How to Use Claude Projects to Organize Your Team's Knowledge: A Step-by-Step Guide

Dan Patiño

AI Strategy & Innovation at Coderhouse

Artificial Intelligence

How to Use Claude Projects to Organize Your Team's Knowledge: A Step-by-Step Guide

Published on

Claude Projects is one of the most underused features of generative AI in work teams. It allows you to create a personalized environment with permanent context, your own instructions, and reference documents, without having to repeat the same context in every conversation. This guide explains how to set it up step by step to organize your team's knowledge.

If your team uses Claude regularly but every conversation starts from scratch, you're wasting time. Claude Projects solves exactly that problem: it creates a shared space where Claude remembers the context, the documents, and the work rules persistently. It's the difference between hiring someone new in every meeting versus working with someone who already knows your business.

What is Claude Projects and how does it work?

Claude Projects is a feature available in Anthropic's Pro and Team plans that allows you to create "projects" —workspaces with persistent context— in which you can:

  • Upload reference documents (PDFs, text files, code)

  • Configure custom instructions that Claude applies in every conversation within the project

  • Share the project with team members so that everyone accesses the same context

  • Keep a history of conversations within the project

Unlike regular chats, projects have a working "memory": the uploaded documents and the configured instructions are available in every conversation without needing to share them again.

Step by step: create and configure a Claude Project for your team

1. Create the project

From the Claude interface (claude.ai), click on "Projects" in the left sidebar and then on "New Project". Give it a descriptive name (for example: "Marketing Content Hub" or "Support Knowledge Base").

2. Configure the project instructions

This is the most important part. The project instructions are the equivalent of a custom "system prompt". They can include:

  • Tone and communication style: "Always respond in Rioplatense Spanish, with a professional but approachable tone."

  • Role assigned to Claude: "You act as a content marketing specialist for technology startups."

  • Team-specific rules: "Always include at least 3 title alternatives for each piece of content."

  • Preferred output format: "When you do an analysis, use comparison tables."

The more specific the instructions, the more consistent Claude's responses will be in the project.

3. Upload reference documents

You can upload up to 200,000 tokens of context per project —equivalent to about 400 pages of text—. The most useful files to upload are:

  • Brand manual or style guide

  • Product or service FAQs

  • Internal technical documentation

  • Content strategies or briefings

  • Customer or support knowledge bases

4. Share the project with the team

On Anthropic's Team plan, you can invite team members to the project so that they access the same context, instructions, and documents. All conversations within the project are recorded and are accessible to members with the correct permissions.

Real use cases for teams in LATAM

Content marketing team

You upload the brand book, the style guide, the editorial calendar, and the SEO guidelines. Claude remembers the brand's tone, the preferred formats, and the target keywords without each team member having to explain it again.

Technical support

You upload the product documentation, the FAQs, and the history of common problems. Claude can help draft responses to tickets or diagnose problems with complete context of the product.

Development team

You upload the README, the code conventions, and the system architecture. Claude can review pull requests, generate documentation, or answer technical questions with context of the existing code base. If you're interested in seeing how much further Claude went in code tasks, you can read about Claude Opus 4.8 and Dynamic Workflows, which allows migrating complete code bases autonomously.

Claude Projects vs ChatGPT GPTs vs Gemini Gems

Feature

Claude Projects

ChatGPT GPTs

Gemini Gems

Document context

Up to 200K tokens

Up to 128K tokens (GPT-4o)

Up to 1M tokens (Gemini 1.5)

Custom instructions

Yes, per project

Yes, in the GPT

Yes, in the gem

Share with team

Yes (Team plan)

Yes (by URL or public)

Limited

Conversation history

Yes, within the project

Yes

Yes

Access to external tools

With MCP (beta)

Yes (actions and plugins)

With Extensions

The main advantage of Claude Projects over the alternatives is the quality of the responses when it works with long and complex documents. Claude is particularly good at tasks of analysis and synthesis of dense information, like technical documentation or financial reports. To learn more about how to leverage Claude for analytical tasks, check out the guide on how to use Claude to analyze data without knowing how to code.

Advanced tips to get the most out of it

  • Use separate projects by area: don't mix marketing, development, and support in the same project. The separation keeps the context clean and the instructions relevant.

  • Update the documents regularly: if you upload documentation that changes (like prices or strategies), review and update the project files every time there are changes.

  • Include examples in the instructions: instead of saying "respond concisely", show an example of an ideal response. Claude calibrates the format better with real examples.

  • Take advantage of the history: past conversations within the project serve as a reference to resume tasks or audit decisions made by the team.

According to Anthropic's official documentation, teams that adopt Claude Projects with well-configured instructions report a significant reduction in the time spent repeating context in AI conversations.

Recommended Coderhouse training

If you want to learn to get the most out of Claude and AI tools in your daily work, Coderhouse has courses for all levels:

Frequently asked questions

Is Claude Projects available in the free plan?

No. Claude Projects requires a Pro plan (individual use, USD 20/month) or Team (for teams, price per user). The Pro plan includes priority access to Anthropic's most advanced models. The Team plan allows sharing projects between team members.

How many documents can I upload to a project?

The limit is 200,000 tokens of context per project, which is equivalent to approximately 150,000 words or about 400 pages of text. You can upload multiple files of different formats (PDF, TXT, code) up to that limit.

Does Claude Projects integrate with other team tools?

Natively, Claude Projects doesn't have direct integrations with tools like Notion, Slack, or Google Drive. However, with the Model Context Protocol (MCP) in beta it's possible to connect Claude with external tools. For advanced integration cases, alternatives like n8n or Make allow automating the update of documents in the project.

What's the difference between the project instructions and the prompt of each conversation?

The project instructions act as a "system prompt" that applies to all conversations within the project. They define the general behavior, the tone, and the role of Claude. The prompt of each conversation is the specific task or question you ask at that moment. Both combine: the project instructions give the base context, and the individual prompt guides the concrete response.

How secure is the information I upload to Claude Projects?

Anthropic establishes in its privacy policies that the data of Team-plan users is not used to train models without explicit consent. For organizations with stricter compliance requirements (financial, healthcare), Anthropic offers specific data processing agreements. It's always advisable to review the updated terms on the official site before uploading confidential information.

About the author

Dan Patiño

I'm Dan Patiño, head of AI Strategy & Innovation at Coderhouse. My day-to-day work involves merging the tactical management of e-commerce (CRO, Email Marketing and SEO) with the development of disruptive solutions. I specialize in building internal AI-powered apps to automate tasks and boost innovation within the team. I firmly believe that technology is strategy's best ally. To dive deeper into my professional journey, I'll be waiting for you on my LinkedIn profile.

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© 2026 Coderhouse. All rights reserved.

English

© 2026 Coderhouse. All rights reserved.

English

© 2026 Coderhouse. All rights reserved.