Create and access Whiteboards

  • Updated

Whiteboards are collaborative work areas you can add at the Everything, Space, Folder, or List level as views.

You can add internal and external content, including tasks.

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.

Create a Whiteboard

From the Sidebar

The easiest way to create a Whiteboard is in the Sidebar! This will create a new List called Whiteboard and set the Whiteboard as the default view.

  1. From the Space, Folder, or List you want to add a Whiteboard to, click the Ellipsis ... menu.

  2. Select Create new, then Whiteboard.

  3. Your new Whiteboard opens.

  4. The Whiteboard is added as a List view, a List in the Sidebar, and also a Whiteboard view, as usual.

    • If you change the name of the List view, the name is also saved to the Sidebar List.

      Screenshot of a Whiteboard as a List view, a List in Sidebar, and a Whiteboard view.

From + View

  1. From the location you want to add the view, click + View.

  2. Select Whiteboard.

    • Choose Personal view to keep your Whiteboard for your own use.

    • Choose Pin view to pin your Whiteboard to the top of the location you're adding it to. This works just like pinning any other view.

  3. Click Add View.

Screenshot of Whiteboard selected on the View modal.

Access your Whiteboard

From Command Center

  1. Use the shortcut Cmd + K to open Command Center.

  2. Select Whiteboards from the top row of options.

    Screenshot of Command Center highlighting a search for Whiteboards.
  3. Start typing the name of the Whiteboard into the search bar.
    Tip: Don't remember the name of the Whiteboard? Type "Whiteboard" to list all of the Whiteboards in your Workspace!

  4. Navigate your search results using up and down arrow keys or scrolling with your mouse.

  5. Press Return or click with your mouse to open.

  6. All of the Whiteboards in your Workspace will display.

From the view Ellipsis ... menu

Hover over the name of a Whiteboard view and click the ellipsis ... Choose one of the following options for storing your Whiteboard to find it easily again in the future.

  • Pin it in the same place as its related tasks, like you would any other view.

  • Favorite it.

  • Move it to Everything or another Space, Folder, or List.

  • Set Sharing & Permissions.

  • Make it a Personal view.

  • Make it a Default view for everyone.

  • Use the link icon in the upper-right to copy and share it.

Screenshot of the Ellipsis ... menu for the Whiteboard view.

From Sidebar

If you created your Whiteboard from Sidebar, you can find it there as a List.

  1. From Sidebar, select the Space where you created the Whiteboard.

  2. To open, click the Whiteboard List.

Fit to Screen

To focus on all of your Whiteboard objects, click Fit To Screen in the lower-left.

Screenshot of the Fit To Screen modal.

Sharing and permissions

You can share a Whiteboard with anyone. They don't even have to have a ClickUp account!

Note: We're working on the full functionality of sharing a Whiteboard view. Currently, public link permissions can be set at View only, but not Edit or Comment.

You can share a Whiteboard that was created in Sidebar or as a Whiteboard view. Sharing a Whiteboard that was created in Sidebar gives you the full options available for List views.

Share via public link with people who don't have ClickUp accounts

You can access public links from other locations but this is the quickest.

  1. From the Views Bar, click the ellipsis ... next to the Whiteboard.

  2. Enable Public link.

  3. Click Copy public link. Or customize the view with Advanced settings.

  4. Email or message the link.

  5. The person clicks the link and the Whiteboard displays in their web browser.

Share with people from your Workspace

This is the quickest way to share with a person from your Workspace.
Note: You can also share via private link or create a private view.

  1. From the Views Bar, click the ellipsis ... next to the Whiteboard.

  2. From the Share this view modal, scroll down and click Permissions.

  3. Search for or scroll to find a person or Team.

  4. To give edit or view only permissions, click the dropdown to the right of their avatar.

  5. The Whiteboard is shared with them.

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