Manage Whiteboard Settings from the ClickUp Home and Spaces Sidebar

In ClickUp, Whiteboards give you a flexible canvas for brainstorming, planning, and mapping workflows. Knowing how to open and adjust Whiteboard settings from the Home and Spaces sidebar helps you quickly access the right tools, organize your workspace, and keep collaboration running smoothly.

This guide explains exactly how to access existing Whiteboards, configure their settings, and use important options such as sharing, renaming, and deleting, all from the main navigation areas of your workspace.

Access Whiteboards from the ClickUp Home Sidebar

You can quickly open and edit Whiteboards directly from the Home sidebar. This is useful when you want to jump into recent work or manage personal and team visual projects without browsing through multiple locations.

Open a recent Whiteboard from Home

The Home sidebar offers shortcuts to recently used items, including Whiteboards. Follow these steps to open one:

1. From your workspace, open the Home view.
2. Look for the Recent or similar activity section in the left sidebar.
3. Find the Whiteboard you want to open in the list of recent items.
4. Click the Whiteboard name to open it in the main view.

Once opened, you can immediately start editing, adding shapes, linking tasks, or adjusting other elements on the canvas.

Open Whiteboard settings from Home

After opening a Whiteboard from the Home sidebar, you can reach its settings directly from the Whiteboard interface:

1. Move your cursor to the top of the Whiteboard.
2. Locate the three-dot More menu or settings icon.
3. Click the menu icon to open Whiteboard settings.

From this menu, you can manage options such as name, location, visibility, and other key configuration details.

Use the ClickUp Spaces Sidebar to Find Whiteboards

The Spaces sidebar in ClickUp is another central place to locate and manage Whiteboards. This sidebar organizes work by Spaces, Folders, and Lists, making it easy to find the exact Whiteboard tied to a specific project or team.

Navigate to a Whiteboard via Spaces

To open a Whiteboard from the Spaces sidebar, use these steps:

1. Open the Spaces sidebar on the left side of your workspace.
2. Select the Space that contains the Whiteboard you want to manage.
3. If applicable, expand the relevant Folder and List.
4. Look for the Whiteboards item or the Whiteboard name under that Space or List.
5. Click the Whiteboard to open it.

This approach keeps your visual work aligned with the rest of your tasks, docs, and dashboards inside the same Space.

Open Whiteboard settings from the Spaces sidebar

You can reach settings directly from the Spaces sidebar without opening the Whiteboard first:

1. In the Spaces sidebar, hover over the Whiteboard you want to manage.
2. Click the three-dot More icon that appears next to the Whiteboard name.
3. Select the relevant settings or actions from the dropdown menu.

This shortcut lets you quickly rename, move, or delete a Whiteboard while you navigate your project structure.

Core ClickUp Whiteboard Settings and Actions

Whether you open the menu from Home or the Spaces sidebar, the Whiteboard settings give you access to several core actions. These actions help you keep your workspace tidy and your visual work accurately organized.

Rename a Whiteboard

Clear naming conventions make it easier to find content later. To rename a Whiteboard:

1. Open the Whiteboard, or hover over it in the Spaces sidebar and open the More menu.
2. Select Rename or the name-edit option.
3. Enter a new descriptive name, such as the project, sprint, or team associated with it.
4. Confirm to save your changes.

Using consistent names across your ClickUp Spaces helps everyone quickly locate the right visual assets.

Change the Whiteboard location

Sometimes you need to move a Whiteboard to a different Space, Folder, or List to keep work grouped correctly:

1. Open the Whiteboard settings from the three-dot menu.
2. Select the Move or location option.
3. Choose the new Space, Folder, and List where you want the Whiteboard to live.
4. Confirm the move.

Relocating Whiteboards keeps related tasks, documents, and visual plans together in one place.

Duplicate a Whiteboard

Duplicating can save time when you want to reuse a structure, template, or layout:

1. From the Whiteboard settings menu, choose Duplicate.
2. Optionally, change the name of the new copy.
3. Select the target Space or List where the duplicate should be created.
4. Confirm the duplication.

This is helpful for recurring flows, sprint planning boards, or reusable brainstorming frameworks.

Delete a Whiteboard

Remove outdated or unused Whiteboards to keep your workspace clean:

1. Open the Whiteboard settings from Home or the Spaces sidebar.
2. Click Delete.
3. Confirm the deletion when prompted.

Only delete a Whiteboard when you are sure it is no longer needed, as this can permanently remove its content depending on your workspace policies.

Share and Collaborate on ClickUp Whiteboards

Whiteboards are powerful collaboration tools. Effective use of sharing and permissions ensures the right people can view or edit your content without cluttering other teams’ views.

Adjust Whiteboard sharing and permissions

From the Whiteboard settings menu, you can typically manage access controls. While exact options depend on your workspace configuration, you can usually:

• Share the Whiteboard with specific people, teams, or guests.
• Change permissions between view-only and edit access.
• Manage link-sharing settings, if enabled in your workspace.

Use stricter permissions for sensitive planning work and more open access for brainstorms that involve many collaborators.

Use comments and real-time collaboration

Most Whiteboard workflows involve multiple people working together. To collaborate efficiently:

• Invite teammates who need to participate directly from the Whiteboard.
• Use comments to request feedback on specific sections.
• Combine tasks, shapes, and connectors to keep context clear.

Visual collaboration in ClickUp Whiteboards reduces the need for long status meetings and keeps discussion tied to the work itself.

Best Practices for Organizing ClickUp Whiteboards

Well-organized Whiteboards make your workspace easier to navigate and help maintain a consistent structure across teams.

Keep naming and structure consistent

To maintain clarity across your account:

• Use naming patterns that mirror your Spaces and Lists.
• Group related Whiteboards under the same Space or Folder.
• Archive or delete old Whiteboards on a regular schedule.

Following a simple standard makes it much easier for new team members to find the right canvas for each project.

Leverage templates and recurring layouts

Instead of building new Whiteboards from scratch each time:

• Duplicate a successful Whiteboard and adjust it for a new initiative.
• Create dedicated planning boards for sprints, product discovery, or retrospectives.
• Keep a small library of reusable layouts inside a dedicated Space.

This approach increases consistency and reduces setup time across teams and recurring workflows.

Additional resources

For deeper detail and visual examples of these settings, see the official help article on Whiteboard settings from the Home and Spaces Sidebar on the ClickUp help center: Whiteboard settings from the Home and Spaces Sidebar.

If you need expert assistance with workspace organization, documentation, or optimization, you can also explore consulting resources such as Consultevo for additional guidance.

By consistently using the Home and Spaces sidebar to access and configure Whiteboard settings, you keep your visual workflows integrated with the rest of your work, making ClickUp a central hub for planning, execution, and collaboration.

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