Whiteboard templates

To help you get started with whiteboards, we have created a range of templates for you to choose from. This includes templates for creating SMART goals, the Eisenhower Matrix, and combinational creativity.

You can find out more about our available templates on the link below:

https://www.ayoa.com/templates/meeting-notes-template/

As your own whiteboards grow and develop you may find layouts and structures that have worked well that you would like to replicate for other whiteboards. In the settings, you can create a template of your whiteboard that will be added to your template library. 

The pre-made templates are available to users across our Ayoa free 7-day trial, Ayoa Pro, and Ayoa Ultimate. 

How to use the pre-made templates


1. Navigate to the homepage, then click on '+ Create new' and select Whiteboard. 

Create New option with selected whiteboard section.

 

2. In the 'New whiteboard' creation screen you will see a selection of templates.

Window with the create blank whiteboard and templates options.

 

3. Click on 'Templates' to view all available templates.

Selecting templates section to see inbuilt templates.

 

4. Click on the subheadings to focus on specific types of templates.

Selecting the subheading to focus on specific templates.

 

5. Click on your chosen template to select it, then click to create a new board.

Clicking in the chosen template and then Create Board.

 

6. Next choose the name for the whiteboard and invite any additional collaborators.

Naming the board and inviting collaborators.

 

7. Once the whiteboard is created you will be able to continue adding items to the whiteboard and edit existing items. 

Whiteboard is created from the template.

How to create a template from an existing whiteboard


1. Open the whiteboard you want to make into a template.

Opening the whiteboard.

 

2. Open the Board Options settings in the top right corner.

Opening the Board Options.

 

3. Click 'Save as Template'.

Selecting Save as Template option.

 

4. Name the template and add a description, then click 'Create Template'

Naming the new template.


5. This will open up the new template. You will be able to make alterations to the template such as deleting items or adding new items.

The newly created template is opened.

How to use your own templates when creating a whiteboard


1. Navigate to the homepage, then click on '+ Create new' and select Whiteboard. 

Opening the + create new option and selecting whiteboard.

 

2. In the 'New whiteboard' creation screen you will see a selection of templates.

The new whiteboard window is opened.

 

3. Click 'My Templates' to view any templates that you have created.

Selecting My Templates section.

 

4. Click on your chosen template to select it, then click to create a new board.

Choosing a specific template.

 

5. Next choose the name for the whiteboard and invite any additional collaborators.

Naming the new whiteboard created from the template.

 

6. Once the whiteboard is created you will be able to continue adding items to the whiteboard and edit existing item.