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Claude Project instructions and knowledge plan
Set up a Claude Project with custom instructions and a knowledge plan so chats stay grounded in your files.
ClaudePersonal productivityRuleStack original
Written for Claude Opus 5.5 (Projects) · Updated 2026-10-17
Note: Review and test before use. Provided as is, without warranty. See Terms.
Prompt
DownloadHelp me set up a Claude Project for [project/team].
Write custom instructions: role, audience, tone, preferred formats, terms to use, and a rule to quote project knowledge with the file name when answering factual questions.
Then list the documents to add to project knowledge, what each covers, and gaps I should fill.Replace everything in [square brackets] with your own details.
Settings & parameters
- Create a Project in Claude, paste the instructions and add files to project knowledge
Variations
- Sales enablement project.
- Research thesis project.
Tips
- Ask Claude to cite file names to make answers checkable.
- Remove outdated files so they do not confuse answers.