Key takeaways

  • Increased efficiency: Conceptboard structures meetings, workshops, and projects, making them more productive.
  • Scalability: From individuals to entire organisations – collaboration becomes easier and more standardised.
  • Transparency and security: Traceable processes and clear documentation enhance trust and compliance.
  • Strategic value: Conceptboard is the key to successful hybrid and remote work models.

Hidden features: get more out of Conceptboard

With smart, often overlooked features, your digital collaboration becomes noticeably more efficient, structured, and creative. These hidden highlights deliver real value – for you personally, for your team, and for collaboration across your organisation. These are your ultimate Conceptboard hacks!

1: Boards and sticky notes in your company colours – a branded experience right on your whiteboard

Colourise the board background, specific areas, and sticky notes using your corporate design palette. This turns every board into a consistent, professional, and instantly recogniszable brand experience – perfect for internal workshops, client sessions, or management meetings.

Board background color change function in Conceptboard

Click on ‘Board’ in the top left menu. Then, ‘Background’ to open the side panel; Choose a preset color or click ‘Custom’ to enter your own color code. Your board will update to your CI colors. You can do the same with sticky notes. Click on a sticky note, then in the corresponding toolbar click the colorful color wheel symbol that shows the current color of your sticky note, and select the plus icon. Now you can also enter your custom color codes here, so your sticky notes will match your CI colors in the future.

 

User benefit: Colours provide orientation. Topics, priorities, or process steps become visually structured. When your notes, frames, and backgrounds have a cohesive look, it increases attention and comprehension. Once defined, colour palettes also save you time with every new board.

Team and organisational benefit: A consistent design ensures CI compliance without extra effort. Clients and external stakeholders experience your brand consistently throughout the whole collaboration. Shared colour presets with exact codes help spread best practices quickly across the organisation.

Use case: A consulting firm collaborates on a project board with external agencies and partners. All content – from sticky notes to process frames – is designed using corporate colours. The result: Even external partners operate in a CI-compliant environment that radiates professionalism and makes the brand visible throughout the project.

How-to: Define your colours, save them as presets, and use them for backgrounds, frames, and sticky notes. Create a CI starter board as a reusable template.

Try it now!

2: Freeze function – keep anchor points in view

The object freezing feature lets you pin certain objects on your digital whiteboard so they remain visible no matter how you scroll or zoom. These frozen objects can be attached to the top, bottom, or sides of the screen, following your view to keep important info or reference points in sight.

Freeze object function from conceptboard

Go to the area in your table or diagram that you want to lock so it doesn’t move while moderating. First, select the corresponding area. Then, in the toolbar, choose the snowflake icon, which symbolically stands for ‘Freeze’.

 

User benefit: The freeze feature helps you stay oriented, as you can pin key elements and toggle their visibility. No more searching for relevant items – navigation becomes intuitive.

Team and organisational benefit: This feature is particularly helpful in large projects with extensive content, where maintaining an overview can be challenging. Frozen objects keep key information visible, simplifying collaboration and focus.

Use case: In a client workshop, the team pins the agenda and guiding questions at the top edge of the screen. Even while zooming through work areas, they remain visible. The result: Orientation is maintained, discussions stay focused, and moderation becomes a lot smoother.

Pro tip: Combine the freeze function with presentation mode to guide groups through complex boards without losing interactivity.

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3: Save custom templates – best practices at the click of a button

Anything that works well for your team can be saved as a template. Whether that’s a brainstorming framework, an idea board, or a structured meeting agenda. You can store these setups in your template library and have them ready alongside Conceptboard’s built-in templates. This way, future sessions can begin in seconds without you having to start from scratch.

Create and and save team template function from conceptboard

Click on ‘Board’ in the menu bar at the top left. Then, in the drop-down menu that opens, select the ‘Save as team template’ tab. To ensure you can quickly find it in the future, you need to assign a name and set the language; optionally, you can add a description. Then click ‘Save’. You and your team should now be able to find the template at any time under ‘Insert template’ and use it as often as you like.

 

User benefit: Save time and avoid repetitive copy-paste tasks. Structure, instructions, timeboxes, and colour coding are pre-set, so you can focus on the content.

Team and organisational benefit: Meetings and processes follow the same standards everywhere. New team members can start being productive immediately. Central templates ensure all content remains compliant and up to date.

Use case: For project status meetings, every team uses the same template including an agenda, KPI zones, and a risk section. This makes key metrics comparable, and decisions are made faster.

Pro tip: Create series templates, such as a set for sprint reviews with preparation, review, and retrospective. Linked areas and colour rules facilitate cross-team collaboration.

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4: History mode – traceability and compliance

The history mode lets you see what was changed, when, and by whom. You can track changes, compare versions, and restore earlier states. This provides transparency and is essential for controlled processes, audits, and regulated industries with strict security requirements.

Board history function from conceptboard

You want to restore a previous version of your board? Click on ‘Board’ in the menu bar at the top left. In the drop-down menu, go to ‘Open board history’. Your board will then open in what’s called ‘History Mode’ and you can restore the desired version with a click.

 

User benefit: If you delete something by accident, you can revert to a previous state in just a few clicks. See who contributed what, including comments and @-mentions. The progression of ideas and designs remains transparent.

Team and organisational benefit: Each board version is securely logged. That reduces errors, speeds approvals, and supports documentation and audit requirements. Especially vital for regulated industries where all data modifications must be traceable.

Use case: A medtech company has to archive all product documentation in a compliant and revision-proof way. By using the history mode feature, the team can show the state of any design on a specific date – including all comments and approvals. In the event of an audit by the regulatory authority, the compliance department can retrieve the exact version status, including the comment history, thus ensuring full traceability, data security and regulatory compliance.

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5: Create and export PNGs – share results with precision

Export individual areas, selections, or entire boards as PNG files. Your results flow directly into presentations, wikis, or tickets – pixel-perfect and without unwanted edges or zoom artifacts.

Export image as png function in Conceptboard

Select the image on your board that you want to export. Then, in the corresponding toolbar, click on the three vertically aligned dots on the far right. In the drop-down menu, select ‘Export selection as image’. You will then find the desired image in your downloads.

 

User benefit: Share exactly the relevant section – no more, no less. Visuals for emails, Slack, or Confluence are ready in seconds, without the need for additional screenshot tools.

Team and organisational benefit: Consistent, high-resolution visuals ensure clear documentation. Content integrates seamlessly into reports or training materials and can be reused anytime.

Use case: For a steering committee update, you export the roadmap section for the fourth quarter as a PNG and paste it into the weekly deck. This way, everyone sees the same visual – exactly as on the board.

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Business impact: why these features are worth discovering

These five Conceptboard features reveal how much potential lies in your collaboration – and how big the impact can be.

  • More efficient meetings: With the freeze function, agendas and guiding questions stay visible, keeping discussions focused and decisions faster.
  • Standardised processes: Templates turn best practices into the new normal, while exports ensure consistent documentation across teams.
  • Brand consistency: A board in your corporate design strengthens your professional image both internally and externally.
  • Transparency and governance: The board history feature ensures traceability and auditability. All responsibilities are documented.
  • Organisational scalability: Templates and colour presets spread easily, while exports streamline cross-department communication.

The result: less friction, more focus, and faster decisions – from team meetings to executive presentations.

Your next step

Now it’s your turn: Try out these Conceptboard features in your next workshop! Create a board using your CI colors, secure key content with the object freezing feature, export results as PNG files, and save your recurring agendas as templates. Integrate Conceptboard into your daily workflow and experience the difference yourself.

Want to see how your whole team can benefit? Talk to our experts and find out how templates, history, and exports can accelerate your processes and strengthen governance. Elevate your team collaboration with Conceptboard’s powerful features!

Get your consultation now!