icon-document-pdficon-document-pdf-fullicon-document-texticon-searchicon-share-facebookicon-share-googleplusicon-share-linkedinicon-share-twittericon-staricon-video-camera

Sections and Board Outline

Board Sections are a great way to organize your online whiteboards. You can use them to:

  • create an overview of the board
  • create presentations from board content
  • change where the board opens when a user joins
  • create custom exports (as images or pdf)

Adding Board Sections

Please note. Users on the board must be Editors to be able to edit Board Sections. Everyone on the board can use Board Sections for nagivation. Learn more about Board Access Roles

 The following items can be added as a Board Section:

  • Rectangles
  • Sticky notes, text boxes, and headlines
  • Images, uploaded files (multi-page documents are automatically added as board sections for easier navigation)

Comments have their own panel in the sidebar. You can create a shape section around Scribbles if you need to include them in the sidebar. 

Add an item on the board as a section:

makesection.gif

  1. Select the item.
  2. Click the "Make board section" in the toolbar or right click menu. Or use the shortcut (ALT + B).

How to add freeform sections

freeformsection.gif

  1. Zoom out to where you can see all content.
  2. Open sections sidebar and click on " + create new section".
  3. Choose section color and click and drag to create sections.
  4. Make sure to add useful names!

You can also use the Rectangle tool to visually group other content on the board:

  1. Zoom out to where you can see your content.
  2. Select the Rectangle tool from the toolbar (or hit U on the keyboard).
  3. Click and drag to create the size you need. Pin the rectangle and change its color etc.
  4. Click the "Make board section" in the toolbar or right click menu. Or use the shortcut: ALT + B.

How to add custom section sizes

customsectionsize.gif

  1. Open the sections sidebar.
  2. Click "create new section", then "new custom size section".
  3. Choose the section size you need (or choose your own size) and click "create section".

What can you do with the custom section sizes? Here are a few tips to get you started:

  • Create quick UI sketches for apps.
  • Export board sections to use in Powerpoint (use the 4:3 ratio).
  • Setup Letter or A4 page sections so you can easily print out your custom board exports.
  • Setup 16:9 ratio sections in the board to make sure your interactive presentations look great on laptops.

Navigating Sections

Clicking on a section in the sidebar takes you to that section in the board. The active section is marked with a blue bar. You can move between sections using the left and right arrow on the keyboard. 

Organizing the Sections Sidebar

To move a section in the sidebar, click and drag it to a new position. You can also right click and choose "move to top" or "move to bottom". 

To duplicate sections, select it and copy/paste via the keyboard shortcuts, or the duplicate button in the toolbar/right click menu.

To select a section, double click it, or hold down command and click on a section/sections to select them. You can also use shift to select a range of sections.

To select all sections, click on the sections menu and choose "select all".

To remove an item from the sections sidebar, right click on it and choose "remove from sections list". This does not remove the item from the board. 

Pinning Images and Sections

conceptboard_pin_button-opt.jpg

All imported files are automatically pinned to the board. Pinning items makes it easier to work on top of content as it prevents accidental selection, deletion, or movement of the item. 

Custom Board Exports

Click on the toggle icon in the outline and select the sections you want to export. All selected sections will be highlighted on the board. Then click on the drop down menu and choose ‘Export section(s) as PDF’.

You can also export specific items in your board that you have selected as a PNG image.

exportboardselection-opt.gif

  1. Using the Select tool, select all items that you would like to export.
  2. Right click or click on the Edit menu in your top toolbar and choose Export > Selection.

A new tab will automatically open with the selections that you have chosen to export.  

Changing Board Start Position

By default when a user or guest enters a board, they will see the full board content. You can also choose to open the board on a specific section. For example, if you would like to highlight the latest iteration, or create a welcome screen for the board.

How to change start position

  1. Create a section, or add an item to the sections list.
  2. Right click the item the sidebar and choose "Set as initial start section". It will be marked with an icon to show it's the initial start section for the board.  

How to reset the start position

  1. To reset the start position to the full board again, click the Section menu and choose: "Reset initial start section". 

Troubleshooting

conceptboard-board-start-troubleshooting.jpg

If you share the board url with a section item number, this overrides the board start position.

It's a great way to direct someone to a particular section, but make sure to share the board url without any item id if you want to take advantage of the board start feature.

4 way to use the new board sections

If you need some inspiration check out this short video on how you can use the new board sections!

Was this article helpful?
2 out of 3 found this helpful