Add objects to a Whiteboard

  • Updated

After you've added a Whiteboard view, you can get to work adding objects with the toolbar. Objects can be further customized using the Object menu.

What you'll need

  • Whiteboards are available on every ClickUp Plan.

  • The number of Whiteboards that can be created depends on your plan:

    • Free Forever: 3 Whiteboards.

    • Unlimited: 10 Whiteboards.

    • Business, Business Plus, and Enterprise: Unlimited Whiteboards.

  • Guests can use Whiteboards.

  • If using Google Chrome, we recommend enabling hardware acceleration.

Use the Whiteboard toolbar

Objects are the building blocks of Whiteboards. From your Whiteboard, access the toolbar to view the following options.

GIF showing the Whiteboard toolbar in action.

  • Select/Move: This button toggles between two modes Select and Move.

    • Select (V): Select is the default mode. This mode allows you to select one or more objects on the Whiteboard.

      • While Select mode is enabled, you can use your mouse to scroll around your Whiteboard.

      • To temporarily switch to Move mode, press and hold the Spacebar.

    • Move (M): Click the arrow icon to switch to Move mode. Press to grab then drag to scroll around the Whiteboard.

    • To zoom in or out of the Whiteboard canvas from either mode:

      • Press + or -.

      • Press Cmd for Mac or Ctrl for Windows while scrolling down or up.

      • In the lower-left of the canvas click the minus or plus icon. You can also see what percentage you are zooming in or out. Use the Fit to screen button to the right in the zoom settings to display all objects that have been added to this canvas. 
        Screenshot of the zoom settings and Fit to screen button.
  • ClickUp Cards (Shift + T): Add a dynamic Task Card. You can either create a new task or add an existing task.

    • Lists and Docs Cards are coming soon!

  • Draw (Shift + D): Draw with three convenient pen sizes and a range of vibrant colors.

  • Shapes (Shift + S): Add a square, diamond, triangle, circle, or trapezoid shape to your Whiteboard. Shapes automatically scale vertically to the amount of text you type.

    • Resize shapes by dragging the corners of the object.

    • Type / for the available /Slash Commands.

  • Notes (Shift + N): Add sticky notes in a variety of fun colors. Sticky notes automatically scale vertically to the amount of text you type.

    • Resize sticky notes by dragging the corners of the object.

    • Type / for available /Slash Commands.

  • Text box (Ctrl + T): Add a text box. Boxes scale vertically to the amount of text you type.

    • Resize horizontally by clicking into the text box and dragging out from the square on the right or left.

    • Pasting text onto your Whiteboard automatically adds a text box!

  • Connectors (Shift + C): Use to connect any objects. Add lines and arrows in a variety of sizes and colors to represent relationships.

  • Mind Map: Visualize and analyze a central concept with this hierarchical diagram. Collaborate with your team in real time right alongside your tasks.

  • Templates: Choose from a selection of ready-to-use templates from a blank or in-progress Whiteboard.

  • Website Cards: Add a dynamic website card by pasting a link.

    • Pasting a URL onto your Whiteboard automatically adds a website card!

  • Upload: Upload a JPG, PNG, or SVG image file.

Add a new or existing task or subtask

To create a new task or subtask

Full functionality is coming soon. Currently, you can convert objects into tasks from Whiteboards created in Sidebar. This makes a new List called Whiteboard and sets the Whiteboard as the default view.

  1. Select the Whiteboard List in Sidebar.

  2. From the open Whiteboard, click the ClickUp Cards icon.

  3. Click + Create new task.

  4. From the ClickUp Cards modal, click the dropdown to select the List for this task.

  5. Type a task name.
    Screenshot showing the creation of a new task.

    • You can add assignee(s). You can also add Custom Fields, time estimates, and Sprint points if they are set up in your Space.

  6. Click Create.

  7. The new task displays immediately on the Whiteboard.

    • You can click the Expand icon to open the task.
      Screenshot showing the Expand icon.

    • You can click the ellipsis ... to copy, delete, or arrange the Task Card in relation to the other objects on your Whiteboard.

To add an existing task or subtask

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

  • Browse recently viewed tasks and click to add.
    Screenshot showing how to add an existing task to a Whiteboard.

    Lists and Docs Cards are coming soon!

Copy and paste objects

You can use keyboard shortcuts to copy and paste objects.

  • For Macs use the shortcut Cmd + C to copy and Cmd + P to paste.

  • For Windows use the shortcut Ctrl + C to copy and Ctrl + V to paste.

Duplicate objects

You can use keyboard shortcuts to quickly duplicate objects. This creates an evenly-spaced horizontal line of objects that's great for flowcharts!
Screenshot showing duplication of squares that results in an evenly-spaced horizontal line.

  • For Macs use the shortcut Cmd + D.

  • For Windows use the shortcut Ctrl + D.

You can also use the Whiteboard ellipsis ... menu to duplicate objects.

  1. From an open Whiteboard, click into an object.

  2. Click the ellipsis ... to open the menu.

  3. Select Duplicate.

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