Canvases

A whiteboard — sticky notes, shapes, connectors and record cards for stakeholder maps, account plans, deal plans, brainstorms and flowcharts; voting, note-to-task, Mermaid and AI.

A canvas is an infinite whiteboard your team edits together. You place sticky notes, text, shapes, frames, connector arrows and live cards of CRM records (contact, company, opportunity, user) on it. A canvas can stand alone or be linked to a company or opportunity; linked canvases are listed in the Canvases card on that record.

In the sidebar, Canvases (/canvases) lists every canvas with a thumbnail, with Mine and Linked to a record filters and search. The command palette (Ctrl+K) also has New canvas.

Templates

Pick a template in the New canvas dialog. Record templates fill the content from the CRM — the canvas isn't empty when it opens.

Templates that need a record show a Select a company, Select an opportunity or Select a company or opportunity label. Picking one focuses the Linked record box, which then searches only the matching record type; once a record is chosen, Open canvas is enabled.

The Canvas menu in the Canvases card of a company or opportunity opens the templates that fit that record directly.

Editor

The toolbar on the left (at the bottom on phones) and shortcuts:

The bar above the selection sets color (10 colors), shape, text size, connector style, bring to front / send to back, note-to-task and delete. Double-click an item (or press Enter) and type.

Changes save instantly. Changes made by teammates who have the same canvas open reach your screen within a few seconds; editing different items at the same time is safe.

Voting

Voting starts a session: choose the votes per person (e.g. 3). Everyone votes by clicking a note, shape or card; clicking again takes the vote back. Vote counts appear on the corner of each note. End voting closes the session and the votes stay on the notes; when starting a new session, Clear previous votes resets them. Users who can only view the canvas can vote too.

Note to task

Select a note and choose Turn into task: the first line becomes the task title, the rest goes into the description with a link to the canvas. Pick an assignee and a due date. If the canvas is linked to a company the task is linked to that company; if it's linked to an opportunity, to that project. The note shows a task link, which turns green once the task is done.

Diagram — flowcharts from text

Type a Mermaid flowchart into the Diagram dialog; nodes and arrows are laid out on the canvas automatically (layered layout; arrows that skip a layer route around the other boxes):

flowchart LR
  A[Quote requested] --> B{Discount above limit?}
  B -->|Yes| C[Manager approval]
  B -->|No| D[Send quote]
  C -->|Approved| D
  C -.->|Rejected| E[Revise quote]
  E --> B
  D --> F([Follow-up call])

Supported: flowchart / graph (TD, LR, BT, RL), node shapes [ ] ( ) ([ ]) (( )) { }, labelled arrows (-->|text|, -- text -->), dashed -.->, plain ---, subgraph (becomes a frame), A & B --> C. Up to 200 nodes. Sequence, ER and class diagrams are not supported.

With AI enabled, describe the diagram on the AI tab ("quote approval: manager sign-off when the discount exceeds 10%") — AI writes the Mermaid text, you review it and draw it. On a linked canvas the record summary is sent as context.

Summarize with AI

Select two or more notes and choose Summarize: AI condenses them into 3–5 bullets (voted notes first) and adds them as a purple note next to them. AI must be enabled for the workspace and for you.

Access

A linked canvas follows record visibility: in team mode you don't see the canvases of companies you can't see. The owner changes access from the ⋯ menu; deleting is also limited to the owner and admins. Make a copy duplicates the canvas as a new canvas owned by you.

Comments, SVG and record cards

• Comments — start team threads on the canvas; mentions, replies and resolving work like comments elsewhere.
• SVG — download a vector picture of the canvas (slides, email, documents).
• The Canvases card on company and opportunity pages lists linked canvases.

From an AI assistant

An assistant such as Claude connected through Solk MCP can read and create canvases: list_canvases, read_canvas (outline, JSON or SVG), create_canvas (template, Mermaid or elements), update_canvas (add / update / delete as a diff). E.g. "Create an account plan canvas for Kuzey Plastik and add the two objections from the last call to the risks" or "Summarize the most-voted notes on the post-fair brainstorm". Ready-made prompt: Tasks from a canvas.

Limits

1,500 items per canvas, 2,000 characters per note. No live cursors / presence; changes sync every few seconds. Canvases aren't in the mobile app (they open in the phone's browser). No image / file uploads — files stay in the record's files area.