Use Whiteboard in Microsoft Teams

What can I do with Whiteboard?

Microsoft Whiteboard is a freeform, digital canvas where people, content, and ideas come together. You can use Whiteboard for collaborating with your team to accomplish many activities — whether your team is in the same place or in multiple locations. Team members can work collaboratively using their own devices. Activities include:

  • Running effective meetings
  • Brainstorming
  • Team sprint planning
  • Project planning
  • Problem solving
  • Incident management

How do I get started with a whiteboard in a Teams meeting?

You can share a whiteboard to make it available to all participants in a Teams meeting. That same whiteboard is simultaneously available in the Whiteboard applications on Windows 10, iOS, and on the web.

  1. After joining a Teams meeting, click the Share icon in the share tray of that meeting.

  2. In the Whiteboard section, select Microsoft Whiteboard.

Note: The ability to start a new whiteboard is currently limited to the Microsoft Teams clients on Windows 10, Mac, and for the web. The Teams apps for iOS and Android can only view whiteboards that have already been created.

How do you use ink on a whiteboard in a Teams meeting?

A soon as the Whiteboard canvas has been started, Teams meeting attendees will be able to ink on it. To begin, click the Pen icon, select a color, and then begin to draw, sketch, or write on the board.

You can also choose to open the same whiteboard in the Microsoft Whiteboard apps for Windows 10 or iOS to add additional types of content to the canvas.

How do I add other content types to the whiteboard in a Teams meeting?

Whiteboard in Teams meetings currently only supports inking together on the digital canvas from within Teams. We will be adding additional content types to Whiteboard for web, which powers the Whiteboard in Teams meetings experience.

For richer functionality, Teams meeting attendees can open the whiteboard they’re editing in the full-featured Microsoft Whiteboard apps for Windows 10 or iOS to add other content types and use additional features. These changes will appear in the whiteboard being edited in the Teams meeting.

If a Teams meeting is recorded, will it include Whiteboard as part of the recording?

If you share a whiteboard during a Teams meeting that is being recorded, it will not be part of the recording. We will provide information to customers when this becomes available.

Can I access and continue working on a whiteboard after a Teams meeting ends?

After a Teams meeting, its whiteboard will be available to all participants from the Teams meeting chat, in a tab labeled Whiteboard. The whiteboard will also be available in the Board Gallery in the Microsoft Whiteboard apps for Windows 10 and iOS, so that meeting attendees can continue collaborating on a whiteboard even after a meeting has ended.

Note: This capability is currently not available in the Microsoft Teams iOS and Android apps. You can work on whiteboards after their Teams meetings have concluded by using the Microsoft Teams clients on Windows 10, Mac, or on the web.

Can anyone start or ink on a whiteboard in a Teams meeting?

Teams meeting attendees within the same Microsoft 365 tenant will be able to start, view, and ink on whiteboards in Teams meetings.

Whiteboard in Teams meetings does not currently support starting a new whiteboard, view the whiteboard, or inking by anonymous, federated, or external users. We will provide information to customers when this becomes available.

See Also

Microsoft Whiteboard Help

How do I use ink in Whiteboard? What is finger painting?

  • If you’re using a device with an active pen, you can use pen and touch for different things. Drawing on the screen with the pen will cause ink to appear, while dragging with your fingers will cause the canvas to pan.
  • If your device is passive — meaning that the pen is hollow or your device didn’t come with any pens — you’ll need to toggle finger painting mode on and off to change how you interact with the screen. While finger painting mode is on, touching the screen will draw ink on the canvas. While finger painting mode is off, touching the screen will pan or zoom the canvas. 
  • You can switch among different color pens, highlighters, and erasers by selecting the appropriate tool at the bottom of the app.

How do I use a mouse and keyboard in Whiteboard?

Do any of the following:

  • To pan the board canvas, click and then drag the canvas with the mouse, or hold down the Ctrl key on your keyboard while using the arrow keys.
  • To quickly zoom the board canvas, scroll the mouse wheel up or down (if available).
  • To select an object, click it with the mouse, or press the Tab key repeatedly until the object you want is selected.
  • To insert an object, such as an image or text, click the + icon in the toolbar, and then click the object that you want to add. You can also use the context menu by clicking Shift + F10, using the arrow keys to select the object that you want to add, and then pressing the Enter key.
  • To draw or erase ink, click the Pen icon on the toolbar, select a pen or an eraser, and then use your mouse to draw on the canvas or to erase ink strokes. To use the keyboard for tool selection, press the Tab key repeatedly until the Pen icon is selected on the toolbar.
  • To move the ruler while it is visible, click and then drag the ruler with the mouse.
  • To change the ruler’s angle, click to select the ruler with your mouse, and then use the arrow keys on your keyboard to change the angle.

How do I use the ruler?

The on-screen ruler in Whiteboard can help you draw precise, straight lines or align a set of objects on your whiteboard. To use the ruler, do the following:

  1. Tap the Ruler icon to make the ruler appear on the canvas.
  2. Position the ruler at the angle you want:
    • Use one finger or the mouse to move the ruler up/down or left/right.
    • Use two fingers to rotate the ruler to the angle you want. If you don’t have a touch screen, use the mouse to select the ruler and the arrow keys to change the angle.
  3. To draw a straight line, tap to select a pen or highlighter, and then begin drawing along the edge of the ruler.

How do I use Ink to Shape

  • If you want your hand-drawn shapes to change to precise shapes, you can use the optional Ink to Shape feature by enabling it in Settings. When Ink to Shape is active, drawing a shape — such as a circle or square — will automatically change the hand-drawn ink strokes to a precise shape on your whiteboard.

    Whiteboard’s shape conversion currently works for squares, rectangles, triangles, circles, hexagons, pentagons, and parallelograms.

Tip: You can use the Undo command if you want to revert to your original ink strokes for the last shape you drew. Shapes cannot be erased, but can be deleted by tapping on the shape and selecting the Trash Can icon from the context menu or using the Delete key. To stop automatically converting shapes from ink, turn off the Ink to Shape feature in Settings.

How do I use Ink to Table?

  • Whiteboard allows you to create organized and clean tables on the fly with just a few ink strokes. You can highlight cells and add or remove columns or rows. To begin a table, first draw a square on the canvas. Once it is recognized by Whiteboard, bisect the shape with a vertical or horizontal line to create columns and rows, respectively.
  • You can add or remove columns and rows using the + and  symbols. Using the highlighter on specific cells also lets you highlight them for easier reference.
  • Erasing over a table erases the content in the table before it erases the table itself so you won’t accidentally erase the table itself.

How do I use object snapping?

Object snapping helps you align your content by providing a visual cue. A line appears when you move an object (such as a sticky note or an image) close to another object.

You can enable object snapping in Settings.

How do I select, move, resize, and copy content?

  • To move objects, when finger painting mode is disabled, you can select with your finger to easily move around the canvas.
  • To select content, you can use your finger or pen — or you can use the Lasso Select tool in the toolbar to select several objects at once. With Lasso Select activated, use your pen to circle the content you want to select. When finger painting mode is enabled for passive/non-pen based devices, you can also turn on Lasso Select to use your finger to circle-select content.
  • If your active pen has a barrel button, hold this button to temporarily switch into Lasso Select mode and circle content to select it.
  • When content has been selected, move it using your finger or pen. To resize it, use two fingers to stretch or minimize the content. To copy, press and hold the selected content, press the Copy button, press and hold in the location where you want to paste, and then press the Paste button.

How do I add pictures to Whiteboard from a web browser?

How do I add pictures to Whiteboard from my device?

  • To insert pictures from your device, press and hold (on touch devices) or right-click to open the context menu, and then select the Image button. The File Explorer will appear, where you can select pictures from your device.

How do I add sticky notes and annotate them?

  • Tap the Insert button in the toolbar, then tap Text note. You can also choose a specific area of the canvas, press and hold (on touch devices) or right-click to open the context menu, and then click the Note button to insert a sticky note.
  • To annotate a sticky note with ink, write on top of the sticky note and the ink will be grouped with the sticky note. To annotate a sticky note with text, click the sticky note. When the cursor appears, type on your keyboard.

How do I lock an image to the background?

  1. On touch devices, press and hold the context menu (or right-click it) to open it, and then tap or click the Image button.
  2. In the Open dialog box that appears, select a picture from your device, and then click Open.
  3. If necessary, resize the image you inserted by clicking or tapping the image to select it, and then dragging the sizing handle in the bottom right corner of the image up or down.
  4. When the image looks the way you want, right-click it, click the . . . button on the context menu, and then click Lock to background.

Tip: To unlock an image from the background, right-click the image, click the . . . button on the context menu, and then click Unlock from background.

How do I look at a bird’s eye view of my whiteboard?

  • Double tap or click to zoom out so you can view the entire whiteboard. You can double tap or click to toggle between a bird’s eye view (zoomed out) and a zoomed in to 100% view.
  • Alternately, continuously zooming out the canvas will eventually switch you to bird’s eye view.

Where can I find all of my whiteboards and how do I switch between them?

  •  When you have a whiteboard open, you can click the Back arrow get to your other existing whiteboards.

Note: The back button is not visible on Surface Hub until you sign in.

How do I title a whiteboard?

You can title a whiteboard by going to the board gallery and tapping the ... button for the whiteboard you want to rename.

  • Titles can contain between 1 and 254 characters
  • Titles cannot contain the characters " * : < > ? / \ |
  • Titles cannot start with the ~ (tilde) character 
  • Titles cannot contain: _vti_, .lock, CON, PRN, AUX, NUL, COM0, COM1, COM2, COM3, COM4, COM5, COM6, COM7, COM8, COM9, LPT0, LPT1, LPT2, LPT3, LPT4, LPT5, LPT6, LPT7, LPT8, LPT9, or desktop.ini

How do I collaborate with someone else in Whiteboard?

  • While signed in, start a collaborative session by tapping the Invite button next to your name, and then writing or typing the name of the person with whom you want to collaborate. This will send that person an email, and they will automatically see your board appear in their list of available boards.
  • Anyone you invite can be assigned either editing or read-only permission. By default, an invited user will be allowed to edit and rename the board, as well as share and remove others. They cannot delete the board or remove the owner. To change permissions, tap the people icon and then tap the pen icon next to a person’s name. In the drop-down, you can choose Can edit or Read-only.
  • To generate a sharing link that you can copy and paste into Skype or into an email message, tap More options.
  • Note: Users can currently collaborate only with other people within their organization. We will be adding the option to collaborate on whiteboards with guests outside of your organization in the future.

How do I set people to read-only?

  • Anyone you invite can be assigned either editing or read-only permission. By default, an invited user will be allowed to edit and rename the board, as well as share and remove others. They cannot delete the board or remove the owner.
  • To change permissions, tap the people icon and then tap the pen icon next to a person’s name. In the drop-down, you can choose Can edit or Read-only.

How can I export a whiteboard, or save it as a screenshot or a file?

  • To export your whiteboard, tap the Settings button, and then select Export image (png).

How do I use Bing Search in Whiteboard?

  • Tap the Insert button in the toolbar, then tap Bing image search to bring up the Bing Search dialog. From here, you can write a search term that will return pictures and interactive content that you can place on your whiteboard. Tap the Insert button to insert selected content on your whiteboard.

    Note: Within Whiteboard, Bing’s SafeSearch filter is set to Strict.

I don’t see Bing Search, Sign in, or Sharing options. Is something wrong?

  • Administrators have the ability to change the default settings and capabilities of Whiteboard using device management tools like Mobile Device Management (MDM) or Microsoft InTune. Please check with your Administrator about enabling these features or see the Microsoft Surface Hub admin guide for more information about settings that can be configured.

Note: Bing image search is currently not supported in Whiteboard for iOS.

How can I export, transfer, or delete personal data from my whiteboards?

To export:

  • Tap the . . . button for the whiteboard you want to export, and then select Export image (png).

    This will open a File Explorer window in which you can choose where to save the image.

To transfer:

  • Contact your IT administrator and have them change the ownership of the whiteboard you want to transfer.

To delete:

  • Tap the . . . button for the whiteboard you want to delete, and then select Delete.

    Warning: This will permanently delete the whiteboard.

https://support.microsoft.com/en-us/office/use-whiteboard-in-microsoft-teams-7a6e7218-e9dc-4ccc-89aa-b1a0bb9c31ee?ui=en-us&rs=en-us&ad=us

https://support.microsoft.com/en-us/office/microsoft-whiteboard-help-d236aef8-fcdf-4b5e-b5d7-7f157461e920

Details

Article ID: 956
Created
Fri 6/26/20 11:44 AM
Modified
Fri 6/26/20 11:45 AM