Working with Elements in the Canvas View

As elements are added to any view, they are also added to the Canvas view. The Canvas offers a place to view all elements available that make up your planning strategy.

The Canvas view shows elements without any specific view of their data selected, and no specific comparison of them configured except for their arrangement within a hierarchy. From the Canvas view, you can access each parent element's hierarchy and all details about an element.

As you make changes to element details in the Gantt view and the Canvas view, including changes to dates, titles, links, and metric values, you can revert your changes by clicking Undo Icon in the top right corner of the view header. The undo functionality does not apply when you delete an element or component such as a planning view. The undo icon is disabled if the change cannot be undone.

Note:  Undoing changes is available in the view (Gantt or Canvas) that currently displays. If you navigate away from the view, undo resets to only undo the changes in that view. For example, if you modify dates on an element in the Canvas view, and then display a Gantt view, you can no longer undo the date change made within the Canvas view.

Sorting Elements in the Canvas View

Within the Canvas view you can move planning elements around to best fit your needs. You can also sort the elements alphabetically in a square tiled display in ascending or descending order to help organize the elements in the view

To sort elements in the Canvas view:

  1. From the Planning menu, select Planning Board.

The Canvas view loads as the default view.

  1. Click Element Sort Icon in the left toolbar to arrange the planning elements in alphabetical order from left to right, starting at the top left of the Canvas.

Click the icon again to arrange the elements in reverse alphabetical order.

Moving Elements in the Canvas View

Element Team Members can move single planning elements around on the Canvas view or its child boards by dragging the element. Moving elements on the Canvas has no effect on element metric values or dates. Planning Elements may also overlap in the Canvas view. See the information below to bring a planning element to the top of a stack of elements.

To move elements in the Canvas view:

  1. From the Planning menu, select Planning Board.

The Canvas view loads as the default view.

  1. Hold the CTRL key while clicking the left side of the elements to select to move.
  2. Click the left side of the selected elements and drag the group.

To remove the selection from a group of planning elements, click outside the element where the Canvas is blank.

To bring an element to the top:

  1. From the Planning menu, select Planning Board.

The Canvas view loads as the default view.

  1. Point to the left side of the element until the pointer changes to Four Point Cursor Icon and then click the element.

Notes:   

  • If you drag from outside the canvas onto the canvas, a selection may cover the screen in blue. Click the canvas to remove the mistaken selection.
  • Innovation Planning and Roadmapping are optional Accolade components that you may not have access to. To implement these solutions, contact Sopheon Customer Support.