Velaxe
Channels — Team & Project Messaging with Threads, Files, and Guardrails | Velaxe

Channels

Pin a Channel Canvas (runbook or brief) from a template

Create a living doc beside the conversation and add smart blocks.

9 min Beginner Project Leads, Moderators Updated Aug 2, 2025
View App All Guides

Overview

Create a living doc beside the conversation and add smart blocks.

Prerequisites

None.

Permissions required

Canvas.edit Channels.manage

Steps (3)

Estimated: 9 min
  1. 1

    Create from template

    Lead/Owner 3 min Back to top

    Channel header → **Pin Canvas → From Template**. Pick “Runbook” or “Project Brief”.

    Tips

    —

    Validation

    —

    Success criteria

    —

  2. 2

    Assign roles & add smart blocks

    Lead 3 min Back to top

    Set editors/commenters. Insert **Ticket List** or **Task List** blocks to surface work items.

    Tips

    —

    Validation

    —

    Success criteria

    —

  3. 3

    Publish or share externally (optional)

    Lead 3 min Back to top

    Toggle external share per policy. Export to PDF for stakeholders.

    Tips

    —

    Validation

    —

    Success criteria

    • “Open Canvas” button visible in header; content populates smart blocks.

About this guide

Channels keeps work visible and searchable. Use public or private rooms, keep side conversations contained in threads, and attach files through File-Vault with previews and expiring links. Pin a living Canvas to each channel for runbooks or briefs.

With one click, convert an important thread into an Agent Desk ticket, route tasks into ActionDesk, and log every key moment to Chronicle. Moderation, DLP, retention and legal hold are workspace-level guardrails. Optional AI summaries help teams catch up quickly.