Creating whiteboard projects


Users can create shared spaces known as Whiteboard Projects. This feature offers a structured environment for team members to contribute to specific projects, access shared content, and maintain organized workflows. Additionally, users can add external collaborators to their projects, enabling collaboration beyond internal teams. External users can take on roles such as viewer, commenter, editor, and co-owner, aligning with internal user permissions.

 

This article covers:

Prerequisites for creating whiteboard projects

How to create a whiteboard project

Web

  1. Sign in to the Zoom web portal.
  2. On the left menu, click Whiteboards.
    The Zoom Whiteboard dashboard will display.
  3. Click the Projects tab.
  4. Click New Project.
  5. In the New Project window, provide the following details:
    • Project Name: Enter a display name for the project.
    • Add Members: Search for the name or email address of the person you want to add, then set the permissions.
    • Invite Message (optional): Enter a message when sending invitations. It's not mandatory but can serve as a personalized or informative note accompanying the invitation.
  6. Click Create Project.

  1. Sign in to the Zoom desktop client.
  2. At the top, click the Whiteboards button .
    The Zoom Whiteboard dashboard will display.
    Note: If you don’t see the Whiteboards option, click More then select Whiteboards from the list.
  3. In the left navigation, click the add icon next to Projects.
  4. In the New Project window, provide the following details:
    • Project Name: Enter a display name for the project.
    • Add Members: Search for the name or email address of the person you want to add, then set the permissions.
    • Invite Message (optional): Enter a message when sending invitations. It's not mandatory but can serve as a personalized or informative note accompanying the invitation.
  5. Click Create Project.

How to edit or delete whiteboard projects

Web

  1. Sign in to the Zoom web portal.
  2. On the left menu, click Whiteboards.
    The Zoom Whiteboard dashboard will display.
  3. Click the Projects tab.
  4. To the right of the Whiteboard project you want to edit or delete, click the ellipses icon to open the Edit Project window.
  5. In the Edit Project window, you can perform the following actions:
    • Rename the Whiteboard project.
    • Add more members.
    • Delete the project.
  6. Click Save.

  1. Sign in to the Zoom desktop client.
  2. At the top, click the Whiteboards button .
    The Zoom Whiteboard dashboard will display.
    Note: If you don’t see the Whiteboards option, click More then select Whiteboards from the list.
  3. In the left navigation, click the add icon next to Projects.
  4. Click the Whiteboard project you want to edit or delete.
  5. Click on the Whiteboard project name to open the Edit Project window.
  6. In the Edit Project window, you can perform the following actions:
    • Rename the Whiteboard project.
    • Add more members.
    • Delete the project.
  7. Click Save.

How to move whiteboard to a project

Web

  1. Sign in to the Zoom web portal.
  2. On the left menu, click Whiteboards.
    The Zoom Whiteboard dashboard will display.
  3. To the right of the whiteboard you want to move to a project, click the ellipses icon then select Move to project.

  1. Sign in to the Zoom desktop client.
  2. At the top, click the Whiteboards button .
    The Zoom Whiteboard dashboard will display.
    Note: If you don’t see the Whiteboards option, click More then select Whiteboards from the list.
  3. To the right of the whiteboard you want to move to a project, click the ellipses icon then select Move to project.
    Note: You can also drag and drop whiteboards to a project.