A quick answer
A short reply in the conversation. Good for questions and drafts.
Claude workspace
From a conversation to finished work.
From a question to a finished file
Claude can read your files, plan the steps, and make a document, a table, or a deck. You give direction and check the result.
Today's goal: one useful result that you reviewed.
Quick answer or longer task
A longer task
Claude plans, works with files and tools, and shows progress. Good for finished work.
Tasks run in the cloud. To use a folder on your computer, keep the desktop app open.
Choose what you want to make
Describe the result you need.
Document
A brief, a report, or a guide.
Spreadsheet
A table with calculations or a chart.
Slides
A short deck for a meeting.
Code execution and file creation must be on in Settings, Capabilities.
Give Claude the right material
Attach files
Add documents, spreadsheets, or images to the request.
Connect one folder
Give access to one work folder only. Keep a backup.
State the source
Say which file or section Claude must use.
Do not give access to a whole drive. Remove files you do not want Claude to read.
Keep related work in a Project
Create
Start a Project for one area of work.
Add knowledge
Upload the files every chat needs.
Set instructions
Write the rules Claude follows in this Project.
Reuse
Start each new chat inside the Project.
On Team and Enterprise plans, you can share a Project with colleagues.
Research a question
Start
Use the + menu or type /deep-research.
Focus
Say the question, the scope, and the sources to prefer.
Wait
Claude searches many sources. This takes several minutes.
Check
Open the citations. Confirm key facts.
Research is on paid plans. On Team and Enterprise, an admin must turn on web search.
Follow the work and steer it
Watch
Read the plan and the progress steps.
Approve
Use manual approval for new or sensitive work.
Redirect
Add a message to change direction.
Stop
Stop the task if it goes wrong.
Claude always asks before it permanently deletes a file.
Open, inspect, and improve the result
Check this file against my source. List any number or claim the source does not support. Then fix only the problems you found.
Open the actual file. A preview can hide layout problems.
Make something useful
Make a document, a table, or a short deck from your own material.
Supply
Attach or connect the material.
Direct
Say the audience, the output, and the checks.
Inspect
Open the result. Ask for one precise change.
Use only sample or approved material.
Check the result with someone
Ask a partner to review your result.
Show
Show only approved material.
Check
Your partner checks one claim against the source.
Improve
Agree on one useful change.
You can review your own result if you work alone.
Keep what worked
Keep the Project, the request, and the reviewed result.
Tomorrow you will make visual work and a method you can reuse.