Getting Started
This guide walks you through the core steps to get your team up and running in CE Canvas — from logging in to creating your first engagement project.
1. Log in
Navigate to your CE Canvas URL and sign in with your email address and password.
If you haven’t received an invitation yet, ask your organisation owner to invite you from Organisation Settings → Users.
2. Your organisation home
After logging in you’ll land on your organisation’s home page, showing all projects grouped by status — Draft, Active, and Completed.
Use the left sidebar to navigate between My Work, Tasks, and Organisation Settings.
3. Invite your team
Before creating projects, add your team members so they can be assigned to projects and tasks.
- Go to Organisation Settings (bottom-left sidebar)
- Select Users from the settings menu
- Click Invite Member
In the invite modal, enter the person’s email address and assign them a role.
| Role | Access |
|---|---|
| Owner | Full access, including billing and org settings |
| Admin | Manage members, projects, and all settings |
| Member | Access only to projects they are explicitly added to |
The invited person will receive an email to create their account.
4. Create your first project
From the organisation home, click Create New Project in the top-right corner.
Fill in the project details:
- Title — the name of your engagement project
- Slug — auto-generated from the title; used in URLs
- Project Code — a short prefix used on task codes (e.g.
BFR-0001) - Summary — a brief description of the project
- Status — start as Draft while you’re setting up; switch to Active when engagement begins
- Project Type — optional; selecting a type will suggest relevant IAP2 participation levels and engagement methods
5. Your project workspace
Once created, your project opens to the Project Home — your central hub for the engagement lifecycle.
The Getting Started section guides you through the three foundation steps:
- Resources & Context — upload strategies, plans, and reference documents to inform AI suggestions
- Engagement Canvas — your engagement planning canvas, editable with EVA’s assistance
- Apply Playbook — configure a timeline, tasks, and methods based on your engagement type
The Project Workflow section then follows your engagement through five phases: Planning → Delivery → Task Board → Results → Reporting.
6. Managing tasks
CE Canvas includes a cross-project task board accessible from Tasks in the sidebar. Within a project, use the Task Board to create, assign, and track tasks through your workflow phases.
Tasks can be grouped by phase, filtered by type, priority, activity, or project, and viewed as a Board, List, or Timeframe.
7. Using EVA
EVA is your AI-powered engagement advisor, available throughout CE Canvas. Open EVA by clicking Ask EVA in the top navigation bar.
EVA can help with:
- Engagement planning and strategy
- Stakeholder identification and analysis
- Method selection and IAP2 guidance
- Timeline and resource planning
EVA is a tool to support your expertise — always review what it generates. See our Responsible AI Use guidelines.
Next steps
- Add resources and context to your project to improve EVA’s suggestions
- Apply a playbook to generate a structured set of tasks and engagement methods
- Invite project team members and assign tasks
- Read Roles and Permissions to understand what each role can do