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Step by step

Pictures from our Claude account (Pro plan), on the web, 24 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 worked, and both test answers were right.

  1. Open Projects.

    Claude Projects page with a list of projects.

  2. Click New project.

    Claude Projects page with the Create a project box open.

    You see the Create a project box.

  3. Type the test project name.

    Q4 client report

    Claude Create a project box with the test project name entered.

  4. Type the project rules.

    Write short client reports for Northfield Software. Use plain words. Keep each report under 150 words.

    Claude Create a project box with rules entered in the instructions field.

  5. Add the test file to Context.

    Claude Create a project box with a test file added to Context.

    You see the file added to the project context.

  6. Click Create project.

    Claude project page with instructions and one file.

    You see the project page with instructions and one context file.

  7. Ask the first test question in the project.

    Who reviews every blog post, and how fast?

    Claude project chat with an answer naming a person and a two-working-day deadline from the test file.

    You see an answer identifying the reviewer and review time.

  8. Start a new project chat and ask the second test question.

    When does the newsletter go out?

    Claude project chat with an answer that gives Tuesday at 9 am Eastern as the send time.

    You see the newsletter day and time.

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