EY Canvas - Getting Started

The first time you launch EY Canvas

Complete your own profile when you launch EY Canvas for the You will see My Workspaces page.
first time.
 EY Canvas - Getting Started
1. Complete all information in “Create
Create a new workspace
Workspace” page
2. Required information is outlined in dark
orange which must be completed in order to
1 create an engagement
3 3. Client code and Engagement code are not
required to create an engagement. However,
EY Canvas will check if the codes entered are
2 valid GFIS codes
4. Multiple codes can be added such as for
audit, tax or FAIT. However, select the
primary code which will be used for archive
records center
5. Once all the information is populated click
3 save or add more engagements to the
4 workspace
6. Engagements can also be added to
4
workspaces from My Workspaces page

5
5
 EY Canvas - Getting Started
My Workspaces

2 4
1. Create a new workspace

5 2. Access active, archived or training workspaces

1
3. Access workspaces and engagements

3 4. View/change your own profile

5. Search workspaces

6. Expand to see workspaces and engagements

A workspace is used to organize engagements into logical

groupings, for example a group and statutory
engagement. A workspace may have one or more
6 engagements grouped within it.

Client

Workspace-A Workspace-B

Engagement-A Engagement-B Engagement-C

 EY Canvas - Getting Started

Manage team members

1 1. Click “More” on the Navigation Bar to

access “Manage Team”
1 2

2. Add new EY team members

3
7 4 3. Click team member to deactivate from the
engagement

4. All active team members in the

engagement

5. All members waiting to accept the

engagement invitation

6. Team members no longer have access to

the engagement
5

7. Number of active team members in an

6 engagement
 The dashboard 1
1. Overall status
2. Monitor your team and 2
activities 3
3. Quick access to Tasks
and Review Notes
4. See Summary of 4
Findings

1 4
The task list
2 3
1. Change views
2. Filter, prioritize and bookmark
tasks
5
3. Search for tasks
4. The engagement feed/activity
5. Manage tasks

1 4
Inside a task
1. Move the task and evidence to
2

the next reviewer

3
2. Manage evidence
3. Manage findings
4. Access supporting templates
and documents

For additional support material visit the https://audittransformation.com/ tools and enablers section or contact your respective regional champion