How to Use ClickUp Whiteboards
More than just being a project management tool, ClickUp is a versatile productivity platform that caters to every aspect of your workflow. And one of its standout features? ClickUp Whiteboards!
ClickUp Whiteboards are a dynamic and flexible digital canvas to brainstorm, plan, and collaborate on ideas, tasks, and projects. You can express yourself using a variety of elements like shapes, text, and sticky notes—without worrying about having a structured organization.
In this article, we’ll walk through how to use ClickUp whiteboards, so you can transform your team’s productivity and take your collaborative efforts to new heights.
Accessing ClickUp Whiteboards
Thankfully,ClickUpwhiteboards are available on all plans, including the free one. However, based on your plan, there are limits to the number of whiteboards you can create:
Once you’ve exhausted the whiteboard limits on the free and unlimited plans, deleting old whiteboards will not allow you to create new ones—you’ll have to upgrade to a higher plan.
How to Add a Whiteboard View in ClickUp
Whether you’re using ClickUp 2.0 or 3.0, you can add whiteboards as a view in your workspace—using either the sidebar, the views bar, or the quick action menu. Here’s how.
1. Add a Whiteboard View From the Sidebar
Under the Spaces section in the sidebar, hover over the space, folder, or list where you want to add your whiteboard and click theellipsis icon.
ClickCreate new, thenWhiteboard.
2. Add a Whiteboard View From the Views Bar
Click the space, folder, or list where you want to add your new whiteboard view, then select+ Viewfrom the view bar.
SelectWhiteboard, thenAdd Whiteboard.
3. Add a Whiteboard View From the Quick Action Menu
Click theQuick Action button(the four-colored dots) in the bottom right corner and selectNew Whiteboardfrom the menu.
If you’re using ClickUp 3.0, you can access the Quick Action menu from the grid icon in the top right corner of your toolbar.
Workspaceis set as the default location of your new whiteboard. In ClickUp 2.0, this means you’ll be able to access it as a view in the Everything space. You can change this location by clicking the drop-down arrow.
Enter a name for your whiteboard, toggle thePrivatemode on if you don’t want members in your workspace to have access to it, and clickCreate whiteboardwhen you’re done.
If you’re fairly new to ClickUp, and you’re still trying to grasp terms like workspace, spaces, and views, check out thebeginner’s guide to ClickUp terminology.
Pick a Whiteboard Template in ClickUp
When you create a new whiteboard, the template library opens up. There are currently nine whiteboard templates to choose from, so you can check them out to see if you’ll find one you can work with. If you don’t want to use a template, clickStart from scratch.
Even if you start with a blank canvas, you’re able to always access the templates library by clicking thetemplate button(magic wand) in the whiteboard toolbar.
The Top 6 Features in the Whiteboard View in ClickUp
Now that we’ve looked at how to access and open a ClickUp whiteboard, we’ll dive into the top six features you need to know.
1. The Main Toolbar
The whiteboard’s toolbar has all the elements you need to start putting together your first whiteboard.
TheClickUp Itemsoption lets you add ClickUp tasks and Docs to your workspace. This feature is very helpful for pulling together different items from your workspace into one central location and collaborating on them—without having to leave the whiteboard.
You may already know how to create new tasks but this article onhow to use ClickUp Docswill guide you on how to create your first document in ClickUp.
TheWebsite Cardsfeature lets you embed external content into your ClickUp whiteboard. This includes websites, YouTube videos, Figma designs, and Google Docs, Sheets, and Slides.
TheDrawfeature lets you sketch freely on the Whiteboard canvas. This is very helpful for adding simple illustrations and annotations however, it’s not smooth and snappy. This issue may be resolved in the new ClickUp 3.0 interface.
You can use theShapesfeature to add up to 5 different types of shapes to your whiteboard. In addition, you can easily connect multiple shapes together by clicking on any of the surrounding plus icons. This feature comes in handy when creating flowcharts or visualizing processes.
you could also add sticky notes to your feature. Similar to the Shapes feature, the font and color styling options are limited.
Then there’s theTextfeature for when you want to add text directly to your whiteboard canvas.
you may useConnectorsto illustrate the links between the different elements you’ve added to your whiteboard.
TheMind Mapfeature is helpful for organizing and visualizing your thoughts and ideas in a structured and connected way.
Finally, there’s theUploadbutton which lets you add JPG, PNG, and SVG files from your computer to your whiteboard.
2. Slash Command Menu
By simply typing the forward slash key (/) in a text box, you get access to a wide range of text formatting options—from changing the color of your text to inserting dividers and buttons.
3. Texts to Tasks
it’s possible to easily convert text elements to tasks with the click of a button—all you need to do is select the text and click+ Taskfrom the popup toolbar.
4. Movement and Navigation
The mini toolbar in the top right corner of your canvas lets zoom in or out, fit to screen (view all canvas elements at a glance), and view your canvas in full-screen mode.
TheSelect (V)mode lets you select elements on your canvas. And if you want to pan to different sections of your canvas, you could either use the two-finger scroll on your mouse pad or switch toMove (M)mode.
5. Keyboard Shortcuts
You can move around, access key tools, and make edits using keyboard shortcuts. You can click on the shortcuts icon to see a full list of all the keyboard shortcuts available for ClickUp’s whiteboard.
6. Sharing Options
If you want to keep your whiteboard private, enablePrivate view. If you want to share it with specific people in your workspace, add these people underPermissionsand share thePrivate linkwith them. And if you want to share with people outside your workspace, enable theShare link with anyoneoption.
Get Started With ClickUp Whiteboards
By leveraging the strengths of ClickUp Whiteboards and combining them with other features within the ClickUp ecosystem, users can create a well-rounded and comprehensive workflow management solution. However, if you’re looking for advanced whiteboard features, you should consider tools like Miro and FigJam.
Struggling to decide between FigJam and Miro for whiteboard collaboration? Find out which one is the best tool for your team in our in-depth guide.
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