You can embed a whiteboard directly into a note or the description of an Aha! record to add diagrams, sketches, and other visuals alongside text. Add a new whiteboard to start from scratch, or add an existing whiteboard — so you can use the same whiteboard in multiple locations and keep the content in sync in every place it appears.
To do this:
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While editing a record description, click + on the text editor toolbar and select Whiteboard. Then select New whiteboard or Existing whiteboard. If you selected Existing whiteboard, a window will open where you can search and select the whiteboard you want to add.
Note: When you embed an existing whiteboard, updates will apply automatically across all locations.
The whiteboard will be added below your cursor. Click the pencil icon to edit the whiteboard.
When you are finished editing the whiteboard, click the X to exit and return to editing your note or record description.
To remove an embedded whiteboard, click the trashcan icon and click to confirm that you would like to delete it.
You can add embed a whiteboard in an idea to include it in your ideas portal. You must add the idea from within your Aha! account — you cannot add a whiteboard from your portal. The whiteboard will be read-only in your ideas portal, even to the portal user who submitted the idea.
Once you have embedded a whiteboard, you can share a link directly to it. Make the whiteboard fullscreen and copy its URL. The URL's format will be similar to this example.
Share the URL with your colleague to link them directly to your embedded whiteboard.