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TL;DR: Claude's Code tab has 4 features that keep your Ai work tidy: chat groups with side chats and split view, several jobs running at once, Projects for ongoing cloud work, and Artifacts for decks and dashboards. You need a paid plan. Setup takes about 40 minutes.

Claude's desktop app has a Code tab. You type in plain English there, the same as any chat.

Jay E of RoboNuggets walked through 4 features in a recent video that help any owner who writes proposals, SOPs, emails or client updates with Claude. We checked each step against Anthropic's docs and cut what didn't hold up.

What you need: the Claude desktop app, a paid Claude plan (Pro or higher), 1 test folder with no customer files and about 40 minutes.

Way 1: Keep Your Chats Organized

Step 1: Group Your Chats and Open 2 Side by Side

Quick definition: A session is one chat in the Code tab, with its own history and its own folder.

Click path

  1. In the left sidebar, hover over a heading in the chat list and click the Group and sort icon. Chats group by folder by default, so give each client or job its own folder and its chats sit together.

  2. Rename a chat by clicking its title at the top of the window. Use the client or job name.

  3. To see 2 chats at once, hold Option (Mac) or Alt (Windows) and click a chat in the sidebar. Or right-click it and choose Open in → Split view.

  4. To take the active chat out of split view, press Cmd+Ctrl+W (Mac) or Ctrl+Alt+W (Windows).

Note: Cmd+click (Mac) or Ctrl+click (Windows) opens a separate window. Use Option or Alt for split view.

My default: 1 folder per client or job. The default grouping sorts chats by folder.

Step 2: Ask Side Questions Without Derailing the Job

Quick definition: A side chat is a quick question that can read your main chat and adds nothing back to it.

Press Cmd+; (Mac) or Ctrl+; (Windows), or type /btw. Ask your question, then close it.

Try this:

/btw In plain English, what has this chat done so far, and what's left?

Note: Side chats disappear when you close the app, so copy anything worth keeping first. They work in chats that run on your computer.

Way 2: Run Several Jobs at Once

Separate chats can work at the same time while you do something else.

Step 3: Split 1 Job Into Separate Chats

Jay calls these nested sessions. Anthropic's docs don't use that name, so your screen may look different.

In 1 chat, paste:

I'm launching [new service or offer]. Start a separate session for each of these tasks so they run at the same time:

1. Draft a one-page sales page.
2. Write 3 follow-up emails for people who ask about it.
3. Write 5 ad headlines.
4. Write 6 short FAQ answers.

Use only the notes in this folder. Don't send or publish anything.

If Claude shows a task card, click Start, or Start all for several tasks. Each starts in its own chat, listed under your current chat in the sidebar. Click into one to steer it. Or press Cmd+N (Mac) or Ctrl+N (Windows) per task yourself.

Note: Chats that run on your computer need it awake. To stop idle sleep, turn on Keep computer awake in Settings → Desktop app or Settings → This computer → System. Closing the lid still puts it to sleep.

Step 4: Pick 1 Chat as Your Check-In Chat

Jay calls this a master session. Anthropic's docs say Claude can list your other chats and read what each has been doing.

Start a new chat, rename it "Check-in" and paste:

You're my check-in chat. Keep track of my other sessions from here. Which ones are waiting on me for a decision? Give me 1 line per chat.

Later, ask about 1 job:

What did the sales page chat finish, and what's still open?

Note: By default it sees your 20 most recently active chats that run on your computer. Cloud chats don't show up. Claude asks before it archives a chat, except in Auto and Bypass permissions modes, so stay out of those 2.

Way 3: Move Ongoing Work Into a Project

Quick definition: A Project is one ongoing conversation where Claude starts a separate thread for each task. Threads usually run in Anthropic's cloud, so they keep going after you close your laptop.

Projects is in public beta for individual paid plans, from Pro up to Ultra, and it's still rolling out. Team and Enterprise plans don't have it yet.

Step 5: Check You Have Projects, Then Create One

Click path

  1. In the Code tab, look for Projects in the left sidebar, or under More.

  2. Click New project. Give it a name and a one-line goal, like "Turn our service notes into 10 SOPs."

  3. Add only files you'd be fine storing in Anthropic's cloud, like your own SOP drafts.

  4. Click Create project.

Missing from both places? The rollout hasn't reached you yet. Join the waitlist at claude.com/form/projects.

Then paste:

Propose threads and wait for my go-ahead before starting any. Run at most 2 at a time. Don't send or publish anything.

Note: Uploads are copies stored in Anthropic's cloud. Keep customer names, emails, payment details and passwords out. Anthropic treats requests like the one above as preferences, so check on your threads.

Step 6: Write Your Rules Once, Then Check Overview

Click path

  1. Click the gear icon in the project header to open Project settings.

  2. Go to Memory → Project instructions and paste your standing rules.

  3. Under General, check Thread model and Thread effort. New projects run every thread on Opus at high effort, which uses your plan fastest.

  4. Later, open the Overview pane to see which threads finished and which are Waiting on you.

Sample instructions:

This project turns our service notes into plain-English SOPs for our team.

1. Write at an 8th-grade reading level.
2. Use only the files in this project.
3. If something you need is missing, say what it is and stop.
4. Ask me before you send or publish anything.

Note: A project uses your plan limits faster than a single chat, especially on Pro. A thread that hits your limit picks up again when it resets. To stop that, use Pause at the bottom of Project settings → General.

Way 4: Turn Chats Into Decks, Docs, Designs and Dashboards

Quick definition: An artifact is anything Claude makes that you'd put in front of someone, like a deck, a doc, a design or a dashboard. It opens beside your chat, where you can edit it and share it.

Step 7: Turn Notes Into a Deck or a Design

Type /slides with a one-line brief:

/slides a 6-slide overview of our new spring service package for existing clients, plain language, one idea per slide

Or type /design for a one-pager:

/design a one-page poster for our spring maintenance special, with room for our logo

For a written doc, just ask. Open the result in a desktop browser to edit or present it. Decks export to PowerPoint or PDF, and designs to PNG or PDF.

Note: Every Claude plan includes the Slides and Design templates. Using them from the Code tab needs a paid plan. If /slides is missing when you type /, update the app: Claude → Check for Updates… (Mac) or Help → Check for Updates… (Windows).

If you used the old Claude Design site, move your design systems before December 14, 2026. From now on, use /design inside Claude.

Step 8: Share Carefully

New artifacts are private until you use Share in the page header. A public link opens for anyone who has it, with no sign-in, so treat it like a public web page. On Team and Enterprise plans, an owner turns public sharing on first.

An artifact can also have Claude built in, like a question box on a dashboard. New artifacts ask your permission the first time they use Claude, and each viewer's questions count against their own plan.

Try this:

Build a dashboard artifact from this sample sheet of made-up sales numbers, with a box where my team can ask questions about them. Keep it private. I'll share it myself.

Note: Dashboards are in beta on Pro, Max, Team and Enterprise. Motion, for animated video, is in beta on Team and Enterprise only. Before you type anything sensitive into a shared artifact, check whether it uses shared storage, where every viewer sees the same data.

Start Here This Week

  • Day 1: group your chats and open 2 in split view.

  • Day 2: ask 1 side question with /btw on a real task with no client data.

  • Day 3: split a small job into separate chats, then ask your check-in chat what's waiting.

  • Day 4: make 1 test deck with /slides from notes with no customer details.

  • Next week: if Projects shows in your sidebar, set up 1 project and write its rules.

LEVERAGE MATH: What 4 Claude Code habits take

Time Involved (our estimates)

  • Way 1, split view and side chats: 5 minutes

  • Way 2, separate chats plus a check-in chat: 10 minutes

  • Way 3, first project and its rules: 15 minutes, if you have access

  • Way 4, first test deck and a private dashboard: 10 minutes

  • Total setup: about 40 minutes

  • Every week after: about 10 minutes of check-ins

What to expect

  • Check-in chat: sees your 20 most recently active chats by default

  • Side chats: gone when you close the app

  • Projects: use your plan limits faster than a single chat

  • New artifacts: private until you share them

Your turn (week 1, then week 4)

  • Chats grouped by client or job: ____

  • Jobs run in separate chats at once: ____

  • Threads finished in a project: ____

  • Decks or dashboards made: ____

Here's my honest read.

The easiest win is Way 1. Split view and side chats take 5 minutes and pay off the same day.

Projects and Dashboards are in beta, and Anthropic moves menus often. If your screen looks different, go with what you see.

Claude drafts and suggests. You approve anything that goes to a client, and customer data stays out of every step.

Disclosure: I'm not paid by Anthropic to write this.

Nate

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