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Walkthroughs/Claude/Workspace setup

Set up a project folder in Claude Cowork

Attach a folder on your computer to a Cowork project so each task starts with its files and instructions.

You’ll need the latest Claude Desktop on Mac or Windows and a paid Claude plan. Cowork is the part of Claude that carries out multi-step work with your files. This walkthrough uses a folder already on your computer.

3 minutesBeginnerClaude
Outcome

A saved Cowork project attached to This Project, with its files and instructions checked.

Follow the steps

Member starter

Members only

Start with your agent

Copy the directions into Claude Cowork. Your agent can help with the setup; the steps below explain what to do and what to check.

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How it works

If your workshop notes, outline, and exercises already live in a folder, Claude Cowork can work with them there. A project pairs that folder with instructions Claude reuses in every task, such as where to save drafts and which originals to leave alone.

You choose the folder, review what access Claude gets, and add a few instructions. Then you ask Claude to list the files, which confirms the project uses the right folder before anything changes. Keep Claude Desktop open while Cowork needs those local files.

  1. 01Open Projects in Cowork
  2. 02Choose the folder for this work
  3. 03Review the requested folder access
  4. 04Add instructions you want reused
  5. 05Create the project and check its files
  6. 06Return to the project for the next task

Attach your project folder and verify Claude can read it

  1. 01

    Open Projects in Cowork

    A Cowork project pairs a folder with instructions Claude reuses. You start one from the Projects list.

    Open Claude Desktop. If you see separate Chat and Cowork options, choose Cowork. Open Projects and select the + button.

    Check: The project options appear, including Use an existing folder.

    If you cannot find Projects, update Claude Desktop to the latest version.

  2. 02

    Choose the folder for this work

    Claude can use everything in the folder you pick. For a workshop, pick its notes and exercises folder, not a parent folder that also holds unrelated work.

    Choose Use an existing folder and select the folder for this work.

    Check: The selected folder contains the files you intended to share.

    Check the folder’s contents if you have several folders with similar names.

  3. 03

    Review the requested folder access

    Folder access lets Claude read, edit, and permanently delete files in that folder, though it asks before any permanent delete. Check exactly which folder you are granting, especially when nearby folders hold unrelated material.

    Check the folder named in the access dialog before approving. If it is wrong, cancel and select the intended folder.

    Check: The approved access matches the folder for this work.

    Ask Claude to explain any permission you do not understand before you approve it. Follow your organization’s rules for work files.

  4. 04

    Add instructions you want reused

    Instructions saved with the project apply to every task in it (each new request you start inside the project), so you state a preference once instead of in each request. For example: “Save new workshop drafts in Drafts and leave Originals unchanged.”

    Name the project, choose where to save it if asked, and add your instructions: what to read, where to save work, and what to leave alone.

    Check: The instructions describe how you want this folder used.

    Start with a few instructions this project needs, then refine them after you test a task.

  5. 05

    Create the project and check its files

    Confirm Claude sees the right folder before it changes anything. A file list tests the setup without editing; compare it with the folder on your computer.

    Review the folder and instructions, then click Create. Start a task inside the project and ask Claude to list the files directly inside the folder without changing them.

    Check: The file names match your selected folder.

    If files are missing, check the selected folder and access before trying an editing task.

  6. 06

    Return to the project for the next task

    For related work, start from the saved project so the new task gets its folder and instructions. A task started elsewhere may not have them, even on the same subject.

    Select the project in the sidebar to start a new task, then ask Claude which files it would use for your next request.

    Check: The new task starts with the project’s folder and instructions.

    Review important file changes even when the project is already set up.

Understanding

Where your project lives and where Claude works

A project made from an existing folder stays on your computer, but that does not mean all of Claude’s processing happens there. Claude reaches your folder through the desktop app, so keep Claude Desktop open while a task needs the files. Projects created in Cowork without an existing folder save to your Claude account instead.

A prepared work area holds instructions, references, examples and standards; a person selects a reference as fresh notes feed the current task and draft.A prepared work area holds instructions, references, examples and standards; a person selects a reference as fresh notes feed the current task and draft.

If you get stuck

Claude shows the wrong folder name under the message box.

Open the project’s settings and replace that folder with the folder for this work.

The permission dialog names a folder with more files than you want Claude to access.

Cancel and select a narrower folder. Claude can read, edit, and delete files inside any folder you approve.

You want Cowork to use material saved in a Claude chat project.

A chat project is a project made in regular Claude chat that holds files and instructions for conversations. Keep shared online material there, then link it from your Cowork project’s settings. The two projects stay separate.

The project does not appear in the sidebar after Create.

Return to Projects in Cowork. If the Create button was grayed out, the project was not saved; fill in the name and folder and click Create again. Otherwise, search for the name you entered.

Sources and further reading

Official sources and check dates

The dates below show when each official source was checked against the steps on this page.

Organize your tasks with projects in Claude Cowork

Lists plan and Claude Desktop requirements, the Projects + button with Use an existing folder, naming, save location, instructions, and Create, and says projects made from an existing folder stay on that computer while other Cowork projects save to your Claude account.Claude Help Center•Checked September 22, 2026

Get started with Claude Cowork

Says to select Cowork from the message box, or skip that step in the newer combined layout, and describes local folder access, permissions, and task behavior.Claude Help Center•Checked September 22, 2026

Getting Started with Claude Cowork in Three Steps

Anthropic's starter tutorial selects the Cowork tab when it is available and uses Work in a folder in the chat bar to choose where Claude reads context and saves files.Claude Academy•Checked September 22, 2026

Claude Cowork and chat are one Claude

Explains the newer combined layout, rolling out from Pro and Max, in which there is no separate Chat or Cowork choice and projects work in every conversation.Claude Help Center•Checked September 22, 2026

Use Claude Cowork on web, desktop, and mobile

Says Cowork work in the cloud runs on Anthropic's servers, projects tied to local folders support sessions on desktop only, and a cloud session reaches connected local folders only while the desktop app is open.Claude Help Center•Checked September 22, 2026

Organize work with projects

Says selecting a project in the sidebar starts a new session in it, and that a claude.ai project can be linked from a Cowork project without merging the two.Claude Docs•Checked September 22, 2026

Claude Cowork architecture overview

Says cloud sessions run in a temporary sandbox on Anthropic-managed infrastructure, while in local desktop sessions the agent loop runs on the device and code runs in an isolated virtual machine.Claude Help Center•Checked September 22, 2026

Use Claude Cowork safely

Says Claude can read, write, and permanently delete files in a connected folder, asks before a permanent delete, and recommends a dedicated working folder and backups.Claude Help Center•Checked September 22, 2026