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Domain 5 – Configuration and Knowledge Management (12%)

4 lessons, each ending with a practice scenario (Pro)

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  1. ✓5.1 — Configuring Projects with Instructions and Knowledge SourcesA Project has two configurable halves: Custom instructions, Project knowledge; Instructions answer “how should this work be done?” Knowledge answers “what should it be done from?”.Scenario: Pro
  2. ✓5.2 — Managing Uploaded Knowledge and ConnectorsA Project’s knowledge arrives by one of two routes. The choice turns on how the material changes. Upload, Connector.Scenario: Pro
  3. ✓5.3 — Creating Effective System-Level InstructionsSystem-level instructions are standing rules written in plain English. They live in one of three places: Account-wide, Project-level, Organisation-level.Scenario: Pro
  4. ✓5.4 — Informing, Maintaining, and Updating ConfigurationsKeeping a configuration right has three duties: inform, maintain and update. Three Ways a Good Setup Decays: Knowledge goes stale — an uploaded file is a snapshot; nothing announces that its source was superseded; Instructions go out of date — they apply to every chat whether or not the world they describe still exists; Scope creeps — a Project that works attracts neighbouring work; each addition dilutes instructions written for the original job.Scenario: Pro
Domain recapQuick overview of all lessons
  • Configure Claude Projects with instructions (behaviour) and knowledge sources (content)
  • Manage uploaded files and connectors (Google Drive, Gmail, etc.)
  • Write effective system-level / project-level instructions
  • Keep configurations and knowledge bases up to date
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Domain 6: Governance, risk & responsible use →