Overview

You can use Whiteboards to brainstorm ideas and facilitate workshops around your strategy, plans, and OKRs.

Here are some highlights of what you can do:

  • 🙅🏻‍♀️ No more copying OKRs from place to place

  • ⏬ Import existing OKRs to set the context for workshops

  • 💬 Collaborate on ideas in an unconstrained safe space

  • ⏫ Publish OKRs directly from a Whiteboard to any session


Access Whiteboards

To access Whiteboards, perform the following:

  1. In the navigation pane, click Whiteboards.

  2. To access a Whiteboard you've created, click on the desired tile under My Whiteboards.

  3. To access a Whiteboard that someone shared with you, click on the desired tile under Shared with Me.


Create a Whiteboard

Kick-start the OKR process with Whiteboard templates

Perform the following:

  1. In the main navigation, click Whiteboards.

  2. In the toolbar, click Start with Template ✨ or + Create a Whiteboard.

Alternatively:

  1. In the navigation pane, under OKRs, click All sessions.

  2. Click the session where you want to create an objective.

  3. In the toolbar, click Create OKR.

  4. In the menu, click Brainstorm and ideate.


Navigate a Whiteboard

To navigate the Whiteboard you can either scroll within the canvas or use the mini-map in the bottom-right corner.

  • To open the mini-map click on the “map” button”

  • Drag and drop the slide area on the mini-map to navigate around the canvas or click on the area you want to go to

  • Use the “fit to screen” button to show the content of the canvas in full-screen mode

In Beta

  • Zoom in and zoom out by using the menu

  • Use the pointer or hand mode to move around

Activate the above by using the shortcuts listed here.


Edit the title of a Whiteboard

Perform the following:

  1. In the upper-left corner, click the title of the Whiteboard.

  2. Overwrite the title by entering the new title.


Add a Heading

Perform the following:

  1. To add a Heading, click on the Heading icon in the toolbar.

  2. Drag and drop where you want the Heading to be placed on the Whiteboard.

  3. Overwrite the Start typing... placeholder by entering the new Heading title.

  4. Use the toolbar to change the font, font size, and other formatting options like text and background color.


Add a Note

Perform the following:

  1. To add a Note, click on the Note icon in the toolbar.

  2. Drag and drop where you want the Note to be placed on the Whiteboard.

  3. Overwrite the Start typing... placeholder by entering text.

  4. Use the toolbar to change the font, font size, and other formatting options like text alignment and the color of the Note.

  5. Resize the Note if needed.


Convert a Heading or Note to an Objective

Perform the following:

  1. Click on the Heading or Note you want to convert to an OKR.

  2. Click on the Convert to objective icon in the toolbar.


Add an Objective

Perform the following:

  1. To add an Objective, hover over the Objective icon and click on Draft Objective.

  2. Overwrite the Type your Objective... placeholder by entering text to add an Objective title.

  3. Hit return or enter to save.

  4. Overwrite the + Add key result placeholder by entering text to add a Key Result title.


Import an Objective

  1. To import an existing Objective, hover over the Objective icon and click on Import Objective.

  2. Click on the Objective you want to import.

  3. You can change the order of KRs with drag & drop.


Edit an OKR

Perform the following:

  1. Edit the text of any OKR in line.

  2. Hit return or enter to save.

Alternatively:

  1. In the toolbar, click Edit.

  2. From the Edit screen, you can make intended changes to OKR's Objective title, Session, Owner, Privacy, Parent, Description, Tags, and Key Results.

  3. Click on a Key Result to edit the Owner, Description, Key result type, and Key result value(s).


Align an OKR

Prerequisite: To align an OKR, at least 2 OKRs must be on the Whiteboard. Also they should be either in one and the same Session, or their sessions should have the same parent-child relationship, as the one in the alignment.

Perform the following:

  1. Click on the OKR, so the arrow appears.

  2. Hover over the arrowhead until the hand selector appears.

  3. Drag and drop the arrowhead to the Objective or Key Result you want to align to.


Remove alignment or realign an OKR

Perform the following:

  1. Click on the circle with the minus symbol located in the middle of the alignment arrow.

  2. To realign, click on the OKR, so the arrow appears.

  3. Hover over the arrowhead until the hand selector appears.

  4. Drag and drop the arrowhead to the Objective or Key Result you want to align to.


Publish an OKR

Perform the following:

  1. Click Publish OKRs in the top-right corner.

  2. Make sure the checkbox to the right of your OKR is selected.

  3. Click Publish selected OKRs.


Lock/Unlock an OKR, Heading, Note, Objective, Image

One item - Click on the item and from the menu select the 'Lock' option. When locked an item can't be moved/edited. But it can be unlocked/cloned.

Multiple items - Multi-select a group of items. Select the lock option. To unlock - you can re-select the whole group and unlock or unlock the items individually one by one.


Add an Image

Perform either of the following:

  1. Click on the image icon in the main menu and select to Upload from your device* or Upload via URL**

  2. You can also drag & drop an image from a PC folder or from another tab in your browser.

  3. You can also copy an image from the web, from your device or by makinga a screenshot, then you can paste it on a Whiteboard by using the keyboard combination Ctrl+V (Windows) or Cmd+V (MacOS).

* Upload from my device - from images you store in your image gallery

**Upload via URL - Hosted images links or images copied from webpages


Rotate, Resize an Image

  1. Click on the element you want to rotate, resize.

  2. Use the dots on the canvas (corners of the image, above the image).


Clone or Copy a Heading, Note, or Objective, Image

To Clone perform the following:

  1. Click on the element you want to clone.

  2. Click on the Clone icon in the toolbar.

To Copy perform the following:

  1. Click on the element you want to copy.

  2. Click on the three dots in the toolbar and then Copy

  3. Or you can also copy by using the keyboard combination Ctrl+C (Windows) or Cmd+C (MacOS).

  4. Then place your mouse pointer at a desired location and perform the keyboard combination Ctrl+V (Windows) or Cmd+V (MacOS).


Delete or Cut a Heading, Note, or Objective, Image

Perform the following:

  1. Click on the element you want to delete.

  2. Click on the Delete icon in the toolbar.

  3. You can also use one of the keyboard shortcuts - Backspace (both Windows and MacOS), Delete (Windows) or Fn+Backspace (MacOS)

To Cut a Heading, use the keyboard combination Ctrl+X (Windows) or Cmd+X (MacOS).


Position OKR, Heading, Note, or Objective, Image on a canvas

  1. Click on the element you want to re-position.

  2. Click on the dots on the right side.

  3. Click Bring to front or Send to back

React to whiteboard items

  1. Set up the board emojis

Show reactions - Allows whiteboard users (with edit rights) to react to notes and OKR drafts on the board.

Members can react only once - Limits the reactions of users to one per note/OKR draft.

Emoji set - Emojis that whiteboard users see when they react. The set can be edited from the setting menu - more emojis can be added/deleted.

2. Once enabled Whiteboard users (with edit rights) can add reactions

3. Upon hover on the number of reactions, a viewable list of people who reacted appears


Draw with a Pen tool

  1. Enable the Pen tool from the menu

  2. If needed change its thickness/color from the settings menu

  3. Draw on the canvas

  4. Stop drawing by hitting the same icon from which it was enabled

  5. Click on the shape and from the options you'd be able to also change its thickness/colo


Share Whiteboards

You can change who has access to your Whiteboards. By default, all Whiteboards that you create are private, and only you can access them.

To change the privacy and the permissions for a list, perform the following:

  1. In the navigation pane, click the Whiteboard whose privacy you want to change.

  2. In the upper-right corner of the page, expand the selector.

  3. In the dropdown box, select one of the following:
    Private. Only you can access, Restricted. Only invited people, Everyone can access, Everyone can edit.

  4. If you have selected to restrict the list, an input field appears where you can invite other users.
    The list will appear in their navigation pane, under Shared with Me.


Clone a Whiteboard

Perform the following:

  1. In the upper-left corner, expand the menu next to the Whiteboard title.

  2. Click Clone.


Delete a Whiteboard

Users can delete only the Whiteboards they have created.

Perform the following:

  1. In the upper-left corner, expand the menu next to the Whiteboard title.

  2. Click Delete.


See also

Create Objectives



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