Collaborate creatively with Whiteboards

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Calling all social media marketers, content designers, digital producers, and other creatives!

Learn how Cory and their team uses Whiteboards to brainstorm and visualize content for their magazine.

Meet Cory

Cory is the Editorial Director of an interior design magazine. They're responsible for aligning content across the print and digital teams.

Their creative teams have been using ClickUp for over a year. A whiteboard product has always been essential. So when ClickUp released Whiteboards, Cory tried out the feature to see if it would work for their teams.

Cory first used Whiteboards Mind Map to strategize the overall direction of the next six months of issues. It worked great! They started with the themes and trends that'll be important to cover. One theme is the central node of one map. The related nodes are article, advertising, social media, and image ideas.

Cory was convinced. They introduced Whiteboards in meetings with all of their teams.

The challenge

Cory's main challenge was to align the vision across print, digital, marketing, advertising, and social media teams. The problem with the whiteboard product they've been using is that their ClickUp tasks were separate.

Tania, a photo editor, was frustrated. After each initial planning meeting for a new issue, her team would create tasks in their Workspace. They would often attach screenshots of the whiteboards from their meetings. There were so many screenshots that they just weren't useful!

The solution

With ClickUp Whiteboards, the teams' creative collaboration and their work can live in one place! Tania and Cory decided to present this solution to all of the creative teams.

For the next issue, Cory and Tania explained to the teams how making tasks right alongside their ideas saves clicks. Tania shared her screen and showed everyone the features. Cory clicked into the canvas and their name displayed. Everyone could see what Cory added to the Whiteboard.

Adding items, like shapes, sticky notes, drawings, text, and connectors to the canvas was intuitive. Adding new and existing tasks was just as easy!

Connect ideas to work

By the next production cycle kick-off meeting, everyone was brainstorming on the same Whiteboard. The team mapped out the production deadlines and their content plan and created tasks from the Whiteboard as they brainstormed.

To create tasks from a Whiteboard:

1. From the Whiteboard toolbar, select ClickUp Cards.
   
   • You can also use the shortcut Shift + T.
2. From the lower-right of the Item menu, click + Add New.
3. From the dropdown, you have the option to select a different List.
4. Name the task. You can add an assignee.
5. Click Create.  
6. The embedded task opens on your Whiteboard. 
   
7. From the task's Item menu, click the Open icon to edit the task from your Whiteboard!
   

They can also attach existing tasks and subtasks, and add info as they strategize.
To attach existing tasks:

1. Search for a specific task by name, ID, or URL.

2. Browse recently viewed tasks and click to add.

Even some of the writers started using Whiteboards to make flowcharts to outline their articles!

Organize Whiteboards

Everyone agreed that creating and adding tasks in Whiteboards is a game-changer.

Now that they have so many Whiteboards, Tania lets Cory know that their team is having a hard time keeping the Whiteboards organized. In a quick half-hour meeting, the two come up with a solution.

Proof of concept

Tania presents the Whiteboard organization methods to all the teams.

First, she searches Command Center for all of the Whiteboards in the Workspace.

To search from Command Center:

1. From anywhere in your Workspace, use the shortcut Cmd + K to open Command Center.
2. From the All tab, you can search for the Whiteboard
   • You can also select the Whiteboards tab and search or scroll. 
   • If you have a lot of results, use the location filters.
3. In the Results column, hover over the Whiteboard's name. 
4. Click the icon to copy the URL.

Then she demonstrates how to organize Whiteboards.

To organize Whiteboards:

1. From a Whiteboard view, hover over the name of a Whiteboard and click the ellipsis ...

2. Choose one of the following options for storing your Whiteboard to find it easily again in the future:

   • Pin it in the same place as its related tasks, like you would any other view.

   • Favorite it.

   • Move it to Everything or another Space, Folder, or List.

   • Set Sharing & Permissions.

   • Make it a Private view.

   • Make it a Default view for everyone.

   • Use the link icon in the upper-right to copy and share it

She also shows how to create a Whiteboard from the Sidebar. This creates a new List called Whiteboard and sets the Whiteboard as the default view.

To create a Whiteboard from the Sidebar:

1. From the Space, Folder, or List you want to add a Whiteboard to, click the Ellipsis ... menu.

2. Select Create new, then Whiteboard.

3. Your new Whiteboard opens.

4. The Whiteboard is added as a List view, a List in the Sidebar, and also a Whiteboard view, as usual.

   • If you change the name of the List view, the name is also saved to the Sidebar List.

The result

Each team agreed that they will pin their collaborative Whiteboards as a required view for their shared folder. Then, the individual teams will create their own Whiteboards as Lists in their team folder.

After a few weeks, the Chief People Officer asks Tania to demonstrate how her team uses Whiteboards. They easily create a new hiring process flowchart, complete with tasks!

Aktualisiert 14. Juni 2023 21:23