Utilizing a Whiteboard During a Teams Meeting
1. Select the 'Share' icon and select 'Microsoft Whiteboard'.
2. The board picker view will open. Select an existing board from the list (if you have a previous whiteboards) or start a new board by clicking on 'New Whiteboard'.
After you share a whiteboard in a Microsoft Teams meeting, you can use the same Whiteboard features that are available in the Windows and web versions.
3. Click this link to learn about additional Whiteboard features and functionality: Whiteboard features and functionality - Microsoft Support
Guide Participants Through a Whiteboard With Follow
Follow allows you to have participants on a whiteboard follow your point of view as you move around the canvas to discuss and make edits. It's a great way to present material created on Whiteboard, as well as guide participants through activities and sessions.
You must first invite users to follow your view as you navigate through the whiteboard. Please follow these instructions to invite users:
1. Select your profile icon in the top right-hand corner of the whiteboard.
2. Select 'Everyone follow me'. An invite is sent to the participants. If no response is received after 20 seconds, they will automatically start following you.
3. Stop the follow session at any time by selecting your profile icon or through the notification that will appear at the bottom of the screen.
If you have collaboration cursors on, you will continue to see participants cursors but only yours will display to them. Participants will still be able to edit and explore the Whiteboard on their own while a Follow session is in progress. An option to resume following is provided so they can join back in at any time.
Follow can be initiated using Whiteboard in Teams or the web application on desktop devices.
Add Text to a Whiteboard
To add text to a whiteboard, please follow these directions:
1. Select the 'Create' button in the toolbar, then select 'Add text".
2. Click on the canvas to add a text box.
3. You can also choose a specific area of the canvas, press and hold (on touch devices) or right-click to open the 'Context' menu, and then select 'Text'.
Edit, Copy, or Delete Existing Text
To edit, copy, or delete existing text, please follow these directions:
1. Select the text box and then select the 'Edit text' (pencil) button.
2. Select the Text color picker button (circle) to choose a new text color. The font cannot be changed.
3. Select the 'Delete' (del) button (trash can) to delete the text box.
4. Select the 'Copy' button (double square) to copy the text. Press and hold (on touch devices) or right-click on the canvas to open the 'Context' menu, and then select 'Copy'.
Add Notes and Note Grids
Click this link to learn more about how to add notes and note grids in Whiteboard: Add notes and note grids in Whiteboard - Microsoft Support
Use Draw and Ink Tools
Click this link to learn more about how to use the draw and ink tools in Whiteboard: Draw and Ink in Whiteboard - Microsoft Support
Insert Pictures and Documents
Click this link to learn more about how to insert pictures and documents in Whiteboard: Insert pictures and documents in Whiteboard - Microsoft Support
Insert Templates
Click this link to learn more about how to insert templates in Whiteboard: Insert templates in Whiteboard - Microsoft Support
Use Annotation Tools While Sharing Your Screen In Microsoft Teams
Click this link to learn more about how to use the annotation tools while sharing your screen in Teams: Use annotation while sharing your screen in Teams - Microsoft Support.
Additional Whiteboard Features and Functionality
Click this link to learn about additional Whiteboard features and functionality: Whiteboard features and functionality - Microsoft Support
Continue Working on a Whiteboard After a Meeting
If you share a whiteboard during a Teams meeting that is being recorded, it will not be part of the recording, however, after a Teams meeting has ended, the whiteboard will be available to all participants who are in your organization. The file can be found in the meeting chat in a tab labeled 'Whiteboard'. This allows you to continue working iteratively on a project or re-use the whiteboard in future meetings.
Note: Participants from outside of your organization cannot access the whiteboard after the meeting ends.
To access your Team Meeting Chat, Files, and Whiteboard, please follow these directions:
1. Open the Microsoft Teams App.
2. Ensure Chat is selected from the left side bar and then click on the correct Meeting or Team.
3. Click on the 'Whiteboard' tab.
4. Open the Whiteboard and begin working on it.