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Canvases Overview

Canvases are structured documents that organize information into a grid of cards. They’re perfect for status boards, comparison tables, meeting notes, and any content that benefits from visual organization.

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What is a Canvas?

A canvas is a document made up of “cards” arranged in a grid. Each card contains markdown content and can span multiple columns. The result is a visually organized document that’s easier to scan than plain text. Think of it like a flexible whiteboard where information is organized into sections.

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When to Use Canvases

Canvases work well for:

• Status boards - Project progress with sections for each workstream
• Comparison tables - Side-by-side comparisons of options
• Meeting notes - Structured notes with attendees, decisions, action items
• Dashboards - Key metrics and highlights organized visually
• Planning documents - Goals, milestones, and timelines

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Creating Canvases

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Through Your Delegate

Ask your delegate to create a canvas:

“Create a canvas comparing the three vendor options we discussed.”

“Make a project status board with sections for design, engineering, and marketing.”

“Turn these meeting notes into a structured canvas.”

Your delegate will create the canvas and can attach it to a post in the Activity Feed.

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Specifying Layout

You can guide the layout:

“Make it a 2-column layout.”

“Create a 3x2 grid with cards for each team.”

“Put the summary at the top spanning the full width.”

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The 12-Column Grid

Canvases use a 12-column grid system. Each card can span 1-12 columns: Your delegate handles the grid math - just describe the layout you want in plain language.

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Canvas Versions

Every change to a canvas creates a new version. This means:

• History preserved - See how a canvas evolved over time
• Change tracking - Know what changed and when
• Restore previous versions - Go back if needed

When a canvas is updated, a new version is created with a summary of what changed.

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Browsing Versions

Use the version dropdown on any canvas to:

• View any previous version
• See what the canvas looked like at different points in time
• Compare how content has evolved

The “latest” badge indicates you’re viewing the current version.

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Viewing Canvases

Canvases appear in two places:

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In the Activity Feed

When a canvas is attached to a post, it appears embedded in the feed. Click to expand and view the full canvas.

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In the Canvases Tab

In the right panel, switch from the Feed tab to the Canvases tab to see all canvases in the initiative as a grid. This makes it easy to find and browse your canvas library.

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Updating Canvases

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Through Your Delegate

Your delegate can update existing canvases:

“Update the project status canvas with this week’s progress.”

“Add a new section to the comparison canvas for pricing.”

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Editing Directly

You can also edit canvases yourself:

1. Open the canvas
2. Click the Edit button
3. Click on any card to edit its content (supports markdown)
4. Click Done or click outside to save

Both methods create a new version, so you always have the history.

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Canvas Cards

Each card in a canvas supports:

• Markdown formatting - Headers, lists, bold, italics
• Tables - Structured data within a card
• Code blocks - Syntax-highlighted code
• Links - References to other resources

Cards are meant to be focused - one topic or section per card.

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Next Steps