How to Use Claude Whiteboards and Sheets for Team Planning

Anthropic launched Claude Whiteboards and Claude Sheets in beta on 10 November 2026. Both are new artifact types that keep planning and tracking inside the same Claude conversation, so context stays with the work instead of being copied into another tool.

Whiteboards turn spoken or typed plans into shared boards with timelines, owners, and dates. Sheets build working spreadsheets with tabs, formulas, formatting, and drop-downs. Both are available on Pro, Max, Ultra, Team, and Enterprise plans on web, desktop, and mobile. On Team plans they are on by default. On Enterprise plans an admin must enable them under Organization settings > Artifacts.

This guide shows how to start both, work with a team, and move the result into a document or export when you need it.

What you need before you start

You need a paid Claude plan. Free accounts cannot create Whiteboards or Sheets. Confirm your plan in account settings. If you are on an Enterprise plan, ask an admin to turn the features on. The tools work in the Claude web app, the desktop app, and the mobile apps.

Dictation is supported in many languages (English, Spanish, French, German, Hindi, Japanese, and others). You can also type or sketch. Usage counts against your plan’s normal limits.

Start a Claude Whiteboard

Open any chat or go to the Artifacts tab and select the Whiteboard tile.

Ask Claude directly. Example prompts:

• “Start a whiteboard to plan our product launch.”
• “Put the options for this decision on a whiteboard, with the trade-offs of each.”
• “Map this process on a whiteboard from start to finish.”

You can also dictate. Click the microphone next to the send button, speak a brain dump, then stop and send. Claude groups related ideas, orders steps, and connects dependencies.

The board appears as an artifact. Claude draws shapes, arrows, and sections. Anyone with access can rearrange items. Every whiteboard is saved in the Artifacts tab.

Work on the board with Claude and your team

Once the board exists, refine it in the same conversation:

• Ask Claude to regroup by theme or turn the board into a timeline.
• Ask what is missing between two steps. Claude adds suggestions for you to check.
• Drag a box around any region and ask Claude only about that part.

To collaborate, open the board and click Share. Invite teammates by email. On Team and Enterprise plans, external email invitations must be enabled in Organization settings > Artifacts. Everyone works live on the same board and can follow a teammate’s view.

When the structure is settled, ask Claude to turn the board into a project plan document or a slide deck. You can also use “Send to” to continue in Lucid, Miro, or Zoho Vani, or export a PNG.

Build a Claude Sheet

Sheets work the same way. From any chat, ask for one:

• “Build a campaign tracker with owners, dates, and status.”
• “Make a hiring budget by team and quarter.”
• “Forecast next quarter from these deals and flag what’s at risk.”

You can also start from the Artifacts tab and select the Sheets tile. Claude creates tabs, formulas, formatting, and drop-downs. It outlines each edit so you can see what changed.

Edit cells yourself or ask Claude: “Add a column for budget remaining” or “Highlight anything that’s overdue.” Select a range and ask why a total changed. Share the sheet so your team and Claude work on it together.

Sheets currently have simpler functionality than full Excel. When you need advanced features, export to .xlsx or CSV, or continue in Claude for Excel or partner tools such as Airtable, Asana, monday.com, or Smartsheet.

Tips for better results

Give Claude the purpose and the data you already have. A prompt that names the columns, the formula you want, and the status options produces a cleaner first draft than a vague request.

Keep the work in one conversation when possible. Claude carries context from a whiteboard into a sheet in the same chat, so you do not repeat details.

For Enterprise teams, enable the features first and decide whether external sharing is allowed. Whiteboards and Sheets are not available in Claude for Teachers or in HIPAA-ready configurations.

If you also use Google tools, the same planning habits transfer. See our guide to building with Gemini 4 Carbon in AI Studio for a related agent workflow.

Turn the result into something durable

A whiteboard is useful while the plan is still fluid. Once decisions are made, convert it to a document or deck, or send it to a dedicated whiteboard tool. A sheet is useful for ongoing tracking; export it when the model grows beyond the current feature set.

Both features are still in beta, so expect refinements. Anthropic has said sheets will gain more spreadsheet functionality over time.

Watch the official introduction

Conclusion

Claude Whiteboards and Claude Sheets remove the copy-paste step between thinking and tracking. Start a board from a spoken plan, refine it with your team, then build the matching tracker as a sheet in the same conversation. Export or send to partner tools when you need more power. The features are available now on paid plans.

Sources

• Introducing Claude Whiteboards, Claude Sheets, and Claude Data — Anthropic, 10 November 2026
• Get started with Claude Whiteboards — Claude Help Center
• Get started with Claude Sheets — Claude Help Center
• More ways to work with Claude: Sheets, Whiteboards, and Interactive Connectors — Anthropic, 10 November 2026