Whiteboard for Zoho BugTracker | Online Help | Zoho BugTracker

Whiteboard for Zoho BugTracker

Whiteboard for Zoho BugTracker is an integrated tool for visual collaboration accessible through all attachment pickers. It enables users to create and share ideas directly within various modules, including Projects, Phases, Bugs, and Feed's Attachments.

Whiteboard comes pre-installed and enabled in your portal by default.

Benefits

  1. Use shapes, text, and images within Whiteboard to visualize concepts easily.
  2. Invite project users as editors to collaborate in real-time.
  3. Export your Whiteboard as an image for offline access and sharing.

 Create Whiteboard within Bugs

  1. Navigate to the Bugs module in your project.
  2. Open the bug details page, navigate to the Attachments section.
  3. Click Attach Files, then select Whiteboard.
  4. Enter the Whiteboard title and invite users to collaborate by adding them as editors.

Client users and read-only users cannot be added as editors.
  1. Add Shapes to create mind maps, flowcharts, and various other diagrams.
    1. Insert: Click  in the toolbar to add geometric shapes. Toggle Fill on to color shapes or off to keep them as outlines.
    2. Edit: Select a shape to cut, copy, change, insert a hyperlink(web URL or tooltip), or delete the shape. Alternatively, right-click on the shape to access these options. To bulk edit, hold the Shift key on your keyboard and select two or more shapes to cut, copy, or delete.
    3. Customize: Access the customization bar on the right. Click  to fill the color; click  to choose different outlines and colors; click  to change text style, font, and color if text is added to the shape, and click  to arrange shapes.
  2. Add Text for clear communication and organization, such as labels, descriptions, and more.
    1. Insert: Click to add text in bulleted or numbered lists.
    2. Edit: Select the text to cut, copy, change shape, insert hyperlink(web URL or tooltip) or delete the text. Alternatively, right-click on the text to access these options. To bulk edit, hold the Shift key on your keyboard and select select two or more pieces of text to cut, copy, or delete. 
    3. Customize: Access the customization bar on the right. Click   to choose the background color, click    to choose different outlines and colors, click   to change text style, font, and color, and click  to adjust the text positions.
  3. Add Images for visual context, such as for illustrating concepts, providing examples, and more.
    1. Insert: Click  to insert images into the Whiteboard.
    2. Edit: You can cut, copy, change the image, insert a hyperlink (web URL or tooltip), or delete the image. Alternatively, right-click on the image to access these options. To bulk edit, hold the Shift key on your keyboard and select two or more images to cut, copy, or delete.
    3. Customize: Click  to choose different outlines; click  to crop the image or fit it to a shape, and set image transparency, and click  to adjust the image position.
5. Draw freely with the pen or marker to create diagrams, sketches, and annotations.
  1. Click  to use Pen. Toggle Shape Recognition for cleaner geometric shapes. Adjust line size as needed.
  2. Click   to use Marker. Select from various sizes.
6. Click Attach as Whiteboard to attach it to an bug or click the drop-down next to it and click Attach as an Image to save it in PNG format.

Whiteboard Locations

Module
LocationSteps
Projects
Forums
Navigate to your Project > Click Forums in the top band > Open a Forum > Click the attachment picker > select Whiteboard.
Projects
Attachments
Open the Project details page > Navigate to Comments > Click Attach Files / Whiteboard > select Whiteboard.
Bugs
Comments
Open the Bug details page > Navigate to the Comments section > Click Attach Files / Whiteboard > select Whiteboard.
Bugs
Attachments
Open Bug details page > Navigate to the Attachments section > Click Attach Files / Whiteboard > select Whiteboard.
Feed
Comments
Navigate to the Feed section > Open a Status > Click Attach Files / Whiteboard > select Whiteboard.
Phases
Comments
Open the Phase details page > Navigate to the Comments section > Click Attach Files > Whiteboard.
Calendar
Comments
Navigate to Calendar > Open an Event or a Meeting > Click Comments > Attach Files / Whiteboard and select Whiteboard.

Manage Whiteboard 

  1. Navigate to the Bugs module in your project.
  2. Open the bug details page and navigate to the Attachments section.
  3. Click Attach Files, then select Whiteboard.
  4. Click  to clear the Whiteboard or export it as an image.
  5. Click  and  to undo and redo, respectively.
  6. Before attaching the Whiteboard to a bug,
    1. Click  to edit the Whiteboard.
    2. Click  to rename the Whiteboard.
    3. Click  to delete the Whiteboard.

Disable Whiteboard

  1. Click   in the top-right corner.
  2. Click Marketplace, then select Installed Apps.
  3. Navigate to the Whiteboard and click Disable.
    1. To re-enable it, click Enable.
Whiteboard can only be enabled/disabled by the portal owner.

    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION









                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Box for Zoho BugTracker

                                                                                                                Box is content management software you can use to manage all kinds of files securely. The Box extension for Zoho BugTracker helps you access files managed in your Box account and associate them with respective bugs of a project, all from within your ...
                                                                                                              • Zendesk for Zoho BugTracker

                                                                                                                Successful project management software helps users effectively track issues. The Zendesk extension for Zoho BugTracker acts as an add-on to the Issues module in Zoho BugTracker. You can associate a ticket from your Zendesk account with an issue in ...
                                                                                                              • DocuSign for Zoho BugTracker

                                                                                                                The DocuSign extension for Zoho BugTracker provides users with the e-signature functionality required to quickly complete approvals and agreements. With this extension, you can send documents, view their signing status, and even revoke the document ...
                                                                                                              • Dropbox for Zoho BugTracker

                                                                                                                The Dropbox extension for Zoho BugTracker helps you access files managed in your Dropbox account and associate them with the respective bugs of a project, all from within your Zoho BugTracker itself. You can also easily disassociate a file whenever ...
                                                                                                              • Pipedrive for Zoho BugTracker

                                                                                                                The Pipedrive extension for Zoho BugTracker lets you access your Pipedrive account and associate the activities from that app with Zoho BugTracker. Using this extension, you can link calls, meetings, and tasks from Pipedrive to your issues in Zoho ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources