Adding Zoom Cards to the whiteboard

Zoom Whiteboard provides Zoom Cards that can handle complex data with specific fields in a compact manner. For example, a user wants to capture day-to-day tasks for a project. Zoom Cards which contain title, description, assignee, due date, and color selection fields can be used to capture and effectively display this information on a whiteboard. Additionally, each Zoom Card can be expanded to reveal the description field and other details, and can be connected to other shapes using connector lines.

Notes: Cards can be used to manage projects in the context of a Kanban board and integrate with workflow programs like Jira.

This article covers:

• How to insert a Zoom Card into a whiteboard
• How to edit a Zoom Card
• How to connect Zoom Card to objects

Prerequisites for adding Zoom cards to Zoom Whiteboard

• Zoom desktop client for Windows, macOS, or Linux: Global minimum version or higher
• Zoom PWA

How to insert a Zoom Card into a whiteboard

1. Create or open a whiteboard.
2. In the toolbar on the left side of the screen, click the More Tools icon .
3. Select Cards.
4. Click New Zoom Card.
   Your cursor will change into a card icon .
5. Click anywhere on canvas to insert the Zoom Card.

How to edit a Zoom Card

1. Add a Zoom Card to your whiteboard.
2. Click icons in the context menu to do the following:
   • Expand card icon : Reveal card details or enter more detailed information such as title, description, assignee, due date, status, and color.
   • Assignee icon : Search for contact or email of people within your organization, or external members who have access to the whiteboard.
   • Calendar icon : Pick a due date for the task.
   • Status icon : Display the task’s status (To do, Blocked, In progress, Done).
   • Color icon : Group similar cards visually.
   • Lock icon : Lock cards to prevent other users with edit access from accidentally modifying the whiteboard content.
3. Click the ellipsis icon  to see more options.
   • Copy: Copies the selected card.
   • Paste: Places the copied card somewhere else on the whiteboard.
   • Duplicate: Makes an exact copy of the selected card.
   • Copy Link to Object: Copies the hyperlink or URL of a selected card which can then be shared or pasted elsewhere.
   • Convert to Jira Card: Converts a Zoom Card into a Jira Card.
   • Bring Forward: Moves the selected object up one layer.
   • Bring to Front: Put the selected object on the top layer.
   • Send Backward: Moves the selected object back one layer.
   • Send to back: Put the selected object on the bottom layer.
   • Export as Data: Export data from selected card as a CSV file.
   • Save as Template: Saves the selected card as a template. 
   • Info: Shows the creator and last editor of the selected card.
   • Lock: Locks cards to prevent other users with edit access from accidentally modifying the content.
   • Delete: Deletes the selected card.

How to connect Zoom Card to objects

1. Add a Zoom Card to your whiteboard.
2. Click the card with the Select tool.
3. Click and drag one of the small dots outside the card’s box.
   As you drag, your cursor and arrow will be drawn.
4. Drag the arrow to another object to create the connector.