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.
This article covers:
Prerequisites for adding Zoom cards to Zoom Whiteboard
How to insert a Zoom Card into a whiteboard
- Create or open a whiteboard.
- In the toolbar on the left side of the screen, click the More Tools icon .
- Select Cards.
- Click New Zoom Card.
Your cursor will change into a card icon . - Click anywhere on canvas to insert the Zoom Card.
How to edit a Zoom Card
- Add a Zoom Card to your whiteboard.
- 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.
- 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
- Add a Zoom Card to your whiteboard.
- Click the card with the Select tool.
- Click and drag one of the small dots outside the card’s box.
As you drag, your cursor and arrow will be drawn. - Drag the arrow to another object to create the connector.