Add items to Whiteboards in ClickUp

Whiteboards in ClickUp let you visually organize tasks, notes, workflows, and ideas in one flexible canvas. This guide explains exactly how to add every type of item to a Whiteboard so you can map projects, build diagrams, and collaborate in real time.

Use these steps to quickly create and connect shapes, sticky notes, tasks, Docs, and other visual elements, then customize them to match your workflow.

Overview of ClickUp Whiteboard items

On a Whiteboard, you can add a wide range of items to plan and visualize your work. Each item can be moved, resized, styled, and connected to others.

Key item types include:

• Shapes and sticky notes for brainstorming ideas
• Text and titles for headings and labels
• Tasks and Docs from your workspace
• Connectors and lines to show relationships
• Images and media to illustrate concepts

You can mix and match these items on one canvas to build mind maps, workflows, sitemaps, and more.

Open a Whiteboard in ClickUp

Before adding items, open or create a Whiteboard in ClickUp.

1. From the sidebar, open the Space, Folder, or List where you want the Whiteboard.
2. Create a new Whiteboard or open an existing one from your views.
3. Once the canvas loads, use the toolbar on the left and the context menus to insert items.

Add shapes and sticky notes in ClickUp

Shapes and sticky notes are ideal for brainstorming, mapping processes, or grouping ideas.

Add shapes

1. On the Whiteboard toolbar, select the shape tool.
2. Choose a shape style, such as rectangle, circle, or diamond.
3. Click anywhere on the canvas to place the shape.
4. Drag the corners to resize it as needed.
5. Double-click inside the shape to add text.

You can adjust colors, borders, and alignment using the formatting options that appear when the shape is selected.

Add sticky notes

1. From the toolbar, select the sticky note tool.
2. Click on the canvas to create a new sticky note.
3. Type your idea, task, or label directly into the note.
4. Resize or rotate the sticky note by dragging the edges or handles.

Sticky notes are especially useful in collaborative sessions because multiple people can add and edit notes at the same time.

Add text and titles in ClickUp Whiteboards

Use text and title items to create headings, labels, and descriptions that organize your visual layout.

Add a title

1. Select the text or title tool from the toolbar.
2. Choose a larger font style to make it stand out as a heading.
3. Click the canvas where you want your title.
4. Type the name of your diagram, workflow, or section.

Titles can be formatted with different sizes, weights, and colors so you can visually group related areas on the canvas.

Add body text

1. Select the text tool again for standard text.
2. Click anywhere on the Whiteboard to start a text box.
3. Enter descriptions, instructions, or supporting details.
4. Use the formatting menu to adjust font size, alignment, and color.

Text boxes can be linked to shapes or placed near tasks and Docs to provide context.

Add tasks to a Whiteboard in ClickUp

You can add existing tasks or create new ones directly from the Whiteboard to connect planning with actual work.

Add existing tasks

1. Open your Whiteboard in ClickUp.
2. Use the add task option from the toolbar or context menu.
3. Search for a task by name, or browse by Space, Folder, or List.
4. Select the task to add it as a card on the Whiteboard.

The task card displays key information, such as task name and status. You can move and arrange task cards to visualize workflows or dependencies.

Create new tasks from the Whiteboard

1. From the toolbar, choose the option to create a new task.
2. Click on the canvas where you want the new task card to appear.
3. Enter the task name and details in the task sidebar or popup.
4. Assign it to a List, set an assignee, and choose a status if needed.

New tasks created on the Whiteboard are automatically saved in your workspace, keeping your visual planning and execution in sync.

Add Docs to a ClickUp Whiteboard

Docs can be attached to a Whiteboard so your team can open detailed documentation from the visual context.

1. On the toolbar, select the option to add a Doc.
2. Search for an existing Doc by name or browse by location.
3. Select the Doc you want to add.
4. The Doc appears as a card on the canvas; click it to open the full content.

Use Docs on Whiteboards to link specifications, meeting notes, or requirements directly to related tasks and diagrams.

Add connectors and lines in ClickUp

Connectors and lines show relationships, sequences, and dependencies between items.

Create connectors

1. Select the connector or line tool from the toolbar.
2. Click on the first item you want to connect, such as a shape or task.
3. Drag the connector to the second item and release.
4. Adjust the path or style of the connector if needed.

Connectors can include arrowheads to indicate direction, which is useful for flowcharts and process maps.

Attach connectors to item edges

To keep diagrams clean and easy to adjust:

• Drag connector endpoints to snap to the borders of shapes or cards.
• Move connected items around the canvas; connectors will follow and stay attached.
• Use right-angle or curved styles for different diagram types.

Add images and media in ClickUp Whiteboards

Images help illustrate concepts, brand assets, or design ideas on your canvas.

1. Select the image tool or media option from the toolbar.
2. Upload a file from your device or choose an available image.
3. Click the canvas to place the image.
4. Resize or reposition the image by dragging the corners and edges.

Combine images with shapes, text, and tasks to create mood boards, design flows, or visual sitemaps.

Customize and organize items in ClickUp

Once items are on your Whiteboard, you can customize and organize them for clarity and collaboration.

Format items

• Select any item to open its formatting options.
• Change colors, borders, and text styles.
• Adjust opacity or layering (send backward, bring forward).
• Duplicate items to quickly reuse the same style.

Group and align items

• Hold Shift and click multiple items to select them.
• Use alignment tools to line items up in rows or columns.
• Group selected items so they move together.

Organized layouts make complex diagrams easy for your team to read and update.

Collaborate on Whiteboards in ClickUp

Whiteboards are built for real-time collaboration.

• Invite teammates to the List or Space where the Whiteboard is stored.
• Watch live cursors as others move and edit items.
• Use comments on tasks and Docs linked to the canvas for discussion.

This shared environment helps teams move from ideas to actionable tasks without leaving ClickUp.

More resources

For the full official guide to adding items to a Whiteboard in ClickUp, see the original documentation here: Add items to a Whiteboard.

If you want expert help optimizing your workspace setup, workflows, and documentation around ClickUp, explore consulting services at Consultevo.

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