5 min read
Feature
With your WorkCanvas account linked to your monday.com account, the opportunities are endless for collaborating with your team, staying organized, and maintaining productivity across both platforms.
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 🤩
Accessing WorkCanvas within monday
From within your monday.com account, you can easily toggle between the two products. Click on the switcher at the top right of your screen. The switcher is represented by an icon consisting of nine dots arranged in a square form. A dropdown menu will appear with all your linked products, from which you can select "WorkCanvas."
You will be redirected directly to your WorkCanvas account. You can then begin your WorkCanvas journey by creating a new canvas or continuing to work on existing canvases from within your homepage.
The two-way sync
The two-way sync will enable users to select boards, items, and subitems to drag and drop into their canvas. To add a board or item to your WorkCanvas, click the monday icon at the bottom of the toolbar, within the canvas you are working on. A drop-down menu with all your available boards will appear. Select the board you wish to import and drag and drop the items of your choice into the canvas.
By clicking on the arrow on the right-hand side of your item card, you can see more information on the item from your connected board. You can also select the edit icon on the card to select what information you would like to display.
Permissions for importing to the canvas follow the board's permissions. Users with relevant permissions on the monday.com board can import items. If access is restricted to the board or a column, the item may be hidden.
You can also change the color of your item cards. Select the items on your canvas, and click on the color icon in the menu bar. You can choose either the "Colors" tab to customize the color of all selected item cards, or the "Color by" tab, which will allow you to select which columns on your monday.com board you would like to use to color the item cards on your canvas.
Create items on your Canvas
You can also easily convert any shape, sticky note, item card, or text box into a board item, making Canvas a great tool for staying organized. Click on the element and select "Convert" from the menu that appears.
From there, you can choose to turn your shape into either an "Item" or a "Subitem" on a board.
Once you've selected the type of item you would like to create, you will be directed to choose which board to sync this item to. Select the dropdown arrow to the right of "choose board" and select one of your boards from the list. You will then be prompted to select the group and column details for this item.
Click the blue "Create item" button, and voila, your item will be added to your board ✨
Stack your items
You can utilize two stack options by selecting the "Card stack" icon at the bottom of your toolbar, on the left-hand side of your canvas.
- Task stack
By selecting "Task stack", you can stack multiple item cards from your connected boards to keep them succinct and categorized. To reorder them, simply drag and drop them in the order of your choosing.
- Synced stack
The Synced stack option allows you to filter items and subitems from your board onto your canvas based on the value of the column. Any changes made to items or subitems in that column on your board will automatically remove or add items to your stack, based on your value settings.
Click on the drop-down arrow next to "Live view", and select the board you would like to sync your stack to, as well as the column and value you would like to use to filter the items.
The two-way sync will ensure that all changes made to a board or item in WorkCanvas are reflected in your monday account, and vice versa.
WorkCanvas synced templates
Starting from scratch and want to create an intuitive monday.com<>WorkCanvas workflow? Done ✅ WorkCanvas premade synced templates will automatically create a board on your monday.com account with a logical connection to your Canvas.
You will find all available synced templates under the "Synced Templates" tab on the left of the template centre.
Once you have added the template to your canvas, the board items will appear both on the canvas and in the monday.com integration bar to the left of the canvas. By clicking on the board name at the top of the item card, you will be redirected straight to the newly created monday.com board.
You can then edit items both on the board and on your canvas, and the item will update accordingly in both spaces 🤩
WorkCanvas as a widget
You can also embed your WorkCanvas into a monday.com dashboard, so that all your creative visuals can be seen within your monday.com account!
To embed a WorkCanvas widget on a board, go to the board and create a new view by clicking on the "+" icon in the tabs next to your board views. Select "Blank View" from the dropdown menu.
Once the blank view has opened, select the "Add Widget" button at the top of the view. Search for the "Embed everything" widget and add it to your dashboard. Once added, select the "Add a site" button and paste the URL from your WorkCanvas in the "Paste your link here" text box to the right of the screen. Close the window with the "x" in the top right-hand corner.
Drag the widget from the blue circle in the bottom right-hand corner to resize it to suit your visual needs. You can then move around your canvas and make edits directly within the widget.
If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.