Step-by-step tutorial

How to Use Claude Whiteboards: A Complete Guide

Learn how to start a board, turn rough ideas into a visual plan, refine selected content, and share your work with teammates.

Beginner friendly4 practical stepsUpdated
Start the walkthrough ↓
Example: project planningIllustrative UI
From brain dump to roadmap
Ideas
Collect
Milestones
Structure
Owners
Assign
Timeline
Review
Before you start

What you'll need

Claude Whiteboards is in beta on the Pro, Max, Ultra, Team, and Enterprise plans, on the web, Claude Desktop, and the Claude mobile apps. It is on by default on Team plans; on Enterprise plans an admin turns it on first. The Free plan is not listed. Source: Anthropic's Help Center.

Tip: Start with a real task—such as planning a product launch or organizing meeting notes—so you can judge whether the resulting board is useful.
Thumbnail of Anthropic's video Introducing Claude Whiteboards, Sheets, and Data
See the real interface: Anthropic's 58-second launch video, published on the Claude YouTube channel. Embedded from YouTube; not made by this site.
1
Create

Create your first whiteboard

Ask for a whiteboard in any chat, or open the Artifacts tab and select the Whiteboard tile. You can type, sketch, or dictate a brain dump with the microphone next to the send button; Claude groups related ideas, orders the steps, and connects the ones that depend on each other. Every board is saved in the Artifacts tab.

Start a new whiteboard
Illustrative example, not a Claude screenshot
Start a whiteboard to plan our new product launch. Include: - Launch objectives - Key milestones - Task owners - Target dates - Dependencies and risks Ask me questions if essential information is missing.
2
Organize

Turn a brain dump into a visual plan

Give Claude the raw notes, goals, and constraints. Ask it to group related ideas, identify milestones, and make dependencies visible. Review the result rather than assuming every generated detail is correct.

Organized project plan
GoalsMilestonesOwners
Illustrative output

Useful follow-up: “Group these tasks by workstream and show which milestones depend on each other.”

3
Refine

Select a region and improve the details

Drag across a region of the board to ask Claude about just that part. You can also ask Claude to regroup the whole board by theme, turn it into a timeline, or add what's missing between two steps. Ask Claude to clarify a milestone, expose missing owners, or break a large task into smaller actions.

Example refinement prompt

“Review the launch timeline. Identify tasks without owners, highlight date conflicts, and suggest a clearer sequence. Do not invent dates.”

4
Share & continue

Share, export, or continue working elsewhere

Click Share to invite teammates: everyone edits live, and you can follow a teammate around the board. People outside your organization can join by email invitation. Then choose the handoff that matches your next step.

Keep working in Claude

Ask Claude to turn the board into a doc or deck, for example: “Turn this board into a project plan.”

Save a visual copy

Click Share, go to Export, and choose PNG. PNG is the only file export at launch.

Continue in another canvas

Use Send to: Lucid, Miro, and Zoho Vani at launch, with more planned.

Review before sharing

Check names, dates, assumptions, and sensitive information before sharing.

Access and availability

Check your plan and organization settings

As stated in Anthropic's Help Center. Whiteboards is in beta, so details can change.

PlanWhiteboards access
FreeNot listed.
Pro / Max / UltraIncluded (beta).
TeamOn by default.
EnterpriseOff by default until an admin turns it on in Organization settings > Artifacts.
Also note: Whiteboards counts toward your plan's usage limits. On Team and Enterprise, inviting people outside your organization by email needs “Email invitations outside your organization” turned on in Organization settings > Artifacts. It is not available in Claude for Teachers or in organizations with HIPAA-ready configurations, and Claude works only from what is on the board, not from your connected apps.
Troubleshooting

Claude Whiteboards FAQ

Is Claude Whiteboards free?

No. It is in beta on the paid plans (Pro, Max, Ultra, Team, and Enterprise) and counts toward your plan's usage limits.

Can I use Claude Whiteboards on mobile?

Yes. Claude Whiteboards works on the web, in Claude Desktop, and in the Claude mobile apps.

Can I import an existing whiteboard?

No. You can add pictures and videos to a board, but you can't import a board from a file. To start from existing notes, paste them into the chat and ask Claude for a whiteboard.

Can I export a Claude Whiteboard to Excel?

No. Boards export as PNG. XLSX and CSV export is a Claude Sheets feature, so build a sheet when you need spreadsheet files.

Can Claude Whiteboards replace Miro?

They serve different needs. Claude Whiteboards can help create and structure ideas with Claude, while Miro provides a dedicated collaboration canvas. See our Claude Whiteboards vs Miro comparison.