Create a canvas
1
Navigate to Canvas
Navigate to Industrial tools > Canvas.
2
Create a new canvas
Select + Create canvas to start a new canvas.
➀ Toolbar — hover over each tool to see a description.➁ Settings — select canvas settings, add or remove labels, save as PDF, lock, or duplicate a canvas.➂ Menubar — select an item on the canvas to show relevant options for the item, for example, to open it in search.➃ Agents — open an AI agent to work with the canvas.➄ Add data — find and select data to add to the canvas. You can also drag and drop local files and images directly to the canvas.
Use an agent to find data
To interact with an agent, you need these capabilities.Learn more about Atlas AI.
Engineering diagrams
Add engineering diagrams and related data to a canvas.
Set threshold rules (beta)
Use rules to monitor items on a canvas. For instance, to keep track of pump values, corrosion rates, or operating temperatures.1
Select an item
Add or select an item on a canvas, for example, a sticky note, or a connection.
2
Create a rule
Click and Create rule.
3
Name the rule
Give the rule a name and, optionally, create a rule group.
4
Configure the rule
Select the Trigger, Criteria, and Formatting for the rule.
Navigate
To navigate on the canvas:- To pan, use the Spacebar and the mouse, or use two or more fingers on a touchpad.
- To move items, select and drag.
- To zoom, use the mouse scroll wheel, or pinch and stretch on a touchpad.
Supported file formats
Drag and drop these files on to a canvas.| MIME type | Extensions | Name |
|---|---|---|
application/pdf | .pdf | Portable Document Format |
image/jpeg | .jpg, .jpeg | Joint Photographic Experts Group image |
image/png | .png | Portable Network Graphics image |
image/svg+xml | .svg | Scalable Vector Graphics image |
image/tiff | .tif, .tiff | Tagged Image File Format |
image/webp | .webp | Web Picture format |
text/plain | .txt | Plain text document |
text/csv | .csv | Comma-Separated Values |
application/json | .json | JavaScript Object Notation |
application/msword | .doc | Microsoft Word document (older format) |
application/vnd.openxmlformats-officedocument.wordprocessingml.document | .docx | Microsoft Word Open XML document |
application/vnd.openxmlformats-officedocument.wordprocessingml.template | .dotx | Microsoft Word Open XML document template |
application/vnd.ms-word.document.macroEnabled.12 | .docm | Microsoft Word Macro-Enabled Document |
application/vnd.ms-word.template.macroEnabled.12 | .dotm | Microsoft Word Macro-Enabled Template |
application/rtf | .rtf | Rich Text Format |
application/vnd.oasis.opendocument.text | .odt | OpenDocument Text document |
application/vnd.oasis.opendocument.text-template | .ott | OpenDocument Text document template |
application/vnd.ms-powerpoint | .ppt | Microsoft PowerPoint presentation (older format) |
application/vnd.openxmlformats-officedocument.presentationml.presentation | .pptx | Microsoft PowerPoint Open XML presentation |
application/vnd.openxmlformats-officedocument.presentationml.template | .potx | Microsoft PowerPoint Open XML presentation template |
application/vnd.openxmlformats-officedocument.presentationml.slideshow | .ppsx | Microsoft PowerPoint Open XML slideshow |
application/vnd.ms-powerpoint.presentation.macroEnabled.12 | .pptm | Microsoft PowerPoint Macro-Enabled Presentation |
application/vnd.ms-powerpoint.template.macroEnabled.12 | .potm | Microsoft PowerPoint Macro-Enabled Template |
application/vnd.ms-powerpoint.slideshow.macroEnabled.12 | .ppsm | Microsoft PowerPoint Macro-Enabled Slide Show |
application/vnd.oasis.opendocument.presentation | .odp | OpenDocument Presentation |
application/vnd.oasis.opendocument.presentation-template | .otp | OpenDocument Presentation template |
application/vnd.ms-excel | .xls | Microsoft Excel spreadsheet (older format) |
application/vnd.openxmlformats-officedocument.spreadsheetml.sheet | .xlsx | Microsoft Excel Open XML spreadsheet |
application/vnd.openxmlformats-officedocument.spreadsheetml.template | .xltx | Microsoft Excel Open XML spreadsheet template |
application/vnd.ms-excel.sheet.macroEnabled.12 | .xlsm | Microsoft Excel Macro-Enabled Workbook |
application/vnd.ms-excel.template.macroEnabled.12 | .xltm | Microsoft Excel Macro-Enabled Template |
application/vnd.ms-excel.sheet.binary.macroEnabled.12 | .xlsb | Microsoft Excel Binary Workbook |
application/vnd.apple.numbers | .numbers | Apple Numbers spreadsheet |
text/tab-separated-values | .tsv | Tab-Separated Values |
application/vnd.oasis.opendocument.spreadsheet | .ods | OpenDocument Spreadsheet |