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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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)

Cards & Tasks

Creating, editing, and managing task cards

5 articles
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.

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