Attach a canvas

A task can be linked to a canvas so the dashboard for a piece of work sits right beside the work itself. You set this link on the task after it exists, not while creating it. A task is not linked to an individual data record directly; its connection to your data runs through the linked canvas and the context you preset on it. For the surface itself, see Core concepts: Canvas.

Link a task to a canvas

1. Open the task from the Tasks list.
2. Below the description, find the canvas selector. It reads No Canvas until one is chosen.
3. Click it, then use Search canvas... to find a canvas.
4. Select the canvas. It renders inline on the task.

To change the link later, open the selector again and pick a different canvas.

Connect it to data through context

If the chosen canvas defines context variables, you can preset them so the canvas opens already focused on this task's data:

1. When you pick the canvas, the selector's second step, Configure Context, lists the canvas's context variables. Set a value for each, for example a counterparty or a date range, and click Confirm.
2. On the task, the linked canvas appears under a Canvas panel, with each context variable shown as a row below it. Use a row's pencil to change its value later.

The canvas then filters to those values whenever the task is open, which is how a task stays tied to the right slice of data without a direct record link.

Where to go next

• Build the canvas first: Build a canvas
• Understand the surface: Core concepts: Canvas
• Track the work itself: Create a task