# Claude Projects: instructions, project knowledge and one better rule > A free one-page Claude Projects cheat sheet: create a project, write instructions, add files as project knowledge, chat inside it and fix rules once. Source: https://learn.ynteractive.com/content/cheat-sheets/claude-projects · Updated 2026-10-20 · Free from Stepthrough (https://learn.ynteractive.com) [Lesson cheat sheet](https://learn.ynteractive.com/content/cheat-sheets#kind-lesson) · One page · US letter · [Claude](https://learn.ynteractive.com/content/tool/claude) By [Robert Breen](https://learn.ynteractive.com/content/about) · Published October 20, 2026 · From the free lesson [Claude Projects for Your Business: Instructions, Knowledge and Quotes](https://learn.ynteractive.com/content/claude-projects-tutorial) A free one-page Claude Projects cheat sheet: create a project, write instructions, add files as project knowledge, chat inside it and fix rules once. [Download the free PDF (78 KB)](https://learn.ynteractive.com/content/cheat-sheets/claude-projects.pdf)Print this sheet Free, no sign-up and no email needed. It prints on one letter-size page; the whole sheet is below. *▶*StepthroughFree printable cheat sheet · learn.ynteractive.com Claude Projects: instructions, project knowledge and one better rule A Claude project gives one business or job its own instructions and files, so every chat inside it starts out knowing your work. Bright Path Landscaping is a made-up company. ## Set it up 1. Click **Projects** in the sidebar, then **New project**. 2. Fill in **What are you working on?** and **What are you trying to achieve?** 3. Click **Add** next to **Instructions**: who Claude helps, the tone, the sign-off and your policies. Click **Save instructions**. 4. Click **Add** next to **Context**, then **Upload from device** and pick the files (hold **Ctrl**, or **Cmd** on a Mac, for more than one). ## Instructions or knowledge? **Instructions** How Claude behaves: "Quote only from the price sheet. Quotes are good for 30 days. Never promise a start date." **Context** What Claude knows: the price sheet and warranty policy. Swap a file when prices change. **Memory** Fills in after a few chats with what Claude learned about this work. It stays in the project. ## Chat inside the project Copy ```text A customer, [NAME], emailed: "[PASTE EMAIL]". Write my reply with a quote. ``` No prices, policies or tone needed. Then open the line above the reply to see where each number came from. ## Check, then fix at the source - Add it up: $285 + $570 + $260 = **$1,115**; a 25% deposit is **$278.75**. - Read what Claude flagged, like a shrub size the customer didn't give. - Fixing the same thing twice? Click **Edit** next to **Instructions** and add one rule. - Upload only the files the work needs. Leave out complaints, schedules and private details. **Remember:** Put how Claude should behave in Instructions and the facts in files, then fix the instructions, not the chat. Practice it free: [Claude Projects for Your Business: Instructions, Knowledge and Quotes](https://learn.ynteractive.com/modules/claude-projects) at learn.ynteractive.com/modules/claude-projects. This sheet: learn.ynteractive.com/content/cheat-sheets/claude-projects. Bright Path Landscaping is a made-up business from the lesson. By Robert Breen, October 20, 2026. ## Practice it in the free lesson **Claude Projects for Your Business: Instructions, Knowledge and Quotes**. Create a project for your business, give it instructions for tone and policies, add your price sheet and warranty as project knowledge, and get a customer quote that uses all of it. You do every step yourself in a practice copy of Claude, it checks your work as you go, and “Do it for me” finishes any step you get stuck on. Free, and nothing touches your real accounts. [Start the free lesson](https://learn.ynteractive.com/modules/claude-projects) [Or read the full step-by-step guide](https://learn.ynteractive.com/content/claude-projects-tutorial) ## Lessons on this sheet - [Claude Projects for Your Business: Instructions, Knowledge and Quotes](https://learn.ynteractive.com/content/claude-projects-tutorial): Create a project for your business, give it instructions for tone and policies, add your price sheet and warranty as project knowledge, and get a customer quote that… - [Your First Chat with Claude: Models, Files and a Great First Prompt](https://learn.ynteractive.com/content/claude-first-chat-tutorial): Pick a model, attach a customer's complaint email with the + menu, write a four-part prompt, read Claude's reply, ask a follow-up, then pin and rename the chat. ## Related terms Plain-English definitions, each with an example from a free lesson. [Claude Projects](https://learn.ynteractive.com/content/glossary/claude-projects) · [Project instructions](https://learn.ynteractive.com/content/glossary/project-instructions) · [Knowledge base](https://learn.ynteractive.com/content/glossary/knowledge-base) · [Source verification](https://learn.ynteractive.com/content/glossary/source-verification) · [AI benchmark](https://learn.ynteractive.com/content/glossary/ai-benchmark) · [Anthropic](https://learn.ynteractive.com/content/glossary/anthropic) · [Claude model picker](https://learn.ynteractive.com/content/glossary/claude-model-picker) · [Effort level](https://learn.ynteractive.com/content/glossary/claude-effort-level) [The full AI glossary](https://learn.ynteractive.com/content/glossary) ## Related prompts - [Complaint reply four-part prompt](https://learn.ynteractive.com/content/prompts/complaint-email-first-chat-prompt): A four-part prompt for your first AI chat: a role, the context, the task and the format, to reply to an unhappy customer and… [All free prompt templates](https://learn.ynteractive.com/content/prompts) ## More cheat sheets - [Claude Artifacts Cheat Sheet](https://learn.ynteractive.com/content/cheat-sheets/claude-artifacts): A free one-page Claude artifacts cheat sheet: how to ask for a working tool, check the math, change it in the same chat and share it with a link. - [Claude Connectors Cheat Sheet: Drive, Gmail, Calendar](https://learn.ynteractive.com/content/cheat-sheets/claude-connectors): A free one-page Claude connectors cheat sheet: connect Google Drive, Gmail and Calendar, approve tools in a chat, and set or remove permissions later. - [Claude First Chat Cheat Sheet: Models, Files, Prompts](https://learn.ynteractive.com/content/cheat-sheets/claude-first-chat): A free one-page cheat sheet for your first Claude chat: the model picker and effort, attaching a file, a four-part prompt, follow-ups, pin and rename. [All free cheat sheets](https://learn.ynteractive.com/content/cheat-sheets) · [All free tutorials](https://learn.ynteractive.com/content)