193 lines
5.2 KiB
Markdown
193 lines
5.2 KiB
Markdown
# Installation Guide
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Complete guide to installing and using PM Claude Skills.
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## Prerequisites
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### Required
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- **Claude Account**: Pro, Team, or Enterprise plan
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- **Code Execution**: Must be enabled (see below)
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- **Access**: claude.ai, Claude Code, or API access
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### Check Your Account Type
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1. Go to [claude.ai](https://claude.ai)
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2. Click your profile in bottom-left
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3. See "Claude Pro" / "Claude Team" / "Claude Enterprise"
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If you have Free plan: Skills are not available. [Upgrade here](https://claude.ai/upgrade)
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## Step 1: Enable Code Execution
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Skills require Code Execution to be enabled.
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1. Go to claude.ai
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2. Click profile icon (bottom-left)
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3. Click **Settings**
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4. Click **Features**
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5. Toggle on **"Code Execution and File Creation"**
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6. Click **Save**
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## Step 2: Download Skills
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### Option A: Download Individual Skills (Recommended)
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1. Navigate to the skill you want (e.g., [`skills/prd-template`](../skills/prd-template))
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2. Click the skill folder
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3. Download the `SKILL.md` file
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4. If there are other files in the folder, download those too
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### Option B: Clone the Entire Repository
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```bash
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git clone https://github.com/mohitagw15856/pm-claude-skills.git
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cd pm-claude-skills
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```
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### Option C: Download Pre-packaged Skills (When Available)
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Check the [Releases](https://github.com/mohitagw15856/pm-claude-skills/releases) page for `.skill` files ready to upload.
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## Step 3: Package the Skill
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Skills must be packaged as `.skill` files (which are just renamed .zip files).
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### On Mac/Linux:
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```bash
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# Navigate to the skill folder
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cd pm-claude-skills/skills/prd-template
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# Create a zip of the folder contents
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zip -r prd-template.skill .
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# Move it somewhere convenient
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mv prd-template.skill ~/Downloads/
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```
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### On Windows:
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1. Navigate to the skill folder (e.g., `skills/prd-template`)
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2. Select all files inside the folder
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3. Right-click → "Send to" → "Compressed (zipped) folder"
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4. Rename from `.zip` to `.skill`
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### Important Notes:
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- ⚠️ The `.skill` file should contain the files directly, NOT a parent folder
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- ✅ Correct: `prd-template.skill` contains `SKILL.md` at root
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- ❌ Wrong: `prd-template.skill` contains `prd-template/SKILL.md`
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## Step 4: Upload to Claude
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1. Go to [claude.ai](https://claude.ai)
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2. Click your profile icon (bottom-left)
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3. Click **Settings**
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4. Click **Skills** in the left sidebar
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5. Click **Upload Skill** button
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6. Select your `.skill` file
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7. Wait for "Skill uploaded successfully"
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That's it! The Skill is now available.
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## Step 5: Test the Skill
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Start a new conversation and test:
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**For PRD Template:**
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> "Help me write a PRD for a mobile app onboarding feature"
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**For Meeting Notes:**
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> "Create meeting notes from this discussion: [paste transcript]"
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**For Stakeholder Update:**
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> "Create a stakeholder update for our Q1 progress"
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Claude should automatically recognize when to use the Skill and apply it.
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## Verification
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To verify a Skill is installed:
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1. Go to Settings → Skills
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2. You should see your uploaded Skills listed
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3. Each Skill shows:
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- Name
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- Description
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- Date uploaded
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## Managing Skills
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### View Installed Skills
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Settings → Skills → See all installed Skills
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### Remove a Skill
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Settings → Skills → Click skill → Click "Remove"
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### Update a Skill
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1. Remove the old version
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2. Upload the new version
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### Disable a Skill Temporarily
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Currently not possible - you must remove and re-upload
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## Troubleshooting
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### "Code Execution must be enabled"
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- Go to Settings → Features → Enable "Code Execution and File Creation"
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### "Invalid skill file"
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- Make sure you're uploading a `.skill` file (renamed .zip)
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- Ensure SKILL.md has proper frontmatter (see [Creating Skills](creating-skills.md))
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- Check that files are at root level, not in a subfolder
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### "Skill uploaded but not working"
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- Try starting a new conversation
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- Make sure your request matches the Skill's description triggers
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- Check that the Skill's frontmatter `description` field is clear
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### Skill triggers at wrong times
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- The `description` field controls when Skills trigger
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- Edit SKILL.md to make triggers more specific
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- Re-package and re-upload
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### Cannot find uploaded Skill
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- Check Settings → Skills
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- Try refreshing the page
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- Try logging out and back in
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## For Team/Enterprise Plans
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### Sharing Skills with Your Team
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Team/Enterprise admins can provision Skills organization-wide:
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1. Go to Admin Console
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2. Navigate to Skills management
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3. Upload Skills to organization library
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4. All team members will have access
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### Private vs. Shared Skills
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- **Private Skills**: Only visible to you
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- **Shared Skills**: Visible to entire organization
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- Team admins can make Skills shared
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## Next Steps
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- [Customize Skills](customization.md) to match your workflow
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- [Create your own Skills](creating-skills.md)
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- [Troubleshooting Guide](troubleshooting.md)
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## Video Tutorial
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[Coming Soon] Watch a 5-minute video walkthrough of the installation process.
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## Need Help?
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- 🐛 [Report an issue](https://github.com/mohitagw15856/pm-claude-skills/issues)
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- 💬 [Ask in Discussions](https://github.com/mohitagw15856/pm-claude-skills/discussions)
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- ✉️ Email: mohit15856@gmail.com
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