Team collaboration with WorkCanvas

 

 

WorkCanvas understands the importance and potential when it comes to team collaboration. For this reason, the product is designed to enhance and simplify communication across teams and projects! 🤝

This article will highlight the specific tools and features available on WorkCanvas that can be utilized for team communication and collaboration.

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Add and manage your workspaces

As a collaborative workspace, you can create multiple workspaces on WorkCanvas to promote productivity and structure. Workspaces have separate toggles dedicated to specific departments or groups within your account. Workspaces can be added from the home page.  

On your home page, you can see and access all the workspaces you belong to under "Workspaces" in the left-hand panel. To create a new workspace, click on the "+" icon next to "Workspaces", and from the window that appears, you can title the workspace.

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Note: For more information on members' permissions in workspaces, read our article on WorkCanvas workspaces and projects permissions. 

 

As a workspace owner, you can easily rename, manage workspace members, leave a workspace, and delete a workspace that you no longer need. To access workspace settings or manage members, click the "Members" button and the three dots next to the workspace name, then use the drop-down settings menu that appears. 

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Tip: As the owner of a workspace, you can also leave the workspace without deleting it by selecting "Leave workspace" from the dropdown menu. The first person to be added to the workspace becomes the owner of that workspace. 

 

Create and assign tasks

Tasks are a great way to delegate work among team members and ensure a distribution of workload. They also help you keep track of each member's roles and responsibilities on your canvas.

To create a task, click on the "Task" icon in the Toolbar on the left-hand side of your canvas. You can then click on the area of your canvas where you would like to insert the task. By selecting the expand arrow icon in the top right-hand corner of the task, you can edit the task. 

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Once the task is created, you can link the task to another item on the board for specific reference. Click on the task box and select the arrow icon on the side of the task box. Once the arrow is created, you can drag the arrow to meet another item on the canvas.

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When the task and item are connected, you can drag the task anywhere on the canvas and it will remain attached to that item.

 

Note: When you click on your task box, an edit menu will appear. From here, you can add a comment, lock the task to disable changes, or select the three dots for further editing options.

 

Leave Comments for your team

Another effective way to communicate with your team on the canvas is to utilize the Comments feature. You can comment on an item's progress, leave feedback, ask questions, and give positive reinforcement!

To add a comment using the "Comment" tool, click on the tool from your toolbar on the left-hand side of your canvas. From there, you can drop the comment box anywhere on your canvas, type your comment in the text box, and type "@" to bring up a list of teammates to tag in the comment.

Canvas Comment Tool.png

 

By selecting any item on the canvas, you can also leave a comment attached to that specific item, which will be visible to the whole team or can be mentioned to specific members. To access this comment feature, select the item you would like to comment on and select the comment icon from the edit menu that appears.

Canvas Add Comment.png

At any point in time, you can click on the blue comment bubbles on your canvas to see the thread of comments in that chat. By selecting the three dots at the top of the comment box, you will find further options to share the comment via email, unsubscribe from the comment, or resolve the comment.

 

Video call your team

Do you need to check in with your team in a video conference call, but don't want to switch between different applications? With WorkCanvas, you can conduct remote collaboration sessions using our built-in video chat, keeping all your team members in the loop right on your canvas.

To start a video chat, select the Video icon on the bottom panel of your canvas. All team members on the canvas will be added to the video chat.

Canvas Video Call.png

 

Note: The video call will open a window on your canvas. This ensures you have easy access and visibility to your canvas to make quick references, changes, or comments.

 

Vote on specific items

The Vote feature is a great way to create consensus on ideas or provide your team with a space to give their opinion. Through this feature, your team will have a window of time to vote on specific items on your canvas.

To begin a Vote, select the thumbs-up icon on the bottom panel of your canvas. Once selected, a new panel will open to the right of your canvas. You can title the vote with a specific question or statement and select how many times and how many items each member can vote on.

Canvas Start Vote.png

Once the vote begins, each team member will be able to select an item on the canvas by clicking the blue "+" icon next to that item. Once they have selected all their choices, they can click the "I'm done" button in the voting panel. This will secure their votes until the end of the session.

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Note: The person who begins the vote can also end it before five minutes are up by clicking on the "End for all" button at the bottom of the voting panel.

 

Once the voting session is done, the results of that vote will automatically appear in the voting panel. To see results from all previous voting sessions, select the "Results" tab at the top of the voting panel. You can then select whichever voting session you would like to look at from the list of voting sessions that have been conducted.  

Canvas Voting Results.png

 

Tip: You can conduct a voting session live over video chat from within your Canvas. That way, you and your team can discuss the voting question and the results as they come in.

 

When your team is working on a canvas simultaneously, the canvas can appear cluttered with each user's cursor. Therefore, cursors can be hidden at any time to ensure that the collaboration doesn't feel disruptive. 

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Integrate with monday.com boards

If your WorkCanvas account is linked to your monday.com account, the opportunities to collaborate with your team and maintain productivity across the two platforms are endless. With this integration, all users who have active monday.com accounts and boards will be able to create a two-way sync between their monday boards and WorkCanvases. 

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Note: For more information on utilizing monday.com with your WorkCanvas account, read our article on integrating WorkCanvas with your monday boards.

 

 

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

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