View All Your Whiteboards in One Place
TL;DR
The Whiteboards page gives you a central place to find, open, and manage all whiteboards you have access to. Use the Recent and Shared with me tabs to quickly return to boards without searching through your workspace. You can also create new whiteboards, change their location, or detach them from Wrike entirely - though detached whiteboards aren't deleted and can still be found in Klaxoon.
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Availability: Business, Pinnacle. ; Unavailability: Free, Team; |
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Availability: Apex.; Unavailability: Free, Team, Business, Pinnacle; |
The Whiteboards page lets you find and reopen Whiteboards you can access, no matter which space, folder, or project they’re in. Use it to jump back into recent brainstorming sessions without searching through the hierarchy.
Example: You joined three brainstorming sessions last week across different projects. Instead of opening each project to find your notes, you click Whiteboards in the main menu and see a list of your recently viewed boards so you can get straight back to collaboration.
If you’re a Regular user with a Klaxoon Pro license, you get a personal welcome whiteboard automatically. Instead of an empty Whiteboard Hub, you’ll see a private whiteboard that only you can access.
This welcome whiteboard helps you start fast. It explains what whiteboards are, how you can use them in your work, and how to use them in Wrike. It is designed to help users onboard and make whiteboards easier to find. Learn how to get started with whiteboards.
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Open Wrike.
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In the sidebar, click Whiteboards 1.
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The Whiteboards page opens. You’ll see two tabs: Recent 2 and Shared with me 3.
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Recent: Shows the Whiteboards you opened recently.
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Shared with me: Shows the Whiteboards shared with you that you can open because they’re attached to tasks, projects, folders, or spaces you have access to.
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You can sort whiteboards by Name, Added to, Last opened by me, Author, Created date, or Last Updated date. For example, click Name to sort whiteboards alphabetically.
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On the Whiteboards page, look for your Recent boards list.
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Find the Whiteboard you want to reopen.
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Click the Whiteboard’s name to open it.
Tip
Use the recent list to quickly return to Whiteboards you viewed or worked on recently, even if you don’t remember where they’re stored.
You can create Whiteboards right from the Whiteboards page. When you add a Whiteboard to a task, folder, or project, it appears as an attachment. When you add a Whiteboard to a space, it appears as a tool in that space’s sidebar.
To create a new Whiteboard:
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Click on the + Whiteboard 1.
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In the window that appears:
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Add a name to your Whiteboard 2.
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Select task or project, folder or space 3 where you want to add your whiteboard.
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Your Whiteboard will be created and appear under the Recent tab.
You can change a whiteboard’s location from the whiteboards page.
To edit location:
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Open the whiteboards page.
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Hover over the Added to 1 column for the whiteboard you want to update.
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Click Change location 2.
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To Add to 3 a new location select a task or project, folder or space.
Note
If you add a whiteboard to a space, it appears under Tools in the sidebar. For all other work items it appears as an attachment.
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To remove the location from the whiteboard, click Remove 4.
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After you add or remove a location, click Save 5.
If you detach Wrike objects’ location from a whiteboard, it disappears from the Whiteboards list in Wrike, but it isn’t deleted. To find it again, open the Klaxoon UI.
How to detach:
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Click Change location 1.
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Click Remove 2 to detach the Wrike objects (such as a task, project, folder, or Space from a whiteboard.
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In the location editor, you’ll see this message: This whiteboard will be removed from your list of whiteboards and everywhere in Wrike you have access to 3.
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Click Save 4.
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Review the warning message that appears.
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Click Remove 5 to confirm.