Canvases: Add workflows to a canvas

 What you'll learn in 2 minutes or less: How to add workflows to a canvas so your teammates can easily find and use them.

Anyone the canvas is shared with can use the embedded workflows to submit information, create requests, and more.

Go for it!

  1. From your desktop, hover over  More in the tab bar and select Automations.
  2. Click All workflows.
  3. Hover over the workflow you want to add to a canvas and click the  three dots icon.
  4. Select Copy workflow link.
  5. Open a canvas and paste the workflow link. Choose Paste as Card so the workflow displays as an easy-to-use button.

    Here's an example of what this could look like: a canvas for a workshop that includes a workflow so coworkers can easily submit questions, suggestions, or comments

Tip: If you’re new to workflows, we recommend visiting our tutorial to learn about workflows and ways to use them.