Getting Started with Whiteboard

Introduction

This quick-start guide will review the basic layout, features, tools, and settings to get you up and running in Whiteboard.

Frameable Whiteboard makes remote meetings better. Give your team the power to share their thoughts in writing and see what everyone else is thinking in realtime to increase engagement and reach those aha! moments faster. Create, share, and edit boards together right inside your Microsoft Teams calls.

Accessing Overview

We highly recommend pinning the Overview tab to your Teams sidebar for easy access. If the app is not automatically pinned to your Teams sidebar, it may be under your apps. Right-click to pin.

Create a card

A card is the basic unit. It can represent anything - a person, place, object, or any idea at all.

You can create a card in two different ways: double-click on the board or select the card tool from the toolbar and then click on the board.

Add text

Add plain text anywhere on the board by selecting the text tool in the toolbar and clicking on the whiteboard.

Add an image to a card

To add an image, GIF, file, or video to your card - drag and drop the file onto a card or open the card menu and select media.
If you’re using Whiteboard with Microsoft Teams, your files will be saved to your team's SharePoint library.

Draw with the pen tool

Choose the pen tool in the toolbar to draw freely on the whiteboard. You can change the color, opacity, line style, and thickness via the toolbar at the top of the screen.

Create a line

To create a line, select the line tool in the left toolbar and click on the board to create one endpoint, click a second time to complete the line. You can also begin drawing a line from a card by clicking the line tool in the above toolbar when a card is selected. Edit the line by selecting it and click on an endpoint and dragging it to a new location.
Change the line from an arc to an elbow by using the “Line type“ tool in the toolbar that appears at the top of your board when the line is selected.

Create a region

Use regions to identify sections of the board. To create a region select the region tool in the left toolbar and click on the board. You can also right click on the board and select ‘create a region’ in the menu.

Move around

Choose the Move tool in the toolbar or hold down your space bar while clicking and dragging to move around the board. Zoom in or out with your mouse wheel or pinch to zoom on a touchscreen or trackpad.

Add a nested card

When a card is selected, click Add a card, from the top tool menu to add a nested card. Or select a card and tap CMD+return on your keyboard.
After creating one nested card, tap return to continue adding nested cards.