Microsoft Whiteboard Help

Note: Please check back periodically for new and recently updated questions and answers in this article.


How do I start using Whiteboard on my PC?

How do I start using Whiteboard on my iOS device?

How do I start using the Whiteboard web client (Preview)?

Is Whiteboard the same app as Whiteboard on 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?

How do I sign in to Whiteboard?

I can’t sign in. What should I do?

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

How do I use the ruler?

How do I use Ink to Shape?

How do I use Ink to Table?

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 turn pictures into stacks or ungroup them from stacks?

How do I add sticky notes and annotate them?

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 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?

I’ve got a suggestion or I’ve found a bug. What should I do?

How do I start using Whiteboard on my PC?

  • You can install the Microsoft Whiteboard app for Windows 10 from the Microsoft Store. After installing, sign in to Whiteboard with a free Microsoft account or an Office 365 account (work or school).

How do I start using Whiteboard on my iOS device?

  • Microsoft Whiteboard for iOS is coming soon.

How do I start using the Whiteboard web client (preview)?

  • The Microsoft Whiteboard web client (Preview) is coming soon.

Is Whiteboard the same app as Whiteboard on Surface Hub?

  • Whiteboard is a new app that will eventually replace the existing Whiteboard app on Surface Hub, which is pinned to the Welcome screen.

    Surface Hub customers can choose to stay on the current Whiteboard app, install the new version alongside the existing app, or opt to replace the current app entirely.

    To learn more, see the Whiteboard opt-in guidance.

What account do I need to use Whiteboard?

  • To use Microsoft Whiteboard on Windows 10, you must sign in with a free Microsoft account or an Office 365 account (work or school).

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

  • Whiteboard is automatically enabled for your organization. Your users will be able to sign in to the Whiteboard app on PC and iOS.

    To change this, see this article.

How do I sign in to Whiteboard?

  • Tap the Sign in button in the upper right corner and then sign in. As soon as you’re signed in, you can access additional features, such as persistent whiteboards and collaboration with others.

I can’t sign in. What should I do?

  • If you are using your Office 365 organizational account, contact your Administrator to ensure that the new Whiteboard service is enabled for your organization.

  • If you are experiencing this issue on a Surface Hub, contact your Administrator for more information or see the Microsoft Surface Hub admin guide for settings that can prevent signing in.

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

  • If you’re using a device with an active pen, you can use pen and touch for different things. Drawing on the screen with the pen will cause ink to appear, while dragging with your fingers will cause the canvas to pan.

  • If your device is passive — meaning that the pen is hollow or your device didn’t come with any pens — you’ll need to toggle finger painting mode on and off to change how you interact with the screen. While finger painting mode is on, touching the screen will draw ink on the canvas. While finger painting mode is off, touching the screen will pan or zoom the canvas. 

  • You can switch among different color pens, highlighters, and erasers by selecting the appropriate tool at the bottom of the app.

How do I use the ruler?

The on-screen ruler in Whiteboard can help you draw precise, straight lines or align a set of objects on your whiteboard. To use the ruler, do the following:

  1. Tap the Ruler icon to make the ruler appear on the canvas.

  2. Position the ruler at the angle you want:

    • Use one finger to move the ruler up/down or left/right.

    • Use two fingers to rotate the ruler to the angle you want.

  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 circle or square — will automatically change the hand-drawn ink strokes to a precise shape on your whiteboard.

    Whiteboard’s shape conversion currently works for squares, rectangles, triangles, circles, hexagons, pentagons, and parallelograms.

Tip: You can use the Undo command if you want to revert to your original ink strokes for the last shape you drew. To remove a shape from your whiteboard, use the Eraser tool. To stop automatically converting shapes from ink, turn off the Ink to Shape feature in Settings.

How do I use Ink to Table?

  • Whiteboard allows you to create organized and clean tables on the fly with just a few ink strokes. You can highlight cells and add or remove columns or rows. To begin a table, first draw a square on the canvas. Once it is recognized by Whiteboard, bisect the shape with a vertical or horizontal line to create columns and rows, respectively.

  • You can add or remove columns and rows using the + and  symbols. Using the highlighter on specific cells also lets you highlight them for easier reference.

  • Erasing over a table erases the content in the table before it erases the table itself so you won’t accidentally erase the table itself.

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

  • To move objects, when finger painting mode is disabled, you can select with your finger to easily move around the canvas.

  • To select content, you can use your finger or pen — or you can use the Lasso Select tool in the toolbar to select several objects at once. With Lasso Select activated, use your pen to circle the content you want to select. When finger painting mode is enabled for passive/non-pen based devices, you can also turn on Lasso Select to use your finger to circle-select content.

  • If your active pen has a barrel button, hold this button to temporarily switch into Lasso Select mode and circle content to select it.

  • When content has been selected, move it using your finger or pen. To resize it, use two fingers to stretch or minimize the content. To copy, press and hold the selected content, press the Copy button, press and hold in the location where you want to paste, and then press the Paste button.

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

  • To copy and paste pictures from a browser or another app, press and hold (on touch devices) or right-click to copy content, and then right-click to paste it.

  • See “How do I use Bing Search in Whiteboard?” and "How do I add pictures to Whiteboard from my device?" later in this article for instructions on how to add images in other ways.

How do I add pictures to Whiteboard from my device?

  • To insert pictures from your device, press and hold (on touch devices) or right-click to open the context menu, and then select the Image button. The File Explorer will appear, where you can select pictures from your device.

How do I turn pictures into stacks or ungroup them from stacks?

  • To create a stack, move an object (for example, a picture or a sticky note) over another object until the Stack button appears. Hover over the Stack button while stick moving the object to create a stack.

  • To remove an object from a stack, select the stack to display all the items in a grid. Select the object that you want to remove from the stack, and then move it out of the grid. When the object is removed from the stack, it will revert to its original size.

How do I add sticky notes and annotate them?

  • Tap the Insert button in the toolbar, then tap Text note. 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 click the Note button to insert a sticky note.

  • To annotate a sticky note with ink, write on top of the sticky note and the ink will be grouped with the sticky note. To annotate a sticky note with text, click the sticky note. When the cursor appears, type on your keyboard.

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

  • Double tap or click to zoom out so you can view the entire whiteboard. You can double tap or click to toggle between a bird's eye view (zoomed out) and a zoomed in to 100% view.

  • Alternately, continuously zooming out the canvas will eventually switch you to bird's eye view.

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

  • Click the Back arrow in the upper left corner of the app to get to your existing whiteboards.

How do I collaborate with someone else in Whiteboard?

  • While signed in, you can tap start a collaborative session by tapping the Invite button next to your name and then writing or typing the name of the person you want to collaborate with. This will send them an email and they will see your board automatically appear in their list of boards.

  • You can also generate a sharing link that you can copy and paste into Skype or into an email message, by clicking More options.

    Note: Users can currently collaborate only with other people within their organization. We will be adding the option to collaborate with guests outside of your organization in the future.

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

  • To export your whiteboard, tap the Settings button, and then select Export image (png).

How do I use Bing Search in Whiteboard?

  • Tap the Insert button in the toolbar, then tap Bing image search to bring up the Bing Search dialog. From here, you can write a search term that will return pictures and interactive content that you can place on your whiteboard. Tap the Insert button to insert selected content on your whiteboard.

    Note: Within Whiteboard, Bing’s SafeSearch filter is set to Strict.

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

  • Administrators 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.

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

To export:

  • Tap the . . . button for the whiteboard you want to export, and then select Export image (png).

    This will open a File Explorer window in which you can choose where to save the image.

To transfer:

  • Contact your IT administrator and have them change the ownership of the whiteboard you want to transfer.

    Tip: Your IT administrator can follow the steps in this article.

To delete:

  • Tap the . . . button for the whiteboard you want to delete, and then select Delete.

    Warning: This will permanently delete the whiteboard.

I’ve got a suggestion or I’ve found a bug. What should I do?

  • You can send feedback directly to the Microsoft Whiteboard team by tapping the gear icon in the lower right corner of the app and choosing Send Feedback. This will open the Microsoft Feedback hub, where you can enter information about the issue you’ve encountered and provide a screenshot.

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