Lesson 5.1 · D5 Configuration & Knowledge Management · 5 min
Configure Claude Projects
A Project combines standing instructions with knowledge files so every chat starts from the same context.
What the exam tests
Deciding what belongs in instructions, in knowledge and in the individual message.
Key ideas
- Instructions
- Standing rules for every chat: role and audience, tone, output format, scope, which sources to use, what to do when information is missing, escalation.
- Knowledge
- Reference material: policies, manuals, price lists, brand guidelines, templates and approved examples.
- The message
- Task-specific details: this customer, this week's rota, this report's funder.
- One purpose per Project
- Separate Projects per client or team keep confidential material apart and instructions focused.
- Sharing
- On Team and Enterprise plans, Projects can be shared with view or edit permissions. Decide who may change instructions.
Common traps
- Pasting a full manual into the instructions.
- Putting one-off details in instructions where they affect every chat.
- One Project shared across several clients.
Remember
Rules → instructions. Reference → knowledge. Specifics → message.