Project plan
Start a project with its purpose, decisions, and next steps on the page. In the example, the first-week guide, channel descriptions, and first-day schedule each have an owner.
Coplace Canvas
A shared page for your project.
Keep the project brief, meeting decisions, and useful team information in your channel’s Canvas tab. Return to the conversation with the shared notes close at hand.
welcome
Open an example
The first-week plan
Our plan for welcoming new teammates.
Decision
We’ll start the first day with introductions and a short workspace tour.
Try editing the decision in this sample note.
Let’s keep the first-week guide in this channel’s Canvas tab.
What comes next
| Task | Owner | Status |
|---|---|---|
| First-week guide | Maya | In progress |
| Channel descriptions | Alex | In progress |
| First-day schedule | Jamie | To do |
Welcome tasksRelated link
Welcome planning notes
Monday · People and culture team
Agenda
- First-week guide
- Team channels and the people who can help
- The first-day schedule
Decision
We’ll add the team channels and people who can help to the guide. New teammates will tour the workspace together on their first day.
Try editing the decision in this sample note.
Guide: Maya. Channel descriptions: Alex. Schedule: Jamie.
Project planRelated link
Sample content · Edit and save a decision. Your text stays here as you switch between documents.
From the project plan to the team handbook.
The three examples follow a team preparing for a new teammate’s first week: a plan for the work, a record of the meeting, and a guide for the person joining.
Meeting notes
Record the agenda, the decision, and the work people agreed to take on. In the example, the team decides what belongs in the guide and divides the preparation between three people.
Team handbook
Put frequently explained information in a shared guide. The example tells a new teammate where to begin, how conversations work, and where the team keeps its notes.
Turn the discussion into a useful record.
A teammate can read the project’s purpose, decisions, and useful links on the shared page without retracing the entire conversation.
Begin with the purpose
Start in the channel’s Canvas tab. Introduce the project, meeting, or handbook with a title and a short explanation.
Bring the useful information together
Organize decisions, open questions, files, and links. Use headings and lists to help a teammate find the section they need.
Keep track of the next task
Explain why the work is needed in the note. Create a task in the channel’s Lists tab when it needs an owner, status, and due date.
Pages the team can come back to.
A project handover
Write down the purpose, recent decisions, and open questions. Give the next owner the files and links they need on the same page.
The record after a meeting
Record the agenda and agreed decisions in the shared note. Track work with an owner and date separately in Lists.
Canvas and Lists
Write the plan. Track the tasks.
Use Canvas to explain what the team is doing and why. In Lists, give each task an owner and a due date. The notes explain the decision; the task list shows the work to follow up.
The example shows the tasks for the same first-week preparation. Open a task to inspect its details or switch to the board view.
Explore Lists and tasksFirst-week preparation#welcome
Open a task, then change its owner or status.
Changes in this example are not saved to your workspace.
Sample tasks · List and board views.
Explore the rest of the project workspace.
Keep the discussion in the project channel, share files, and follow task progress. Organize each part around the same project.
Getting started with Canvas.
Create your first shared page.
Start with a topic the team often asks about. A short explanation, useful links, and decisions make a practical first page.