Context Board types: canvas, doc, mind map and more

Every board holds widgets and has your agent in the chat. Some also come with tools for one job, like writing, planning a day or tracking deals.

Make a new board

1. Click the board’s name in the pill at the top, and choose New board. Or press G and pick the New board tile, or type New board in the command bar.
2. Pick a kind: Canvas, Doc, Files, Mind map, Day planner, Content calendar or Client pipeline.
3. For a canvas, you can start from a template instead, under Or start a canvas from a template: Founder HQ, Launch week, Agents or Calm desk.

A board’s kind is set when you make it. Your agent can make one too. Ask for “a mind map about our launch” or “a content calendar”.

Kind	For
Canvas	Widgets anywhere, kept current by your agents
Doc	Pages inside pages, with to-dos, toggles and live widgets
Files	Your project folders as notes you click through, linked and searchable
Mind map	Ideas as a map that you and your agent grow
Day planner	Your tasks and your calendar on one timeline
Content calendar	Plan, draft and track every post
Client pipeline	Deals from first hello to won, with follow-ups

Canvas

An infinite canvas you arrange freely. Scroll or drag empty space to move around, use Ctrl or ⌘ with the scroll wheel, or a pinch, to zoom, and press Shift 1 to fit the whole board in view. Double-click empty space to add a widget there, and press N for a sticky note.

Your agent adds, changes, arranges and removes widgets, and sends them data.

Doc

Pages for notes, plans and specs, with live widgets inside the writing.

• Pages on the left holds the tree. New page adds one, and a page’s menu can Add a page inside, Rename, Move to, Download as Markdown or Delete.
• On an empty line, type / for blocks: headings, lists, to-do lists, toggles, quotes, code, dividers, tables, a Widget, a Link to page or a Page inside. Type [[ to link to another page.
• The formatting bar sets text and headings. Drag a block by its handle to move it.
• A widget in a page takes S, M or L heights from its corner, and moves up or down.

Your agent reads and writes pages, in Markdown. It can add to the end, insert after a part, or replace one. Tasks and notes it adds go into a page.

Files

Your project folders, read as notes. A Files board opens on the folders you chose on your computer (see Project folders), with nothing else to set up. It suits notes, docs and plans kept as Markdown, like an Obsidian vault or what your coding agent writes.

• Files on the left holds your folders. A lock marks one you chose as read only. Search finds words inside your notes, and Tags lists every tag. Ctrl O (⌘ O on a Mac) opens a note by its name.
• The note reads in the middle: headings, lists, tables, checklists, callouts, code, pictures and diagrams. [[Links]] open the note they point to, and back and forward step through where you’ve been.
• The links pane on the right shows what links to this note, with the line each link sits in, notes that mention it, what it links to, its tags, and its neighbours drawn small.
• Click into a note to change it. It saves to the file on your computer a second after you stop typing, and only what you typed changes. Your computer keeps the version before for thirty days. Notes in a read-only folder can’t be changed here.
• New note, New folder, rename, drag to move, and delete are in the folders. Renaming a note asks before it updates the links to it in your other notes.

The board keeps no copy of your files. It reads each one from your computer when you open it, so your computer needs to be on, with the runner on it. A Files board is never shared by link.

Your agent in the board’s chat knows which note you have open, so “tidy this note” or “what links here?” works when the chat runs on your computer with Claude Code or Codex. It reads and changes the files there, and the note shows each change at once.

Mind map

Ideas branching out from a topic. Type the topic, then grow it.

Key	What it does
Arrows	Add an idea that way
Shift and arrows	Move between ideas
Tab	Add an idea inside the selected one
Enter	Add an idea beside it, or keep the one you’re typing
Space or double-click	Edit an idea
Alt and arrows	Reorder
Delete	Remove
Esc	Leave an edit as it was, or come back from a focused idea

Right-click an idea, then click another, to draw a connector between them, even across branches. The rail has Fold, Focus on this idea and Outline, and More has See the whole map and Download as Markdown. Widgets float beside the map.

Your agent reads the map and grows it: it adds, renames, moves, folds, connects and removes ideas. Ask it to “grow the pricing branch”.

Day planner

Today’s tasks and your real meetings on one timeline.

• Type into the inbox’s Add a task, like “Invoice Acme Friday 2pm 30m”, and it lands on that day and time. Or press Q.
• Drag tasks from the inbox onto the day. Double-click the timeline to add one there, and right-click a task to edit it or add notes.
• Today and Week switch the view.
• Plan my day asks your agent to lay the day out.
• End the day moves whatever is left to tomorrow.
• More, then Your calendars, takes an iCal link so your meetings show on the timeline. Download the tasks (CSV) is there too.

Your agent adds tasks with a day, a time and a length, plans the day, and ticks tasks off. It can preview a plan before it places anything.

Content calendar

Plan, draft and track posts for every channel.

• Month (M), Week (W) and Status board (S) are three views. T jumps to today, and the arrow keys move a month or week.
• New post (N) opens the post panel: when, channel, who it’s from, a link, threads and the copy. Add pictures attaches images, up to 1 MB each.
• Ideas (I) holds posts with no date yet.
• Right-click a post for its menu: Open, Duplicate, Back to the ideas and Delete. Or click a post and press Backspace or Delete. A deleted post goes to the trash, and Undo (Ctrl Z or ⌘ Z) brings it straight back.
• The legend’s Posted, Scheduled, Draft and Ideas hide or show those posts.
• Plan the week asks your agent to fill the week.
• The month downloads as Markdown.

Nothing is published from the board. It’s where you plan and draft. Your agent reads, writes and removes posts. Ask it to “draft three posts for next week about the launch”.

Client pipeline

Deals moving from first hello to won.

• Deals sit in stage columns, Lead, Talking, Proposal sent and Won to start. Drag a deal to move it. Stages changes them.
• Board and List switch the view, and Find a client searches.
• A deal holds its value, the next step and its date, an email, a phone number and a history. Ctrl Enter (⌘ Enter on a Mac) adds a history entry.
• Follow-ups shows what’s due, with a count.
• More imports and downloads deals as CSV.

Your agent reads deals, changes one and logs a note in one go, like “log my call with Priya, follow up Thursday”.

A client pipeline holds other people’s names and contact details, so it is never shared by link.

On every board

• Widgets: press A for the gallery, or D for data and sources. Right-click any widget for its menu: settings, data and source, refresh, full screen, duplicate, copy, layer order and delete.
• The command bar: Ctrl K or ⌘ K, or /, from the slim bar at the bottom. It also finds what’s inside your boards: pages, ideas, posts, tasks and deals, and the notes on a Files board you have open. On a Doc board it sits at the top of the page panel.
• All boards: press G, or choose All boards in the board’s pill.
• Board surface: on Doc, Day planner, Content calendar and Client pipeline boards, Look and themes has a Board surface slider, from solid to see-through, so your theme shows behind the board.

N adds a sticky note on a Canvas or a Mind map, and Shift 1 fits either in view. Each other kind has its own keys, above. Press ? for every shortcut.