TL;DR
You can attach files like PDFs, PowerPoint decks, and images directly to an idea on your board. Create a new sticky note, click the camera/paper clip icon to browse and select your file, then click Send to publish the idea with the document.
Important information
This article describes the features of the New Board experience. If you are using the Classic Board interface, respective features are described here.
Please note that the Classic Board experience will soon be discontinued and replaced by the New Board experience. For more information, please click here. Learn how to return to the Classic Board experience in the meantime and find answers to common questions about key updates here.
- Overview
- How to Add a New Idea
- How to Access the File Idea
- How to Send Your Idea With the Document
- What's Next?
Overview
Use your board ideas to bring in supporting documents. You can import files such as PDFs and PowerPoint presentations directly from an idea to review, annotate, and discuss them with your team.
How to Add a New Idea
From your board, start adding a new sticky note by clicking on the Sticky Note button in the tool bar.
How to Access the File Idea
- Click the Edit sticky note icon in the toolbar.
- In the input window, click the File with caption icon.
- Select a file from your computer and add a caption if needed.
How to Send Your Idea With the Document
- After you select your file, it’s automatically attached to the idea.
- To publish the idea with the document on the board, click the Send button in the top-right corner of the input window.
Integrating documents into your Boards opens up new possibilities for collaboration!
What's Next?
Board Toolbar (New Board Experience)