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Library

Library toolbar
Library icon

Create your very own repository of information and use it when you like. The Library tool lets you add Media and Document resources that can be added to your canvas or utilized for presentations and collaboration.

Upload Images, Videos, PDF, Microsoft Word, Excel, PowerPoint, Google Docs, Sheets, Slides, and 60+ other document formats give your online work and presentations the advantage it deserves.

Add to library methods

Click “Add To Library” and choose a method to upload your files.

By default, you will be able to upload files from your computer or by providing a URL.
URL uploads support the following links:

  • YouTube Links
  • Vimeo Links
  • Image Links (png, jpg, jpeg, gif, and bmp)

Additional upload methods such as Google DriveMicrosoft One Drive, and Dropbox are available to be connected.

Note: Files uploaded to a library on one board will not be visible on other boards.

Settings icon
Library settings

Click to settings icon to change default behaviors.

Auto Add to Board
When enabled, uploaded media is automatically added to the board, and an uploaded document is automatically opened.

Private and Not Visible to Others
If selected, by default, you will see the uploaded files by default; otherwise, the file is shared with those that may access the board, providing they have Open Library permission.

You may change the private or shared status of each file via the file’s menu.

Search icon

Quickly search and find media or documents.

Grid or list layout icons

Display your files in a list or grid layout.

Library list order icon
Library files sort method

Click to sort your files by name or by the date they were uploaded.

Note: To reverse the sorting order, say from least recently uploaded to most recent, select the sort option again, in this case, “Sort By Date”.

Media

Library media list

Displays all the media files in your board library.

Supported media types are mp4, ogg, webm, x-flv, png, jpg, jpeg, gif, and bmp.

Media File Menu

Add to Board
Adds the select media to the board.

Download
Download the media to your computer.

Rename
Rename to media.

Delete
Delete the media.

Availability
Learn more about allowing this file to be accessed by yourself, members, or visitors in other boards and projects.

About
Displays information about the file such as the date of upload, the uploader, and size.

Documents

Board library document list

Displays all the document files in your board library.

Supported document types are PDFs, Microsoft Word, Excel, PowerPoint, Google Docs, Sheets, and Slides.

Note: Google Docs, Sheets, and Slides are available to import via the Google Drive integration and are automatically converted into PDF format.

Document File Menu

  • Open: Opens the document.
  • Rename: Rename the document.
  • Delete: Delete the document.
  • Availability: Learn more about allowing this file to be accessed by yourself, members, or visitors in other boards and projects.
  • About: Displays information about the file such as the date of upload, the uploader, and size.

Availability

Library file availability

Select who may access your uploaded library files and URL’s and from where.

Select users with at least board editor permissions that may access the file on this particular board:

  • Myself
  • Members
  • Visitors

Select projects where boards reside where the user with at least board editor permissions may access the file:

  • Myself
  • Members
  • Visitors

Note: Only the user that uploaded the library file may delete or edit the file.

Board role scope

Open Library: Board Hosts, Board Facilitators, Board Editors

Add Library Content: Board Hosts, Board Facilitators, Board Editors

Delete Library

Content: Board Hosts, Owner

Download Library Content: Board Hosts, Board Facilitators, Board Editors

Plan Availability: Free*, Standard, Premium