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How to Build Training Canvases
How to create and manage Training Canvases — the visual knowledge boards where you pin videos, PDFs, notes, and links for your team.
Training Canvases are your team's internal knowledge board — a flexible, visual surface where you pin the docs, videos, links, and notes your team actually needs. Think of each canvas like a dashboard for a topic: onboarding, a specific workflow, a client type, or anything else worth documenting.
Each card on the canvas contains one piece of content. Drag them around, resize them, and arrange them however makes sense for the material. The layout saves automatically.
Getting started
Open https://app.trustpager.com/training/resources. If this is your first visit, TrustPager automatically creates a default canvas for you — you'll see it in the canvas list on the left.
To create a new canvas, click New Canvas and give it a name. You can have as many canvases as you like — one per department, per workflow, per product, whatever works for your team.
Switching between canvases
Use the canvas list on the left side of the screen to switch between your canvases. Click on any canvas name to load its cards. To rename a canvas, click the pencil icon next to its name. To delete a canvas, use the trash icon — this also removes all the cards on it, so confirm before you go ahead.
Adding cards
With a canvas selected, click Add Card. A wizard walks you through picking the card type and filling in the content. There are seven card types:
- Notepad — A rich-text editor you can write into directly. Good for written SOPs, checklists, or context notes.
- Video — Paste a YouTube URL and the video embeds directly on the canvas so your team can watch without leaving the platform.
- Link — A clickable card that opens any external URL. Use it for Notion pages, Google Docs, external portals, or anything else your team needs fast access to.
- Embed — Paste an HTML embed snippet (iframes, third-party widgets, etc.) and it renders directly on the canvas.
- PDF — Upload a PDF and it displays inline. Great for process docs, pitch decks, or reference guides you want visible without downloading.
- Image — Upload an image file. Useful for diagrams, flowcharts, screenshots, or visual reference material.
- File — Upload any other file type as a downloadable card. Good for spreadsheets, templates, or anything that doesn't render inline.
Arranging cards
Cards sit on a 12-column responsive grid. Drag any card by its title bar to move it. Drag the resize handle in the bottom-right corner to change its size. The layout is saved automatically after you stop dragging — you don't need to click anything to save.
Use the filter buttons at the top of the canvas to show only a specific card type — handy when a canvas has a lot of mixed content and you want to focus on videos or notes only.
Editing and removing cards
To edit a card, click the settings icon on the card. To remove a card from the canvas, click the trash icon and confirm. Removing a card from the canvas doesn't delete any uploaded files from your file library.
Using Training Canvases via the API or AI agents
If you're building automations or using the TrustPager MCP, you can manage canvases and cards programmatically:
create_training_canvas— Create a new canvas with a namelist_training_canvases— List all canvases in the workspaceget_training_canvas— Fetch a canvas and all its cardsadd_training_card— Add a card to an existing canvasupdate_training_canvas/update_training_card— Rename or update canvas or card detailsdelete_training_canvas/delete_training_card— Remove a canvas or individual card
This lets you automate onboarding flows — for example, having an AI agent build a client-specific training canvas as part of your fulfilment process.
Troubleshooting
The canvas list is empty. If your default canvas wasn't auto-created, click New Canvas to create your first one manually.
A card is too small to read. Drag the resize handle in the card's bottom-right corner to make it bigger. Notepad and PDF cards are easiest to work with when they're at least 6 columns wide.
Layout changes aren't sticking. Layout is saved automatically after a short delay. Wait a moment after releasing the card, then refresh to confirm. If the issue persists, check your browser console for errors.
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