Guides Updated on: 5 April 2019

6 tips for working with digital sticky notes

Conceptboard remote collaboration

We’ve released a quick update to our Board Access Roles: Reviewers now have an expanded tool set! They can use the Scribble Pen, Comments, and Sticky Notes. With that in mind, here are some tips for working with sticky notes in an online whiteboard.

1. Go digital first

Get everyone on your team adding ideas in the same board from the beginning. It’s a lot easier to sort through ideas and notes if half of them aren’t left behind on a whiteboard in an office or someone’s notebook.

If you do have some something you need added to your online boards from a wall in your office, access the board from your phone’s browser and click the + icon, then Upload files. You can then take pictures from your camera phone to the board!

2. Use a color coding system

conceptboard customer empathy map online whiteboard

If you’re holding a remote brainstorming session on the board, create a color code to visually separate ideas.  For example, you can use sticky note colors to:

  • mark sticky notes created in separate idea rounds
  • mark notes/ideas for different departments or sections
  • assign a sticky note color to each user on the board

Create a short legend marking colors near the top of your section in the board. This lets people entering the board for the first time know what color they should use.

If you work a lot with Reviewers, this also makes it easier for them to find and move their own sticky notes (remember, Reviewers can only move the content they have created in the board).

3.  Quickly add spreadsheet cells as sticky notes

Conceptboard Paste Spreadsheet Tables as Sticky Notes

You can copy and paste data from a spreadsheet into sticky notes, then color code and rearrange ideas as you need in the board:

  1. Ctrl/Cmd + C to copy spreadsheet cells
  2.  Click +Insert or the + icon in the board
  3. Ctrl/Cmd + V to paste cells in the board

4. Use the grid layout to quickly organize sticky notes

conceptboard online whiteboard remote collaboration digital sticky notes

Once everyone has gotten their thoughts out on the board, it can be easier to go through all of the ideas if you visually organize the sticky notes.

Use the Select tool to drag a selection rectangle around all the Sticky notes and use the Grid Layout tool to create an orderly list.

5. Use the board search to quickly find what you are looking for

conceptboard board search online whiteboards

Hit Ctrl/⌘ + F  to bring up the board search. Clicking on an item will take you to its location in the board. The board search allows you to search through text boxes, sticky notes, headlines and comments,but not inside uploaded files and documents.

6. Grab a board template to get started with sticky notes

Conceptboard Value Proposition Canvas Template

Use sticky notes with our online board templates! You can grab them here:

To learn more about Board Access Roles in Conceptboard, check our our guide in the Conceptboard Help Center.

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