How do I create and access Personal Templates?

Zoom Online Whiteboards allows faculty to create an activity and save that as an easily accessible and applied template to new or existing whiteboards.

NOTE: Students cannot access these templates. You can add the template and share the whiteboard with students but they cannot apply the template to their own whiteboards.

Open a Zoom Whiteboard and Create Your Activity

You can either create an activity from scratch or use a template provided by Zoom and make changes to the template to best fit your needs.

Client Empathy Activity - Whiteboarding Demo - Zoom

Templates are created by taking all the content in a singular page. Ensure that only the content you want in the template is on the individual page.

Click 'Hamburger' Settings icon on the top-left tool bar

Client Empathy Activity - Whiteboarding Demo - Zoom

Select Whiteboard then 'Save page as template'

Client Empathy Activity - Whiteboarding Demo - Zoom

Name and Save your template

Client Empathy Activity - Whiteboarding Demo - Zoom

You can choose to add a description as well as add category tags to your templates. This can be useful if you plan to share your template with colleagues.  

Accessing your templates

From the left hand tool bar select templates

Client Empathy Activity - Whiteboarding Demo - Zoom

Select 'My Templates'

Client Empathy Activity - Whiteboarding Demo - Zoom

Click the template you want to apply

Client Empathy Activity - Whiteboarding Demo - Zoom

Click Use template

Client Empathy Activity - Whiteboarding Demo - Zoom

NOTE: Templates will apply to the center of your view within a whiteboard. Ensure you have blank Whiteboarding space before applying a template.