(Office)在过去 15 个月左右的时间里,全球办公室工作人员的工作方式发生了巨大变化。几乎(Almost)在一夜之间,全球大流行(global pandemic)迫使雇主转向远程劳动力。现在,一些人正在返回办公室,而另一些人则继续远程工作,因此需要新的工具来支持灵活的工作安排。
软件公司一直在稳步推出新的和改进的远程协作(collaborate remotely)方式和混合会议环境。例如,微软最近发布了适用于(Microsoft)Windows 10的(Windows 10)Whiteboard应用程序的更新版本。它带有更新的用户界面和一些新功能。我们将向您展示如何查找和安装现代化的白板(Whiteboard)应用程序,并为您提供一些使用技巧。
如何获取新的白板应用程序
新的Whiteboard应用程序可通过Microsoft Store获得。如果您的组织对应用商店(Store)的访问受到限制,请与您的 IT 团队讨论获得对新白板(Whiteboard)应用程序的访问权限。如果您有访问权限,请在 Web 浏览器中访问Microsoft Store并搜索Whiteboard。然后,选择Microsoft Whiteboard应用程序并按照说明进行安装。
或者,使用Windows搜索框。选择应用程序(Apps)选项卡并搜索whiteboard。选择在 Microsoft Store 中搜索应用,应用(Search for apps in the Microsoft Store)商店将(Store)在其窗口中启动。
您将在搜索结果中看到Microsoft Whiteboard应用程序。(Microsoft Whiteboard)选择Microsoft Whiteboard,然后按照步骤在您的 Windows 10 计算机上安装该应用程序。
如果您尚未登录Microsoft帐户,在此过程中的某个时间点,您将看到使用免费Microsoft帐户或Microsoft 365帐户登录的提示。
如何使用白板应用程序
第一次使用Whiteboard时,您会注意到它是如何,嗯,白色(white)的。
该应用程序本身有四个主要部分:
- 导航箭头。选择此项可查看您已保存的所有白板的列表。
- 白板(Whiteboard)的右上角是您可以添加协作者、登录和退出Microsoft帐户以及访问白板(Whiteboard)设置的地方。
- 您将在应用程序底部看到一个工具栏,您可以在其中选择工具。这也是您可以找到撤消(undo)和重做(redo)按钮的地方。
- 主工作区。这是主要的合作领域。
如何邀请(Invite) 他人(Others)加入您的白板(Whiteboard)
您可能想做的第一件事就是邀请某人与您合作。选择邀请某人(Invite someone)图标并打开网络共享链接以创建指向此特定白板的链接。然后,您可以与其他人共享该链接。
如果您使用的是个人Microsoft帐户,则可以与其他个人帐户共享生成的链接。如果您使用的是组织帐户,则可以与同一组织中的其他帐户共享。
您不能(cannot )使用Whiteboard与组织外部的人协作。个人 Microsoft(Personal Microsoft)帐户用户必须使用已安装的应用程序,而不是浏览器版本。希望(Hopefully)无论您拥有哪种类型的帐户,Microsoft都能让您更轻松地进行协作。(Microsoft)
微软白板工具
传统的白板工具始终可以通过白板(Whiteboard)应用程序底部的工具栏获得。
您可以选择:
- 笔(pen)。_ 使用此工具直接在白板上书写。(Write)通过选择笔的颜色对其进行自定义。您还会看到荧光笔、橡皮擦、尺子和套索工具。
- 标尺(ruler)可能会有所帮助,但您肯定想知道如何旋转它,而且如何做到这一点并不是很明显。选择标尺,按住Alt键,然后使用鼠标上的滚轮或键盘上的箭头键来旋转标尺。
- 添加文本(Add text )或便笺(note)。如果您宁愿打字也不愿用钢笔工具笨拙地潦草,请选择其中一种工具。要将文本直接添加到白板上(而不是在便笺上),请单击白板并开始输入。
右键单击以访问按钮以全选(select all)并粘贴(paste)。当您选择已键入的文本时,您将可以访问复制(copy)、粘贴(paste)、剪切(cut)和删除(delete)工具。要调整文本和便笺(sticky notes)的文本大小,请通过拖动右下角来调整框的大小。
- 要将图像添加到白板,请右键单击白板并选择添加图像(Add image)按钮或选择底部工具栏上的 图像菜单按钮。(Image menu)
如果选择“图像”菜单(Image menu),则可以选择“库图像(Library image)”、“必应图像(Bing image)”或“相机”(Camera)。
- 选择工具栏上的插入菜单(Insert menu)按钮以获得多个选项。选择笔记网格(Note grid)一次插入多个便笺。List将开始一个项目符号列表,其中包含供您的协作者喜欢列表中的条目的选项。
您还可以插入PDF(PDFs)和 Word 或PowerPoint文件等文档。系统将提示您决定是要插入整个文档还是插入选定的页面。
插入模板
隐藏在工具栏中的“插入”菜单中的是模板——可以说是(Insert menu)Microsoft Whiteboard最酷的功能。以下是您可以选择的一些最佳模板。
- 头脑风暴(Brainstorming)模板向白板添加了几个组件,以帮助您跟踪想法。它包括头脑风暴规则、议程、后续列表和笔记网格。
- 看板(Kanban)模板插入注释网格以可视化您的工作(visualize your work)。
- 回顾(Retrospective)模板可帮助您和您的团队评估您最近的工作以及如何计划在未来取得更大的成功。
- 有效会议(Effective Meeting)模板为您提供议程、后续列表和停车场,以跟踪稍后讨论的主题。
- 使用SWOT 分析(SWOT Analysis)模板来绘制团队的优势、劣势、机会和威胁。
- 项目计划(Project Planning )模板可帮助您列出项目的目标、关键可交付成果、利益相关者和风险,以及项目范围之外的内容。
- 如果您处于问题解决(Problem Solving)模式,则有一个模板。它问你:“发生了什么事?为什么会这样?应该怎么办?” 和“我们如何防止它再次发生?”
- 对于产品开发人员来说,Empathy Map有助于思考用户体验。
- 最后,尝试使用Persona Builder模板来组织有关您的产品或服务的受众的数据。
不是那么直观,但很有用
Microsoft Whiteboard不是最直观的应用程序,我们在使用它时遇到了一些小故障。话虽如此,一旦您了解了细节,您就可以利用它的所有功能。
How to Use the Windows 10 Whiteboard App
Office workers across the globe have experienced stark changes to the way they work over the last 15 or so months. Almoѕt overnight, the global pandemic forced employers to pivot to a remote workforce. And now that some people are returning to their offices while others continue to work remotely, new tools are needed to support flexible work arrangements.
Software companies have been steadily rolling out new and improved ways to collaborate remotely and in hybrid meeting situations. For example, Microsoft recently released an updated version of its Whiteboard app for Windows 10. It comes with a refreshed user interface and some new features. We’ll show you how to find and install the modernized Whiteboard app and give you a few tips for using it.
How to Get the New Whiteboard App
The new Whiteboard app is available through the Microsoft Store. If your organization has restricted access to the Store, talk to your IT team about getting access to the new Whiteboard app. If you do have access, visit the Microsoft Store in a web browser and search for Whiteboard. Then, select the Microsoft Whiteboard app and follow the instructions to install it.
Alternatively, use the Windows search box. Select the Apps tab and search for whiteboard. Select Search for apps in the Microsoft Store, and the Store will launch in its window.
You’ll see the Microsoft Whiteboard app in the search results. Select Microsoft Whiteboard, and follow the steps to install the app on your Windows 10 machine.
If you’re not already logged into your Microsoft account, at some point during this process, you will see a prompt to sign in with either a free Microsoft account or a Microsoft 365 account.
How to Use the Whiteboard App
The first time you use Whiteboard, you’ll notice how, um, white it is.
The app itself has four main sections:
- The navigation arrow. Select this to view a list of all the whiteboards you’ve saved.
- The top-right corner of Whiteboard is where you can add a collaborator, sign in and out of your Microsoft account, and access Whiteboard settings.
- You’ll see a toolbar at the bottom of the app where you can choose tools. This is also where you’ll find the undo and redo buttons.
- The main workspace. This is the main collaboration area.
How to Invite Others to Your Whiteboard
The first thing you’ll probably want to do is invite someone to collaborate with you. Select the Invite someone icon and toggle on the web sharing link to create a link to this specific whiteboard. Then you can share that link with others.
If you are using a personal Microsoft account, you can share the generated link with other personal accounts. If you’re on an organizational account, you can share with other accounts in the same organization.
You cannot use Whiteboard to collaborate with someone from outside your organization. Personal Microsoft account users must use the installed app and not the browser version. Hopefully, Microsoft will make it easier to collaborate no matter which type of account you have.
Microsoft Whiteboard Tools
The traditional whiteboard tools are always available via the toolbar at the bottom of the Whiteboard app.
You can select:
- The pen. Write directly on the whiteboard with this tool. Customize it by choosing the pen’s color. You’ll also see a highlighter, an eraser, a ruler, and a lasso tool.
- The ruler can be helpful, but you’ll definitely want to know how to rotate it, and it’s not immediately obvious how to do that. Select the ruler, hold down the Alt key, and then use either the scroll wheel on your mouse or the arrow keys on your keyboard to rotate the ruler.
- Add text or a sticky note. If you’d rather type than awkwardly scrawl with the pen tool, select one of these tools. To add text directly to the board (vs. on a sticky note), click on the whiteboard and begin typing.
Right-click to access buttons to select all and paste. When you select text you’ve typed, you’ll get access to tools to copy, paste, cut, and delete. To adjust the text size for both text and sticky notes, resize the box by dragging the bottom-right corner.
- To add an image to the whiteboard, either right-click on the board and select the Add image button or choose the Image menu button on the toolbar at the bottom.
If you select Image menu, you can choose Library image, Bing image, or Camera.
- Select the Insert menu button on the toolbar to get several options. Choose Note grid to insert several sticky notes all at once. List will start a bulleted list with options for your collaborators to like an entry in the list.
You can also insert documents like PDFs and Word or PowerPoint files. You’ll be prompted to decide whether you want to insert the whole document or selected pages.
Inserting Templates
Hidden inside the Insert menu in the toolbar are templates—arguably the coolest feature of Microsoft Whiteboard. Here are some of the best templates you can choose from.
- The Brainstorming template adds several components to the whiteboard to help you keep track of ideas. It includes rules for brainstorming, an agenda, a follow-up list, and a note grid.
- The Retrospective template helps you and your team assess your recent work and how to plan for greater success in the future.
- The Effective Meeting template gives you an agenda, a follow-up list, and a parking lot to keep track of topics to discuss later.
- Use the SWOT Analysis template to chart your team’s strengths, weaknesses, opportunities, and threats.
- The Project Planning template helps you list your project’s objectives, key deliverables, stakeholders, and risks, along with things that are out of the project scope.
- If you’re in Problem Solving mode, there’s a template for that. It asks you, “What happened? Why did it happen? What should happen?” and “How do we keep it from happening again?”
- For product developers, the Empathy Map is useful for thinking about the user experience.
- Lastly, try using the Persona Builder template to organize data about the audience for your product or service.
Not So Intuitive, But Useful
Microsoft Whiteboard isn’t the most intuitive of apps, and we encountered a few glitches while using it. Having said that, once you learn the ins and outs, you’ll be positioned to take advantage of all its features.