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Getting Started

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Creating Your Account Navigating the Dashboard Understanding Cloudairy's Tools Setting Up Your First Project/Board Accessing Templates and Resources

Cloudchart: Visualizing Cloud Architectures
Creating and Managing Cloudcharts Layout and Canvas Customization Diagram Creation Tools AI-Powered Diagram Assistance Working with Templates Collaboration and Sharing Exporting and Version Control Advanced Tips

Whiteboard: Collaborative Brainstorming
Starting a New Whiteboard Session Using Sticky Notes and Drawing Tools Facilitating Team Brainstorming Saving and Sharing Whiteboard Sessions Additional Tools You Can Use

Doc: Streamlined Documentation
Creating and Editing Documents Collaborative Writing and Commenting Organizing Documents with Folders Exporting and Printing Documents

WorkHub
Creating and Assigning Tasks Setting Deadlines and Priorities Tracking Task Progress Saving and Sharing

Timeline: Project Scheduling
Building Project Timelines Adding Milestones and Deadlines Adjusting Schedules Dynamically Sharing Timelines

List: Organizing Workflows
Creating Custom Lists Categorizing and Filtering Items Collaborating on List Items

AI-Powered Features
Generating Diagrams from Text Descriptions Utilizing AI for Mind Mapping and Brainstorming Creating Visuals with AI Image Generator Understanding AI Credit Usage and Limits

Templates and Pre-Built Solutions
Exploring the Template Library Customizing Templates for Your Needs Creating and Saving Personal Templates Sharing Templates Across Teams Best Practices for Template Utilization

Account Management and Billing
Updating Profile and Account Settings Understanding Subscription Plans Managing Billing Information Accessing Invoices and Payment History Handling Subscription Upgrades or Cancellations
Help Center
Templates and Pre-Built Solutions

Creating and Saving Personal Templates

Creating and Saving Personal Templates

If you’ve built a custom board or document:

  1. Open the three-dot board menu  and selectConvert to Template.  
  2. Creating and Saving Personal Templates
  3. Your saved template will appear under:
    1. Created by you
    2. Or be available in your team’s shared template library if published.

This helps teams reuse internal best practices across functions and projects.

Customizing Templates for Your Needs

Sharing Templates Across Teams

Design, collaborate, innovate with Cloudairy

Unlock AI-driven design and teamwork. Start your free trial today

Cloudchart
Presentation
Form
cloudairy_ai
Task
whiteboard
list
Doc
Timeline

Design, collaborate, innovate with Cloudairy

Unlock AI-driven design and teamwork. Start your free trial today

Cloudchart
Presentation
Form
cloudairy_ai
Task
whiteboard
Timeline
Doc
List