Core Tools


The Brightidea Whiteboard contains several Tool components to allow you and your teams to collaborate and brainstorm. The following article details the available tools and their organization within the Whiteboard screen.

 

Main Tool Bars

You can access your Whiteboard's tools through Tool Bars within the interface. These tools allow you to interact with the Whiteboard workspace, collaborate, and personalize your contributions in a shared space. The following details the Tool Bars and the tools contained in each.

Left Tool Bar 

The left toolbar contains the primary objects you can place on your board. It is always available within the Whiteboard, hovering in the middle side of your space. The tools contained in this main Tool Bar are Select/Move, Stickies, Shapes, Text Box, Stamps, Marker, and Images. Each of these elements is described in further detail later in this article.

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Right Tool Bar 

The right toolbar appears once you have clicked on an editable object in your Whiteboard space. Within this toolbar, you can customize and edit the selected object. You will be able to: 

  • Adjust location on the board 
  • Adjust height, width, radius
  • Adjust fill 
  • Adjust border 
  • Round corners on certain shapes 
  • Add Link to Objects
  • Add Link to Text

WB > Right Panel.png

 

Top Tool Bar 

The top toolbar houses: 

  • The title of your Whiteboard, which you can rename by double-clicking on the text 
  • Menu option with the ability to generate a New Whiteboard, Rename the existing board, Share, Save a Copy, and Preferences to Display Toolbars, Display Sticky authors and Alignment guidelines. The menu includes a list of Keyboard Shortcuts and a link to help articles.

  • Profile images of those who currently have the board open
  • The ability to call a huddle to bring all other users to the position of your mouse on the board
  • Ability to share, you can find details on sharing Whiteboards here

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Right Click Editing

Within the board, you can right-click on any object to Send to Back, Front, Group Selection, Lock functionality, Add Link to Object, and Copy Link to Object Location.  

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You can also Export objects in your Whiteboard as a PNG or PDF by the right-click menu. 

RC > Export.png

Stickies 

You can click on the stickies icon in the main left toolbar and drag and drop any sticky onto your board. Once placed in your space, you can add text and resize the note by adjusting any corners and sides. 

Once an individual note is selected, you can see the sticky via the left toolbar, as detailed above.

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Once you have multiple stickies on your board, you can select the desired notes, right-click, and select Organize Stickies; this will automatically align them.  

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You can also turn a sticky into an idea, sending and storing it in your Brightidea pipeline. More details of that functionality here

Shapes

Select the shape icon from the left toolbar and drag the shape onto the board. Once placed, you can edit the shape within the right toolbar, as detailed above. The Shapes tool allows users to place Rectangle, Circle, Triangle, Star, Line, or Arrow shapes on your Whiteboard.

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Text Box 

You can select the "T" icon to bring text onto your board. Once selected, there are various text stylings, including label, text box, header, and subheader. When clicking on the text box, you will see additional editing options in the right toolbar, including font styling, font family selection, font positioning, bullets, etc.

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Marker 

You can draw or write on the Whiteboard with the Marker tool. The Marker color will auto-select a color initially when chosen. But you can change the color once a line is drawn by selecting the line and adjusting it in the toolbar on the right side and the object. You can also globally resize and move what you have written with your marker.

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Reactions, arrows, headers, and bubbles

Bring multiple forms of expression to your Whiteboard with the Reactions tool by selecting an emoji, arrow, header, or bubble, then dragging it onto your whiteboard space. You can then edit your Reaction by selecting it and using the toolbar on the right side.

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Images

The Image tool lets you upload an image from your desktop, Generate an images using AI or use Brightidea's Unsplash integration to find a photo that matches your theme/topic by searching a keyword. You can also Upload most file types to a whiteboard for your machine. 

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Once an Image is added to the whiteboard, you can double click on it to enter Cropping mode. This will allow you to frame your Image just right.

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Tables

The Table tool lets you add basic text tables to your canvas. Click on the "..." icon on the left toolbar, then select "Add Table".

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Once you do that, you will see a grid pop up that will allow you to dynamically choose the size of your table. 

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When you have your table selected you will notice that the tight panel has options for you to edit the text, Cells, or Tables. You can also add a Column or Row. You can also right-click on the Table to delete rows, column, or the table

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Adding a Linked URL to an Object

You can add a linked URL to any object or group within a Whiteboard. Click on an Object and go to the Right Panel and click on the Link option.

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Then add a URL of your choice, and select Add Link.

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Once you add a link to the object you will see the linked URL in the Right Tool Bar and on the object in the Canvas. You can launch the linked URL in a new browser tab by clicking on the Link Icon on the object.

Link - added link.pngAdd Link - On canvas icon.png

 

Adding a Linked URL to Text

You can add a linked URL to Text. Click on an Textbox and go to the Right Panel and click on the Link option.You can also select specific Text Characters and add a link to that section of your Textbox.

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Once a Link has been add to a Textbox or Text Characters you will notice that your text turns blue and is clickable.

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Search for Text

You can easily Search for Text within your Whiteboard via the Find Text modal, which can be exposed via the File Menu, or the Hotkey of Cmd + F.

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Once you have the Find Text modal you, simply start typing the characters you are looking for and see the corresponding results in real time. If you have multiple results you'll notice that we will place one in focus and highlight the remaining results. You can click the arrows in the modal to quickly rotate through the multiple results.

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