The Whiteboard tool is designed to make collaboration as easy as possible. Here’s how it works:
- Create and Share: Begin by creating a new planning session and share it with your team or partners.
- Collaborate Live: Add notes, products, and colours to the whiteboard, and communicate with your team in real-time.
- Sync and Track: Keep track of deliveries, key dates, and product information all in one place.
Tip: This feature needs to be activated by the Brand first
Once the feature is activated, start creating your Buy Plan as normal and then head to the Visual Summary Tab. The Whiteboard feature toggle will now be available on this page. Simply click the edit function and it will open a pop-up canvas.
A blank white canvas will pop up and you can start designing each specific delivery month for your customer. Customise each month, add/remove filters, text and other tools. Save your changes and then export as a PDF.
Additional features to add a Cover/Ending page will be available as well as adding additional notes. Send this PDF to your customer and they can use the hyperlink open this up into their Brandscope.