Guides

Best Practices

Learn from the pros with these expert tips and best practices for organizing boards, collaborating effectively, and maximizing productivity in WhizBoard.

Board Organization

Use Frames for Structure

Group related content in frames to create logical sections and enable individual exports.

  • Create frames around related elements
  • Use descriptive frame names
  • Consider frame hierarchy for complex boards

Adopt Naming Conventions

Establish consistent naming patterns for frames, boards, and elements.

  • Use prefixes like 'Draft-', 'Final-'
  • Include dates in board names
  • Use descriptive element labels

Manage Layer Complexity

Keep your layer panel organized to avoid confusion and improve performance.

  • Group related layers
  • Hide unused layers
  • Use layer naming conventions

Collaboration

Establish Color Coding

Use consistent colors to indicate different types of content or team members.

  • Assign colors to team members
  • Use colors for priority levels
  • Create a color legend

Leverage Comments Effectively

Use comments for feedback and discussions without cluttering the visual space.

  • Mention teammates with @username
  • Use comments for questions and feedback
  • Resolve comments when addressed

Coordinate Real-time Sessions

Plan collaborative sessions and maintain async documentation.

  • Schedule focused collaboration time
  • Use presence indicators
  • Document decisions in real-time

Performance Optimization

Optimize for Speed

Keep boards performant by managing resources and complexity.

  • Hide heavy layers when not needed
  • Use vector shapes over large images
  • Archive old frames

Manage File Sizes

Balance quality with performance by optimizing media and elements.

  • Compress images before importing
  • Use appropriate image resolutions
  • Limit high-resolution elements

Browser Considerations

Ensure smooth performance across different devices and browsers.

  • Close other heavy applications
  • Use modern browsers
  • Clear browser cache regularly

Design & Visual

Maintain Visual Hierarchy

Use size, color, and positioning to guide attention and organize information.

  • Use larger elements for main ideas
  • Apply consistent spacing
  • Create clear visual groups

Choose Appropriate Tools

Select the right tool for each task to work efficiently and clearly.

  • Use pen for quick sketches
  • Use shapes for structure
  • Use text for labels and notes

Balance Detail and Clarity

Find the right level of detail to communicate effectively without overwhelming.

  • Start with high-level concepts
  • Add detail progressively
  • Use zoom levels appropriately

Security & Permissions

Manage Access Carefully

Control who can view, edit, or manage your boards based on their needs.

  • Use Viewer role for stakeholders
  • Use Editor role for collaborators
  • Limit Owner permissions

Review Permissions Regularly

Periodically audit who has access to your boards and adjust as needed.

  • Check access monthly
  • Remove inactive users
  • Update roles as projects evolve

Secure Sensitive Content

Protect confidential information by managing sharing and access appropriately.

  • Use private boards for sensitive work
  • Limit sharing to necessary users
  • Monitor board activity

Documentation

Document Decisions

Capture important decisions and rationale directly on the board.

  • Use text boxes for decisions
  • Include context and reasoning
  • Date important decisions

Create Exportable Content

Structure boards for easy sharing and presentation to stakeholders.

  • Use frames for exportable sections
  • Include clear titles and labels
  • Consider presentation flow

Maintain Version History

Keep track of changes and iterations for future reference.

  • Save important versions
  • Document major changes
  • Use descriptive version names

Pro Tips Summary

For Teams

  • • Establish clear roles and permissions
  • • Use consistent naming conventions
  • • Document decisions in real-time

For Performance

  • • Keep boards organized and clean
  • • Optimize media and file sizes
  • • Use frames for better structure
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