Item menus display when you click on an item.

You can change the default colors, shapes, and sizes of Whiteboard items. You can convert shapes, sticky notes, and text into tasks. And you can embed an editable app file, like Figma or Google Sheets. 

What you'll need

• Whiteboards are available on every 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, you must enable hardware acceleration.

Ellipsis ... menu

Every Item menu has the ellipsis ... option. 

The ellipsis ... menu has the following options:

Item menus

The Item menu differs by item. Following are the menus each item has. 

Click into an item to display its menu. 

ClickUp Items 

You can embed tasks and Docs into your Whiteboard and edit them from the canvas. 

Tasks

The Task Item menu has the following options:

• View Task: Open the task fully without leaving your Whiteboard.

• Ellipsis ... menu: Copy, duplicate, delete, or arrange the card in relation to the other items on your Whiteboard.
  

Docs

The Docs Item menu has the following options:

• Ellipsis ... menu: Copy, duplicate, delete, or arrange the card in relation to the other items on your Whiteboard.
  

Website Cards

You can embed dynamic websites and apps into your Whiteboard. If the apps are editable, you can update them without leaving the canvas. You can also use the Website Cards menu to add tasks and Docs.

1. From the left of the Whiteboard, click the link icon in the Whiteboard toolbar.
2. The card type menu opens at the bottom of your Whiteboard.

   To keep the toolbar at the bottom of your Whiteboard, hover over it and click the pin icon.

3. From the card type menu, select one of the following options:

• Task
• Doc
• Website
• Figma
• Google Docs
• Google Sheets
• Google Slides
• YouTube

Once the item is embedded, the Item menu opens with the following choices:

• Embed: Embed is the default. Click the Embed dropdown to add the link to your Whiteboard as a bookmark or text.
  Only the embed option is editable from the canvas.
• Open: Open the item in a new tab.
• Link: Change the item link.
• Delete: Delete the item.
• Ellipsis ... menu: Copy, duplicate, delete, or arrange the item in relation to the other items on your Whiteboard.

Draw

Select a line width and ink color from the Whiteboard toolbar. Drawings are composed of layered line strokes. You can go back to the Whiteboard toolbar at any time to change the line width. 

Drawings can be selected as a whole or line by line. 

Select a whole drawing and click the Color dropdown to change the ink color of every line.

Select part of a drawing and click the Color dropdown to change the ink color of one or more lines.

Click the ellipsis ... to copy, duplicate, delete, or arrange the drawing in relation to the other items on your Whiteboard.

Shapes and sticky notes

Shapes and sticky notes Item menus have two modes. 

When you first place a shape or a sticky note onto the canvas, the following entire menu displays:

• Border Color: Only available for shapes.
  By default, there's no border. Click the dropdown to change the shape's border color.
  Select the white circle with the red slash to remove the border.
• Fill Color: Change the shape's fill color.
• Turn into: Add quick text formatting.
• Rich text options: Bold (Cmd + B), italicize (Cmd + I), or underline (Cmd + U) the text.
• Font color: Choose text colors and highlights.
• Alignment: Align and indent the text.
• All Lists: Add a bulleted or numbered list. 
• Insert a link (Cmd + K): Insert a hyperlink.
• Convert: Shapes, sticky notes, and text boxes can be converted interchangeably.
• Create Task: Convert the shape into a task.
  There must be text in the item in order to create a task.
  

Click into the shape or sticky note again to display a smaller menu with the following options:

• Border Color, Fill Color, Turn into, Convert, and Create Task.
  Boarder Color is only available for shapes. 
• Click into the shape or sticky note twice to display the entire menu again. 

Text

The Text Item menu has the following options:

• Turn into: Add quick text formatting.
• Rich text options: Bold (Cmd + B), italicize (Cmd + I), or underline (Cmd + U) the text.
• Font color: Choose text colors and highlights.
• Alignment: Align and indent the text.
• All Lists: Add a bulleted or numbered list. 
• Insert a link (Cmd + K): Insert a hyperlink.
• Convert: Shapes, sticky notes, and text boxes can be converted interchangeably.
• Create Task: Convert the text into a task.
  There must be text in the item in order to create a task.

Connectors

Connectors are lines and arrows. They're great for flow charts and relating items to each other. 

Click into the connector to display the Item menu.

Use this menu to do the following:

• Color dropdown: Select from nine colors.

• Connector style menu: Select from three line weights.

• Arrow menu: Move the arrowhead to the start or end of the line. Or create a line with no arrowhead. 

• Connector type dropdown: Select a straight, elbow, or curved line.

• Add text: Add text to the arrow.

Mind Map

Mind Maps are hierarchical diagrams used to visualize and analyze a central idea. Mind Maps start with a main idea, or node. Nodes representing related concepts branch off from it horizontally and vertically.

The Item menu for the main node of a Mind Map has one more option than the related nodes. 

1. After adding a main node, click the Connector Type button to choose a connector style. Then, type something into the node.
2. Click one of the plus buttons to add a connector and a new node. 
   

   

   To add a new line of text, press Shift + Return.

3. After adding a related node, you can use the following menu items: 
   • Color: Change all of the nodes' outline colors.
   • Align: Automatically position the nodes.
     

Templates

Templates are made up of shapes, sticky notes, and connectors.

You can use the Template modal that displays when you create a new Whiteboard.

Or from the Whiteboard toolbar, you can click the Templates icon at any time.

You can add any other item to a template. When creating a template, use the Item menus for all items as you normally would.

Upload

Upload a JPG, PNG, or SVG file onto your Whiteboard.

To upload:

1. Click the image icon to open the Upload modal.
2. Either drop files into the modal or click Browse.
   
   
   • You can upload up to 1 GB of image files.

Multi-select Item menus

Use these menus to customize your items faster and more efficiently! To make bulk changes to multiple items:

1. Select the items.

2. From the Item menu, select an option.
   

   • Some combinations of items have more styling options than others.