Playground

The Playground is a whiteboard inside each project. You create boards and place objects on an infinite canvas — sticky notes, idea cards, task and document drafts, checklists, mini Kanban boards, roadmaps, decision and risk cards, polls — connect them with arrows, and then convert the useful ones into real tasks or documents with one click.

Use it for workshops and early planning: a kick-off brainstorm with the client, a risk review, or sketching the phases of a fit-out before you commit them to Planning. Managers set up and run boards; the whole project team can view them, and guests can see boards you mark guest-visible.

Where to find it

Who sees it:

• Plan: the Playground is a Standard-plan feature (also Professional, Premium, Enterprise). On Free the page shows the plan notice instead of boards.
• Role: everyone who can open the project can view boards; project viewers and guests see only guest-visible boards and objects. Editing needs edit rights on the project (see Permissions).

The Playground fills the whole content area (no breadcrumb row), like the task board.

Screen tour

Boards index (landing page)

Header Playground boards — {project name} · {n} boards, with New board at the top-right.

Each board is a card with:

Click a card (or focus it and press Enter) to open the board.

Empty state: No boards yet — Create your first board to start brainstorming. with New board.

Open board

List view

A table of the board's objects with a Search objects… box, a type filter (All types, Sticky, Text, Shape, Arrow, Idea, Checklist, Decision, Risk, Matrix, Kanban, Timeline, Vote, Link, File…) and a count.

Empty: No objects on this board yet. or Nothing matches your filters.

Widget library

Click Widgets to open the library (Click to place at center, or drag onto the board.), with Recommended items, a Search widgets… box and five groups:

Arrows are not a widget: hover an object, drag from the dot on its edge to another object.

Inspector fields (all objects)

Arrow inspector: Label (Arrow label), Color, Line (Solid/Dashed), Arrow ends (→, ↔, —) and Direction.

Tasks

Create a board

1. Click New board (index page, view switch or board bar menu).

2. Fill in New board:

   Field	Required	Rules / defaults	Notes
   Name	Yes	Up to 160 characters.
   Description	No	Up to 5,000 characters.	Shown on the board card.
   Mode	No	Brainstorm, Planning, Flowchart, Mindmap.	A label for the board's purpose.
   Visibility	No	Internal or Client Visible (shown as Guest on cards).	Guests see only guest-visible boards.

3. Click Create → Board created. The board opens.

Rename (edit) a board

Board card ✎ or board bar → Rename board. Change the fields in Edit board, Save → Board updated.

Archive a board

Card 🗄 or board bar → Archive board. Confirm Archive board — "This board will be removed from the active boards list." → Board archived. An archived board is read-only; its card shows Archived.

Add and edit objects

1. Pick a tool (e.g. Sticky note) and click the canvas, or open Widgets and click (places at the centre) or drag a widget onto the board.
2. Select an object to move it, resize it from its handles, or edit it in the Inspector. Positions are saved when you finish dragging.
3. Press Esc to return to Select / move, close the library and clear the selection.

Connect objects

Drag from an object's edge dot to another object. Select the arrow to set its label, colour, line style and arrowheads.

Delete an object or arrow

Select it and press Delete/Backspace, or use Delete in the toolbar or inspector. Objects ask Delete board item — "This item and its contents will be removed from the board." Arrows are removed straight away.

Convert to a task

Convertible: sticky note, text, shape, idea card (including task drafts), checklist, decision, risk, vote, link card. Not convertible: frames, Kanban, timeline, priority matrix, file/image, doc drafts (use Convert to doc).

1. Select the object → Convert to task (toolbar, inspector or list row).
2. In Convert to task: Title (required, pre-filled; placeholder What needs doing?), Description, Status, Priority. Note: "The object will be linked to the new task and show a task badge you can click to open it."
3. Click Create task → Converted to task. The object shows a task badge; click it to open the task. The converted pill increases. The Playground Item Converted To Task automation trigger fires.

An object that already has a task cannot be converted again.

Convert a doc draft to a document

Select a Doc draft → Convert to doc → Converted to doc. A document of the chosen Doc type with the outline as body is created in Files, with the object's visibility. If unavailable, the button is greyed out (Docs conversion not available yet). Failure: Could not convert to doc. Please try again.

Statuses

Permissions

Refused changes show "Playground edits are disabled or not permitted." (boards) or "You can’t {action} on this board." (objects); invalid input shows "That isn’t valid."; a stale page "Please reload and try again."

Worked examples

Example 1 — Quick idea capture (everyday)

During a site visit Sara Khan opens the Kick-off ideas board of Al Noor Showroom Fit-out (ALN-FIT), picks Sticky note and adds Client wants a feature wall at reception. She selects it, Convert to task, sets Priority High → Create task. Task ALN-33 appears in Todo and the sticky shows a task badge.

Example 2 — Client workshop to plan (full scenario)

Omar Haddad runs a design workshop with Al Noor Trading LLC.

Afterwards the client opens the guest view and sees the frame, ideas, vote and decision — but not the internal risk card.

How it connects

Tips and common problems

Related

• Tasks · Documents · Planning
• Automations · AI · Guest share links
• Team access · SolaProjects overview