Boards

Make a board

1. Open Board from the menu, in either module, and click New board.
2. Give it a name and pick a start: a blank board or a template (Kanban, Timeline, Flowchart, Campaign sequence, ICP and persona canvas, Sales pipeline, Mind map or Meeting notes).
3. Click Create board. The board opens full screen.

Draw

• Pick a tool at the top: select, rectangle, diamond, ellipse, arrow, line, pen, text, image, eraser and frame. Press its number key for speed.
• Sticky note adds a coloured note in the middle of the view. Double click any shape to type in it.
• Select something to change its colour, stroke, font size, alignment, link or lock it.
• Paste or drop images straight onto the board.
• Zoom with the buttons at the bottom left, Ctrl and the mouse wheel, or a pinch. Undo and redo sit beside them.

Create with AI

1. Type what you want in the bar at the bottom, for example: flowchart of our cold email sequence with 3 follow-ups.
2. Pick Flowchart, Sequence or Mind map, or leave it on Any.
3. Press Enter. The diagram appears in the middle of the view, ready to edit.
4. To summarise part of a board, select shapes and click Explain. The summary is added as a note.
5. Each AI diagram or summary uses credits (see Credit pricing in Settings). Nothing is charged when the AI cannot draw it.

Saving

• Boards save by themselves a moment after every change. The top bar shows Saving and Saved.
• If someone else changed the same board, you can reload their version or keep yours.

Export and share

• Export saves the board as PNG, SVG or a .excalidraw file you can open again later.
• Share makes a read-only link. Anyone with it can look and zoom but not change anything. Turn sharing off to stop the link working.

Your boards

• The Board page lists every board in the workspace with a preview, newest first. Search by name.
• Use the menu on a board to rename, duplicate or delete it.
• Everyone in the workspace can open and edit every board.