Adding grid notes, lists, templates and documents in the Microsoft Whiteboard app

We hope you are enjoying this series of articles aimed at helping you understand and use the Microsoft Whiteboard app. Part 1 in this series covered an introduction and how to install the Microsoft Whiteboard app, while part 2 explored drawing, adding text, images and notes. As we continue our focus on whiteboards, this third post will explain how to add grid notes, lists, templates and documents while using the insert menu. You can also refer to this earlier post to see how to use the whiteboard in Microsoft Teams.

Insert a menu

The Insert menu allows you to insert the following:

  • Note grid (in preview and subject to change)
  • List (in preview and subject to change)
  • Follow up list (in preview and subject to change)
  • Template (in preview and subject to change)
  • PDF
  • Word Document
  • PowerPoint Document

Note: At the time of this writing, some options were still in ‘preview’. These features may change before being made publicly available.

Insert a note grid (preview)

This feature is in preview mode and might change before the final version is released. The note grid allows you to group notes together, each note (Post-it) can have their own color.

Insert a list (preview)

Allows you to insert a list. The list is a bullet point by default, but can be changed to a checklist

Insert a Follow up list

To assign a task to the user, you must first invite them to the whiteboard.

Insert a template

Microsoft Whiteboard provides several preconfigured boards that you can start from. Here is the list of the available templates:

Here is an example of the Effective Meeting template

…and an example of the Project Planning template

Note: You can export the list content as a CSV file

Insert a PDF or Word or PowerPoint

It is possible to insert printouts of PDFs, Word documents or PowerPoint documents on your whiteboard, which can even be annotates with the pen tool.

This series will help you understand and use the Microsoft Whiteboard app running on Windows 10. Read the next post, part 4, to learn more about the Microsoft Whiteboard app settings.

Read all the articles from this series