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Guide · Claude & Claude Code

The Claude Setup Checklist (5 things to do first)

The 5 things to set up in Claude first, including a full fill-in Instructions template that captures your voice and rules. Desktop app, Instructions, connectors, model switching and Projects.

Added 28 July 2026. Free.

What’s inside

  • 1. Get the desktop app
  • 2. Fill out your Instructions (this is the big one)
  • 3. Connect your tools
  • 4. Learn to switch models (and the effort dial)
  • 5. Create one Project

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