Artificial Intelligence

How to Use Claude Cowork: Setup, First Task & Tips [2026 Guide]

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January 19, 2026
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8 min read
How to Use Claude Cowork: Setup, First Task & Tips [2026 Guide] - Featured Image

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Quick start: Download Claude Desktop from claude.ai/download (macOS only). Sign in with a Pro or Max account. Click the Cowork tab to switch from Chat to Tasks mode. Describe what you want done, review Claude's plan, and let it execute. Keep the app open throughout - closing it stops your task.

Claude Cowork lets you hand off complex tasks to Claude and come back to finished work. This guide walks you through setup to your first completed task.

setup time
5 min
required
macOS 11+
subscription
Pro/Max
task types
12+

Before You Start

What you need to use Cowork.

RequirementDetails
Operating SystemmacOS 11 (Big Sur) or later
SubscriptionClaude Pro ($20/mo) or Max ($100-200/mo)
InternetActive connection throughout session
App StateClaude Desktop must stay open during tasks

Windows Users

Cowork is currently macOS only. While Claude Desktop is available on Windows, the Cowork feature is not yet supported. Anthropic has indicated Windows support is planned for a future release.

Step 1: Install Claude Desktop

Download and set up the app.

1. Download the app

Visit claude.ai/download and select the macOS version.

2. Install

Open the downloaded file and drag Claude to your Applications folder.

3. Launch and sign in

Open Claude from Applications and sign in with your Claude account. You'll need a Pro or Max subscription to access Cowork.

Step 2: Access Cowork Mode

Switch from Chat to Tasks.

Once signed in:

  1. Look for the mode selector at the top of the Claude Desktop interface
  2. You'll see two options: Chat and Cowork
  3. Click the Cowork tab to switch to Tasks mode

That's it. You're now in Cowork mode and ready to assign tasks.

Step 3: Run Your First Task

Describe what you want done.

1. Describe your task

Type a clear description of what you want Claude to accomplish. Be specific about:

  • The outcome you want
  • Which files or folders to work with
  • The format you want for outputs

2. Grant file access

Claude will request access to relevant folders. Grant access only to the specific folders needed for your task.

3. Review the plan

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Before execution begins, Claude will show you its planned approach. Review this to ensure it aligns with what you want.

4. Let it run

Approve the plan and let Claude execute. You can monitor progress or step away - just keep the app open.

5. Receive outputs

When complete, Claude delivers files directly to your file system. Verify the outputs at the location Claude specifies.

Keep the App Open

The Claude Desktop app must remain open throughout task execution. Closing it or letting your computer sleep will terminate the task.

The Cowork Workflow

How tasks flow from start to finish.

StepWhat Happens
1. DescribeYou explain the task and desired outcome
2. PlanClaude analyzes and creates an execution plan
3. ReviewYou verify the approach before it runs
4. ExecuteClaude works in an isolated VM environment
5. CoordinateComplex tasks split into parallel workstreams
6. DeliverOutputs go directly to your file system

During execution, Claude surfaces its reasoning so you can follow along. You can jump in to course-correct or provide additional direction mid-task.

Example Tasks to Try

Official examples from Anthropic.

File Management:

  • "Organize my Downloads folder by type and date"
  • Process receipts into a formatted expense report
  • Rename files with consistent YYYY-MM-DD patterns

Research & Synthesis:

  • Combine web searches and articles into a coherent report
  • Extract themes and action items from meeting transcripts
  • Analyze notes to surface patterns and connections

Document Creation:

  • Generate Excel files with working VLOOKUP and conditional formatting
  • Create slide decks from rough notes
  • Turn voice memos into polished documents

Data Analysis:

  • Perform statistical analysis on data files
  • Generate charts and visualizations from your data
  • Clean, transform, and process datasets

Tips for Better Results

Get more from Cowork.

Batch related work

Combine related tasks into single sessions. This uses your allocation more efficiently than running many small tasks separately.

Reserve Cowork for complex tasks

Use standard Chat mode for simpler requests. Save Cowork for multi-step work that genuinely benefits from file access and autonomous execution.

Monitor your usage

Check Settings → Usage regularly. Cowork consumes more resources than standard chat, so track your consumption to avoid hitting limits.

Be specific about outputs

Tell Claude exactly what format you want - Excel with specific columns, PowerPoint with particular sections, documents with specific structure.

Prevent computer sleep

For long-running tasks, adjust your system settings to prevent sleep mode. A sleeping computer terminates active Cowork sessions.

Safety Best Practices

Anthropic's official recommendations.

File access:

  • Create a dedicated working folder for Claude
  • Avoid granting access to sensitive files (financial documents, credentials)
  • Keep backups of important files - Claude can permanently delete files it has access to

Browser access:

  • If using Claude in Chrome extension, limit access to trusted sites only
  • Web content is a primary vector for prompt injection attacks

Monitor for issues:

  • Watch for Claude accessing files or websites you didn't mention
  • Stop the task immediately if something feels off
  • Report suspicious behavior to usersafety@anthropic.com

You're Responsible

You remain liable for all Claude-executed actions, including published content, transactions, and data modifications. Review outputs before sharing or using them.

To understand what Cowork is and how it compares to other AI tools, read What is Claude Cowork?

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