Using the Zoom Whiteboard tools

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Zoom Whiteboard tools are used to create and manipulate objects on canvas. You can draw, add shapes, type text, and insert sticky notes and templates. You can also upload images and pdf files, and use more advanced tools like Table, Mind Map, Kanban and Cards. In this article, you will learn about the different tools you can find in the Zoom Whiteboard and how to use them.

Note: Feature functionality may differ slightly between in-meeting whiteboards, whiteboards accessed from the desktop client, and whiteboards accessed on the Zoom web portal.

This article covers:

Prerequisites for using the whiteboard tools

Zoom Whiteboard in Meetings

  • Zoom desktop client
    • Windows: 5.10.3 or higher
    • macOS: 5.10.3 or higher
    • Linux: 5.10.3 or higher
  • Zoom mobile app
    • Android: 5.10.3 or higher
    • iOS: 5.10.3 or higher

Zoom Whiteboard in Webinars

  • Zoom desktop client
    • Windows: 5.11.3 or higher
    • macOS: 5.11.3 or higher
    • Linux: 5.11.3 or higher
  • Zoom mobile app
    • Android: 5.11.3 or higher
    • iOS: 5.11.3 or higher

Note: Zoom Whiteboards can only be viewed and edited when using the Zoom mobile app on a tablet or iPad. When using the Zoom mobile app on a smaller mobile device, such as a phone, you will only be able to view Zoom Whiteboards.

How to use the Zoom Whiteboard tools

The whiteboard editing tools available for use are located on the left side of the screen. To activate a tool, click its icon. Once selected, the mouse cursor will change to indicate the current tool mode. For most controls, clicking on the canvas will then create an object of that type. If using the select tool, you will be able to select one or more objects and change their properties.

Editing tools

  • Select Tool: Places cursor in select mode so you can click objects and change their properties. Clicking an object will bring up that object’s context menu.
    • Context menu:
      • Select: Selecting an element will bring up the settings menu allowing you to copy, paste, and duplicate the selected element. You can also use this menu to adjust the element layers.
      • Grab: Places cursor in hand mode to move the canvas freely without unintentionally selecting and moving objects.
  • Pencil Tool: Places cursor into drawing mode to perform freehand sketching.
    • Brush types: Pen or Highlighter
    • Context menu:
      • Change line thickness
      • Change color
  • Shape Tool: Places cursor into shape mode to create basic shapes, flowchart symbols, UML symbols, and equations. Users can click + drag and click + tap anywhere on the whiteboard to draw shapes.
    • Context menu:
      • Change fill (full, opaque, hollow)
      • Change shape
      • Change color
  • Line Tool: Creates line objects. Users can drag lines from the toolbar, attach them to shapes, and use them as connectors.
    • Line types: straight, one-end arrow, double-end arrow
    • Context menu:
      • Change line thickness
      • Change color
  • Text: Creates text. Double-clicking a text object puts the object into text editing mode. When users type a text in a text box, the text box width automatically adjusts to fit the text completely.
    • Context menu:
      • Font style (bold, italic, underline)
      • Font size
      • Font alignment
      • Font color
  • Sticky Note: Creates a note idea that can be used to draw attention. Double-clicking a sticky note puts the sticky note into text editing mode.
    • Context menu:
      • Change background color
  • Templates: Gives a pre-formatted structure and layout that can be used as a base to create many whiteboards.
  • Image: Allows you to upload an image (JPG or PNG) or PDF file from your computer onto the board. When images and PDF files are uploaded to the canvas, users can move the files around, adjust the size, crop the unwanted parts, connect to other shapes, and add comments on or around them. Additionally, users can extract individual PDF pages to add annotations and download the files that have been uploaded to the Whiteboard.
  • More Tools: Allows you to add advanced tools like tables, Mind Map, Kanban and Cards.
  • Eraser: Puts cursor in eraser mode. Clicking objects while in this mode will delete them from the canvas.
  • Color Selector: Changes the color for objects that will be created.
    Note: Once you change a color for an object, new objects of that type will retain that color.
  • Undo or Redo: Undo or redo the changes in the whiteboard.
  • Page tool: Creates new pages for the whiteboard and allows you to move between pages.

Note: The Templates, Image, and More Tools options are only available with out-of-meeting Whiteboard.

More options in the context menu

In addition to the options that are specific to certain objects (mentioned above), clicking an object and opening its context menu gives you more options by clicking the ellipses icon .

  • Copy: Copies the selected object.
  • Paste: Places the copied object somewhere else on the whiteboard.
  • Duplicate: Makes an exact copy of the selected object.
  • Bring Forward: Moves the selected object up one layer.
  • Bring to Front: Puts the selected object on the top layer.
  • Send Backward: Moves the selected object back one layer.
  • Send to back: Puts the selected object on the bottom layer.
  • Save as Template: Saves the selected object as a template. Users can use the saved template to create a new whiteboard.
  • Info: Shows the creator and last editor of the selected object.
  • Delete: Deletes the selected object.

Connectors and access points

  • How to create a connector: Click an object with the select tool, then click and drag one of the small dots outside the object’s box. As you drag your cursor and arrow will be drawn. Drag the arrow to another object to create the connector.
  • How to resize an object: Click an object with the select tool, then hover your cursor over one of the small squares that form right angles around the object. Click and drag the corner of the object to resize it.
  • How to duplicate an object: Click an object with the select tool. The format menu for the selected object will appear. Click the ellipses icon and select Duplicate.
  • How to rotate an object: Click an object with the select tool, then hover your cursor over the two-arrow icon beside the object. Click and drag the icon to rotate it.

System and mouse controls

  • Click the looking glass icons to Zoom In or Zoom Out. Click 100% to reset to the default zoom.
  • Use the scroll wheel to scroll up and down.
  • Press Shift + scroll to scroll side to side.
  • Drag objects to the left side or top of the screen to expand the canvas.

Keyboard shortcuts

Use the following keyboard shortcuts to navigate through the whiteboard and activate actions.

  • Use the Tab key to navigate on the following areas of the Whiteboard:
    • Whiteboard key
    • Owner name/date
    • Current collaborators
    • Share button
    • More menu
    • Toolbar
    • Alert badge (Who can see what you share)
    • Zoom in/out menu
  • Use the Enter or Spacebar key to activate an action.
    • Activate the Share, Comment, More menu , toolbar, alert badge, and Zoom primary actions.
    • Zoom in or out
  • Use the Left, Right, Up and Down arrow keys to navigate through the toolbar, previous or next menus, and submenus.
  • Use the ESC key to leave the zoom in/zoom out navigation and dismiss the alert badge.

To see the list of all available keyboard shortcuts, type the ? key. Click the Escape key to exit the shortcuts list.

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