0:39responses that align with your team's
22. 0:41goals, terminology, and background.
23. 0:44Projects can handle much more content
24. 0:46without running into limits. Projects
25. 0:48with lots of information are
26. 0:49automatically processed [music] using
27. 0:51retrieval augmented generation, enabling
28. 0:53Claude to use more context to help you.
29. 0:56When setting up a project, you can
30. 0:58define project instructions for each
31. 1:00project to further tailor Claude's
32. 1:01responses. [music]
33. 1:02Like context, these are considered every
34. 1:05time you chat with Claude. It's a good
35. 1:06space to guide the way Claude responds.
36. 1:09For example, you can ask Claude to use a
37. 1:11more formal tone or answer questions
38. 1:13from a specific perspective targeting a
39. 1:15specific industry. If you're on a Claude
40. 1:18for work plan, you can share projects
41. 1:19with other members of your organization,
42. 1:21enabling powerful collaboration and
43. 1:23knowledge sharing capabilities. For
44. 1:25example, a brand team can create a
45. 1:27project with voice and tone guidelines
46. 1:29that helps anyone at their company write
47. 1:31like a marketer. Okay, let's get started
48. 1:34by creating your first project in three
49. 1:36simple steps.
50. 1:40Click new project and give it a name.
51. 1:42Next, describe your project and what you
52. 1:44are hoping to achieve like I would
53. 1:46[music] like to make brand guidelines to
54. 1:48write a series of case study blogs for
55. 1:50my flower business. Click create
56. 1:52project. To the right of the project
57. 1:53title, you see a few menu items. You can
58. 1:56star this project for quicker access and
59. 1:59edit project details and archive or
60. 2:02delete the project. Provide Claude with
61. 2:04relevant instructions and information
62. 2:06for the chats within the project. This
63. 2:08will work alongside user preferences and
64. 2:10the selected style. Choose visibility
65. 2:13for your project. You can choose private
66. 2:15for personal use or public for team
67. 2:17collaboration.
68. 2:21From here, provide project instructions
69. 2:24and information for the chats within the
70. 2:26project. This will work alongside the
71. 2:27user preferences and the selected style.
72. 2:30Click on instructions to define how
73. 2:32Claude should respond. Within this
74. 2:34space, you can specify tone, expertise
75. 2:36level, response style, and desired
76. 2:38[music] outcomes or simply give more
77. 2:40context on what you're trying to achieve
78. 2:41with this project. For instance, when
79. 2:44providing the brand guidelines, explain
80. 2:45the thought process and highlight tone
81. 2:47and brand application. Once done
82. 2:49providing instructions, click save
83. 2:51instructions. This will apply to every
84. 2:53chat in the project.
85. 2:58You'll find the files menu on the right
86. 3:00side of your project's main page.
87. 3:02Anything you upload to this space will
88. 3:04be used across all of your chats within
89. 3:06this project. Click on the plus button
90. 3:08to add content to the project. You can
91. 3:10upload PDFs, documents, CSVs, text
92. 3:14files, or connect to Google Drive. Now
93. 3:16Claude can instantly reference this
94. 3:18content in any conversation. Claude will
95. 3:21process this information and use it as
96. 3:23context in your chats within the
97. 3:24project. For example, if you are working
98. 3:27on creating new brand guidelines for a
99. 3:29specific client, you can upload their
100. 3:30existing branded materials and Claude
101. 3:32will reference that file in its
102. 3:34response. Note that context is not
103. 3:36shared across disparate chats within a
104. 3:39project unless the information is added
105. 3:41into [music] the project knowledge base.
106. 3:43Sometimes your project knowledge will
107. 3:44approach the context window limit.
108. 3:46Claude will automatically enable rag
109. 3:48mode to expand your project's capacity.
110. 3:50Once your project is set up, you can
111. 3:52initiate chats with Claude within the
112. 3:54project. You can learn more about best
113. 3:56practices for chatting and Claude by
114. 3:58reviewing one of our other videos.
115. 4:03You can make chats public [music] so
116. 4:05teammates can view and build onto your
117. 4:07work. There are three permission levels
118. 4:10that control who can do what in your
119. 4:12projects. Can view members can view
120. 4:14project contents, access knowledge, and
121. 4:17chat, but can't make changes. Think
122. 4:19readonly access with discussion rights.
123. 4:22Canedit members have full collaboration
124. 4:25power. They can modify instructions,
125. 4:27update knowledge, manage members,
126. 4:29[music] and actively contribute to the
127. 4:30project. Project creators control
128. 4:33everything. Plus, they decide who sees
129. 4:35the project. They can share with
130. 4:36specific people or make private projects
131. 4:39visible to the entire organization. The
132. 4:41right permissions keep your projects
133. 4:42secure while enabling smooth
134. 4:44collaboration. So, pick the options that
135. 4:46work best for your team. Here are some
136. 4:48of Claude's collaboration features.
137. 4:50Check out the shared with me tab to
138. 4:52easily find projects that others have
139. 4:53shared with you. You will receive email
140. 4:55notifications when someone shares a
141. 4:57project with you. And project creators
142. 4:59can modify permissions or remove access
143. 5:01as needed. Multiple members can
144. 5:03contribute documents, create chats, and
145. 5:05work together within the same project
146. 5:07environment, making projects ideal for
147. 5:09team collaboration. Sometimes you need
148. 5:11to use content without adding it to your
149. 5:13project's knowledge base. [music] No
150. 5:15problem. Simply upload it during the
151. 5:16conversation, and it stays separate from
152. 5:19your project [music] knowledge. It's a
153. 5:20perfect way to share context or examples
154. 5:23without cluttering the knowledge base.
155. 5:25Here are some examples of projects you
156. 5:27can create.
157. 5:29You can create a new product for market
158. 5:31like managing the development process of
159. 5:33a new product from ideiation to launch
160. 5:35like an eco-friendly water bottle.
161. 5:37Useful for keeping all product related
162. 5:39information in one place using Claude
163. 5:41for creative ideation and tracking the
164. 5:44evolution of the product design. Claude
165. 5:46can streamline the content creation
166. 5:48process by generating content ideas,
167. 5:51providing writing assistance and
168. 5:52maintaining consistency across
169. 5:54platforms. You can design and develop an
170. 5:57educational course like Anthropics AI
171. 5:59Fluency coursework. In projects, you can
172. 6:01organize course materials, use Claude to
173. 6:04[music] help explain complex concepts,
174. 6:06and iteratively improve the course
175. 6:08content. You can create a project to
176. 6:10track, analyze, and plan personal
177. 6:12finances for your personal financial
178. 6:14goals and budget. Keeping all financial
179. 6:16information in one secure place, Claude
180. 6:19can analyze spending patterns and help
181. 6:21with financial calculations and
182. 6:22planning. Or you can plan and manage a
183. 6:25home renovation like updating a kitchen
184. 6:27space, centralize all project
185. 6:29information, use Claude to help with a
186. 6:31design idea and budget calculations, and
187. 6:34keep track of all decisions and
188. 6:35communications. These examples
189. 6:37demonstrate the flexibility of what can
190. 6:39be done with projects in Claude. Whether
191. 6:42you're working on professional tasks,
192. 6:44personal goals, or collaborative
193. 6:45efforts, projects can help you organize
194. 6:48information, generate ideas, and
195. 6:50streamline your work process. Remember,
196. 6:52you can customize each project to fit
197. 6:54your specific needs and workflow. For
198. 6:56more information on getting started with
199. 6:58projects, check out our help center
200. 6:59article.