Welcome to Whiteboard

Introduction

Frameable Whiteboard is an intuitive whiteboard tool built for Microsoft Teams. It can be accessed in Teams calls to upgrade your collaborative work experience in meetings, as a standalone Teams app, or as a web platform if you’re ever in need of quick, remote access to your boards.
Whiteboard uniquely provides users with the tools they need to produce boards ranging from structured and operative to free-form and inventive, and everything in between. It is truly a universal tool with flexibility to fit the needs of any organization.

Accessing Whiteboard

There are three ways to access Whiteboard:

1. From Teams
We recommend pinning the Whiteboard 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.

Click on the Whiteboard tab on the Teams toolbar to access your Whiteboard homepage.

2. Within a Teams call
Access Whiteboard from within a Teams call to use as an in-meeting collaborative tool with colleagues. Click here to skip ahead in this guide to the to skip ahead in this guide to the ‘Accessing Whiteboard in a Teams Call’ section.

3. From a web browser
Whiteboard can be accessed from a web browser. In your browser's address bar, enter: Whiteboard.Frameable.com. Once loaded, click the 'Log In' button in the upper right corner of the screen and enter your Microsoft Teams credentials to be taken to your Whiteboard homepage.

Navigating the Whiteboard Homepage

The Whiteboard homepage is a repository for all of the boards started by and shared with you, where you can start new boards and make quick edits. To access the homepage, click on the Whiteboard tab on the Teams toolbar. The Whiteboard homepage can also be accessed from a web browser and will display the same options available within the Teams app.

1. Click the ‘New board’ button to begin a new Whiteboard.
2. There are three ways categories which boards are sorted into on the homepage. Click any of these to quickly sort through your board ‘inventory’ to find what you’re searching for.
3. The boards that you have edited most recently will appear as preview tiles for quick access at the top of the homepage.
4. Get a quick jump on creating a new map by selecting from a variety of premade templates.
5. Using the search bar, type in board names, names of collaborators, or board content to quickly find a board.
6. Pop the Whiteboard app out into its own window when working in Teams so that you do not have to navigate away from your board when checking other Teams applications.

Reading a Whiteboard preview tile

Your homepage will display all of the boards in a preview tile format. Each tile shows information about the board, who is working on it and when, and gives options for quick edits.

1. Board title
2. The board owner is the person who created the board. The owner’s Teams avatar will appear on the left side of a dividing pipe on the bottom of the tile.
3. Collaborators are non-owners who have access to edit the board. They are also represented by their Teams avatars. If they appear faded, this is an indication that they have been invited to but have not yet edited the board.
4. The timestamp gives an indication of the last time the board was edited by any user.
5. The top of the preview tile will show a thumbnail image of the board’s contents.
6. The quick action menu is accessed by clicking on the three dot menu that appears when you hover over the board tile. When clicked, options appear to make a copy of the board, copy the board’s URL, or, if you are board owner, to delete the board.

Starting a New Whiteboard

There are two places where you can start a new Whiteboard: from the homepage and from within a Teams call.

Starting a new board from the Whiteboard homepage

To start a new board from the Whiteboard homepage, navigate to the homepage within Teams or from a web browser (click here to learn more about ways to access Whiteboard). From the homepage, click the teal button labeled ‘New board.’ Clicking this button will launch a new whiteboard. Once the new board is open, make sure to add a title by typing in the name field located in the upper left corner of the board.

Starting a new board from a Teams call
New boards can also be started from a Teams call.

How to add Whiteboard to an active Teams call.

1. From within a Teams call, click the “Apps” button from the top navigation bar and search “Whiteboard by Frameable”. Click on the icon to open a welcome modal.
   

2. When the welcome modal appears, click “Save.” Once saved, a Whiteboard sidebar will open automatically.
   

3. The whiteboard sidebar will open automatically. The Whiteboard sidebar is where you will launch your Whiteboard from. Once you have launched your board, you can exit this sidebar. It can be accessed again at any time by clicking the Whiteboard icon at the top of the call window.
   

4. To start a new board, click the “New Board” button. This will display the Whiteboard in the call for everyone to see and is fully interactive for each meeting participant.
   

Once the new board is open, make sure to add a title by typing in the name field located in the upper left corner of the board. This board will be saved to your Whiteboard homepage and will be accessible there following the meeting. The board will also be accessible through a link automatically posted to the meeting chat.

Apply a Template to a New Call

A blank board can be a bit intimidating! If you find yourself at a loss for how to start mapping, using one of Frameable’s preloaded templates might be a good option to get things rolling. You can apply a template from your Whiteboard homepage or from within a board if starting in a call.

From the Whiteboard homepage:

From within a board during a call:

Navigating the Whiteboard Interface

• The title bar contains important file details and navigation options such as the board’s title field, quick action buttons for back to homepage, undo/redo last edits, and an action menu for opening, sharing, saving, exporting, and deleting.
• The primary toolbar- displays all of your Whiteboard tools. Click to select a tool, then click anywhere on the board to apply it.
• Secondary toolbar - for some of the tools, a secondary toolbar will appear at the top of the board to give you additional options for customizing that tool’s action.
• Movement and display options - Choose whether to control your movement around the board via mouse or keyboard commands, quickly center your view of the board, and choose what percentage of zoom to apply to your view of the board.
• In-app user guide gives definitions and helpful tips on how to use the tools available within Whiteboard. It also contains a glossary of keyboard shortcuts to make your boarding experience faster and easier.
• Comments - Clicking here will open a side panel to display all comments made by all collaborators to this board.
• Settings- gives even more display and customization options for your Whiteboard experience. Here you can adjust things like board color, turning spellcheck on or off, and choose options for zooming and panning according to your preference.

The Whiteboard Toolbars

Whiteboard’s tools are organized on the primary toolbar.

Some of those tools have additional customization options that are displayed via a secondary toolbar once the tool has been selected.

The Whiteboard Toolbox:

Whiteboard Access and Sharing

When you look at your Whiteboard homepage, you will see a variety of boards sorted into sections of boards that have been started by you or shared with you. You can share boards with collaborators, set boards to be viewable to anyone with the link, or keep a board private by adjusting its individual settings.

Conclusion

As we are continuously striving to improve and polish our products, product updates are posted as soon as they become available and incorporated into user guides on a continuous basis. Check back often for the latest updates!

Feedback and feature requests
Please let us know what you think! Our mission centers on making your virtual work and collaboration effortless, which is why client feedback is so vital to our work. If you have any feedback, we would love to hear from you! Email us at any time at support@frameable.com.