6 min read

Feature

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 assists you in designing retrospectives, creating flow charts, building workshops and so much more. 

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. 

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

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 People" button in the top right-hand corner. You can create canvases in your home page, create and navigate between your teams, and add project folders to different teams.

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

Note: To learn more about the way in which WorkCanvas is structured, and how to organize your 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". 

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 "Templates" from the panel on the left-hand side of your home page, or by selecting "All templates" under "Create a new canvas". By hovering over a template you can choose to either "Preview" that template, or choose to "Use Template".

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 People" button in the top right-hand corner of the home page.

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 managing account members in our WorkCanvas user management 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. 

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 Teams. A team can be a department, a group working on a specific project, or anything else you may need. You can create a team from within the home page and each team will then have their own tab in which they can create and see canvases and projects.

All members on an account can create a team. To add a team go to the panel on the left-hand side of the home page, click on the "+" icon next to "My Teams". From the window that appears, give your team a name and add members of the account to that team.

You can also create Projects in your Teams via the homepage. A project is a folder within a team, containing a collection of canvases. Hover over the team name that you would like to create a project in, and click on the ‘+’ icon. From here, you can title your project, move existing canvases that you own into the project, and invite team members to start working together on that project. 

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 the left-hand panel on your home page, you can see and 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, move, or delete the canvas.

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

You can also see all canvases shared with you by other members on the account by clicking on the "Shared with me" tab in the left-hand pane on your home page. 

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.

• Export your WorkCanvas to PNG

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 to a PNG, regardless of having a frame or not.

• Export your WorkCanvas to PDF

You can also export your canvas as a PDF, which will preserve the formatting and layout of your canvas with multiple pages, in chronological order, in one PDF file. The PDF export suits text-heavy content, reports, presentations, and print-ready documents. Once in PDF format, you can also add features like encryption, annotations, and digital signatures to your file! 

Specific frames: By selecting "Specific frames" when exporting, each frame on your canvas will appear on a different page of the PDF document, in the order set out on your canvas. 

Entire canvas: By choosing to export your "Entire canvas", your canvas will be exported onto a single page in PDF format. 

Note: Images within monday.com items, emojis, and hidden frames are not supported in the PDF export.