Workspace type
Canvas workspace
A canvas workspace is a flexible content page rather than a view over records. Use it for instructions, training material, policies, process guides, and self-serve information that workers and clients need alongside their work.
Best for
Site instructions, onboarding guides, handbooks, training content, and reference pages.
When to use it
Choose this type when
Configuration
How to set it up
Create a canvas workspace and add content blocks: text, media, links, and embedded references.
Scope visibility by access group, role, or location.
Link to the records and actions the content refers to.
Assign an owner so the content is reviewed and stays current.
Real examples
Pages teams build with this type
Site instructions
—What workers must know before their first shift at a site.
Employee handbook
—Policies workers acknowledge from mobile.
Training guides
—Role-specific how-tos next to real workflows.
Client welcome page
—How a facility submits demand and reviews shifts.
Best practices