Customize Whiteboard objects

  • Updated

Objects are the building blocks of Whiteboards. Use the Object menus to customize them. Object menus appear when you click on an object.

The default colors, shapes, and sizes of Whiteboard objects aren't for everyone. Maybe your masterpiece needs to be drawn with a wider pen. Connect your flowchart shapes with purple arrows instead of black?

After you've added objects to your Whiteboard, you have some choices to make!

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.

Tip: You can also use /Slash Commands for even more customization options! If you're new to Whiteboards check out how to add objects using the Whiteboard toolbar first.

Ellipsis ... menu

Every object has an ellipsis ... menu. Click the ellipsis ... to copy, delete, or arrange objects in relation to the other objects on your Whiteboard.

  • Copy (Mac Cmd + C, Windows Ctrl + C): Copy an object.

    • To paste an object use Cmd + V for Mac or Ctrl + V for Windows.

  • Duplicate (Mac Cmd + D, Ctrl + D): Duplicate an object. This creates an evenly-spaced horizontal line of objects that's great for flowcharts!

  • Bring Forward ( ] ): When several objects are selected and grouped, use to layer some objects on top of others.

  • Bring to Front (Mac Cmd + ], Windows Ctrl + ] ): Brings an object to the upper layer. For example, if three items on the Whiteboard overlap, the selected item will now exist in front of the other two.

  • Send Backward ( [ ): When several objects are selected and grouped, use to layer some objects under others.

  • Send to Back (Mac Cmd + [ , Windows Ctrl + [ ): Brings an object to the bottom layer. For example, if three items on the Whiteboard overlap, the selected item will now exist behind the other two.

  • Group (Mac Cmd + G, Windows Ctrl + G): Drag to select two or more objects. Click Group to move them around the Whiteboard together until you click Ungroup.

  • Ungroup (Mac Shift + Cmd + G, Windows Return + Ctrl + G): Click into the group of objects. Select Ungroup to move previously grouped objects individually again.

  • Delete (Del): Remove an object from the Whiteboard.
    Note: Tasks are only removed from your Whiteboard. They are not deleted from your Workspace.

ClickUp Cards

There are two actions on the ClickUp Cards menu:

  • Click the Open icon to open up the task.

    Screenshot highlighting the ClickUp Objects menu.
  • Click the ellipsis ... to copy, duplicate, delete, or arrange the Task Card in relation to the other objects on your Whiteboard.

Note: We currently support adding Task Cards to your Whiteboard. Docs and Lists Cards are coming soon!

Draw

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

Select a whole drawing:

Screenshot with a whole drawing selected.

Select part of a drawing:

Screenshot with part of a drawing selected.
  • Click the Color dropdown to change the ink color.

    A screenshot highlighting the Color dropdown.
  • Click the ellipsis ... to copy, delete, or arrange the drawing in relation to the other objects on your Whiteboard.

Shapes, Sticky Notes, and Text

Shapes and Sticky Notes have a one-click and a two-click menu. The text menu is slightly different.

  1. Click once into a shape, sticky note, or text box.

  2. The Object menu appears above the object.

  3. Click once into a shape, sticky note, or text box.

  4. A Rich Text menu opens inside the Object menu.

One-click menu:

  • Click the Color dropdown to change the object's fill color.

Screenshot highlighting the Color dropdown.
  • Click the Turn into dropdown to add quick text formatting.

    Screenshot highlighting the Turn into dropdown.
  • Click the Convert menu to change the object into a task, sticky note, text box, or shape.

    • When converting an object to a task, any text inside the shape, sticky note, or text box becomes the task's title.

    • To convert an object to a task, your Whiteboard must be on the List level. Task conversion on the Space and Folder level is coming soon!
      Note: After converting an object to a task, you can't convert that task into any other object.

Screenshot highlighting the Convert menu.

Note: For now this only works with tasks, sticky notes, text boxes, and shapes. We're working on more object conversions!

  • Click the ellipsis ... to copy, delete, or arrange the object in relation to the other objects on your Whiteboard.

Two-click menu:

Click twice into a shape or sticky note to use the Rich Text menu.

Screenshot highlighting the Rich Text portion of the Two-click menu.
  • Bold, italicize, or underline text.

  • Change the font or text highlight color.

  • Align or indent a text block.

  • Format text into a Bulleted, Numbered, or Check List.

  • Insert a link.

Text

The Text Object menu does nearly the same actions as the Shapes and Sticky Notes menu. With the following exceptions:

  • There's no Color dropdown.

  • It's a one-click menu.

Tip: Use text colors, text highlights, or colored banners to give your text boxes some flair!

Connectors

You can use the Object menu to customize your connectors.

Screenshot of the Whiteboard Connector menu
  • 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.

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

  • Text menu: Add text to your connector.

    • Note: Connector text can only be horizontal, and up to 265 characters.

  • Ellipsis ... menu: Click to copy, delete, or arrange the connector in relation to the other objects on your Whiteboard.

Mind Map

The Object menu for the main node of a Mind Map has two more options than the related nodes.

  • After adding a main node, click the Connector Type button to choose a connector style.

    Screenshot highlighting the Connector Type button.
  • After adding a related node, use the Align button to automatically position the nodes.

    Screenshot highlighting the Align button.

Tip: To add a new line of text you can press Shift + Return.

  • Use the Rich Text menu to:

    • Change the font size.

    • Bold, italicize, or underline text.

    • Insert a link.

  • Click the ellipsis ... to copy, delete, or arrange the elements of your Mind Map in relation to each other on your Whiteboard.

Templates

Templates are made up of shapes, sticky notes, and connectors. You also can add any other object to a template. When creating a template, use the Object menus for all objects as you normally would.

Website Cards and Upload menus

These two menus have one option:

  • Click the ellipsis .... to copy, delete, or arrange the card or image in relation to the other objects on your Whiteboard.

Multi-select Object menus

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

  • Select the objects.

  • From the Object menu, select an option.

    • Some combinations of objects have more styling options than others. The menu will only show styling options that apply to all objects you've selected.

    • Every combination of objects has an ellipsis ... menu. Click the ellipsis ... to copy, delete, or arrange objects in relation to the other objects on your Whiteboard.

Was this article helpful?