Creating in-meeting whiteboard from a template

Users can create a whiteboard using available templates from the templates dashboard during a Zoom meeting. The templates dashboard allows users to preview high-level template details, explore different templates based on their category, and select a template to use for whiteboard.

Prerequisites for creating a whiteboard from templates in a Zoom meeting

How to create in-meeting whiteboard from a template

  1. Start a meeting from the Zoom desktop client or mobile app.
  2. On the in-meeting controls, click the Whiteboards button  .
  3. Click Existing Whiteboards.
    The Zoom Whiteboard dashboard will display.
  4. At the top of the dashboard, click the Templates tab.
    The templates dashboard will display.
  5. Select a category and search for a specific template you want to use.
  6. In the lower right corner of the selected template tile, click the ellipsis icon .
  7. (Optional) Click Preview to preview the template picture with sample data.
  8. Click Use Template.
  9. In the pop-up window, you will be asked to select from the following:
    • How do you want to open the board?
      • Collaborating: Users are granted edit access.
      • Presenting: Board opens in presentation mode and users are granted view access.
      • Allow persistent access to verified meeting participants after closing the whiteboard.
  10. Click Open Board.
    The new whiteboard will open with the added template.