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 All Whiteboards are also saved in the Whiteboards Hub. |
Anywhere in ClickUp that accepts text, you can add a Whiteboard using /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:
- From an open task, type
/Whiteboard
and select Create a Whiteboard. - Type a name for the Whiteboard.
- Click Save.
Create a Whiteboard from the Whiteboards Hub
To create a Whiteboard from the Whiteboards Hub:
- Open your Whiteboards Hub.
- In the upper-right corner, click New Whiteboard.
- 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:
- From the Space, Folder, or List, click the ellipsis ... menu.
- Select Create new.
- Select Whiteboard.
- 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.
- Click Add Whiteboard.
Create a Whiteboard from Chat
If the Chat ClickApp is enabled in your Workspace, you can create a Whiteboard from a Chat message:
- When drafting a message, click the New Whiteboard button.
- Name the Whiteboard.
- Press
Return
on Mac orEnter
on PC.
Create a Whiteboard view
To create a Whiteboard view:
- Open an Everything view, or a Space, Folder, or List.
- 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.
- Select Whiteboard.
- 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.
- Click Add Whiteboard.
Create a Whiteboard from the Quick Action menu
To create a Whiteboard from the Quick Action menu:
- In the upper-right corner of the toolbar, open the Quick Action menu.
- Select New Whiteboard.
- Name the Whiteboard.
- Edit the location and privacy.
- Click Create Whiteboard.
Create a Whiteboard from the toolbar
To create a Whiteboard from the Create items button in the toolbar:
- In the upper-right of your Workspace, click New and select the Whiteboard tab.
- You can also click the Quick Action menu and select Whiteboard.
- By default, Whiteboards are added to the Everything level as a view. You can pick a different location using the location dropdown menu.
- Give your Whiteboard a name.
- Whiteboards are available to everyone in your Workspace. You can make your new Whiteboard private to you by clicking the Private toggle.
- Click Create Whiteboard.