Whiteboards

A whiteboard is an open canvas for brainstorming, planning sessions and quick diagrams. Like documents, whiteboards live inside a space.

#Create a whiteboard

Open a space and use the Whiteboards section in the sidebar or the space's Overview to create a New Whiteboard, then give it a title.

#Add and arrange items

The toolbar at the top adds:

• Add Sticky Note — a colored note for one idea,
• Rectangle — a shape to group or frame items,
• Text — a free text label.

Click an item to select it and type to edit its text. Drag items to move them, and use the delete button on a selected item to remove it. Changes save automatically.

#Work together

Everyone with access sees changes live. The indicator in the toolbar shows Live when you're connected.

#Turn a sticky note into a task

Good ideas shouldn't stay on the board:

1. Select a sticky note.
2. Choose Convert to Task.
3. Pick the Target Database (for example Tasks) and choose Create Task.

A new record is created in that database with the note's text as its title, ready to be assigned and tracked. A message confirms it; choose Open task in that message to go straight to the new record.

#Permissions

Use Permissions in the toolbar to restrict the whiteboard to specific members, the same way as document access.