Visual Knowledge Base · 52 Articles

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Interactive guides powered by Vizually.AI’s own canvas technology. Every article includes a visual diagram.

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5-Min Quickstart

From zero to productive — the essential walkthrough for new users.

Get started →

Try the Playground

Drag cards, draw connections — hands-on in your browser right now.

Try it →

AI Features Guide

Command Bar, Text to Project, Analyze Health — learn what the AI can do.

Explore AI →
Getting Started
5 articles
Cards & Tasks
5 articles
Connectors
4 articles
Zones & Organization
4 articles
AI Features
10 articles
Templates
3 articles
Collaboration
3 articles
Analytics
3 articles
Workflows
3 articles
Admin & Settings
3 articles
Troubleshooting
4 articles
Playground
1 article
All (52)Getting Started (5)Cards & Tasks (5)Connectors (4)Zones & Organization (4)AI Features (10)Templates (3)Collaboration (3)Analytics (3)Workflows (3)Admin & Settings (3)Troubleshooting (4)Playground (1)
52 articles
My ProjectCanvas 1Task 1Task 2Task 3
Getting Started 2 min

Create Your First Project

Set up a new project and canvas workspace in under a minute.

Infinite CanvasABC
Getting Started 3 min

Navigating the Canvas

Master panning, zooming, and moving around the infinite workspace.

Getting Started 1 min

Keyboard Shortcuts Reference

Quick-reference for all keyboard shortcuts to speed up your workflow.

DashboardProject AProject BProject C
Getting Started 2 min

Understanding Your Dashboard

Your home base — see all projects, recent activity, and key stats at a glance.

1. Login2. Project3. Cards4. Connect5. AI
Getting Started 5 min

5-Minute Quickstart Guide

From zero to productive in five minutes — a condensed walkthrough of everything you need.

TaskMilestoneRiskDone!In ProgressTo Do
Cards & Tasks 2 min

Adding Cards to the Canvas

Cards are the building blocks — tasks, milestones, initiatives, and more.

CanvasSide PanelSelected Card
Cards & Tasks 2 min

Editing Card Details

Every card has rich details — status, dates, assignee, progress, and description.

— actionable work items with status tracking Milestone — key project events or deadlines (diamond shape) Initiative — large-scope items that contain multiple tasks Risk — potential problems to track and mitigate Decision — choices that need to be made with rationale Document — reference documents, specs, and attachments Note — informational cards for context and documentation">
TaskMilestoneInitiativeRiskDecisionNote
Cards & Tasks 3 min

Card Types Explained

Seven card types for different purposes: task, milestone, initiative, risk, decision, document, note.

To DoIn ProgressReviewDoneABCD
Cards & Tasks 2 min

Status Workflow & Progress

Track work through statuses: To Do → In Progress → In Review → Done.

ABCAll Done!
Cards & Tasks 2 min

Bulk Card Operations

Select multiple cards to move, delete, or change status in bulk.

Design APIBuild Frontend
Connectors 2 min

Creating Connectors Between Cards

Link cards to show dependencies, blockers, and relationships.

— Source blocks the target from progressing (most common dependency) Related — Bidirectional link showing related work items Informs — Source provides information needed by target (for context)">
Source ATarget ABlockerBlockedTask XTask Y
Connectors 3 min

Dependency Types Explained

Three relationship types: Blocks, Related, and Informs.

DesignBuildTestDeployDocs
Connectors 3 min

Critical Path Analysis

Find the longest chain of dependent tasks that determines your project timeline.

ABCDEFG
Connectors 3 min

Visualizing Complex Dependency Chains

Understand and navigate intricate networks of task dependencies across your project.

Sprint 1Sprint 2Task ATask BTask C
Zones & Organization 2 min

Creating Zones & Frames

Group related cards together using colored zones and labeled frames.

CriticalActiveDoneReview
Zones & Organization 2 min

Color Coding Your Canvas

Use color strategically to encode meaning: priority, team, status, or category.

Note!IdeaQuestionAction
Zones & Organization 2 min

Sticky Notes & Text Labels

Add context with sticky notes for comments and text labels for annotations.

RectCircleDiamond
Zones & Organization 2 min

Shapes & Free Drawing

Add shapes for diagrams and use the drawing layer for freehand annotations.

CanvasCommand BarExistingAI Created
AI Features 3 min

Using the Command Bar

Press Cmd+K to open the Command Bar — an AI command palette with 13+ commands to create tasks, analyze your project, and answer questions.

Paste TextGenerated CardsTask 1Task 2Task 3Milestone
AI Features 3 min

Text to Project

Paste text, lists, or PRDs and the AI generates structured cards on the canvas.

Health: 78Risk: Medium3 Blocked12 Active
AI Features 3 min

Project Analysis & Reports

One-click AI reports: Health Check, Risk Analysis, Dependencies, Status Report, and more.

To DoIn ProgressReviewDone
AI Features 2 min

Auto-Layout & Smart Organization

Let AI organize your canvas cards into neat status columns automatically.

Design APIBuild ClientWrite TestsDeploy
AI Features 3 min

AI Dependency Detection

AI analyzes your cards and suggests connections you may have missed.

Cmd+K) and select Ask AI Type questions like: "What is blocking the deployment?", "Who has the most tasks?", "Which tasks are overdue?" The AI queries your canvas data and returns structured answers Results include relevant card references you can click to navigate to on the canvas">
"What is overdue?"3 tasks overdue
AI Features 2 min

Natural Language Queries

Ask your project questions in plain English and get instant answers. Includes spatial commands like "move this near the timeline" or "align all blocked cards".

/ Search commands...Open Gantt LensExport as CSV
AI Features 2 min

Command Bar (Cmd+K)

Press Cmd+K to open the Command Bar — an AI command palette with 13+ commands including Ask AI, Generate, Analyze Health, Templates, and more.

Overdue!Due SoonOn Track
AI Features 2 min

Risk Halos & AI Insights Badge

Cards glow when at risk. The insights badge gives you a real-time count of issues without asking.

Cmd+K) and select Ask AI Type spatial commands like: "move this near the timeline", "align all blocked cards", "group cards by assignee" The AI interprets spatial intent and repositions cards on the canvas Review the changes and press Ctrl+Z to undo if needed">
BlockedBlockedAligned!Aligned!
AI Features 2 min

Spatial Reasoning & Card Positioning

AI understands card positions on the canvas. Ask it to move, align, or rearrange cards using natural language commands like "move this near the timeline" or "align all blocked cards".

Done EarlyShift →3dShift →3d
AI Features 2 min

Timeline Cascade on Completion

When a task completes early or late, AI offers to shift all dependent task dates automatically.

Gantt button in the canvas toolbar, or press Cmd+K and type "gantt" The Gantt Lens slides open as a panel on the right side Tasks are displayed as horizontal bars grouped by zone A red "today" line shows where you are in the timeline Click any Gantt bar to select and highlight the card on the canvas">
CanvasGantt LensTask ATask B
canvas-tools 3 min

Gantt Lens View

See your canvas as a Gantt chart — tasks on a timeline grouped by zone, with a today marker.

Kanban button in the canvas toolbar, or use the Command Bar (Cmd+K) Cards flow into columns: To Do, In Progress, In Review, Done, Blocked Toggle swimlanes to group cards by zone or assignee Cards are sorted by priority within each column Click any card tile to select it on the canvas">
To DoActiveReviewDoneABCD
canvas-tools 2 min

Kanban Lens View

View your canvas as a Kanban board with 5 status columns and optional swimlanes.

Resource button in the canvas toolbar, or search "resource" in the Command Bar (Cmd+K) Each team member gets a card showing their active, review, and completed task counts A load bar visualizes capacity: green (normal), yellow (high), red (overloaded) Expand a person’s card to see their full task list with statuses">
Resource LensSarah — 3 tasksMike — 7 tasksAlex — 10 tasks
canvas-tools 3 min

Resource Lens View

See team workload at a glance — who’s overloaded, who has capacity, and what each person is working on.

CSV from the format options (alongside PNG, SVG, JSON) The CSV includes: ID, Title, Type, Status, Priority, Assignee, Start/Due Date, Progress, Duration, Predecessors, Zone, Tags, Description Inferred dates (from position) are marked with an asterisk (*) so you know which dates are explicit vs. estimated">
Canvasreport.csv
canvas-tools 1 min

CSV Export

Export all canvas card data as a CSV file for spreadsheets, reporting, or backups.

MarketingEngineeringHRCampaignLaunchSprintOnboarding
Templates 2 min

Browsing & Applying Templates

118 ready-to-use templates across 10 categories — one click to create a new project with everything pre-wired.

Original ZoneCustomized!OldNew!
Templates 2 min

Customizing Templates

Templates are starting points — adapt zones, cards, and connectors to fit your actual project.

MKT 19ENG 10HR 14SALES 12FIN 9OPS 12PROD 7CS 10X-FN 11AGILE 1
Templates 3 min

Template Categories Guide

Explore all 10 template categories and find the perfect starting point for your team.

Shared CanvasAliceBobCharlie
Collaboration 2 min

Real-Time Collaboration

Work together on the same canvas — see cursors, changes, and who’s online.

AdminManagerContrib.Viewer
Collaboration 2 min

Roles & Permissions

Control who can view, edit, or manage your projects with role-based access.

Your CanvasTeamClientExport
Collaboration 2 min

Sharing & Exporting Projects

Share projects with team members, or export canvas data for presentations.

Chart 1Chart 2Chart 3Chart 4
Analytics 2 min

Analytics Dashboard Overview

Understand your project’s health at a glance with visual charts and metrics.

CriticalBlockedHiddenHidden
Analytics 2 min

Filtering & Focusing Your Canvas

Use filters to show only the cards you care about right now.

SnapshotStatus ReportStandup Prep
Analytics 3 min

Generating Reports & Snapshots

Create presentation-ready project reports with AI-powered summaries.

SettingsProfileSecurityNotificationsPlan
Admin & Settings 2 min

Account & Profile Settings

Customize your profile, change password, and configure notification preferences.

Rule EngineLLM EngineFreeBasic AIAPI KeySmart AI
Admin & Settings 3 min

Configuring AI Features

Set up AI model selection, API keys, and customize AI behavior for your organization.

Admin PortalAdminUsersProjectsStats
Admin & Settings 2 min

Team & Organization Management

Manage team members, roles, and organizational settings as an admin.

Troubleshooting 1 min

Canvas Appears Blank

If your canvas seems empty, you may be zoomed out too far or panned away.

Cmd+K) and check if commands are loading If using an LLM, ensure the API key is configured in admin settings Try a simple command like "Analyze Health" to test basic functionality">
Troubleshooting 2 min

AI Commands Not Responding

If the AI shows "Thinking..." indefinitely, check these common issues.

Troubleshooting 1 min

Connectors Not Showing

If connectors disappear, check filters and zoom level.

Canvas A (50)Canvas B (50)
Troubleshooting 2 min

Canvas Performance Tips

Keep Vizually.AI running smoothly even with large projects.

BacklogSprintIn ProgReviewDone
Workflows 4 min

Running Agile Sprints in Vizually.AI

Use Vizually.AI as your sprint board — with zones for status columns and AI for standups.

Q1Q2Q3Q4AuthAPI v2DashboardMobileScale
Workflows 4 min

Building a Product Roadmap

Create a visual product roadmap with quarterly zones, initiative cards, and dependency chains.

Risk RegisterProject TasksRisk 1Risk 2Risk 3Task ATask B
Workflows 3 min

Risk Management Workflow

Systematically identify, assess, and track project risks using Vizually.AI.

Vizually.AI PlaygroundMarketingSprintBlank
Playground 5 min

Try Vizually.AI in the Playground

A safe sandbox to experiment with Vizually.AI features. Nothing you do here affects real projects.

Interactive Sandbox

Try It Yourself — The Playground

Drag cards around, double-click to add new ones. Experience Vizually.AI’s canvas right here in the Help Center.

DRAG CARDS · DOUBLE-CLICK TO ADD
4 cards
Frequently Asked Questions

Common Questions

Quick answers to the most common questions about Vizually.AI.

Is Vizually.AI free to use?

Vizually.AI offers a free tier with full canvas, cards, connectors, and basic AI features. Premium plans add LLM-powered AI, advanced analytics, and unlimited team members.

Can I use Vizually.AI offline?

Vizually.AI is a web application and requires an internet connection. However, canvas data is cached locally so you can view your last-opened canvas while briefly offline.

How many cards can I have on one canvas?

Vizually.AI is optimized for up to 200 cards per canvas. For larger projects, we recommend splitting across multiple canvases within the same project.

Do I need an API key for AI features?

Basic AI features (card generation from text, auto-layout, dependency detection) work without an API key using the built-in rule engine. Advanced features (Command Bar AI commands, smart analysis) require a Together.AI API key configured by your admin.

Can I import data from Jira, Trello, or Asana?

Currently, the best way to import is to use Text to Project — paste your task list and the AI parses text, CSV-style lists, and bullet points into cards on the canvas. Native import integrations are on the roadmap.

How does real-time collaboration work?

When multiple team members open the same canvas, all changes sync instantly. You see live cursors and presence indicators for each person. Conflicts are resolved automatically.

What browsers are supported?

Vizually.AI works best in Chrome, Edge, and Firefox. Safari is supported but may have minor rendering differences. We recommend Chrome for the best experience.

Can I undo my changes?

Yes! Press Ctrl+Z to undo and Ctrl+Y to redo. Vizually.AI supports multi-level undo for card creation, movement, deletion, and status changes.

How do templates work?

Templates are pre-built canvas configurations with zones, cards, and connectors. Apply one to any project canvas and it populates instantly. All elements are fully editable afterward.

Where is my data stored?

Vizually.AI uses Cloudflare D1 (SQLite) for data storage, which provides global edge distribution for fast access worldwide. Data is encrypted at rest.

What can the AI do?

The AI copilot can generate cards from text, analyze project health, detect dependencies, auto-layout your canvas, and smart-assign tasks. It also supports spatial reasoning — ask it to move, align, or reposition cards using natural language commands like "align all blocked cards" or "move this near the timeline".

Changelog

What’s New

Latest features and improvements to Vizually.AI.

v2.8 2026-03-25

Spatial AI & UI Polish

  • AI spatial reasoning — ask the copilot to move, align, and reposition cards
  • Centralized z-index architecture — no more overlapping UI elements
  • Improved menu labels with descriptive tooltips
  • 118 templates across 10 professional categories
v2.9 March 2026

Template & Project Usability

  • Redesigned template previews with readable card layouts, zone labels, and connector arrows
  • One-click "Use Template" auto-creates a project and opens the canvas instantly
  • Project cards show loading state and "Open" hover affordance
  • Auto-create canvas when project has none
  • 3-column template grid on large screens
v2.8 March 2026

PM Lens Views

  • Gantt Lens — timeline view with zone grouping, today marker, and inferred dates
  • Kanban Lens — 5 status columns with swimlane and priority sorting
  • Resource Lens — team workload grid with capacity bars and task lists
  • Timeline Slider — dual-handle date filter dims cards outside range
  • CSV Export with all card fields, inferred dates marked with asterisk
  • Person Workload Dot on cards showing assignee load at a glance
v2.7 March 2026

AI-Native Canvas Intelligence

  • Command Bar (Cmd+K) with 13+ AI commands, fuzzy search, and keyboard navigation
  • Smart Card Auto-Fill — AI suggests priority, type, and assignee as you type titles
  • Dependency Conflict Warnings — connectors pulse when relationships conflict
  • Risk Halos — cards glow red/yellow based on overdue status and blockers
  • Timeline Cascade — offers to shift dependent dates when tasks complete early/late
  • AI Insights Badge — always-on counter of overdue, unassigned, blocked, and stalled items
v2.6 March 2026

Sprint & Baseline Tools

  • Date Bands — visual sprint ranges rendered across the canvas
  • Burndown Sparklines — inline progress charts on zone headers
  • Workload Heatmap — team capacity visualization
  • Baseline Overlay — compare current plan vs. original baseline ghosts
  • Expand with AI on card descriptions
  • Impact Analysis and Capacity Check popups
v2.5 March 2026

Visual Knowledge Base

  • Interactive Help Center with 40+ articles and mini-canvas diagrams
  • Try-It Playground with sandbox environments
  • FAQ section and keyboard shortcut search
v2.4 February 2026

In-App Guidance System

  • 7-step welcome tour for new users
  • Contextual tooltips and pulsing beacons
  • Guidance Engine: onboarding checklist (bottom-left) with progress tracking
  • Self-help launcher with searchable articles
  • Intelligence Layer: non-intrusive toast notifications with smart suggestions
v2.3 January 2026

Template Gallery

  • 118 templates across 10 categories
  • Category tabs and search filtering
  • One-click template application
  • Template preview with mini-canvas
  • AI Remix — customize any template with natural language
v2.2 December 2025

AI Command Enhancements

  • Text to Project: card generation from 5 input types
  • Six analysis reports: Health, Risk, Dependencies, Status, Standup, Snapshot
  • Auto-Layout and Smart Assign tools
  • Dependency Detection with confidence scoring
v2.1 November 2025

Canvas Engine

  • React Flow-based infinite canvas with pan, zoom, and minimap (built-in, bottom-right)
  • Seven card types with full status workflow
  • Curved SVG connectors with three relationship types (Blocks, Related, Informs)
  • Zones, frames, stickies, shapes, and text

Vizually.AI

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