Canvas View Hero Pn
Available on Professional and Enterprise plansManagers and Contributors with edit access can edit and rearrange data on a canvas, while users with viewer access can only view

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Overview

Canvas view is a space where you can play around with your data to identify themes in a fast, lightweight, and flexible way in Projects. Once you’ve broken down your interviews or other data into discreet, categorized highlights, you can use canvas layout to cluster similar content together, and create insights.

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Add data to your canvas

You can find and choose what data to work with on your canvas. You can add up to 1,000 objects per canvas.
  • To do this, navigate to the left toolbar and select Add.
  • Use the reference picker to browse existing project data. You can navigate betweenNot on canvas and All, or use search and filters to find what you need.
  • From there, select your data and click Add to canvas.

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Select, duplicate, and move objects on your canvas

  • Choose the select tool: Click on the select tool (mouse pointer icon) in the left-hand menu or press V on your keyboard.
  • Select single or multiple objects: You can select single objects by clicking on them. To select multiple objects simultaneously, click on the canvas background and drag your mouse over the objects you want to select, or hold Shift and click on the objects you’d like to select.
  • Move objects: Once you have selected the objects you want to move, click and drag to move them.
  • Duplicate objects: You can copy and paste objects on your canvas by using keyboard shortcuts ⌘ C or Ctrl C to copy, and ⌘ V or Ctrl V to paste.
There are several ways to move around your canvas with ease.

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Move around the canvas

  • Using the pan tool: Click on the pan tool (hand icon) in the left-hand menu, then click and drag on your canvas.
  • Keyboard shortcut: Hold down spacebar and click and drag on your canvas.
  • Using a trackpad: Place two fingers on your trackpad and scroll in any direction.

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Zoom in and out

  • Zoom menu: In the top right of your canvas, press the + and - buttons to zoom in and out, or press the current zoom level to select from predefined increments.
  • Keyboard shortcuts: Use the + and - keys on your keyboard to zoom in and out.
  • Mouse controls: Use the scroll or touch scroll on your mouse to zoom in and out.
  • Trackpad controls: Pinch your fingers together to zoom out and move away from one another to zoom in.

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Search for data

  • Using the search tool: Click on the search icon in the top right and enter keywords to locate objects.
  • Keyboard shortcut: Press ⌘ F on Mac or Ctrl F on Windows to quickly open the search bar.
Once you have your desired data on your canvas, you can quickly group highlights based on thematic similarities with magic cluster. Clustering is based solely on the content of the highlights, not any tags or note titles.
  • To do this, select Cluster in the top bar of your canvas.
  • From there, your highlights will be placed into groups with automatically generated labels. You can also refine these groups further by selecting groups of data and selecting Cluster.

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Define groups on your canvas

You can also manually create groups to combine related content on your canvas.
  • To do this, select objects on the canvas, press Add a group from the action menu and enter a title for the group.
Add To Group Pn Groups can be edited, renamed, resized, and moved freely around the canvas.
  • To add new objects to a group, simply drag objects into it, resizing the group if necessary, or place the group itself over objects on the canvas.
You can remove groups from your canvas by selecting them and pressing backspace/delete on your keyboard. This will also remove the objects within the group.

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Add text to your canvas

You can add additional text to your canvas by adding text boxes.
  • To do this, select the Add text button in the left-hand menu and click on the canvas to place the text box.
  • With this, you can change the text size in the text menu and use the keyboard shortcut T to create new text boxes.

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Create and add objects to an insight

When you’ve mapped data into groups, you may want to create an insight or add content to an existing insight to share with your team in a report
  • To do this, select objects, and press Add to insight from the action menu.
  • From there, you can search for an existing insight or create a new one to add your objects to.
  • To view the insight, you can open this from the pop-up message in the bottom right corner of the screen and customize how your content is displayed.

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Create a highlight reel from your canvas

You can also create and download reels directly from your canvas view.
  • To do this, select a group or two or more video highlights, navigate to ••• , click Download and select Video highlight reel.
  • From there, enter a title for your highlight reel, toggle on or off whether to include subtitles, and select Download.

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Collaborate with your team on canvas

Actions performed by one user apply to everyone viewing the canvas, so if you cluster, move, or remove objects, everyone will have the same experience. Full visibility cursors mean that you can see where everyone is on the canvas at any given time.

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Follow the view of others on canvas

See the canvas from your teammate’s point of view and track their movements by clicking on their Avatar in the top right, then follow along while they navigate across the canvas.

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Export an image of your canvas to share

You can export your canvas as a PNG to share in presentations, reports, or conversations with your team anytime.
  • To do this, navigate to the top right of the canvas and press Download.

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FAQs