How to Use ClickUp for Whiteboard Templates

ClickUp makes it easy to recreate Miro-style whiteboard templates so your team can collaborate visually, manage ideas, and turn sticky notes into structured tasks without leaving your project workspace.

This guide walks you through setting up whiteboards, mirroring popular Miro templates, and using ClickUp features to keep every brainstorming session organized and actionable.

Why Use ClickUp for Visual Collaboration

Instead of jumping between multiple tools, you can keep your planning and execution in one place. Rebuilding your favorite Miro templates in ClickUp whiteboards helps you:

• Capture ideas in real time with your team
• Map user journeys and product roadmaps
• Plan sprints and retrospectives visually
• Convert whiteboard items directly into tasks

The original inspiration for these template ideas comes from the Miro templates overview at ClickUp’s blog on Miro templates, which you can adapt natively in your workspace.

Getting Started: Create a ClickUp Whiteboard

Before you rebuild any template, you need a whiteboard ready to go.

Step 1: Open or Create a Space in ClickUp

1. Sign in to your workspace.
2. Choose the Space where you want to add visual planning.
3. Create a new Folder or List if you want a dedicated area for whiteboards.

Step 2: Add a New ClickUp Whiteboard

1. Click the + View button in your chosen List or Folder.
2. Select Whiteboard from the available view types.
3. Give your view a clear name, such as Product Roadmap Whiteboard or Sprint Planning Board.
4. Set visibility and sharing options for your team.

Once your view is created, you can start shaping it into a template-style layout.

Recreate Popular Miro Templates Inside ClickUp

You can mirror many common Miro templates, such as mind maps, Kanban boards, and retrospectives, directly using ClickUp whiteboard tools.

Build a ClickUp Mind Map Template

A mind map helps you explore ideas, requirements, or user insights.

1. Create a central node using a shape or text box.
2. Label it with your main topic, such as Q3 Marketing Strategy.
3. Drag connectors from the center to related ideas, like channels, campaigns, or audiences.
4. Use color coding to group themes (for example, social media, email, content).
5. Highlight important nodes and convert them into tasks so they appear in your standard ClickUp views.

This setup replicates a classic mind map template, but with direct links to your task management system.

Design a ClickUp Kanban-Style Whiteboard

Kanban templates help teams visualize work stages.

1. Add columns as large text headings: Backlog, In Progress, Review, and Done.
2. Under each heading, place sticky notes or shapes for individual work items.
3. Color notes by priority or team member.
4. Convert high-value notes into tasks so they live in your main ClickUp workflow.

This gives you a simple visual board that pairs with existing Lists and task views.

Create a ClickUp Retrospective Board

Retrospective templates help teams reflect on what worked and what needs improvement.

1. Divide the canvas into labeled sections, such as Went Well, Needs Improvement, and Action Items.
2. Invite team members to add notes under each section.
3. Group similar feedback using color or clustering.
4. Turn the most important notes into action tasks in ClickUp, with owners and due dates.

This way, your retrospective produces trackable follow-ups instead of static notes.

Customize ClickUp Whiteboards for Your Workflow

Once you’ve mirrored a template layout, customize it for your specific use case.

Use ClickUp Shapes, Colors, and Connectors

Make templates easier to read and reuse:

• Use arrows and connectors to show dependencies and flows.
• Apply colors to indicate status, team, or priority.
• Group related items visually with containers or aligned rows.

Turn Whiteboard Items into ClickUp Tasks

The biggest advantage of using ClickUp is the connection between ideas and execution:

1. Select a note, shape, or text element representing real work.
2. Convert it into a task directly from the whiteboard.
3. Assign owners, due dates, and custom fields.
4. Track progress in List, Board, or Calendar views while still referencing the original whiteboard.

Over time, you can refine these whiteboards into reusable templates that your whole organization can follow.

Tips to Manage Projects with ClickUp Whiteboards

To get more value from your visual templates, follow a few best practices:

• Standardize naming: Give consistent names to repeated sections like Goals, Risks, and Next Steps.
• Keep templates lean: Include only the sections your team actually uses.
• Document usage: Add a small text box on the canvas explaining how to use each ClickUp whiteboard template.
• Review regularly: After each project, adjust the template to better reflect your process.

If you want help designing scalable systems around these templates, you can work with specialists such as Consultevo, who focus on workflow optimization and documentation.

How to Turn a ClickUp Whiteboard into a Reusable Template

Once you build a layout you like, save time by turning it into a repeatable blueprint.

Step 1: Finalize Your ClickUp Layout

1. Clean up placeholder text and labels.
2. Ensure sections and headings are clear and easy to follow.
3. Remove any sensitive or project-specific data before reusing.

Step 2: Duplicate Your ClickUp Whiteboard

1. Open the whiteboard view you want to reuse.
2. Use the duplicate option in the view settings.
3. Rename the copy for the new project or sprint.

This creates a consistent starting point for every future workshop, roadmap, or retrospective.

Next Steps: Grow Your Visual System in ClickUp

By rebuilding Miro-style templates directly inside ClickUp, your team can brainstorm, plan, and execute in one unified platform.

Start with a simple whiteboard, replicate your favorite layouts, then gradually refine them into reliable templates your team can use across projects, quarters, and product releases.

As your processes mature, you can combine whiteboards, tasks, Docs, and dashboards to create a complete, visual project management system powered by ClickUp.

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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