Canvas

Organising your workflow efficiently is crucial for productivity, and Flexito's Canvas feature offers a seamless way to manage and group your steps. Whether you're arranging tasks or simplifying complex processes, Canvas helps you maintain a clear and structured workspace.

Canvas is a tool designed to help you organise your steps effectively.

To move the workspace, simply click and drag it. If you need to select multiple steps, hold the Shift key, then click and drag to encompass the steps you wish to select:

Alternatively, you can select them individually by holding the Ctrl key and clicking each step one by one:

TIP: If the edit panel doesn't appear, try Ctrl + clicking one of the green steps twice to deselect and then reselect it. This should make the panel visible.

Once you've selected multiple steps, click "Create New Canvas" to organise these steps within a canvas box.

To edit the canvas title or add a description, click on the canvas title. You can minimise the canvas by clicking the "-" button located on the left side of the canvas title.

Note: You need to select at least two steps to create a canvas or move them to other sub-flows. If you only have one step to move or include in a canvas, consider adding a temporary step for assistance, which you can remove later.

To add or remove steps from an existing canvas, select the step or steps you want to move, then drag them into or out of the canvas:

When you move steps into the canvas, the canvas background will change colour. Release the steps when the background turns grey from white.