Supported Plans: The feature is available in Elite, Starter, Premier, Premier Trial, Zoho One and Zoho One Trial plans.

Manage Whiteboard

1. Enable or Disable whiteboard
2. Create whiteboard
3. Edit whiteboard details
4. Manage participants
5. Other Whiteboard Actions
6. Delete whiteboard
   

Enable or Disable whiteboard

1. Click on the Setup icon in the top right corner to navigate to the Setup page.
2. Click Others under Marketplace section. The listing page will appear.
3. Click the Configure button in the Whiteboard option. The configuration page will appear.
4. Click the Enable button to enable whiteboard integration. (Click the Disable button to disable whiteboard integration.)

Create whiteboard

Note: Please ensure whiteboard integration is enabled.

1. Go to the Project or Sprint Backlog.
2. Select the required work item. The whiteboard icon will be listed in the side bar along with other options like delete, clone, etc.
3. Click on the Whiteboard icon in the right-hand sidebar.
   
   
4. Click the Create Whiteboard button. The Create Whiteboard window will appear.
   
5. Enter a Whiteboard Name and description.
6. Select from the listed users to add them as participants in the whiteboard.
   

1. Note: The users listed here are part of that work item, sprint, or release. If you need to add users who are not included in them, click +Project Users.
   
7. Click the Create button. A blank whiteboard will appear.
   
8. Draw on the whiteboard using the available visual and textual elements. The entries are automatically saved.
   
   
9. Click Close to exit whiteboard. The whiteboard will be added to the listing page in the work item.
   
   

Note: Whiteboard will be accessible from:

1. the icon in sidebar in the detail view of a work item.
   
2. the More Options listing in the Release module.
3. the whiteboard icon in the Board module.
4. the whiteboard icon in the Sprint details page.
5. the whiteboard icon in the sidebar of the Release details page.
   

Edit whiteboard

1. Go to the Project or Sprint Backlog.
2. Select the required work item. The whiteboard icon will be listed in the sidebar along with other options like delete, clone, etc.
3. Click on the Whiteboard icon in the right-hand sidebar.
4. Select the required whiteboard. The Whiteboard window will appear.
5. Click the ellipsis icon to view other actions.
6. Select Edit. The Edit Whiteboard window will appear.
   
   
7. Make necessary changes to the required fields.
8. Click Update. The information will be updated.

Other Actions

1. Clear: Clears the contents and reverts to a blank whiteboard.
2. Export: Exports the whiteboard as a JPEG file.
3. Add as attachment: Adds the whiteboard as an attachment in a work item.
   
   

Manage participants

Note: The participants are notified via email about being added to the whiteboard.

Delete whiteboard

1. Go to the Project or Sprint Backlog.
   
2. Select the required work item. The whiteboard icon will be listed in the side bar along with other options like delete, clone, etc.
3. Click on the Whiteboard icon in the right-hand sidebar.
4. Select the required whiteboard. The Whiteboard window will appear.
5. Click the ellipsis icon to view other actions.
6. Select Delete. A confirmation pop-up will appear.
7. Select the checkbox for data loss warning.
8. Click Yes, Delete button. The whiteboard will be deleted from the listing page.

Points to note

1. Participants will receive both desktop and feed notifications when a whiteboard is created or updated.
2. The permission to edit the whiteboard details, delete a whiteboard, or clear a whiteboard is available only for the user who creates the whiteboard and the team owner.
3. Participants of a whiteboard can contribute to the discussion on the canvas, but they cannot edit aspects like whiteboard name, description, or users.