Whiteboard for Zoho Projects 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, Task Lists, Tasks, Issues, and Feed's Attachments.
![Notes](https://static.zohocdn.com/zoho-desk-editor/static/images/file.png)
Whiteboard comes pre-installed and enabled in your portal by default.
Benefits
- Use shapes, text, and images within Whiteboard to visualize concepts easily.
- Invite project users as editors to collaborate in real-time.
- Export your whiteboard as an image for offline access and sharing.
- Access all the attached Whiteboards from the Documents section within your Projects.
Create Whiteboard within Tasks
- Navigate to the Tasks module in your project.
- Open the task details page and navigate to the Documents section.
- Click Attach Files, then select Whiteboard.
- Enter the Whiteboard title and invite users to collaborate by adding them as editors.
![Notes](https://static.zohocdn.com/zoho-desk-editor/static/images/file.png)
Client users and read-only users cannot be added as editors.
![](https://help.zoho.com/galleryDocuments/edbsnde0193320e5299e7eb501980c5cbbc08dac89980db2ed97bc9d2b457f9acf29ef80fdf2c98ae09b190e73a06e712ee07?inline=true)
- Add Shapes to create mind maps, flowcharts, and various other diagrams.
- Insert: Click
in the toolbar to add geometric shapes. Toggle Fill on to color shapes or off to keep them as outlines.
- 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.
- 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.
- Add Text for clear communication and organization, such as labels, descriptions, and more.
- Insert: Click
to add text in bulleted or numbered lists.
- 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.
- 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.
- Add Images for visual context, such as for illustrating concepts, providing examples, and more.
- Insert: Click
to insert images into the whiteboard.
- 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.
- 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.
- Click
to use Pen. Toggle Shape Recognition for cleaner geometric shapes. Adjust line size as needed.
- Click
to use Marker. Select from various sizes.
6. Click Attach as Whiteboard to attach it to the task or click the drop-down next to it and click Attach as an Image to save it in PNG format.
Whiteboard Locations
Module
|
Location
|
Steps
|
Projects | Forum | Navigate to the Project > Click Forum 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. |
Task Lists | Comments | Open the Task List details page > Navigate to the Comments section > Attach Files / Whiteboard > select Whiteboard. |
Tasks | Comments | Open the Task details page > Navigate to the Comments section > Click Attach Files / Whiteboard > Select Whiteboard. |
Issues | Comments | Open the Issue details page > Navigate to the Comments section > Click Attach Files / Whiteboard > select Whiteboard. |
Issues | Attachments | Open Issue 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. |
Disable Whiteboard
- Click
in the top-right corner.
- Click Marketplace, then select Installed Apps.
- Navigate to the Whiteboard and click Disable.
- To re-enable it, click Enable.
![Notes](https://static.zohocdn.com/zoho-desk-editor/static/images/file.png)
Whiteboard can only be enabled/disabled by the portal owner.
More Reads