Plan and work on a Canvas

Plan visually with tasks, notes and supporting material on a Node Cluster Canvas, and keep the plan connected to your project’s work.

Open a project’s Canvas view to plan visually. Use a Design canvas for processes, plans, and collaborative working material. Automation and Telemetry canvases serve separate technical purposes and may require additional modules.

Start with a useful plan

1. Open a Design canvas in the project.
2. Add the supported content you need, such as text, documents, images, or task nodes.
3. Connect or arrange items so the flow is understandable.
4. Give actionable tasks an owner and update their state as work changes.
5. Open All Tasks to review the project’s task work together.

Canvas task nodes remain subject to the project’s permissions and task assignment policy. A canvas is not a route around task-editing restrictions.

Use clear titles and group related material. When you need to locate a task that is difficult to see on a large canvas, start from All Tasks rather than adding a duplicate.