Adding Zoom Cards to the whiteboard

Zoom Whiteboard provides Zoom Cards that can handle complex data with specific fields in a compact manner. For example, a user wants to capture day-to-day tasks for a project. Zoom Cards which contain title, description, assignee, due date, and color selection fields can be used to capture and effectively display this information on a whiteboard. Additionally, each Zoom Card can be expanded to reveal the description field and other details, and can be connected to other shapes using connector lines.

Notes: Cards can be used to manage projects in the context of a Kanban board and integrate with workflow programs like Jira.

Requirements for adding Zoom cards to Zoom Whiteboard

• Zoom desktop client for Windows, macOS, or Linux: Global minimum version or higher
• Zoom Web App

How to insert a Zoom Card into a whiteboard

1. Create or open a whiteboard.
2. In the toolbar on the left side of the screen, click the More Tools icon .
3. Select Cards.
4. Click New Zoom Card.
   Your cursor will change into a card icon .
5. Click anywhere on canvas to insert the Zoom Card.

How to edit a Zoom Card

1. Add a Zoom Card to your whiteboard.
2. Click icons in the context menu to do the following:
   • Expand card icon : Reveal card details or enter more detailed information such as title, description, assignee, due date, status, and color.
   • Assignee icon : Search for contact or email of people within your organization, or external members who have access to the whiteboard.
   • Calendar icon : Pick a due date for the task.
   • Status icon : Display the task’s status (To do, Blocked, In progress, Done).
   • Color icon : Group similar cards visually.
   • Lock icon : Lock cards to prevent other users with edit access from accidentally modifying the whiteboard content.
3. Click the ellipsis icon  to see more options.
   • Copy: Copy the selected card.
   • Copy as image: Copy the selected card as an image which can then be shared or pasted into applications that support images.
   • Paste: Place the copied card somewhere else on the whiteboard.
   • Duplicate: Make an exact copy of the selected card.
   • Copy Link to Object: Copy the hyperlink or URL of a selected card which can then be shared or pasted elsewhere.
   • Convert to Jira Card: Convert a Zoom Card into a Jira Card.
   • Convert to Azure Card: Convert a Zoom Card into an Azure Card.
   • Bring Forward: Move the selected card up one layer.
   • Bring to Front: Put the selected card on the top layer.
   • Send Backward: Move the selected card back one layer.
   • Send to back: Put the selected card on the bottom layer.
   • Export as Data: Export data from selected card as a CSV file.
   • Add Comment: Add comments directly to the card.
   • Save as Template: Save the selected card as a template. 
   • Info: Show the creator and last editor of the selected card.
   • Lock: Lock cards to prevent other users with edit access from accidentally modifying the content.
   • Delete: Delete the selected card.

How to connect Zoom Card to objects

1. Add a Zoom Card to your whiteboard.
2. Click the card with the Select tool.
3. Click and drag one of the small dots outside the card’s box.
   As you drag, your cursor and arrow will be drawn.
4. Drag the arrow to another object to create the connector.