Whiteboards are a versatile feature that allows teams to collaborate, visualize ideas, and organize information in a flexible, interactive space. Here is what they are and how to create them in Businessmap!
1. What Are Whiteboards?
In Businessmap, whiteboards act as a blank canvas where you can brainstorm ideas, create mockups, take notes, map processes, and collaborate with your team.
You can create whiteboards at the board level from the sidebar, within the description fields of cards and initiatives, and inside the Rich Text widget. However, whiteboards cannot currently be transferred between different areas, such as from a board to a Rich Text widget or card description.
All users, regardless of their role, can create whiteboards. However, only Account Owners and the user who created the whiteboard can delete it. Any user with access to the whiteboard can view and edit it.
2. How to Create Whiteboards?
2.1. From the Sidebar
To create a whiteboard in a specific board, open that board’s sidebar and click the “Whiteboards” icon. This will open the whiteboards panel, where you can view/edit existing whiteboards and create new ones.
Click the “New Whiteboard” button, give your whiteboard a name, and add a description (optional). Save your changes and click the whiteboard to open the canvas. Here, you can add notes, drawings, images, and more. You can also zoom in and out as needed.
Note: You can rearrange whiteboards in the sidebar by dragging and dropping them.
2.2. Inside the Card Description
To create a whiteboard within a card description, click the description field to open the editor, and select the “Insert Whiteboard” icon. This will open a new canvas with the same editing options available as in the board-level and rich text widget whiteboards.
2.3. Inside the Card Subtask
To create a whiteboard in a card subtask select the “Insert Whiteboard” icon from the editor. This will open a new canvas with the same editing options available as in the board-level and rich text widget whiteboards.
2.4. Inside the Card Comment
To create a whiteboard in a card comment select the “Insert Whiteboard” icon from the editor. This will open a new canvas with the same editing options available as in the board-level and rich text widget whiteboards.
2.5. In the Rich Text Widget
To add a whiteboard in the Rich Text widget, open an existing Rich Text widget or create a new one. Click the “Insert Whiteboard” icon to open a blank canvas and start creating your whiteboard.