How do I add a record to the canvas?

There are two ways to put records on a canvas: pick ones you already have, or create new ones from the board.

Place an existing recordCopy Anchor Link

1. In the add card under the tool dock, click the kind you want, such as Add project or Add contact.
2. The Add to canvas dialog opens on that kind's tab. Search, or scroll the list.
3. Click a record. Its card lands in the center of your view.

The tabs are Task lists, Projects, Tasks, Notes, Contacts, Organizations, Targets, Pipelines, Invoices, Opportunities and Files. Each tab except Opportunities has a button at the bottom to create a new one instead, such as New project. Opportunities are listed for you, so you pick one.

Archived projects, notes, contacts and organizations don't appear in the list. Restore one first to place it.

Create a new record from the boardCopy Anchor Link

1. Right-click empty space on the canvas.
2. Choose Add, then the kind: Project…, Task…, Note…, Contact…, Organization…, Target…, Pipeline…, Invoice…, Opportunity… or File…. Opportunity opens the picker so you can choose one.
3. Fill in the module's usual New dialog. The new record lands as a card where you right-clicked.

On Basic, a new project, note or contact at the limit opens the plan dialog instead, and no card is placed. A studio over a limit sees the over-limit prompt, with Archive down and Upgrade. See what the Basic plan includes.

If you add a contact or organization that already exists, with the same email or name, Plya can place the existing one instead of making a duplicate.

Add a task listCopy Anchor Link

A task list card is a live list of tasks. Choose Add task list, then Today, Upcoming, or a project, contact or organization. Archived projects and contacts aren't listed. Tick tasks off right on the card, or type in Add a task… to add one. A task added to a Today list is due today; one added to a record's list is linked to that record.

To type a checklist instead, in a text box or sticky, choose Checklist in the text bar, or press ⇧ ⌘ 9. Its boxes are part of the text and don't become tasks.

Turn a sticky or text into a noteCopy Anchor Link

Right-click a single sticky or text box and choose Convert to note. Its text becomes a Note in Notes, and the sticky becomes the note's card. ⌘ Z undoes it in one step.

If Basic's note limit is reached, the plan dialog opens and the sticky stays as it is.

Right-click a cardCopy Anchor Link

Right-click a task, note, file, invoice, project, contact, organization or outreach target card for the same actions it has in its own module, such as Mark done, Add to folder, Download PDF, Archive project, Make a lead or Move to. A task, note, invoice, project, contact or organization card also has Add to favorites. Remove from canvas takes the card off this board and leaves the record where it is. Other cards keep Open.

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