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.
    Screenshot of a Whiteboard created from the Sidebar as a List.

  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.

From + View

  1. Open the location where you want to add the view.

  2. From the Views Bar, click + View to open the Add View modal.
    Screenshot of the +View button in the upper-right of the Views Bar.

  3. Select Whiteboard.

    • Choose Private 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.

  4. Click Add View.

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.

  3. All of the Whiteboards in your Workspace will display.
  4. Navigate your search results.

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

From the view Ellipsis ... menu

In the Views Bar, 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:

From the Sidebar

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

  1. From the 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 the Fit To Screen button in the lower-left. Use the minus and plus icons to zoom in and out of the canvas!

Screenshot of the fit to screen button.

Sharing and permissions

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

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

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 upper-right of the Views Bar, click the share icon. 

  2. From the Share this view modal, enable Public link or copy the Private link. 
    • If copying the public link, you can choose from the advanced settings.
      Screenshot of the Share this view modal.
  3. Email or message the link.

  4. 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.

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. Select Sharing & Permissions. 
    Screenshot of the Whiteboards ellipsis menu open to Sharing & Permissions

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

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

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

  6. The Whiteboard is shared with them.

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