What are Modules?

Modules are the building blocks of workflow that are designed for specific customer engagement. Canvas provides the option of using the following four modules to help aid a seamless engagement with the customer. They are categorized into four main types, each serving distinct purposes:

Module Management

Add Module

Follow the below steps to add the modules to the step:

1. Select the applicable module from the module categories.

2. Insert the module into the Inspector Panel by dragging and dropping or double-clicking the module.

3. Click the module to open the configuration page.

Delete Module

Follow the below steps to delete the modules from the step:

1. Click the Delete Icon.

2. Select Yes, Delete module.

Reposition Module

Follow the below steps to reposition the module inside a step:

1. Click the Drag Handle icon on the module.

2. Move the module to the applicable position inside the step.