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Exporting Canvases

You can export canvases as PDFs to share outside of Delegate or keep for your records.

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How to Export

Exporting a canvas is a two-step process:

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Step 1: Export to HTML

1. Open the canvas you want to export
2. Click the Export button
3. A clean HTML version opens in a new browser tab

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Step 2: Save as PDF

From the HTML page that opened: On Mac:

1. Press Cmd + P to open the print dialog
2. Click Save as PDF in the destination dropdown
3. Choose where to save the file
4. Click Save

On Windows:

1. Press Ctrl + P to open the print dialog
2. Select Microsoft Print to PDF as the printer
3. Click Print
4. Choose where to save the file

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Tips for Clean Exports

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Use Print Preview

Before saving, check the print preview to make sure:

• All cards are visible
• The layout looks correct
• No content is cut off

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Adjust Page Settings

In the print dialog, you can adjust:

• Orientation - Landscape often works better for wide canvases
• Scale - Shrink to fit if content is cut off
• Margins - Reduce margins for more content space

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Remove Browser Elements

Most browsers have options to hide headers/footers that add URLs and dates to printed pages. Look for “Headers and footers” option in print settings.

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Sharing Exports

Once you have a PDF, you can:

• Email - Attach to emails for stakeholders
• Cloud storage - Upload to Google Drive, Dropbox, etc.
• Print - Create physical copies
• Archive - Keep for records

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Alternative: Screenshots

For quick sharing, you can also take screenshots:

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On Mac

• Cmd + Shift + 4 - Select area to capture
• Cmd + Shift + 5 - More screenshot options

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On Windows

• Win + Shift + S - Snipping tool
• Print Screen - Capture entire screen

Screenshots work well for sharing in Slack, email, or presentations where you don’t need a formal PDF.

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Best Practices

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Export Key Versions

When a canvas reaches an important milestone (end of project, major decision, etc.), export a PDF to preserve that snapshot.

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Name Files Clearly

Use descriptive names like:

• Q2-Project-Status-2024-03-15.pdf
• Vendor-Comparison-Final.pdf
• Sprint-Retrospective-Week-12.pdf

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Keep an Archive

Consider maintaining a folder of exported canvases for:

• Project retrospectives
• Stakeholder reports
• Compliance or audit trails

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Next Steps