How to Use Lucidchart as a Digital Whiteboard | Lucidchart Blog
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Sometimes the easiest way to get ideas flowing or to get past communication barriers is to visualize what you’re talking about. 

We’ve all experienced that magic moment at a whiteboard where you sketch out rough ideas and you finally see how everything connects. The frustrating bit is taking the clarity you found at the whiteboard and sharing it with the rest of the workplace, your team and other key stakeholders who weren’t in the room.

Instead of relying on a static whiteboard, try Lucidchart. Lucidchart can be a quick and easy way to capture the whiteboarding experience wherever you go, whether you’re mapping out your own ideas or doing a team brainstorm. 

Here are 10 ways you can use Lucidchart as your digital whiteboard.

1. Give yourself some space

When you open a new document, you have access to unlimited canvas space. If your thoughts and ideas outgrow the page borders, the canvas automatically expands with you. You also have the option to fit your whiteboarding session to a page in case you want to export or print your ideas later.

If you start from a template, be sure to go into Page Settings and turn auto-tiling on so that you can spread out your ideas as much as you'd like.

auto-tiling in Page Settings

2. Collaborate in real time

If you’re working with a team, start by getting everyone on the same page—literally. Click the orange “Share” button in any document to send colleagues or teammates an invitation to join you.

You can choose to give collaborators edit access so you can all add content to the canvas, or you can give them view-only access so you can remain in control of your whiteboard and they can see and contribute as you add content to your document.

sharing your Lucidchart document

3. Keep track of your teammates

Once your whole group is in the document, each of your cursors will be labeled with a name so you can see exactly where each person is working. (If you’d like to opt out of collaborative cursors, you can easily turn them off in the “View” menu.)

Can’t find the area where your colleague is working? Simply click the initial icons in the top right-hand corner of the editor to automatically zoom to their location.

collaborative cursors

4. Use sticky notes to capture ideas

Sticky notes can be a great way to quickly and easily add ideas to the canvas. You can either drag sticky notes onto the canvas one by one to add content, or you can use a simple import to transform a bulleted list into individual sticky notes in a color of your choice. 

sticky note import

Once you have your sticky notes on the canvas, you can use container shapes to group them by theme and identify the best ideas.

sticky note containers

5. Visualize connections between concepts or ideas

The Lucidchart canvas isn’t just for brainstorming with sticky notes—you can also visualize concepts or work through problems with mind maps or basic shapes. Connect shapes with lines and label the lines to help you see relationships. This can be a fantastic exercise to do by yourself to work through a problem or challenge or to do as a team.

visualize connections

6. Get creative and add polish

The beauty of whiteboarding in Lucidchart is the flexibility. Instead of erasing and redrawing your ideas, Lucidchart makes it easy to drag and drop multiple elements on your canvas so you can organize your content just the way you want it. 

Tame the chaos of your board quickly and easily by organizing your content and deleting extraneous items. You can style your shapes with borders, fill them with different colors, or even add icons to add additional information.

7. Get feedback from other stakeholders

Before you present ideas to stakeholders, you may want to get feedback from folks who weren’t in your initial brainstorming session. Comment on shapes and @mention anyone to get questions answered and approvals pushed through quickly and easily.

8. Present your ideas

Great ideas become greater when they are shared. Lucidchart has a built-in Presentation Mode that allows you to create slides to navigate between different parts of your canvas as you explain your ideas to others. You can also export your slides from Lucidchart to Google Slides to add your ideas to a presentation. 

9. Share your final product with the right access

Want the world to know about your whiteboard project? Create a publish URL that anyone can access to view the document, even without a Lucidchart account. 

Want to share it with your team with edit access? It’s easy—and you can even prevent them from making copies of the document to make sure you maintain a single source of truth. 

10. Store your ideas anywhere you work

Lucidchart makes it simple to maintain a single source of truth. Add your document to Jira, Microsoft Office, or a variety of Google apps so you can access the documentation where you need it and ensure that documentation stays up to date.

integrations

It’s time to take your whiteboard session beyond the conference room so that your great ideas can grow. Jump back into Lucidchart, or check out the templates below to get you started.

idea board template
Click on image to modify online

 

brainstorming board template

Click on image to modify online