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Get started with WorkCanvas

 

 

Ready to access your creative side by building beautiful and interesting visuals to think and collaborate with your team? WorkCanvas is the best way to accomplish this 💡

With monday.com WorkCanvas, the sky is the limit! Whether you are working with a team or in an individual capacity, WorkCanvas is an online, digital whiteboard that assist you in designing retrospectives, creating flow charts, building workshops and so much more

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Note: This article is specific to WorkCanvas. While some terminology and concepts may be similar to those used in monday.com, being different products, their functionalities and options may differ. 

 

Join WorkCanvas

To create a WorkCanvas account go to workcanvas.com and sign up by clicking on the "Sign up" button in the top right-hand corner. 

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Alternatively you can access your WorkCanvas account through your monday.com account by accessing your monday.com Products.

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Note: Read our article on billing and pricing to learn more about creating a WorkCanvas account.

 

WorkCanvas home page

The home page is the main space of the account. From the home page, admins can add members to their account by clicking on the blue "Invite Members" button in the top right-hand corner. You can create canvases in your home page, add projects, and create and navigate between your teams.

All members added to the account will automatically have access to the home page. This is the starting point for members to work from.

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Note: To learn more about the way in which WorkCanvas is structured, and how to organize you WorkCanvas, read our article on the WorkCanvas hierarchy

 

Create your first canvas

You can choose to begin by creating your own canvas from scratch, or selecting one of the many WorkCanvas templates, predesigned to meet your project's needs! 

  • Start from scratch

To open up a blank canvas, select "New canvas" from under "Create a new canvas". 

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Tip: You are able to input a template from within your blank canvas, giving you the freedom to create and design your own canvas, as well as include preexisting templates within that canvas. 

 

  • WorkCanvas templates 

To view all the available WorkCanvas templates, select "Template library" from the panel on the left-hand side of your home page. By hovering over a template you can choose to either "Preview" that template, or choose to "Use Template".

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Once you have opened your desired canvas, you can begin customization. Read more about all the customizable features and tools to build you canvas!

 

Add new members

Being a collaborative work space, you can add new members to your WorkCanvas account to begin effectively sharing ideas and updates. To add a member click on the blue "Invite Members" button in the top right-hand corner of the home page.

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Only admins can invite new members to the account. Depending on your account permissions, you will be able to further manage your members and add different teams to the account. Read more about adding members and creating teams in our WorkCanvas permissions and settings article. 

 

Start collaborating

Ensure that you and your team are aligned when it comes to all your projects and visuals with WorkCanvas's easy communication tools. You can effectively assign tasks to team members, conduct remote collaboration sessions with our built-in video chat, and leave comments for teammates. 

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For more information on using WorkCanvas for communication and collaboration with your team, and integrating your monday.com account, read our article Team collaboration with WorkCanvas

 

Organize your WorkCanvas

One way to effectively organize your WorkCanvas is by creating projects. Projects are a collection of canvases in a folder. Projects make it easier to organize, find, and share your canvases. You can create and manage projects in the left-hand panel of your home page.

Select the ‘+’ icon next to "Projects". From here, you can title your project, invite teammates and add existing canvases, to start working together on that project. 

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Alternatively, you can also move a canvas between Teams and Projects in your homepage. Click on the three dots in the top right-hand corner of the canvas, and select "Move canvas". You can then select which Team and Project you would like to move the canvas to. 

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Note: You will only be able to move a canvas into a project that you have access to. Once you move the canvas to a specific project, all members in that project will have access to that canvas. 

Managing all your canvases 

Under "My canvases" on your home page you can manage all of your canvases. You can access a quick menu for each canvas by clicking on the three dots in the upper right-hand corner of each canvas. From here you can choose to copy the link to that specific canvas, duplicate that canvas, or delete the canvas.

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Note: Members will only be able to delete canvases that they have created themselves. 

 

Present and export your WorkCanvas

Wanting to display your canvas to showcase what you have been working on? Done! You can choose to either present your canvas through presentation mode or by exporting your canvas to a png. 

  • Presentation mode

To access presentation mode, select the "Present" icon at the bottom left-hand side of your canvas. This will open up your various frames as slides, making it easy to navigate through your canvas and showcase your work.

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  • Export your WorkCanvas

If you prefer to display your canvas as a png, you can export the canvas. Select the "Export" icon at the bottom left-hand corner of your canvas. You can then determine the quality of the image you would like to save.  Presentation mode will only display items defined within a Frame. However, all items on your canvas will be exported into a png, regardless of having a frame or not.

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Note: Stay tuned, we are developing the export feature further. Feel free to reach out to support for assistance as needed.

 

 

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.