Canvases: Add workflows to a canvas

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

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



Go for it!

  1. From your desktop, click on your workspace name at the top left.
  2. Select Tools from the menu, then click Workflow Builder.
  3. Click the workflow that you want to add to a canvas.
  4. Click the  three dots icon near the top right.
  5. Select Copy workflow link.
  6. Open a canvas and paste the workflow link. Choose Paste as card so that 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 that colleagues 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.

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

Anyone that 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 that you want to add to a canvas and click on the  three dots icon.
  4. Select Copy workflow link.
  5. Open a canvas and paste the workflow link. Choose Paste as card so that 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 that colleagues 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.