Canvas and visual planning

Connect plans, tasks, and supporting material.

• Plan and work on a Canvas — Keep visual plans, tasks, and supporting material together.
• Choose Canvas for the work you are planning — Know when a visual plan helps, who it helps, and which view to use next.
• Find your way around the Canvas tools — A practical reference for the ribbon, insertion tools, navigation, and formatting.
• Manage tasks from a Canvas — Turn a visual plan into owned work and follow the same tasks in task views.
• Choose the right Canvas connector — Separate diagram flow from work relationships and technical execution links.
• Build a work plan with Project, Milestone, and Task nodes — Break an initiative into meaningful work without changing the Spaces structure.
• Map a customer onboarding process with actionable tasks — Explain handoffs visually and give each agreed step an owner.
• Review project stages with Canvas pins — Use named markers for a clear, manually maintained stage review.
• Keep documents and visual context beside the work — Choose notes, documents, linked files, and attachments without confusing them with tasks.
• Run a team review and share a Canvas snapshot — Navigate the plan, update the work, and choose a useful handoff format.