Whiteboards
Collaborative whiteboards for brainstorming, diagrams, charts, and visual reports.
Contents
Whiteboards
Whiteboards provide an infinite canvas for brainstorming, diagrams, data visualization, and real-time visual collaboration.
Overview
| Feature | Description |
|---|---|
| Infinite canvas | Unlimited zooming and panning |
| 13 element types | Shapes, lines, text, sticky notes, tables, freehand, charts and more |
| 9 chart variants | Bar, column, line, area, donut, stacked bar/column and others |
| Template library | Org chart, flowchart, kanban, mind map, timeline + report templates |
| Report templates | Pre-built multi-page whiteboards with variable substitution (, …) |
| Real-time collaboration | Work simultaneously with live cursors |
| Sharing | Public and private links with permissions |
| Export | SVG, PNG, and PDF |
| AI integration | Vero can create whiteboards, charts, and full reports by voice command |
Creating a Whiteboard
- Navigate to Whiteboards in the sidebar
- Click on + New Whiteboard
- Optionally select a template (or start blank)
- The whiteboard opens automatically in the editor
Templates
| Template | Usage |
|---|---|
| Org Chart | Hierarchical organizational structure |
| Flowchart | Decision flows and processes |
| Kanban Board | Organize tasks in columns |
| Mind Map | Structure ideas radially |
| Timeline | Project milestones on a timeline |
Editor Tools
Drawing Tools
| Tool | Shortcut | Description |
|---|---|---|
| Select | V | Select and move elements |
| Hand | H | Pan the canvas |
| Rectangle | R | Draw a rectangle |
| Ellipse | E | Draw a circle/ellipse |
| Triangle | T (long press) | Draw a triangle |
| Line | L | Draw a straight line |
| Arrow | A | Draw an arrow |
| Connector | C | Smart connection between shapes |
| Text | T | Add a text element |
| Sticky Note | S | Colored note (6 colors) |
| Pen | P | Freehand drawing |
| Table | - | Insert a table with rows and columns |
| Chart | - | Data visualization — see "Charts" below |
| Eraser | X | Erase freehand strokes |
Charts
Charts turn a whiteboard into a mini-dashboard. dVersum currently supports 9 variants:
| Variant | When to use |
|---|---|
| Bar (horizontal) | Compare categories (e.g. revenue per client) |
| Column (vertical) | Time series with few data points |
| Line | Trends over time |
| Area | Trends emphasising volume |
| Donut | Shares of a whole |
| Stacked column | Composition over time |
| Stacked bar | Composition by category (horizontal) |
| Scatter | Two-variable correlation |
| Heatmap | Density / intensity in a grid |
Inserting a chart
- Click the chart tool in the editor.
- Drag the desired area on the canvas.
- Pick the variant in the right panel.
- Enter the data directly or paste it from the clipboard.
Creating a chart with AI
Via the dVersum MCP server (or Vero in chat) you can create charts by voice command — for example:
"Create a column chart showing monthly revenue for 2026 and add it to a new whiteboard."
Report templates
Report templates are pre-built multi-page whiteboards with placeholders that dVersum automatically replaces on creation. Ideal for recurring reports (monthly report, client presentation, quarterly update).
Available system templates
| Template | Contents |
|---|---|
| Monthly report | KPI overview, revenue chart, top clients, open invoices |
| Quarterly review | Comparison chart, highlights, roadmap |
| Client presentation | Logo, team photo, project stats, next steps |
| Pitch deck | Problem, solution, team, market, roadmap |
Variable substitution
When you create a whiteboard from a template, placeholders are automatically replaced:
| Placeholder | Replaced with |
|---|---|
{{client_name}} | The linked client's name |
{{period}} | The current period (e.g. "May 2026") |
{{org_name}} | Your organization's name |
{{date}} | Today's date |
Creating a report from a template
- Click + New whiteboard.
- Pick a Report template.
- Optional: link a client →
{{client_name}}is auto-filled. - The whiteboard is created as a copy — your edits don't change the original template.
Editing
- Double-click on an element to edit text
- Drag to move elements
- Drag corners to resize
- Ctrl/Cmd + A select all elements
- Ctrl/Cmd + Z undo (up to 50 steps)
- Ctrl/Cmd + Shift + Z redo
- Ctrl/Cmd + G group elements
- Ctrl/Cmd + Shift + G ungroup
Zoom & Navigation
| Action | Description |
|---|---|
| Mouse wheel | Zoom in/out |
| Fit to Content | Display all elements on screen |
| Space + Drag | Pan the canvas |
Multiple Pages
Whiteboards support multiple pages per board:
- Use the page navigator at the bottom of the editor
- Create new pages via the + icon
- Switch between pages by clicking on the page tabs
- The File menu (Figma-style) offers advanced options
Collaboration
Whiteboards support real-time collaboration:
- Live cursors - See other users' mouse positions with colored cursors
- Presence indicators - See who is currently viewing the whiteboard
- Instant sync - All changes are immediately visible to all participants
- Anonymous guests - Guests via shared links can also collaborate
Sharing
Public Link
- Open the Share menu in the editor
- Enable Public Sharing
- Select the permission (View or Edit)
- Copy the link and share it
Private Link (Password-Protected)
- Enable Private Sharing
- Set a password
- Select the permission (View or Edit)
- Share the link along with the password
Permissions
| Permission | Description |
|---|---|
| View | Read-only, no editing possible |
| Edit | Full access to all tools |
Export
Export whiteboards in various formats:
| Format | Usage |
|---|---|
| SVG | Lossless vector format, ideal for further processing |
| PNG | Image format for presentations and documents |
| Print-optimized format |
Project Whiteboards
Whiteboards can be assigned to a project:
- Create a whiteboard from within a project
- The whiteboard is then visible in the project tab
- Ideal for project-specific diagrams and planning
dVersum Tip
Use the templates as a starting point and customize them to your needs. The org chart template is excellent for team structures, while the flowchart template is perfect for process documentation.
Last updated: 7/9/2026