Use ClickUp Whiteboards with Tasks and Docs

ClickUp Whiteboards let you combine visual planning with real work by adding tasks and Docs directly onto a flexible canvas. This guide explains how to add, link, and manage your work from a Whiteboard so you can keep ideas and execution perfectly aligned.

Follow the steps below to work faster with tasks, Docs, and relationships, all without leaving your Whiteboard view.

Open a ClickUp Whiteboard

Before adding tasks or Docs, you need to open or create a Whiteboard in ClickUp.

1. From any Space, Folder, or List, switch to the Whiteboard view, or create a new Whiteboard view.

2. Give your Whiteboard a clear name so teammates can quickly recognize its purpose.

3. Ensure you have the right permissions to edit the Whiteboard and related tasks or Docs.

Add existing ClickUp tasks to a Whiteboard

You can place existing tasks on a Whiteboard to visualize workflows, roadmaps, or dependencies.

Method 1: Add tasks from the toolbar

1. Open your Whiteboard.

2. In the left toolbar, select the Task or Existing task option (icon names may vary slightly by workspace).

3. Click anywhere on the Whiteboard canvas.

4. Search for a task by name or browse through recent items.

5. Select the task to add it as a task card on the Whiteboard.

The task card will display key information such as name, status, and assignees, depending on your current workspace settings.

Method 2: Drag and drop tasks into ClickUp Whiteboards

1. Open a Whiteboard alongside a List or another view that shows tasks.

2. Click and hold the task you want to visualize.

3. Drag the task onto the Whiteboard area.

4. Drop the task to create a task card on the canvas.

This drag-and-drop method is useful when you are turning an existing List into a visual plan in a ClickUp Whiteboard.

Create new ClickUp tasks from a Whiteboard

Brainstorming sessions often produce new action items. You can capture these as tasks directly from the Whiteboard.

Turn shapes or notes into tasks

1. On your Whiteboard, select a shape, sticky note, or text box that represents an action item.

2. Right-click the item to open its context menu.

3. Choose Convert to task or a similar option.

4. Select the destination Space, Folder, and List.

5. Confirm to create a new task linked to that visual element.

The visual object becomes a true ClickUp task card, so updates to the task are reflected anywhere else it appears in your workspace.

Create tasks directly from the toolbar

1. Open the Whiteboard.

2. Click the task tool in the left toolbar.

3. Click on the canvas where you want the task card to appear.

4. Enter the task name and any basic details.

5. Save to create a new task in the selected location.

This method is ideal when planning new sprints, roadmaps, or simple to‑do lists inside a ClickUp Whiteboard.

Add existing ClickUp Docs to a Whiteboard

Docs can be placed on a Whiteboard so your team can reference project briefs, requirements, and notes while planning work.

Method 1: Add Docs from the toolbar

1. Open your Whiteboard.

2. Select the Doc or Existing Doc tool from the left toolbar.

3. Click the canvas where you want to place the Doc card.

4. Search or browse for an existing Doc.

5. Click the Doc to add it to the Whiteboard.

The Doc appears as a card that you can move, resize, and connect with other objects.

Method 2: Drag and drop Docs into a ClickUp Whiteboard

1. Open a Doc from your workspace.

2. Drag the Doc by its handle or from the Docs sidebar (when available) onto an open Whiteboard.

3. Release the Doc to drop it onto the canvas.

This approach helps you quickly bring key documentation into planning sessions without searching again inside ClickUp.

Create new ClickUp Docs from a Whiteboard

When ideas need more structure, you can spin up a Doc straight from the Whiteboard.

1. Open your Whiteboard.

2. Click the Doc tool in the left toolbar.

3. Click anywhere on the canvas.

4. Choose the option to create a new Doc.

5. Give the Doc a title and select its storage location if prompted.

A Doc card appears on the Whiteboard, and you can open it in full to edit content or share it with your team.

Connect items on a ClickUp Whiteboard

Whiteboards allow you to show how tasks and Docs relate to each other and to your overall workflow.

Use connectors to map relationships

1. Select the connector or line tool from the left toolbar.

2. Click the first object, such as a task or Doc card.

3. Drag the connector to the second object.

4. Release to create a visual connection.

Use these connections to show dependencies, ownership, or information flows throughout your ClickUp workspace.

Group and organize related work

• Place related tasks near their parent Doc or project brief.

• Use colors and shapes to distinguish teams or priorities.

• Create swimlanes or columns to represent stages in your process.

Organizing your Whiteboard in this way turns it into a live visual map of your processes inside ClickUp.

Open and manage tasks and Docs from a ClickUp Whiteboard

Any task or Doc on the Whiteboard remains fully functional.

• Open items: Click a task or Doc card to open it in a side panel or full view.

• Update work: Change statuses, assignees, due dates, or content directly from the opened item.

• Reposition cards: Drag cards around the canvas to refine your diagram or plan.

• Resize items: Adjust the size of cards so key work is easy to see during meetings.

Changes made from the Whiteboard automatically sync across your entire ClickUp workspace.

Tips for using ClickUp Whiteboards effectively

• Use a dedicated planning Whiteboard for each major project or client.

• Start with Docs that define goals, then surround them with tasks that deliver those outcomes.

• Review and update the Whiteboard during standups or planning sessions so it stays current.

• Leverage connectors and labels to clarify ownership and next steps.

Learn more and related resources

For full, official details and the latest interface changes, see the original help article on the ClickUp Help Center: Add tasks and Docs to a Whiteboard.

If you want expert guidance on optimizing your ClickUp setup for productivity and search visibility, you can explore consulting resources such as Consultevo for strategic support.

By combining tasks, Docs, and visual mapping in one place, ClickUp Whiteboards give your team a powerful way to move from ideas to execution without losing context.

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