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

• Zoom desktop client for Windows, macOS, or Linux: Global minimum version or higher
• Zoom mobile app for Android or iOS: Global minimum version or higher

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.