Cowork Project Context Template

Purpose: Template for CLAUDE.md files in Cowork projects

Usage: Copy this template, customize for your project, place in your shared workspace

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Communication Profile (Optional)

Customize how Cowork communicates. Focus on constraints — what you don’t want.

Tone & Style

• Formal (use “vous”) / [ ] Casual (use “tu”)
• Concise bullet points / [ ] Detailed paragraphs
• Technical language OK / [ ] No jargon

Things We NEVER Do

• [List expressions, phrases, or approaches to avoid]
• Example: “Never use exclamation marks in client emails”
• Example: “Never promise specific delivery dates”

Default Signature

[Your standard email signature]

Tip: Share this file with your team so everyone’s outputs match your company voice.

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Project Information

Project Name: [Your Project Name] Last Updated: [Date] Team: [Team members and roles]

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Folder Structure

~/[Your-Workspace]/
├── input/           # Files to be processed
│   ├── raw/         # Unprocessed source files
│   ├── receipts/    # Receipt images
│   ├── documents/   # PDFs, Word docs
│   └── data/        # CSV, Excel files
│
├── output/          # Cowork-generated files
│   ├── reports/     # Generated reports
│   ├── summaries/   # Document summaries
│   └── processed/   # Processed data files
│
├── archive/         # Completed work
│   └── [YYYY-MM]/   # Archived by month
│
└── CLAUDE.md        # This file

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Current Sprint / Period

Goals

• [Goal 1]
• [Goal 2]
• [Goal 3]

Active Tasks

| Task | Owner | Status | Due | |——|——-|——–|—–| | [Task 1] | [Name] | In Progress | [Date] | | [Task 2] | [Name] | Pending | [Date] |

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Conventions

File Naming

• Dates: YYYY-MM-DD format
• Reports: [date]-[type]-report.docx
• Data: [source]-[date].xlsx
• Summaries: [topic]-summary.md

Output Formats

• Reports: Word (.docx)
• Data: Excel (.xlsx)
• Summaries: Markdown (.md)
• Quick notes: Text (.txt)

Regional Settings

• Date format: [DD/MM/YYYY or MM/DD/YYYY]
• Currency: [EUR, USD, etc.]
• Excel formulas: [comma or semicolon separators]

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Data Categories

Expense Categories

• Food & Dining
• Transportation
• Office Supplies
• Software/Subscriptions
• Travel
• Professional Services
• Other

Document Types

• Meeting Notes
• Status Reports
• Research Documents
• Financial Records
• Correspondence

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Common Prompts

Weekly Expense Report

Process receipts in ~/[workspace]/input/receipts/
Create expense report with category totals
Save to ~/[workspace]/output/reports/expenses-[week].xlsx

Document Summary

Summarize all documents in ~/[workspace]/input/documents/
Create consolidated summary
Save to ~/[workspace]/output/summaries/

Monthly Archive

Move completed files from output/ to archive/[YYYY-MM]/
Create archive manifest

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Team Information

Team Members

| Name | Role | Uses | Contact | |——|——|——|———| | [Name] | [Role] | Cowork | [Email] | | [Name] | [Role] | Claude Code | [Email] |

Handoff Process

1. Creator places file in appropriate folder
2. Updates Active Tasks table above
3. Notifies recipient
4. Recipient processes and updates status

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Key Decisions Log

Date	Decision	Context	Made By
[Date]	[Decision]	[Why]	[Who]

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Notes

[Any project-specific notes, warnings, or reminders]

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Changelog

Date	Change	By
[Date]	Initial creation	[Name]