◆ Canva

When you need to design

Make anything look good, with no skills. These are the workflows people run in Canva to design, the busiest ones first — each with a prompt in four ways.

103workflows
276real tasks

The workflows

103 in all · busiest first
designVisual DesignDesign a compliance checklist visual for construction monitors from the template, include the…14 tasks → designChecklist DesignCreate a visual checklist from the ready template that lists the data-validation steps analysts…12 tasks → designCreate VisualsDesign a crisp infographic of PR metrics: start from blank canvas, add headline, three metric…10 tasks → designData VisualizationTurn our vendor payment timeline into a one‑page roadmap that shows major upcoming payments,…8 tasks → designCreate Marketing MaterialsMake a single-page, photo-rich project sheet for the Willow Lane office build that shows…6 tasks → designDecision MakingDecide whether to reallocate budget to top-performing creative: review the current asset set,…6 tasks → designDesign Promotional MaterialsPolish the event flyer for volunteer posting: use the existing flyer layout, replace the photo…6 tasks → designDesign StandardizationDecide which sources are acceptable and lock them into the team's template set: review current…6 tasks → designImage EditingCrop and brighten the supplied photo of Leaf 12 from the 1856 ledger so the handwriting is…6 tasks → designReport DesignDesign a client-facing one-page summary card explaining the outcome of the insolvency case and…6 tasks → designCreate Cover PageCreate a consistent cover image for each project folder using our firm colours and fonts with…4 tasks → designCreate DashboardsTurn the monthly ledger review into a one-page dashboard highlighting unusual trends, variance…4 tasks → designCreate Reference CardDesign a laminated quick-reference card listing common internal phone transfers: department…4 tasks → designDocument DesignDesign a branded header and footer for finding aids that includes the repository logo, contact…4 tasks → designGuideline DesignDesign a concise guide for researchers explaining legal restrictions and citation rules: one…4 tasks → designActivity Sheet DesignDesign a series of step-by-step activity sheets for clay, paint, and collage: three separate…2 tasks → designApprove ContentGive the final OK to publish the special report only after confirming all editorial flags on…2 tasks → designBuild Packaging MockupLay out a physical packaging mockup from a template showing front, back, and one-open state…2 tasks →

Questions people actually ask

with the jobs and tasks they touch

Starting a project in Canva is simple, even without design skills. Begin by creating a new design, then pick the size and format you need. From there, use Canva’s drag-and-drop tools to add elements, images, and text.

Office Managers often use this process to quickly create meeting visuals or internal documents.

  1. Click 'Create a design' on the Canva homepage.
  2. Select a format or set a custom size.
  3. Use the left sidebar to add text, images, or elements.
  4. Drag and drop items onto your canvas.
  5. Click 'Share' or 'Download' to export your design.

Canva is better for quick, template-based design with minimal learning, while Photoshop is more advanced but complex. Canva suits general users, and Photoshop is used by professional designers needing detailed edits.

For most office tasks, Canva is more than enough.

FeatureCanvaPhotoshop
Learning CurveVery easySteep
Best ForQuick designsDetailed edits
PriceFree or subscriptionSubscription only
TemplatesHundreds availableFew, mainly custom
Skill NeededBeginnerIntermediate/Expert

Canva has many checklist templates ready to use. You can edit these templates, add your items, and then share directly or download as a PDF for your team.

People Operations Managers use this to ensure tasks are clear and visually appealing.

  1. Search 'checklist' in Canva's template library.
  2. Pick a template that fits your needs.
  3. Edit the text fields to add your checklist items.
  4. Customize colors and icons if needed.
  5. Download as PDF or click 'Share' to send.

Yes, you can create charts and graphs in Canva. Use the 'Charts' tool to pick a style, enter your data, and customize colors or labels. It’s good for presentations, reports, and quick data sharing.

Business Intelligence Analysts often use this for simple dashboards.

  1. Click 'Elements' then scroll to 'Charts'.
  2. Choose a chart type (bar, pie, line, etc).
  3. Drag it into your design.
  4. Click on the chart to enter your data.
  5. Adjust colors, labels, and sizes as needed.

Canva has pre-made report cover templates you can customize. Add your report title, company logo, and images. Adjust fonts and colors to match your needs. Download when done.

Executive Assistants often use this to prepare reports that look professional.

  1. Search 'cover page' or 'report cover' in templates.
  2. Choose a design and open it.
  3. Edit the title, subtitle, and any images.
  4. Upload and insert your logo if needed.
  5. Download as PDF or image file.

Canva offers more ready-made templates and is browser-based, making it easier for beginners. Microsoft Publisher is more traditional but less flexible for online design or sharing.

Store Supervisors often choose Canva for fast, attractive promo materials.

FeatureCanvaPublisher
TemplatesMany, modernSome, basic
AccessWeb & appDesktop only
LearningVery easyMedium
SharingOne-click linkEmail/export
CollaborateYes, real-timeNo, file-based

Canva lets you create templates for standard documents, edit them, and keep everything consistent. Use the 'Brand Kit' and 'Folders' to organize and update designs quickly each month.

Design Standardization is important for Compliance Managers to ensure all materials match company branding. You can also cross over to the brand category for more advanced management.

  • Save designs as templates
  • Use the Brand Kit for colors and logos
  • Organize with Folders
  • Edit existing templates each month
  • Share updated versions with your team

Canva has a background remover tool (for Pro users). Upload your photo, select it, and click 'Edit Image.' Use the 'Background Remover' button. You can then refine the selection if needed.

Landscape Architects sometimes use this for project presentations.

  1. Upload your image to Canva.
  2. Select the image in your design.
  3. Click 'Edit Image' on the top menu.
  4. Choose 'Background Remover'.
  5. Adjust the result if needed.

Yes, you can make a reference card with Canva. Start with a blank design or use a template, add key information, icons, and colors for clarity. Save and print or share digitally.

Compliance Managers use reference cards to remind teams of important steps or rules.

  1. Click 'Create a design' and choose a suitable size (e.g., A5 or custom).
  2. Search for 'reference card' templates or start blank.
  3. Add your text, icons, and colors.
  4. Review design for clarity.
  5. Download or print as needed.

Canva is ideal for creating high-quality visuals, posters, and infographics—areas where Word is limited. Canva’s templates and drag-and-drop features make creative tasks fast and easy.

Law Clerks may prefer Canva for visually strong case summaries or reference cards.

Design TypeCanvaWord
InfographicsYesNo
PostersYesLimited
Interactive visualsYesNo
Drag-and-dropEasyNot supported
TemplatesHundredsFew

You can use Canva’s built-in 'Present' mode to show your design full-screen, or export it as a PDF or PowerPoint. This is useful for group meetings or online calls.

PMO Analysts often present project visuals this way, and sometimes move their work to the present category for more features.

  • Click 'Present' for full-screen view
  • Export as PDF for sharing
  • Download as PowerPoint slides
  • Share a direct view link

Canva makes it easy to test different layouts and colors quickly, so you can see what works best. You can share drafts with your team to vote or comment, helping you decide faster.

This supports tasks like Decision Making and Document Design, and often leads into brand management.

  • Try multiple layouts quickly
  • Get instant feedback from team
  • Compare color schemes easily
  • Test different images and fonts

Use Canva’s templates and keep your elements (fonts, colors, logos) consistent. Make use of grids and alignment tools. Reviewing examples from similar businesses can also help.

People Operations Managers often develop a simple visual guide, which ties into the brand category for bigger teams.

  • Pick and stick to 2-3 main colors
  • Use the same font styles across designs
  • Align images and text neatly
  • Use high-quality images only
  • Start with a template

Canva allows you to create design templates and duplicate them, which speeds up your workflow. For bulk content, you can use Canva’s Magic Resize or import CSV data into some templates (for Pro users).

This is efficient for people creating lots of marketing or report materials, and can be paired with the template category for better automation.

  • Make reusable templates
  • Duplicate existing designs
  • Use Magic Resize for formats
  • Import CSV data (for some templates)

Canva offers AI-powered tools like Magic Design, which suggests layouts or generates visuals from your content. It’s fast and helpful for ideas, but you should still review and adjust the results to fit your needs.

Habitat Restoration Workers sometimes use AI-generated templates to communicate project summaries visually.

  • Upload your content or enter text
  • Let Canva suggest layouts
  • Pick a design you like
  • Edit to fit your needs