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DOCS & CANVAS

Plan a quarter on the Canvas

Lay out objectives, epics, milestones, risks and decisions on one board, using real records that stay linked to delivery.

5 min readFor PMs

What you'll end up with

A quarter plan where every card is a real record, connected by lines, with notes for the thinking in between.

The Quarter plan canvas.

Why it matters

Quarter plans usually start on a whiteboard full of sticky notes that stop matching the backlog within weeks. On an Ondule Canvas the cards are the real objectives, epics and milestones, so the plan shows live status and never needs rebuilding.

Before you start

  • A product with objectives, and ideally milestones and epics

Create a canvas

  1. Open Canvas from the sidebar and press New canvas.

  2. Click the name at the top and rename it, for example "Quarter plan".

Add records and notes

  1. Press Add to canvas and choose Ondule records. Search or filter by product and status, then pick the objectives, milestones, epics, risks and decisions you want as cards.

  2. Press Add to canvas again and choose Sticky note for ideas and questions, like "Builder first" or "Who owns the metric?".

    Record cards and sticky notes on one board.

Connect the plan

  1. Use the arrow or line tool in the drawing toolbar to connect related cards, for example objective to milestone and milestone to epic.

  2. Drag cards into the story you want to tell. Add a Frame around each part if you want to present it frame by frame.

How it connects

Where the canvas sits among the other records.

Troubleshooting

Can I create a new epic straight from the canvas?

No. Create the epic in the product first, then add it to the canvas with Add to canvas → Ondule records.

If I delete a card from the canvas, is the record deleted?

No. Remove from canvas, or deleting the card, only takes it off this board. The epic, milestone or other record stays exactly as it was in the product, and on any other canvas or doc that shows it.

Can several people edit a canvas at once?

Yes. Everyone on the canvas sees each other's cursors and changes live, and you can leave comments pinned to the board.

Next stepNext: How pricing works: first 3 members free, then $20 per member per monthOndule is free for your first 3 members, then $20 per additional member per month, with every feature included.
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Updated · Still stuck? Email hello@ondule.com.