Using Whiteboards in a Zoom Meeting

The Whiteboard is a collaborative tool where Hosts and/or Participants can draw, type, and add shapes and sticky notes, and share templates on a shared digital whiteboard. Whiteboards can also be saved after a session.

Launching a Whiteboard

  1. In your meeting controls, select Whiteboard 
  2. Select a whiteboard to share:
    1. Start a New Whiteboard
    2. Share a Whiteboard from a collection of Whiteboards that were previously created by you
    3. Select a Whiteboard that was shared with you
    4. Share a Template, like a flowchart, storyboard, Venn diagram, and more

      a) New whiteboard; b) Select a preexisting whiteboard; c) Select a whiteboard shared with you; d) Select a template
       
  3. Select how you want to open the board
    • Select Collaborating to allow everyone to edit this whiteboard
    • Select Presenting to prevent anyone other than the host to edit the whiteboard
    • You can also select whether you want Participants to retain access to the Whiteboard after the meeting is over

      A pop-up asking the user how they want to open the board, and if they want others to have access to it after the meeting

Using a Whiteboard

After launching a Whiteboard use the toolbar on the side of the screen to edit your whiteboard.

A whiteboard with its toolbar on the left side highlighted

  • Select the Draw (pencil icon) option to use a digital pen to draw or write
  • Use the Shape (shape icon) option to add pre-made shapes, flowcharts, and more to the board
  • Use the Line (line icon) option to add lines to the board with a pre-made line tool
  • Use the Text (“T” icon) option to use the text-box feature to add text in any size
  • Use the Sticky Note (post-it note icon) to add sticky notes to the board. You have the option to add text in sticky notes
  • Use the Templates (table icon) option to add a pre-made template to your whiteboard, such as a storyboard or a Venn diagram
  • Use the Upload PDFs and Images (upward arrow icon) option to import an external image or PDF to the board
  • Use the More Tools (symbols icon) option to add unique additions to the whiteboard, such as tables and Kanban boards
  • Use the Eraser (eraser icon) option to erase elements on the board

If you chose to open the Whiteboard as Collaborating, Participants can also use these options and contribute to the board.

Sharing and Exporting a Whiteboard in a Meeting

You can save and share a whiteboard for future use or to back up when you are done.

Sharing a Whiteboard

To share a Whiteboard:

  1. At the top of the whiteboard, select Share

    The "Share" button highlighted
     
  2. In the Contact, Channel or Email bar, enter the UNLVMail address of who you want to share the Whiteboard with. This user must have a UNLV Zoom account.

    The Contact Channel, or Email bar highlighted
     
  3. Select whether you want them to be a Co-Owner, Editor, Commenter, or Viewer of the Whiteboard
  4. If you want to allow the person you are sharing the Whiteboard with the share it to people they know, select the Anyone Can Share At or Below Their Level
  5. Optionally, type in a brief message to inform the user why or what you are sharing
  6. Select Share Whiteboard

    The Share Whiteboard button highlighted

Depending on their access to the Whiteboard, the person you share it with can collaborate with you on it, comment on it, or view it outside of a Zoom meeting.

Export a Whiteboard

To export a Whiteboard as a file:

  1. At the top of the whiteboard, open the menu
  2. Select Export
  3. Select the format to export your whiteboard

    1) The three "more" dots highlighted; 2) The Export tab highlighted; 3) The options to import as a PDF or PNG

Need Additional Help?

For additional assistance, please visit the Zoom Knowledge Base for additional articles. You can also contact the IT Help Desk.

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