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Revised 4/2/2020 KimK 

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Information Technology Services

MS 365 Whiteboard Quick Start Guide 

Purpose: MS 365 Whiteboard Quick Start Guide 

Whiteboard

 

Microsoft Whiteboard is a freeform, digital canvas where people, content, and ideas come together. You 

can use Whiteboard for collaborating with your team in multiple locations and team members can use 

their own devices. 

https://support.office.com/en-us/article/microsoft-whiteboard-help-d236aef8-fcdf-4b5e-b5d7-

7f157461e920

Videos: 

https://www.google.com/search?client=firefox-b-1-

d&q=ms+whitutorial#kpvalbx=_ghSGXsruG-uk_QbxjomIDg32

https://www.youtube.com/watch?v=uUlOI0n6_9M

Microsoft Whiteboard Help

 

Whiteboard  

What can I do with Whiteboard?

How do I start using Whiteboard on my PC?

How do I start using Whiteboard on my iOS device?

How do I start using Whiteboard for the web?

How do I use Whiteboard on my Surface Hub?

What account do I need to use Whiteboard?

I’m an Office 365 IT Administrator. How do I enable or disable Whiteboard for my organization?

What are the feature differences between Whiteboard for Windows 10, iOS, and web?

What devices are supported?

How do I sign in to Whiteboard?

I can’t sign in. What should I do?

How do I use Templates (Preview) in Whiteboard?

How do I use ink in Whiteboard? What is finger painting?

How do I use the mouse and keyboard in Whiteboard? 

How do I use the ruler?

How do I use Ink to Shape?

How do I use Ink to Table?

How do I use object snapping?

How do I select, move, resize, and copy content?

How do I add pictures to Whiteboard from a web browser?

How do I add pictures to Whiteboard from my device?

How do I add sticky notes and annotate them?

How do I lock an image to the background?

How do I look at a bird’s eye view of my whiteboard?

Where can I find all of my whiteboards and how do I switch between them?

How do I title a whiteboard?

How do I collaborate with someone else in Whiteboard?

How can I export a whiteboard, or save it as a screenshot or a file?

How do I use Bing Search in Whiteboard?

I don’t see Bing Search, Sign in, or Sharing options. Is something wrong?

How can I export, transfer, or delete personal data from my whiteboards?

Summary of Contents for MS 365

Page 1: ... enable or disable Whiteboard for my organization What are the feature differences between Whiteboard for Windows 10 iOS and web What devices are supported How do I sign in to Whiteboard I can t sign in What should I do How do I use Templates Preview in Whiteboard How do I use ink in Whiteboard What is finger painting How do I use the mouse and keyboard in Whiteboard How do I use the ruler How do ...

Page 2: ... you can access Whiteboard for the web at https whiteboard microsoft com Whiteboard for the web currently allows users to create and join boards create and erase ink and view sticky notes and images that others have added It is supported on devices running an up to date version of most browsers including Edge Chrome Firefox and Safari Note To zoom the canvas on Edge using a touch screen touch even...

Page 3: ...admin guide for settings that can prevent signing in If you re using your Office 365 corporate account on an iOS device and your account has any tenant level conditional access policies or MDM requirements please ensure you have the Microsoft Authenticator app installed How do I use Templates Preview in Whiteboard Templates are a new feature currently in Preview and available in the PC Surface Hub...

Page 4: ...e the mouse to select the ruler and the arrow keys to change the angle 3 To draw a straight line tap to select a pen or highlighter and then begin drawing along the edge of the ruler How do I use Ink to Shape If you want your hand drawn shapes to change to precise shapes you can use the optional Ink to Shape feature by enabling it in Settings When Ink to Shape is active drawing a shape such as a c...

Page 5: ...note with text click the sticky note When the cursor appears type on your keyboard How do I lock an image to the background 1 On touch devices press and hold the context menu or right click it to open it and then tap or click the Image button 2 In the Open dialog box that appears select a picture from your device and then click Open 3 If necessary resize the image you inserted by clicking or tappi...

Page 6: ...inistrators have the ability to change the default settings and capabilities of Whiteboard using device management tools like Mobile Device Management MDM or Microsoft InTune Please check with your Administrator about enabling these features or see the Microsoft Surface Hub admin guide for more information about settings that can be configured Note Bing image search is currently not supported in W...

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