[Zoho Projects] Enhance Project Collaboration with Whiteboard

[Zoho Projects] Enhance Project Collaboration with Whiteboard

Whiteboard in Zoho Projects allows you to collaborate visually by creating diagrams, annotating designs, and sketching project workflows using shapes, text, and images within project modules. Team members can work simultaneously, improving productivity and communication.

For example, in a construction project, when setting up the HVAC system, a dynamic and easily accessible layout is crucial for your team. Within a task named Installation,
  • Create a Whiteboard to sketch the HVAC layout and the components in detail using shapes.
  • Annotate data like current airflow rates, temperatures, and material specifications using text. 
  • Add team members as editors for real-time collaboration and attach it to the task. 
Whiteboards can become a central hub for the layout details, providing a quick and reliable reference point.

 

You can also edit the layout and export your Whiteboard as an image for further use.


 
Whiteboard for Zoho Projects is an integrated tool for visual collaboration accessible through all attachment pickers. It enables users to create and share ideas directly within various modules, including Projects, Milestones, Task Lists, Tasks, Issues, and Feed's Attachments.

Feature availability - Latest User-based Enterprise plan

Whiteboard comes pre-installed and enabled in your portal by default.

Benefits

  1. Use shapes, text, and images within Whiteboard to visualize concepts easily.
  2. Invite project users as editors to collaborate in real-time.
  3. Export your whiteboard as an image for offline access and sharing.
  4. Access all the attached Whiteboards from the Documents section within your Projects.

Create Whiteboard for a Project

  1. Open Projects Details
  2. Start a new comment (you have to click in the comment text box for "attach files" to show
  3. Select Attach Files
  4. Select Whiteboard

 Create Whiteboard within Tasks 

  1. Navigate to the Tasks module in your project.
  2. Open the task details page and navigate to the Documents section.
  3. Click Attach Files, then select Whiteboard.
  4. Enter the Whiteboard title and invite users to collaborate by adding them as editors.
  1. To create the Whiteboard within the Projects module, open the Project details page and navigate to Comments > Attach Files > Whiteboard. 
  2. To create the Whiteboard within the Task List module, click on Task List to open the details page, then go to the Comments section > Attach Files > Whiteboard. 
  3. To create the Whiteboard within the Milestone module, open the Milestone details page, navigate to the Comments section, and click Attach Files > Whiteboard. 
  4. To create the Whiteboard within the Issues module, open the Issue details page, navigate to the Attachments section, and click Attach Files > Whiteboard. 
  5. To create the Whiteboard within Feed, click Feed in the left navigation panel, open the text editor, and click Attach Files > Whiteboard. 
Client users and read-only users cannot be added as editors.

  1. Add Shapes to create mind maps, flowcharts, and various other diagrams.
    1. Insert: Click  in the toolbar to add geometric shapes. Toggle Fill on to color shapes or off to keep them as outlines.
    2. Edit: Select a shape to cut, copy, change, insert a hyperlink(web URL or tooltip), or delete the shape. Alternatively, right-click on the shape to access these options. To bulk edit, hold the Shift key on your keyboard and select two or more shapes to cut, copy, or delete.
    3. Customize: Access the customization bar on the right. Clickto fill the color, click  to choose different outlines and colors, click  to change text style, font, and color if text is added to the shape, and click  to arrange shapes.
  2. Add Text for clear communication and organization, such as labels, descriptions, and more.
    1. Insert: Click to add text in bulleted or numbered format.
    2. Edit: Select the text to cut, copy, change shape, insert hyperlink(web URL or tooltip) or delete the text. Alternatively, right-click on the text to access these options. To bulk edit, hold the Shift key on your keyboard and select two or more texts to cut, copy, or delete.
    3. Customize: Access the customization bar on the right. Click   to choose the background color, click    to choose different outlines and colors, click   to change text style, font, and color, and click  to adjust the text positions.
  3. Add Images for visual context, such as for illustrating concepts, providing examples, and more.
    1. Insert: Click  to insert images into the whiteboard.
    2. Edit: You can cut, copy, change the image, insert a hyperlink (web URL or tooltip), or delete the image. Alternatively, right-click on the image to access these options. To bulk edit, hold the Shift key on your keyboard and select two or more images to cut, copy, or delete.
    3. Customize: Click  to choose different outlines; click  to crop the image or fit it to a shape, and manage image transparency, and click  to adjust the image position.
5. Draw freely with the pen or marker to create diagrams, sketches, and annotations.
  1. Click  to use Pen. Toggle Shape Recognition for cleaner geometric shapes. Adjust line size as needed.
  2. Click   to use Marker. Select from various sizes available.
6. Click Attach as Whiteboard to attach it to the task or click the drop-down next to it and click Attach as an Image to attach in PNG format.

In conclusion, Whiteboard in Zoho Projects is a powerful tool that revolutionizes project collaboration. By enabling visual diagram creation, annotation, and real-time collaboration, teams can streamline workflows, enhance communication, and boost productivity. Whether it's designing HVAC layouts in construction projects or brainstorming ideas in creative endeavors, Whiteboard empowers teams to work efficiently and effectively. Try out Whiteboard in Zoho Projects today and experience the difference it can make in your team's collaboration efforts.