Canvas Overview (Web)

Learn about Canvases in Bluescape. Click to play the video.

What is a Canvas?

Canvases allow you to organize content within the workspace. You can combine individual assets within a single canvas where you can present, locate, and share information. A single canvas may contain one or more assets; in addition, multiple canvases can be nested or layered – one within the other.

Note: If you are using a Wall, read the Canvas Overview (Wall) topic.

Creating a Canvas

There are a few ways to create a canvas:

a) From the Workspace Toolbar

To add a canvas from the workspace toolbar:

  1. Click the Upload icon (Add Content) icon.
  2. From the Add Content modal, click canvas (Canvas). The Add Canvas modal opens.
  3. From the Add Canvas modal, enter a Canvas Name (optional) and select a Canvas Color.
  4. To confirm this selection, click the Add Canvas button. You have added a canvas from the workspace toolbar.

b) From the Context Menu

To add a canvas from the Context menu:

  1. Add one or more assets to the workspace.
  2. Click and drag your mouse pointer (left to right using the Marquee feature), group selecting to form a border or frame around the assets.
  3. From the toolbar, click the Dot (Options) icon. A menu opens.
  4. From this menu, select Create Canvas. The Add Canvas modal opens.
  5. From the Add Canvas modal, enter a Canvas Name (optional) and select a Canvas Color.
  6. To confirm this selection, click the Add Canvas button. You have added a canvas to the workspace from the Context menu.

You can copy, duplicate, edit, move, pin, resize, and sort canvases. For more information, search tags: Canvas.

Nesting Canvases Within Canvases

You can nest canvases, performing this action in one of two ways: By creating a new canvas (which will include existing canvases) or by nesting an existing canvas within a larger one.

a) Create A New Canvas Around Existing Ones

  1. Identify existing workspace canvases.
  2. Use the plus (+) or minus (-) Zoom Controls (bottom right) to adjust the workspace visibility such that all parts of the canvases you want to nest are visible.
  3. From the toolbar, click the (+) Add Content icon and, from the Add Content modal that appears, click Canvas. A canvas forms around the existing workspace canvases and the Add canvas modal appears.
  4. Enter a Canvas Name and choose a Canvas Color.
  5. Click Add canvas. You have nested existing canvases within a new canvas.

b) Nest One Existing Canvas Inside Another One

To nest an existing canvas within a larger one, the canvas being nested inside the other canvas must fit entirely within the other canvas’ frame.

  1. Identify two separate workspace canvases.
  2. Click the top left corner of the source canvas and, once highlighted, drag it into the destination canvas before release.
  3. Click outside the smaller canvas to finish this nesting process. You have nested one existing canvas into another.

As you drag the larger canvas, the smaller canvas should move with the larger one. This action or movement ensures you successfully have nested an existing canvas into a larger one.

Editing a Canvas

You can edit the Canvas Name and Canvas Color.

To make these edits:

  1. Click the canvas (Canvas) icon at the top left of the canvas. A toolbar opens, displaying icons.
  2. Click the Dot (Options) and, from the flyout menu that opens, click Edit.

    The Edit canvas modal opens.
  3. Modify the Canvas Name and Canvas Color (as needed).
  4. Click Save to store these changes.

Creating a Hyperlink to a Canvas (Web)

You can create a canvas hyperlink to share with workspace collaborators, enabling them to access this canvas directly (as opposed to sifting through the Canvas menu or panning the workspace in pursuit).

To create a canvas hyperlink:

  1. Click the canvas (Canvas) icon at the top left of the canvas. A flyout menu opens.
  2. Click the Dot (Options) icon and, from the flyout menu, click Share. Another flyout menu opens.
  3. Click Copy Link. A confirmation message displays.
  4. Share the link as needed.

Note: Simply clicking inside the canvas will not create a valid hyperlink. You must follow the aforementioned instructions to retrieve the link. If a user is not a designated workspace collaborator, however, the link will not work.

Adding Custom Templates to a Workspace

Templates illustrate common workflows with structured workspace content that can be used and re-used dynamically. You can build your own template from a canvas. Templates can be made up of the following assets:

  • Shapes
  • Notecards
  • Textboxes
  • Documents
  • Images
  • Attached assets
  • Smart Grids
  • Videos

Note: You can also take advantage of ready-made templates provided by Bluescape.

To create a new template:

  1. Open a workspace from My Bluescape.

  2. Add the assets for the template to the workspace and arrange accordingly. You can add a maximum of 250 assets.

  3. Place the assets in a canvas.

  4. Click the canvas (Canvas) icon to open the toolbar.

  5. Click the Dot (Options) icon to open the context menu.

  6. Click Create Template .

  7. The Add Template pop-up window opens. Keep the default name of the template (the canvas name), or enter a new one. You can also enter an optional description, and select the color of the template canvas.

  8. You can share custom templates with individual users by clicking the Share Template toggler to the right to the blue “on” position.

  9. When you are finished, click Add.

The template is then displayed in the Template panel in the workspace.

Copying versus Duplicating a Canvas

Duplicating a canvas allows you to create an identical canvas in the same workspace as the original. Copying allows you to re-create a canvas in the same or different workspace.

To duplicate a canvas and its content:

  1. Click the canvas (Canvas) icon in the top left of the canvas, selecting this asset. A toolbar opens, displaying icons.
  2. Click the Dot (Options) icon and, from the flyout menu, click Duplicate. The duplicate appears to the right of the original canvas. Both a copied canvas and a duplicate canvas appear with the term – Copy – appended to the Canvas Name.

    The duplicate will appear immediately to the right.

Deleting a Canvas

The Delete menu option removes the canvas from the workspace; however, the canvas contents remain.

To delete a canvas:

  1. Click the canvas (Canvas) icon at the top left of the canvas. A toolbar opens, displaying icons.
  2. Click the Dot (Options) icon and, from the flyout menu that opens, click Delete.

The canvas is removed from the workspace. If you inadvertently delete a canvas, you can click the undo_icon (Undo) icon near the bottom left of the workspace to restore the canvas.

Locating or Searching for a Canvas

You can add multiple canvases to a workspace. For ease of location, you can use the Search icon to find these assets.

To locate a canvas:

  1. Click the search (new) (Search) icon located near the top left of the workspace. The Search panel opens.
  2. Click the Canvas Name from the available list or enter this reference in the Search field.
  3. You also can click the filter_icon (Sort) icon (next to the Search field), organizing your search by Created Date , Name , and Color . You must click this icon to reveal the Sort By field. After you provide the canvas information (or make a selection), the workspace automatically adjusts the viewing window to center around the canvas location. Each canvas has a preset center point and zoom level, and the workspace view adjusts accordingly.

Sorting the Canvas List

You can use the Search option to locate specific canvases in your workspace. If the number of canvases is extensive, you can use the Sort feature to organize this list – grouping canvas entries by Created Date, Name, or Color.

To sort the canvas list:

  1. Click the search (new) (Search) icon located near the top left of the workspace. The Search panel opens.
  2. Click the filter_icon (Sort) icon (next to the Search field), organizing your search by Created Date , Name , or Color . You must click this icon to reveal the Sort By field. If the canvas list is too excessive to display in the panel, use the scrollbar to view the remaining canvas entries.
  • Created Date – Arranges the canvases based on the date they were created, most recent first.
  • Name – Arranges the canvases alphabetically based on their names.
  • Color – Organizes the canvases by border color. This is a useful feature for Organizations that color-code their canvases based on the type of content contained within them.
  1. After you choose a canvas, you will notice an immediate shift in the workspace. The workspace automatically adjusts the viewing window to center around the canvas location. Each canvas has a preset center point and zoom level, and the workspace view adjusts accordingly.

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