How to Draw on Zoom Whiteboard: Step-by-Step Guide with ClickUp-Style Workflows

Remote teams often use Zoom and ClickUp together to run productive meetings, brainstorm ideas, and organize projects. This guide walks you through every Zoom whiteboard feature so you can draw, collaborate, and capture notes in a way that feels as organized as a structured ClickUp workspace.

We will cover enabling the whiteboard, using drawing tools, sharing the screen, and saving your work so your online sessions stay clear and actionable.

What Is the Zoom Whiteboard and Why Pair It with ClickUp?

The Zoom whiteboard is a built-in collaboration canvas you can use during live meetings. You and your participants can draw, type, and mark ideas in real time.

When you pair this with a structured system like ClickUp, you can quickly move whiteboard ideas into tasks, documents, or workflows after the call, keeping your discussions from getting lost.

How to Enable the Zoom Whiteboard

Before drawing on the whiteboard, make sure the feature is enabled in your Zoom settings.

Step 1: Sign in to the Zoom Web Portal

1. Open your browser and sign in to your Zoom account on the web portal.
2. Use an account with permission to change meeting settings.

Step 2: Turn On Whiteboard Access

1. In the navigation menu, go to Settings.
2. Select the In Meeting (Basic) section.
3. Find the Whiteboard option.
4. Toggle the setting to On.
5. If prompted, confirm by clicking Enable.

Once the whiteboard is enabled here, you can use it in future meetings and design sessions the same way you structure ideas before sending them into ClickUp.

How to Start a Zoom Whiteboard in a Meeting

After you host or join a meeting, you can launch the whiteboard in a few clicks.

Step 1: Start or Join the Meeting

1. Open the Zoom desktop client or app.
2. Click New Meeting to host, or Join to enter an existing session.

Step 2: Share the Whiteboard

1. In the meeting controls, click Share Screen.
2. In the sharing window, select Whiteboard.
3. Click Share to open the canvas for everyone.

You now have a blank space where you can map agendas, sketch processes, or outline workflows before they are documented in ClickUp or another project platform.

How to Draw on the Zoom Whiteboard

Zoom provides several annotation tools you can use to draw, mark, and organize ideas on the whiteboard.

Accessing the Annotation Toolbar

1. Once the whiteboard is shared, move your cursor to the top of the screen.
2. Click Annotate to open the annotation toolbar.

This toolbar includes drawing, text, stamp, and formatting options similar to what you might use when outlining tasks and ideas before adding them to ClickUp lists or docs.

Key Drawing and Annotation Tools

• Draw: Create freehand shapes, lines, and sketches.
• Text: Type notes, labels, or short descriptions to clarify each area.
• Spotlight: Use the spotlight cursor or arrow to point to key items during a presentation.
• Stamp: Add check marks, stars, and other icons to quickly vote or prioritize.
• Format: Adjust line thickness, color, and font size to keep the whiteboard readable.
• Undo/Redo: Instantly correct mistakes as you refine the drawing.

Use different colors to represent themes, owners, or status in the same way you might define priorities or categories before logging tasks into ClickUp.

How to Let Others Draw on the Zoom Whiteboard

Collaboration is the main strength of the Zoom whiteboard. You can control who can annotate during the session.

Enable Participant Annotation

1. While sharing the whiteboard, move your cursor to the top of the window.
2. Click More in the meeting controls.
3. Select Allow Participants to Annotate.

Everyone you allow can now draw, type, and add stamps. After the call, you can transfer these combined notes into a structured workspace like ClickUp so all feedback is captured.

Disable Annotation or Limit Access

1. Click More again in the meeting controls.
2. Choose Disable Participants Annotation to stop new edits.
3. Optionally, select Show Names of Annotators if you want to see who made each mark.

Showing names can help you track contributors, just like assigning tasks or comments in ClickUp to specific team members.

How to Save and Share Your Zoom Whiteboard

To keep your drawings for later reference, you can save the whiteboard at any point.

Save the Whiteboard as an Image or PDF

1. In the annotation toolbar, click Save.
2. Choose whether to save as a PNG image or PDF file.
3. Zoom will save the file to the folder shown in your meeting settings.

Once saved, you can upload the image or PDF into your knowledge hub, share it by email, or attach it in a task inside platforms like ClickUp for ongoing tracking.

Find or Change the Save Location

1. In the Zoom desktop client, click your profile picture.
2. Select Settings > Recording.
3. Check the Store my screen captures at path.
4. Update the folder if you want to keep your whiteboards in a shared workspace.

Organizing these files in a central folder makes it easier to link them to project tools such as ClickUp or shared drives.

Tips for Better Whiteboard Sessions with ClickUp-Style Structure

Combining good whiteboard habits with a structured management system allows you to turn visual collaboration into concrete action.

• Start with an agenda: Outline topics at the top of the whiteboard so everyone knows the flow.
• Use sections: Divide the canvas into columns like “Ideas,” “Decisions,” and “Next Steps.” This parallels the way you might organize tasks in ClickUp views.
• Capture owners: Next to each decision or action, type the name of the person responsible.
• Time-box brainstorming: Use short timed rounds for drawing ideas, then review and refine together.
• Document outcomes: After the meeting, transfer decisions and tasks into a persistent workspace or tool.

Where to Learn More

If you want to explore more details straight from the original walkthrough, you can read the full guide on how to draw on Zoom whiteboard here: Zoom whiteboard tutorial.

For broader workflow optimization, AI-driven content operations, and advanced collaboration systems that complement tools like ClickUp, you can also visit Consultevo for strategic guidance.

By mastering the Zoom whiteboard and pairing it with a structured environment such as ClickUp, your remote meetings can move from scattered notes to organized, actionable outcomes every time.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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