Whiteboard by Sessions

Whiteboard by Sessions is a dynamic canvas native to our platform where participants can draw, type, and work collectively. Highly adaptable to different uses, this tool can cater to the needs of Customer Success, Marketing or Sales teams alike.

• ✍️ How to add a whiteboard during a live session (no agenda):
• 📝 How to add a whiteboard to an agenda (during a live session):
• 📋 How to add a whiteboard to an agenda template (before a session starts):

✍️ How to add a whiteboard during a live session (no agenda):

1. Press Ctrl + K / Command + K (iOS users) or click the Share button (bottom left corner).

2. If the whiteboard has been previously configured, type in its name in the input box. If not, type in “Whiteboard” or click on Embed a tool → Whiteboard by Sessions.

3. Choose one of the recently used whiteboards or click on Create Whiteboard.

4. Confirm.
5. Now all your participants can see the whiteboard and draw, type or color.

❌ To change or remove the Whiteboard, hover over the button named after it (bottom left corner). Click Remove file.

Alternative: Click Alt + R / Option + R (iOS users)

📝 How to add a whiteboard to an agenda (during a live session):

If you have an agenda already embedded in the live meeting but haven't included the Whiteboard, this is how you can do it:  

1. Click on the Show agenda button (if it’s hidden).
2. Click on ⚙️ Settings.
3. Click on Edit agenda.

4. Click on ➕ to add a new agenda item (Alt* + W).

5. Click on the Add resource attributed to each agenda item.

6. If the whiteboard has been previously configured, type in its name in the input box. If not, type in “Embed a tool” or click on Embed a tool. 
7. Click on Whiteboard by Sessions.

7. Choose one of the recently used forms or click on Create Whiteboard. You’ll be redirected to Tools.

*Option for iOS users

❌ To delete the tool, file or link that you've attached to an agenda item, follow these steps:

1. Click on the Show agenda button (only if it’s hidden).
2. Click on ⚙️ Settings.
3. Click on Edit agenda.
4. Click on the ⊖ button next to the tool/file/link you want to remove.  

📋 How to add a whiteboard to an agenda template (before a session starts):

1. Go to Sessions Home → Agendas.

2. Click on New agenda.
3. Click on Add resource.
4. Type in the board's name or click on Embed a tool.
5. If you’ve already preconfigured the whiteboard, type in its name in the input box. If not, type in “Embed a tool” or click on Embed a tool.

6. Click on Whiteboard by Sessions.
7. Choose one of the recently used whiteboards or click on Create Whiteboard.
8. The whiteboard name and icon will appear on the left side of your agenda item, under time settings.

9. Changes are automatically saved.

❌ To delete the tool, file or link from an agenda item, click on Remove tool or check that agenda item's box and then click on Remove tool.