Workspace layout
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.
Start with the work your team does
Site instructions, onboarding guides, handbooks, training content, and reference pages.
Choose how your team sees the work
The workspace creation screen offers List, Calendar, and Blank canvas. A workspace reads live account data. Its columns, filters, and sorting do not change the underlying table. Options can vary by account.
Example screen with fictional data. Available controls depend on your account and permissions.
- 1The workflow needs explanation, not a table of records.
- 2Workers need site or client instructions before and during shifts.
- 3New hires need onboarding guidance next to their tasks.
- 4A team needs a maintained reference page scoped to their access group.
Set up your workspace
- 1
Create a canvas workspace and add content blocks: text, media, links, and embedded references.
- 2
Scope visibility by access group, role, or location.
- 3
Link to the records and actions the content refers to.
- 4
Assign an owner so the content is reviewed and stays current.
Ideas to adapt
- 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.
Choose each teammate’s access
Choose Can view or Can edit for each teammate, then Save. Publishing to a section is a separate, permanent change to the workspace access model.
Example screen with fictional data. Available controls depend on your account and permissions.
Good practices
- 1Use canvas for guidance, not high volume review.
- 2Put instructions where workers need them, not only in admin docs.
- 3Review content periodically so instructions stay current.
- 4Keep content connected to the operating workflow it explains.