Set Up a Shared Board for Remote Work in Boardmix

Prepare the Board Around One Remote Task

Start a remote-work board with three areas: the question you are discussing, the material people need to see, and the decisions or next actions. Boardmix’s shared whiteboard tools let you combine notes, diagrams and reference images on that canvas. The steps below explain how to arrange it and invite the people who need to contribute.

Tools to Use on Your Shared Board

Boardmix AI Online Whiteboard offers a wide range of features that can enhance your collaborative experience.

1. Real-time Collaboration: Boardmix allows multiple users to work on the whiteboard simultaneously, enabling real-time collaboration. This feature is perfect for teams working remotely or in different locations.
2. Sticky Notes and Text Boxes: You can use sticky notes and text boxes to jot down ideas, make annotations, or provide additional information. These features help to keep your thoughts organized and easily accessible.
3. Drawing Tools: Boardmix provides a variety of drawing tools, such as pens, highlighters, shapes, and lines. You can choose different colors and thicknesses to create visually appealing and informative content.
4. Image and File Uploads: With Boardmix, you can upload images or files directly to the whiteboard. This is particularly useful for sharing reference materials, screenshots, or other visual assets.
5. Use it alongside your meeting app: share the board link before the call so participants can view or edit the same material while discussing it.
6. Templates and Grids: Boardmix offers a selection of templates and grids that can help you structure your content. Whether you need a brainstorming template, a project timeline, or a weekly planner, there's a template available to suit your needs.
7. Zoom and Pan: You can zoom in and out of the whiteboard canvas to focus on specific details or get an overview of the entire content. The pan feature allows you to navigate smoothly across the canvas.
8. Version history: review the history available for your board. The number of saved records depends on your plan.
9. Export and Share: Once your whiteboard session is complete, you can export it as an image or PDF file and share it with others. This makes it easy to distribute meeting minutes, brainstorming sessions, or project plans.
10. AI drafts: generate a starting point such as a mind map or flowchart, then correct the labels, structure and facts before the team uses it.

How to use Boardmix

To use Boardmix, follow these steps:

1. Sign up: Download the Boardmix app or visit the Boardmix website and create an account.
2. Create a board: open a new board from your workspace and give it a name that identifies the task, such as “Support handoff — open questions.” Add a short purpose statement before filling the canvas.
3. Invite collaborators: Boardmix allows you to collaborate with others in real time. You can invite team members or clients to join your board by sharing the unique board URL or sending them an email invitation.
4. Use sticky notes and text boxes: Jot down ideas, make annotations, or provide additional information using sticky notes and text boxes. These features help to keep your thoughts organized and easily accessible.
5. Zoom and pan: If you need to focus on specific details or get an overview of the entire content, you can use the zoom and pan features. Zoom in and out of the canvas or navigate smoothly across it.
6. Save and share: Once your collaboration session is complete, you can save the whiteboard as an image or PDF file. You can also share it via email or generate a unique shareable link.
7. Keep a usable record: write the decision and next action beside the relevant notes. Use the version history available in your plan when you need to inspect earlier changes.

Try for Free

Set Access Before Sharing the Board

Invite only the people who need the board and review the sharing permissions before adding sensitive material. Test the link with the intended access level. Your organization’s security and data-handling requirements still determine what belongs on a shared board.

Try for Free

Benefits of Boardmix

Boardmix offers several benefits for users. Some of the key benefits include:

1. Collaboration: Boardmix allows multiple users to collaborate on a virtual whiteboard in real time. This makes it easy for teams to brainstorm, share ideas, and work together, regardless of their physical location.
2. Device access: try the board on the devices and browsers your participants use. Give people a readable agenda and enough space to add their contributions.
3. Ease of use: Boardmix is designed to be user-friendly and intuitive. The interface is simple and easy to navigate, even for users who are not tech-savvy. This makes it accessible to a wide range of users, regardless of their technical expertise.
4. Versatile tools: Boardmix offers a variety of tools and features to enhance collaboration. Users can use drawing tools, text boxes, sticky notes, and other elements to annotate and organize their ideas. The zoom and pan feature allows users to focus on specific details or get an overview of the entire canvas.
5. Access control: choose who may view or edit the board, and revisit those permissions when the project or participants change.
6. Save and share: Boardmix allows users to save their collaboration sessions as image or PDF files. Users can also share their boards via email or generate a unique shareable link. This makes it easy to review and distribute the content created during a collaboration session.

Before the next session, leave the board with a clear starting point: the agreed result, any unresolved question and the person responsible for the next action. This helps the team continue the work without reconstructing the meeting.

Try for Free