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Collaborative Whiteboard

Ever needed to draw out a flowchart to explain things in online meetings, or build product mock ups? How about brainstorm ideas while collaborating in real-time with the team on one doc? The collaborative whiteboard is here and ready for you to start getting creative! 

With the help of this view, you and your team have a freeform space to visualize and collaborate on ideas together, online and in real-time, allowing you to manage all your workflows in one place.

In this article, we'll cover how to set up and create powerful collaborative whiteboards that can be used in brainstorming and ideation, interviews, research and planning, teaching and more. image 17 (9) 1.png

 

Note: This app is both a board view and dashboard widget. To learn more about our dashboards, check this out. 

 

How to add it to your board and dashboard

  • Board View

To add a collaborative whiteboard to your board, click on the arrow next to the button "Main table" located on the top left of your board. Click on "Explore more views" which will take you to the Views Center.Group 64 (38).png

 

In the views center, search for "Collaborative Whiteboard" and add it to your board.Group 64 (37).png

 

  • Dashboard widget

To add the whiteboard widget to your dashboard, click on the "Add widget" button on the top left of your dashboard. Click on "More widgets" which will take you to the widgets center.Group 64 (22).png

 

In the Widgets Center, search for "Whiteboard" and add it to your dashboard.Screenshot 2024-06-21 at 20.21.42 1.png

 

Once done, you will see a clear whiteboard appear on your screen, which you can then start playing around with.

How to collaborate on your whiteboard

All team members with access to the board and dashboard can simply jump onto the whiteboard by accessing it through the Main table menu or on the dashboard itself. You can see exactly who is on the whiteboard with you at the same time, from the people icon that appears on the top right corner of the whiteboard. You'll also be able to see all additions happening live in real time! Group 64 (39).png

 

How to start adding information to your whiteboard

On the whiteboard, you'll see a toolbar on the left side, in which a number of options will appear. Each option will allow you to add a different element to the board, to built it out to a creative masterpiece! 

 

Icon meanings:

  • mceclip0.pngThis will allow you to select any element already added to the whiteboard
  • mceclip1.png Here, you can select the color that you'd like to draw in
  • mceclip4.png This will allow you to draw and write out anything and everything
  • mceclip0.pngThis icon will allow you to attach images to your whiteboard- see the section below
  • mceclip10.pngThis will enable you to add text to your board by inserting a text box
  • mceclip8.pngAfter selecting the element you'd like to delete from the whiteboard, click on this trash can icon

 

How to attach images to your whiteboard

Attaching images to your whiteboard can be done by clicking on the image icon from the toolbar. Once you've clicked on it, a screen will open up where you will need to add the image URL to add it to your whiteboard.image 20 (7) 1.png

 

In order to add the image URL, it will need to be a direct image link i.e. with a direct path to the image file with its file extension. If you're not able to add the link from the file hosting server, you can upload the file to the Updates Section in monday.com and then copy and paste that link as shown below.Group 64 (40).png

 

After copying the link into the whiteboard, make sure to hit "Add" in order for the image to be added. 

 

How to save your whiteboard

As you start adding to the whiteboard, it will automatically be saved as a new view or widget. To download it and save it to your computer, click on the export icon on the top right corner of the whiteboard. Group 64 (41).png

 

Note: Coming soon.. save multiple different whiteboards to your view, so you can circle back and make edits any time you wish! 

 

You can always rename your whiteboard view by simply clicking within the name of the whiteboard and renaming it to whatever you'd like.download (6).gif

 

How to clear your whiteboard

To clear the entire whiteboard and start again, click on the trash can icon on the top right of the screen, next to the download icon.Group 64 (42).png

 

How to change the display settings

Turn your whiteboard dark or light according to your preferences by selecting the light/dark mode in the display settings.

On the board view, you can also pick whether you want your whiteboard to be in full view or split view. By choosing the split view, you will be able to see your chart and the board itself on the same view as below: Group 64 (43).png

 

With the help of your online whiteboard, you can interact, collaborate and communicate with your entire team in real time, no matter where you are in the world. 

 

Tip: Discover how to list your app in monday’s apps marketplace right here.

 

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.