This 5 step guide walks you through getting you and your team set up with Cnverg. If you are not familiar with what Cnverg can do please check out the 2 minute overview video here before starting to get set up.

 If you still need to sign up for the Cnverg, you can do so here.

1. Connect external applications to Cnverg

  • Link Cnverg to other external applications you use by clicking on the Connect button in the My Account settings here

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2. Create your first space

  • Create a new space by clicking the round blue button on the Active Spaces page here
  • You can choose to create either a Freeform space or a GitHub space
  • When you press the Create button you will be taken immediately to your new space

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3. Invite your team to the space

Cnverg is a collaborative planning tool and is the perfect way to connect team members from around the world in a real time interactive environment to get everyone on the same page.

  • To add Participants, open the side panel by pressing the Menu button
  • Click on Collaborators and then Add Participant
  • Enter the email address for each team member you wish to invite and then press Send when you are done
  • You team members will receive an email with a link to join your space

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4. Choose a background image for your space

Cnverg provides a library of custom background templates for you to use for free. If our templates do not fit your workflow, you can simply upload your own.

  • Right-click or long-press on the space background to bring up the Main Menu
  • To use one of our custom background templates:
    • click on the Change Background Image button and then click Open Templates Library
    • Scroll through the Templates Library until you find a background template you like and then click the Use Template button for that background
  • To use one of your own background templates:
    • Open the side panel by pressing the Menu button
    • Click on Library and then Upload Image
    • Follow the prompts in the Image Upload dialogue to upload your background image (Cnverg supports all common image file types)
    • When your image has been added to the library, right-click or long-press on the image and select Set As Background

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5. Add ideas to your space

Cnverg gives you multiple ways to capture and share your ideas with notes, cards, text, and images, or simply by whiteboarding them directly onto the canvas. Cnverg integrations allow you to bring ideas and issues from external applications into your spaces as interactive cards.

  • Right-click or long-press on the space background to bring up the Main Menu
  • To add a sticky note, click on the Add a Note button
  • To add a task card, click on the Add a Task button
  • To add a text object, click on the Add Text button
  • To add an image, do one of the following:
    • Click on the Add an Image button
      • Follow the prompts in the Image Upload dialogue to upload your image (Cnverg supports all common image file types)
    • Open the side panel by pressing the Menu button
      • Click on Library and then Upload Image
      • Follow the prompts in the Image Upload dialogue to upload your image (Cnverg supports all common image file types)
    • Drag an image file from your computer or an image from a website in another browser window onto the canvas and it will appear in the space
  • To whiteboard on the canvas, click the Draw on Space button:
    • When the Drawing Menu appears, select a Pen Type, Color and Brush Size and start drawing
    • Click the Move Drawings button to select and move your lines
    • Click the Erase Drawings button to delete lines
    • Click the Pause Drawing to Pan button so that you can pan and zoom to other parts of the space

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Forward this walk through guide to other members of your team who want to get started with Cnverg.