realtimeboard beginners guide: basic features, tips & tricks

RealtimeBoard GettingStarted Guide

 Basic features, tips and tricks

IntroRealtimeBoard is a regular office whiteboard enhanced for a better online experience. There are five things that we like to point out about it:

Each board is endless, so you can add hundreds of files and objects without losing productivity. It's all about being able to see the big picture!Add all your documents, pictures, videos and work with all of them on a single board.It's available in your browser, and everything is stored online. You can access your data anytime, any-where.You can invite your entire team and collaborate in real time.Share your results with your colleagues, friends, clients and partners – create presentations, export as PDFs and images, embed onto your blogs and websites.

It's used by small teams and big companies for discussing visuals, concepts development, product design, education, brainstorming, project management and thousands of other use cases.To learn more about RealtimeBoard, watch the explainer video. Feel free to sign up for a free account if you haven't done so already!

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Part 1:Create your first board

Create your first board

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1. Create board

Part 1: Create your first board

Create your first board

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1. Choose the board privacyPublic boards are available to anyone who has a URL link to the board.Private boards can only be accessed by those, who have RealtimeBoard accounts, and arespecifically invited to particular boards.

2. Invite your friends and colleagues Enter the emails separated by commas or import your Google contacts.

Part 1: Create your first board

Create your first boardChoose one of the templates or start from scratch

Part 1: Create your first board

Manage your boardsDashboard

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Part 1: Create your first board

Recent used boards, yours and shared to you. You can switch to only your boards, or only shared to

me, or favorite boards.

These are the boards where your friends are working at

the moment

Recent updates from the boards that you've been

working on

Manage your boardsBoards tab

Part 1: Create your first board

Part 2:Account settings

Account settingsGo to account settings

Part 2: Account Settings

Connect toolsConnect Facebook and Google contacts to add friends and colleagues faster, authorize your Google Drive to work with your files and save boards to Google Drive.

Part 2: Account Settings

Interests and preferences1. Choose interests to get targeted examples and tutorials2. Update your notification settingsYou can choose what you would like to see in your inbox. Note that you can choose time and fre-quency of your daily updates.

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Part 2: Account Settings

Part 3:Basic tools

OverlayYou can always back to this screen using "?" in the right bottom corner.

Part 3: Basic tools

Zoom and NavigationUse + to zoom in and – to zoom out. The board is endless, so you can put as many objects as you need and look at them in a convenient way.

Part 3: Basic tools

You can use a mini map for navigation. The map appears when you hover your cursor over “+” or “-“ buttons in the left down corner of the screen. You can pin mini map to the board (if you want it to be visible all the time) or you can use it only when you need.

Hand and ArrowMove around the canvas with the hand and select objects when you'd like to move or edit themwith the arrow.

Part 3: Basic tools

Brush toolPerfect tool for hand drawing. Choose the colors from the palette and play with the thickness tocreate drawings and mark up objects. Press "delete" or use gear icon to delete your drawings.

Part 3: Basic tools

ShapesUse rectangles, circles, lines and arrows for your schemes and projects. You are also able tochange size, style and color of the shapes.

Part 3: Basic tools

TextAdd text and format it.

Part 3: Basic tools

Post-it NotesUse colorful post-it notes to write down your tasks and ideas. Change the size according to the importance of the note.

Part 3: Basic tools

Comments Leave comments tagged with your name. Simply click the spot either on yourboard or object where you want to leave a comment, then make your first note.

Part 3: Basic tools

LinksLinks help you build flexible mindmaps and schemes. You can move and resize linked objects without losing any of the connections.

Part 3: Basic tools

Add FilesUse + button next to the toolbox to add files.

Part 3: Basic tools

Upload files – upload file from your computer. The supported formats: jpeg, gif, pdf, png, doc, docx, xls, xslx, ppt, pptx, csv, OpenOffice.From URL – add pictures and videos from YouTube and Vimeo.Use Ctrl+V (Cmd+V) to paste the link.Capture web page – paste the URL to make an interactive screenshot of the page. You will be able to make title, scroll and update the page.

ShortcutsPart 3: Basic tools

Hold down to select the hand tool

Hide\show background grid

Take a screenshot of the board

Copy selected objects

Paste objects on the board

Duplicate selected objects

Group selected objects

Ungroup selected objects

Lock selected items

Hold to select multiple items

Delete selected objects

Bring the selected items forward

Send the selected items backward

Part 4:Interactive libraries

IconfinderAdd beautiful icons using Iconfinder collection.

Part 4: Interactive libraries

PrototypingEasily build up interface design — e-commerce, software, mobile application or landing page —using RealtimeBoard interactive mock-up library. To start, simply drag and drop the elements and text right in the boxes with double click.

Part 4: Interactive libraries

ChartsDrag and drop tables and charts to your boards.

Part 4: Interactive libraries

Business CanvasesWork on your projects, startups and strategy using these powerful tools.

Part 4: Interactive libraries

Part 5:Collaboration and Sharing

Discuss your projects and ideas using board chat

Board ChatPart 5: Collaboration and Sharing

CommentsCreate tagged comments, use color coding to emphasize the importance

Part 5: Collaboration and Sharing

Presentations1. Open presentation tab2. Press the "Shot" button. It will create a slide with whatever it is your screen at the moment

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Part 5: Collaboration and Sharing

1. To create a slide between the slides, click on the link between them and drag it2. Click button to watch presentation in full screen mode. Other users can watch it too.

Presentations

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Part 5: Collaboration and Sharing

Open Share menu and choose Embed. Set the starting point for visitors and enter the dimen-sions of the frame. Then simply copy and paste the HTML code to your website.

EmbedPart 5: Collaboration and Sharing

Paste this link to your Facebook feed. You'll be able to browse the board right on Facebook.

FacebookPart 5: Collaboration and Sharing

Part 6:RealtimeBoard for Google users

1. Open your file library2. Click Google Drive, authorize and start working with Google Drive

Google Drive

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Part 6: RealtimeBoard for Google users

Authorize your Gmail account to quickly access friends' emails in RealtimeBoard. To use Google contacts, the app needs an access to them. Note, that RealtimeBoard will have no access to yourmail and no possibility to read it, so you should not worry about any information you have in your mail.

Google ContactsPart 6: RealtimeBoard for Google users

Boost your RealtimeBoard experience with our extension for Google Chrome

Google Chrome extensionPart 6: RealtimeBoard for Google users

Part 7:Advanced features — Overview

Advanced featuresExtended space and unlimited files on boards

Part 7: Advanced features

Advanced featuresVoice and video chat

Part 7: Advanced features

Advanced featuresHi-res export as images and PDFs without watermark (from Share menu)

Part 7: Advanced features

Advanced featuresScreen sharing

Part 7: Advanced features

Advanced featuresManual backups

Part 7: Advanced features

Advanced featuresAccess rights management – for Teams

Part 7: Advanced features

Get inspired with examples andlearn best practicesTake a look at these examples and cases before you start. They will show you the possibilities

of the endless whiteboard and will get you inspired.

RealtimeBoard for Designers and Developers – Discuss web design, Prototyping, Infographic

RealtimeBoard for Project managers – Timeline, Project Canvas, Agile Taskboard

RealtimeBoard for Creatives and Design thinkers – Mind map, Personas, Visual story map

RealtimeBoard for Educators – Interactive lessons

Get inspired with examples andlearn best practices

Get inspired with examples andlearn best practicesLearn more from these case studies:

Interactive Coaching

Learn Language with Breaking Bad

Distilled – Content Marketing

Ethnogram – Service Design

Now you are ready to work on your endless boards! If you have any questions or suggestions, drop

us a line at feedback@realtimeboard.com