Features

One page per Kanvas AI feature. Each page is written for end users and team members, not engineers — it explains what the feature does and how to use it in plain language.

Structure

Every feature page follows the same sections, in this order:

  1. Overview — what the feature does, who it’s for, and when to use it. 2–4 sentences.
  2. How it works — the end-to-end flow as a short numbered list. Describe the user experience, not the underlying mechanics.
  3. Setup — what someone needs to do in the UI to turn the feature on, if anything. Skip this section if there is nothing to set up.
  4. Usage — short, focused walkthroughs of the most common things people will do.
  5. Edge cases & limits — anything that’s easy to misuse, behaviours that surprise people, or noteworthy boundaries. Keep entries short.
  6. Related — links to related feature pages.

Keep wording concrete and concise. If a section runs past about 300 words, split it or trim it — long pages are hard to scan and Kenny gives clearer answers when each page is tightly scoped.

Pages

  • Tasks & Boards — work on tasks in a kanban board, with cards, columns, milestones, tags, and a detail view
  • Task Relations — typed connections between tasks (blocks, relates to, duplicates) and how to manage them from the UI, Kenny, or MCP
  • Projects — create projects, set up boards, manage members, columns, milestones, and tags
  • Chat — channels, direct messages, threads, reactions, and rich-text composition
  • CRM — contacts, companies, leads, deals, activity timelines, and email
  • External Form → CRM — capture website form submissions as leads in your CRM
  • CRM Meetings — start video meetings from contacts and deals, with guest lobby, recording, and AI summaries
  • Personal Meeting Room — your permanent personal video room with a shareable link
  • Meeting Notes — agent-captured notes from your calls, with summaries, action items, and transcripts in a personal library
  • Knowledge Base — shared document library for your workspace
  • Notifications — the notifications drawer and per-channel settings
  • Settings & Workspaces — profile, workspace info, members, teams, and danger zones
  • Memory — personal, workspace, and project memory that steers Kenny
  • Workflow Roles — give board columns a semantic role so automations know which column to use
  • Task Types — system-defined per-task classification driven by board templates (Software, Marketing, Operations, Sales, General)
  • Kanvas CLI — shell helper for git worktrees + tmux windows + Claude Code sessions
  • Worktrees & tmux — local-dev workflow for working on multiple branches in parallel without losing context
  • Onboarding — the post-signup walkthrough that sets up your first workspace
  • GitHub Integration — link pull requests to tasks and surface PR status on the board
  • Figma Integration — embed Figma frames in tasks and comments
  • AI — Kenny’s chat drawer, full-page research workspace, in-editor document assistant, and the connector for external AI clients

Table of contents

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