How to Use Whiteboards in ClickUp

Whiteboards in ClickUp let you brainstorm, plan workflows, and collaborate visually with your team in real time. This step-by-step guide shows you how to create, edit, and share Whiteboards so you can turn ideas into actionable work.

What Are ClickUp Whiteboards?

Whiteboards in ClickUp are flexible, infinite canvases where you can add notes, shapes, tasks, and connections to map out projects and processes. They support collaboration, planning, and presentation in a single visual workspace.

On a single Whiteboard, you can:

• Capture ideas with sticky notes and text boxes
• Draw workflows with shapes, connectors, and lines
• Add tasks and docs from your workspace
• Collaborate live with your team
• Present concepts to stakeholders

For the full product documentation, see the official Intro to Whiteboards in ClickUp.

How to Access Whiteboards in ClickUp

You can open a Whiteboard from several areas inside ClickUp, depending on your workflow and plan.

Open Whiteboards from the Sidebar

1. Sign in to your ClickUp workspace.
2. In the left sidebar, look for the Whiteboards section.
3. Click the Whiteboards view or item you want to open.

If your workspace sidebar is customized, Whiteboards may appear under a Space, Folder, or List view.

Open Whiteboards from a Space, Folder, or List

1. Navigate to the desired Space, Folder, or List in ClickUp.
2. At the top of the view, click the + View button.
3. Select Whiteboard from the list of available view types.
4. Name the view and click Add View.

This adds a Whiteboard view that is directly attached to your current Space, Folder, or List, so you can visualize related tasks and workflows.

Open Whiteboards from Docs or Tasks

Depending on your configuration, you may be able to access a related Whiteboard directly from a Doc or task in ClickUp. Look for a Whiteboard view or link within the item to open the canvas that supports that content or workflow.

Create a New ClickUp Whiteboard

Creating a fresh Whiteboard in ClickUp is straightforward and can be done from several contexts.

Create a Whiteboard View

1. Go to the Space, Folder, or List where you want to add a visual workspace.
2. Click + View at the top of the interface.
3. Select Whiteboard.
4. Enter a clear name, such as Project Roadmap or Sprint Planning.
5. Choose whether the view is private or visible to others.
6. Click Add View.

This creates a Whiteboard tied to that location, so anything you add can be associated with the relevant part of your hierarchy.

Start a Whiteboard from the Sidebar (If Available)

1. In the ClickUp sidebar, open your Whiteboard area or section.
2. Click the New or + Whiteboard option.
3. Name the Whiteboard and confirm creation.

This approach is useful if you want a more general-purpose canvas not tied to a specific List or Folder.

Use Core Tools on a ClickUp Whiteboard

Once your Whiteboard is open, you can use the available tools to build out your ideas and workflows.

Add Shapes, Text, and Sticky Notes

1. Open the toolbar on the edge of the Whiteboard.
2. Select a tool such as Shape, Text, or Sticky Note.
3. Click anywhere on the canvas to place the item.
4. Type your content and use the formatting options to adjust color, size, and style.

Use these items to capture brainstorming notes, group related concepts, or highlight key decisions.

Connect Items with Lines and Arrows

1. Select the Connector or Line tool from the toolbar.
2. Click the first item you want to connect.
3. Drag the line or arrow to the second item.
4. Release to create the connection.

Connectors let you visually define sequences, dependencies, or relationships between ideas and tasks inside ClickUp.

Add Tasks to Your ClickUp Whiteboard

1. Open the Whiteboard you want to work on.
2. From the toolbar, select the option to add tasks or import items.
3. Choose existing tasks from your workspace or create new tasks directly on the canvas.
4. Drag and position tasks to show status, priority, or grouping.

This turns your ClickUp Whiteboard into a visual project board, where you can see tasks in context and rearrange them as your plan evolves.

Collaborate in Real Time on ClickUp Whiteboards

Whiteboards in ClickUp support real-time collaboration so teams can work together from anywhere.

Share a Whiteboard with Your Team

1. Open the Whiteboard you want to share.
2. Click the Share or Permissions button.
3. Select the people, teams, or guests who should have access.
4. Choose the appropriate permission level, such as view-only or edit access.
5. Send the invite link or confirm the sharing settings.

Shared Whiteboards update instantly for all participants as changes are made.

Collaborate with Cursors and Comments

When multiple people open the same Whiteboard in ClickUp, you can see their cursors moving across the canvas, making it easy to follow who is working on what.

• Move items and add notes simultaneously.
• Use comments to discuss specific objects or areas.
• Highlight important sections for review during team sessions.

This level of collaboration helps teams align quickly during planning meetings, retrospectives, and strategy workshops.

Organize and Present Your ClickUp Whiteboards

Whiteboards in ClickUp can be organized and used as presentation spaces for stakeholders and clients.

Organize Content on the Canvas

• Group related items into labeled sections.
• Use color coding to identify priorities or categories.
• Arrange items from left to right or top to bottom to show process flow.
• Zoom in on detailed sections and zoom out for an overview.

Consistent structure makes it easier for anyone opening the Whiteboard to understand your plan.

Present From a Whiteboard

1. Open your Whiteboard in ClickUp.
2. Zoom and pan to the area you want to discuss.
3. Walk through shapes, notes, and tasks in order.
4. Use connectors to explain how each step or idea relates to the others.

Because everything is live and editable, you can update the Whiteboard during the presentation and immediately reflect new decisions.

Next Steps for Optimizing ClickUp Whiteboards

Once you are comfortable creating and collaborating on Whiteboards in ClickUp, you can expand their use across your workspace. Use them for discovery workshops, user journey mapping, sprint planning, and more.

If you want expert guidance on structuring your workspace or optimizing workflows for productivity and AI tools, consider working with a specialist. You can find consulting and implementation support at Consultevo.

To deepen your knowledge, continue exploring the official help documentation and experiment with different layouts and structures inside ClickUp until you find the approach that best fits your team.

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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