In this article, we will cover basic Whiteboard functionality including
Adding and Duplicating Pages in Your Whiteboard
Depending on the number of styles in your merchandising arrangement, your whiteboard may need to be broken out into multiple pages. To do this, follow the steps below:
1. Click on the
button in the top left corner of the screen to add a new whiteboard page.
2. You will see the new page appear as a tab next to 'Page 1'. Click on the tab to view your new blank whiteboard page.
Clicking on a selected page again will allow you to Duplicate, Rename, or Delete that page:
Duplicating a page will copy everything on that page.
Deleting a page will completely remove that page from your whiteboard.
Rename allows you to change the page names.
Important Keyboard Shortcuts in Whiteboard
Keyboard shortcuts for the different actions in the toolbar can be seen by hovering over the action, this will show for the keyboard layout you have selected (Mac, Windows, etc.)
Copy & Paste
With one or more whiteboard items selected, you can easily copy and paste them to a new whiteboard page or elsewhere on the page. COMMAND⌘ + C (CRTL+C in Windows) will copy your whiteboard items. COMMAND ⌘ + V (CRTL+V) will paste them near the area where they were copied.
You can select groups of items in your whiteboard by clicking on the items you want to select while holding the SHIFT button.
With one or more whiteboard items selected, hitting the DELETE key on your keyboard will remove the selected items from the whiteboard.
Whiteboard Templates allow products to be arranged in set configurations. These can be helpful especially when presenting Whiteboards to clients, as they ensure your whiteboard will look its best!
Legacy: Templates were previously referred to as guides.
Updated: How to use Templates
Templates are available by selecting the Templates dropdown from the top toolbar:
Legacy: How to use Guides
Guides are available by selecting the gray vertical bar on the left side of the page:
Types of Templates
There are FIVE types of Templates: Four-Way Cascade, Cascade, Hero Grid, Four-Way Grid, and Grid.
Updated: Four-Way Cascade
Legacy: Four-Way Cascade
Updated: Hero Grid
Legacy: Hero Grid
Updated: Four-Way Grid
Legacy: Four-Way Grid