Create a Whiteboard

Need to organize your thoughts or illustrate a process? Create a Whiteboard almost anywhere in your Workspace! 

 

Whiteboards availability and limits vary by plan and user role. Learn more

 

Create a Whiteboard

This article covers creating a new Whiteboard and saving it to a Workspace location. To learn how to transform your blank canvas, take a look at our Add items to a Whiteboard article. 

First, you need to choose where to create your Whiteboard. When you create a Whiteboard it opens and automatically saves. The location the Whiteboard saves depends on where it was created. 

Find a Whiteboard

All Whiteboards are also saved in the Whiteboards Hub.

Take a look at the following table to see where Whiteboards are saved:

The location where the Whiteboard is created

The location where the Whiteboard saves

Anywhere in ClickUp that accepts text, you can add a Whiteboard using a /Slash Command The Whiteboard is embedded into the location. 
Whiteboards Hub Whiteboards Hub. 
The Sidebar from a Space, Folder, or List The Sidebar in that Space or Folder. Or in the Sidebar in the List's Space or Folder.
The Views Bar A Whiteboard view in the Space, Folder, or List where the view was created.
A Whiteboard template The location that's selected from the Use whiteboard Template modal.
The toolbar Whiteboards Hub.

Create a Whiteboard using a /Slash Command

You can create a Whiteboard anywhere in ClickUp that accepts text. For example, your team uses Whiteboards for sprint planning. You can embed a Whiteboard into the description of each sprint planning task.

To create a Whiteboard using a /Slash Command:

  1. From an open task, type /Whiteboard and select Create a Whiteboard
  2. Type a name for the Whiteboard. 
  3. Click Save.  

Create a Whiteboard from the Whiteboards Hub

To create a Whiteboard from the Whiteboards Hub:

  1. Open your Whiteboards Hub.
  2. In the upper-right corner, click New Whiteboard.
  3. Name the Whiteboard.
    • Whiteboards are available to everyone in your Workspace. To make your Whiteboard private:
    • In the upper-right corner, click Share
    • From the Share this whiteboard modal, click Make Private

Create a Whiteboard from the Sidebar

To create a Whiteboard from the Sidebar:

  1. From the Space, Folder, or List, click the ellipsis ... menu.
  2. Select Create new.
  3. Select Whiteboard
  4. Name the Whiteboard.
    You can also select the following options:
    • Private view: Whiteboards are available to everyone in your Workspace. Click to make your new Whiteboard private to you.
    • Pin view: Pin your Whiteboard to the top of your Workspace for easy access. 
  5. Click Add Whiteboard.

Create a Whiteboard from Chat

If the Chat ClickApp is activated in your Workspace, you can create a Whiteboard from a Chat message:

  1. When drafting a message, click the New Whiteboard button.
    Screenshot of the New Whiteboard button.png
  2. Name the Whiteboard.
  3. Press Return on Mac or Enter on PC.

Create a Whiteboard view

To create a Whiteboard view:

  1. Open an Everything view, or a Space, Folder, or List.
  2. Select + Add from the Views Bar. Or from the location header, you can click the ellipsis ... then Create new.

    Everything view does not have a location header.

  3. Select Whiteboard.
  4. Name the Whiteboard.
    You can also select the following options:
    • Private view: Whiteboards are available to everyone in your Workspace. Click to make your new Whiteboard private to you.
    • Pin view: Pin your Whiteboard to the top of your Workspace for easy access. 
  5. Click Add Whiteboard.

Create a Whiteboard from the Quick Action menu

To create a Whiteboard from the Quick Action menu:

  1. In the upper-right corner of the toolbar, open the Quick Action menu. 
  2. Select New Whiteboard.
  3. Name the Whiteboard.
  4. Edit the location and privacy.
  5. Click Create Whiteboard.

Create a Whiteboard from the toolbar

To create a Whiteboard from the Create items button in the toolbar:

  1. In the upper-right of your Workspace, click New and select the Whiteboard tab.
  2. By default, Whiteboards are added to the Everything level as a view. You can pick a different location using the location dropdown menu.
  3. Give your Whiteboard a name.
  4. Whiteboards are available to everyone in your Workspace. You can make your new Whiteboard private to you by clicking the Private toggle.
  5. Click Create Whiteboard.

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