Hybrid Microsoft Office 365 (on-premises AD)

Manage hybrid configurations seamlessly from a central dashboard without any coding.

Automate your work

Automate both simple and complex tasks. Create your own automated tasks.

Delegate tasks

Delegate IT tasks to non-IT users with total security.

License management

Manage your licenses more efficiently and reduce operating costs.

Large user communities

Manage even the largest communities of users.

Maximize your Microsoft 365 ROI

Save time and money managing your Microsoft 365 communities.

Microsoft Teams governance

Optimize how your people collaborate without compromising your Microsoft Teams security.

Multi-tenant management for MSPs

Manage multiple tenants without signing in and out between them.

Manage groups

From full-scope audits, to intricate group governance

Manage Team channels

Full visibility of public and private Team channels

Manage licenses

Cost-saving features to tighten up license and service plan allocation

Manage OneDrive and document libraries

A central platform to manage sharing and access permissions, audit and more

Manage mail and calendar settings

No-code administration of mailbox permissions and settings, as well as events

Manage user accounts

From onboarding to user account closure and backup at scale

Audit SharePoint Sites

Full visibility for SharePoint sites, including lists, metadata, and document libraries

Leverage Built-In Analytics

Filters, categorization, statistics, charts, and other tools to better understand your data

Report on Usage Activity

Enhanced usage reports for a better understanding of Microsoft 365 activity

Explore Security Logs

Detailed Microsoft 365 sign-in and audit log reports

Microsoft 365 Whiteboard App | Adding grid notes, lists, templates and documents


The Microsoft 365 Whiteboard App (aka Office 365 Whiteboard) is a freeform digital canvas that allows you to create freely, collaborate in real time and save your work to the cloud so you can bring your team together, even when everyone is working remotely. We’ve enjoyed writing this series and we hope you are enjoying the articles aimed at helping you better understand and use the Microsoft 365 Whiteboard app. Part 1 in this series covered an introduction and overview of the Microsoft 365 Whiteboard app as well as how to install it. The second article, part 2 explored drawing, adding text, shapes, tables, 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 items:

  • 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: We understand that updates are done periodically and the time of this writing, some options were still in ‘preview’. It is possible that these features may change before being made publicly available.


Insert a note grid (preview)

At the time of this writing, this feature is in preview mode and might change before the final version is released to the public. The note grid allows you to group notes together, with each note (Post-it note) can have their own color, should you chose.


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 a specific user, you must first invite them to the whiteboard. Once that is done, you can then assign tasks to the user.

Insert a template

Microsoft 365 Whiteboard provides several preconfigured boards, or templates, that you can start from. Here is the list of the various 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 365 Whiteboard app running on Windows 10. Read the next post, part 4, to learn more about the Microsoft Whiteboard app settings. Thanks for reading along!

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