4 min read

Feature

Wanting to structure your WorkCanvas account to suit the needs of all members? We have you covered 🫡

This article will cover WorkCanvas's structural hierarchy, ensuring you have all the information you need to keep your WorkCanvas account organized and productivity flowing.

The home page

The home page is where members can see the canvases they have created, canvases shared with them, their workspaces, and the various projects in those workspaces. Each member's home page will show only the canvases, workspaces, and projects that they have access to. 

Note: Members can also add people to their accounts by clicking on the blue "Invite Members" button at the top right-hand corner.

From within the home page, members can also create new canvases, workspaces, and projects, and toggle between the different workspaces they belong to.

Note: Read more about WorkCanvas account administration to learn all about the various permissions on your WorkCanvas.

Using the search bar in the top left-hand corner of the home page, you can also search for canvases on the account by canvas name, canvases created by you, and the date range. 

Once the relevant canvases appear in the search bar window, you will be able to see where that canvas is saved on the account under its name. 

The Workspace  

Workspaces can help you organize the people on your WorkCanvas account more efficiently. A workspace can be a department, a group working on a specific project, or anything else you may need. You can create a workspace from within the home page, and each workspace will then have its own tab in which you can create and see projects and canvases.

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

Note: Canvases created in a workspace will not appear elsewhere. To access the canvases and projects created in a workspace, click on the workspace name in the left-hand panel on the home page. Only workspaces you belong to will be on your home page.

To add account members to that workspace, once in the workspace, click on the three dots to the right of the workspace name and select "Add members." From the window that appears, type in the member's name or email address, click on their name, and select "Invite" to add them. 

Note: The default access applied to members added to a workspace is "Editor". To change this role to "Viewer," select the dropdown arrow next to "Editor" and select "Viewer". 

From within the workspace, you can see all members added to your workspace, create a new canvas in the workspace, and leave the workspace. To see all members in that workspace, click on the "Members" button that appears next to the workspace name, or click on the three dots to access the workspace settings. 

Note: For more information on using WorkCanvas to collaborate with your team, read our article Team Collaboration with WorkCanvas.

The Project

A project is a folder within a workspace, containing a collection of canvases. Projects make it easier to organize, find, and share your canvases within the workspace. In the left-hand panel of your home page, under the ‘Workspace’ section, you can create and manage projects. 

Click on the workspace name that you would like to create a project in, and click on "+ Add Project". Alternatively, you can add a project from within the workspace under "Projects". 

From the window that appears, you can title your project and move existing canvases that you own into it. By clicking on the three dots next to the workspace name, you can invite members to the project to start working together on that project. 

The project will be displayed under each workspace name, both on the home page and within the workspace itself. Click on the workspace name, and a drop-down list will appear with the projects in that workspace. By clicking on a project, all canvases in that project will be pulled up.

The Canvas

A canvas is where the magic happens! You can create multiple canvases to design charts, build mind maps, or produce visuals for a task. 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!

• New canvas

To open up a blank canvas, select "New Canvas" from under "Create a new canvas" on your home page. 

When creating a new canvas from the home page, the default permission setting is private, meaning only you can see the 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 select "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 the customizable features and tools for building out your canvas!

Note: Your user management permissions will determine whether you can Add Guests to a canvas or manage teammates' permissions within a canvas.