Board widget
The Board widget is a whiteboard of sticky notes inside a room — colored cards you write on, drag around and group into zones. Use it for the loose, collaborative parts of a deal that don't fit a table: open questions, a brainstorm from the workshop, a "you / us" split of responsibilities, a parking lot for later.
Think FigJam, scoped to one section of the room, and editable by anyone you've given edit rights to.
How to add
- On the floating build bar at the bottom of the editor, open the ⌄ All widgets popover and locate Board.
- Drag it onto the target section.
- A starter board drops in with two zones — Not done and Done — and three sample notes (Draft the proposal, Review with the team, Kick-off call). Rename, rewrite or delete them.
The toolbar
Across the top of the board:
- Add note — drops a new note on the canvas. You can also double-click the board anywhere to add a note there.
- Add zone — adds a titled area to group notes.
- Grid / Free — the layout mode (see below).
- Tidy (Free mode only) — Tidy cards into a grid: snaps every note back into a neat arrangement.
Notes
- Click a note to select it, double-click to edit the text (Type something…). Click outside to finish.
- A selected note shows a small toolbar: five colors (yellow, blue, green, pink, neutral) and Delete note.
- Drag a note to move it. Drop it inside a zone to file it there, or onto the open canvas to leave it loose.
- Notes outside a zone sit at a slight tilt, like real stickies; inside a grid zone they straighten up.
Zones
Zones are labeled containers that pack left-to-right, never overlap, and grow as you add notes.
- Click the zone title to rename it.
- Drag the zone header to move the zone (its notes come with it); drag the right edge to resize its width.
- Add note to this zone (the + in the zone header) creates a note directly inside.
- Remove zone deletes the container only — its notes are kept and released onto the canvas.
- An empty zone shows Drop notes here.
Grid vs. Free layout
Mode | Behavior |
|---|---|
Grid — Auto-arrange cards, no overlap | Notes inside a zone snap into slots and reflow as you add, remove or drag them. A placeholder shows where a dragged note will land. |
Free — Place cards freely, overlap allowed | Notes stay exactly where you drop them, even stacked. Use Tidy to clean up. |
Start in Grid for lists and kanban-style boards; switch to Free for clustering and affinity mapping.
What buyers see
Viewers see the board as you left it, with notes and zones, and can read every note. Editors (on your side or a buyer you've made an Editor) can add, move and edit notes — which is the point when the board is a shared workspace: put it in a room where the buyer is an Editor and let them fill in their own column.
When to use
- Mutual to-do split — zones Us / You / Done; each side owns its notes.
- Workshop output — dump the post-its from the discovery session and cluster them in Free mode.
- Open questions — a running parking lot both sides add to between calls.
- Stakeholder map — one note per person, zones per department or stance.
Tips
- Keep notes short — a board reads at a glance or not at all.
- Colors carry meaning if you decide what they mean: pick one for risks, one for decisions, one for questions, and say so in a Text widget above the board.
- For a structured action plan with owners, dates and status, use the Steps widget instead; the board is for what isn't structured yet.
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Updated on: 03/10/2026
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