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Project files in Claude

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Step by step

Pictures from our Claude account (Pro plan), on the web, 23 Oct 2026. Your screen may look different on another plan or device, or after an update.

On our Free account on 27 Oct 2026, projects and project files worked.

Open Projects.
Open the whole screen for step 1.
Click New project.
Open the whole screen for step 2.
You see the Create a project box.
Type the test project name.
Northfield Marketing Test
Open the whole screen for step 3.
Click Add context and select the test file.
Open the whole screen for step 4.
You see the selected file beside Add context.
Click Create project.
Open the whole screen for step 5.
You see the project page with one context file.
Type the question about who gives finance approval.
Who signs off campaign spend over $5,000?
Open the whole screen for step 6.
Send the question.
Open the whole screen for step 7.
You see an answer identifying the head of finance.

Click a picture to see it full size.

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