Canvas
The Canvas is a free surface for a session where you place notes, areas, drawings, photos and cards from the workspace, ask an agent with an at-mention and turn a note into a task.
The Canvas is a large open surface for thinking through a session with your own notes next to the facts of the workspace. Every session has its own canvas. It is for advisors.
Where do I find it?#
Canvas is in the workspace block of the navigation, next to Today and Chat. It exists on the web and on the Mac, not on the iPhone or iPad. The canvas you see belongs to one session; you switch between sessions with the list Canvases (on the web in the panel at the top left, on the Mac in the toolbar). Without a session there is no canvas: plan a session first, see Sessions.
The Canvas place is not the same as Agents, which is the board of the agent team: see Agents board.
What can I put on it?#
- Sticky: a short note. Click the tool, then the surface; or type into the field at the bottom (web).
- Text: free text, with font, size, colour and highlight.
- Area: a rectangle that groups things under a title.
- Pen: a freehand drawing.
- Photo or document: photos. A document is not accepted here; documents belong in the knowledge base.
- From the workspace: cards from the workspace, namely goals, decisions, initiatives, use cases, risks, open tasks, stakeholders and documents. Drag them onto the canvas or click them; on the web they are in the tab From the workspace, on the Mac in the inspector. A card opens the item it stands for.
Cards and notes are not connected by lines; you place them next to each other.
How do I move things?#
Choose Select, drag an item to move it and drag the corner of an area to resize it. Dragging empty space moves the view. ⌫ removes the selected item; on the web a message offers to undo it. On the Mac the keys V, S, P, T and F pick the tools and the arrow keys nudge the selection.
How do I zoom?#
On the web use the plus and minus buttons, or scroll with Ctrl or ⌘ held. On the Mac use ⌘+, ⌘− and ⌘0 for the actual size; the percentage in the toolbar also offers fixed levels and Zoom to fit. A pinch on the trackpad zooms too. Full screen is Full screen on the web and in the More menu on the Mac.
How do I ask an agent?#
Write an at-mention with an agent's name into a note, for example the Analyst or the Researcher. The agent then works as a task: it reads the note, the other notes and the session, and answers with one to three short notes next to yours. You get a link to the task, and a message when it has answered. If you rewrite an agent's note, it becomes yours. The agent only contributes ideas; it does not decide or create anything else. Nothing happens if that agent is switched off.
Can I turn a note into a task?#
Select the note and choose Task (on the web → Task). A task is created with you as the person responsible and a due date one week ahead; the note shows its code. The PMO agent reminds the person responsible of overdue tasks. The same menu offers Insight.
Who works on it?#
Changes are merged as they arrive, so several people can work on the same canvas. The Protocol lists what was recorded on it, such as the notes agents added.
Common questions#
Can my client see the Canvas?
The place is in the navigation for advisors only.
Is the Canvas the same as the Agents board?
No. The Agents board is a different place; see Agents board.
Why can I not find the Canvas on my iPhone?
It exists on the web and the Mac only.
Can I drop a PDF onto it?
No. Only photos. Add documents in the knowledge base.