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Claude CoworkLesson 5 of 7

Projects Feature

Cowork Projects group your files, instructions, and task history in one workspace. Everything points at folders on your computer — not a separate cloud upload.

What Cowork Projects do

A Project is a named workspace inside Claude Desktop. Each project holds the files Cowork can use, the instructions that apply to every task, and the list of Cowork runs tied to that work — so context does not scatter across unrelated chats.

ComponentWhat it holds
FilesReference docs, templates, and folders Cowork reads and writes
InstructionsStanding rules — tone, format, naming, output type
Task contextPast and active Cowork tasks for the same workstream
Claude Desktop — Cowork · Project: Q3 Expense Reports
This project
Project files
4 files
Instructions
Set
Tasks
3 active
Tasks
Active: Receipt OCR batch
Pending: Vendor summary
Pending: Archive old PDFs
Project files (local)
receipts/
template.xlsx
vendor-list.csv
notes.md
Instructions
“Use the expense template. Categorize by vendor. Output .xlsx files only.”
Current task context
Processing 24 receipts in receipts/ → building rows in Q3-expenses.xlsx
One project workspace — files, instructions, and task history grouped together

Files and instructions stay on your computer

Unlike web Chat Projects where you upload files to Anthropic's servers, Cowork Projects point at local folders. Claude reads and saves on your disk — the same files you see in Finder or File Explorer.

Where your project data lives
On your computer
Project folder path
Reference files
Custom instructions
Task outputs
vs.
Not stored in the cloud
Your PDFs and spreadsheets
Folder permissions you granted
Finished reports on disk
Cowork reads and writes local files — they stay under your control.
Project files and instructions reference folders on your machine — not a remote project vault
Example: Your project references ~/Documents/ClientWork/Acme. Cowork edits spreadsheets there directly. If you move the folder, update the project path.

Import existing vs. start fresh

When you create a Cowork Project, you can either attach an existing folder on your machine or start empty and add files as tasks run.

Import an existing project

Point Cowork at a folder you already use — client files, a report directory, or a repo checkout.

Selected folder
/Users/sam/Projects/Client-Acme

Good when: you have an established folder structure, ongoing client work, or files from a previous Cowork session.

Start fresh

Create a new empty project, name it, add instructions, and grant a new folder when your first task runs.

New project: Weekly Research
Instructions: “Summarize sources in bullet points.”

Good when: starting a new workstream, testing Cowork, or keeping tasks isolated from other folders.

Import ties Cowork to work you already have; a fresh project starts with a clean workspace
  1. Import existing — In Claude Desktop → Cowork → Projects → Import. Select a folder that already has your files. Add instructions describing how Cowork should handle that work.
  2. Start fresh — Click “New project”, name it, and write instructions. When you run the first task, grant access to a new or empty folder.
  3. Run tasks inside the project — Open the project before starting Cowork. Every task in that project shares the same files, instructions, and history.
Import existingStart fresh
Starting pointFolder with files already in placeEmpty project + new folder grant
Setup timeFast — point at existing workA few minutes to name and instruct
Best forOngoing client folders, migrationsNew initiatives, isolated experiments
File locationStays where it already livesYou choose folder on first task

Worked example

Import: “Annual Audit” project

  1. Import folder Documents/Audit-2026 (already has PDFs and last year's spreadsheet).
  2. Set instructions: “Match last year's column layout. Flag amounts over $5,000.”
  3. Run Cowork: “Process all PDFs in this folder and update the master spreadsheet.”
  4. Outputs save to the same local folder — open them in Excel without downloading anything.

Before you continue

  • Projects bundle files, instructions, and task context in one Cowork workspace.
  • Files and instructions reference local folders on your computer.
  • Import an existing folder for ongoing work; start fresh for new tasks.
  • Next: MCP Connectors & Integrations — Gmail, Drive, Notion, Slack, and connector scope.

What's Next

MCP Connectors & Integrations — Gmail, Drive, Notion, Slack, and project-scoped vs. personal connectors.