Every project has the same problem. Things happen in emails, in phone calls, in a chat with Claude last Tuesday, and a week later nobody can remember where it got to. You go digging back through your inbox to work out what you’re waiting on.
I fix this with one file per project, called the current state, and one question.
What’s in it
Everything about where the project is at: who’s who, what we agreed, what’s been done and when, what we’re waiting on, and what happens next. It’s a markdown file, which is a plain text file ending in .md that Claude reads and writes easily.
It’s the full story. My whiteboard only shows where each client got to and what’s next, so I can scan all of them in a minute. When I need the detail on one, it’s in the current state.
After the first chat
Save the file Claude gives you into the project’s files. From then on, Claude reads it at the start of every chat in that project.
The skill is yours from then on, so you don’t run the set-up prompt again. In your next project, ask for the current state and Claude offers to create the file.
Using it
Whenever you open the project, ask:
What’s the current state of the project?
Claude reads the file and tells you, in plain words, what’s been done, what’s outstanding, who it’s waiting on and what happens next. It takes seconds, and a new chat picks up exactly where the last one finished.
When something happens, tell it:
Update the current state: I sent the quote today and they’re getting back to me next week.
Claude updates the file, changes the date at the top and gives you the new version. Save it into the project in place of the old one. I do this every time, so the file in the project is always the latest. If you use Cowork in the Claude desktop app, it can update the file for itself.
If your email is connected to Claude, you can also ask it to check for anything newer than the date on the file before it answers. Mine does that, so the answer includes the email that came in this morning.
This is one piece of a bigger idea: treating AI as a system that remembers your work, not a chat window you start over in every day. There’s more on that in Stop Treating AI Like a Chatbot.