Getting Started

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

Cloudairy Enterprise

Users & Permissions

User Roles & Permissions SSO Login Process User Invitation Process License Request Workflow User Management Dashboard Best Practices

Billing & Licenses

Billing Dashboard License Management Add-on Purchases Invoice History Plan Cancellation Billing Best Practices

Custom Domain Setup Guide

Prerequisites Add Custom Domain Verify Domain Ownership Set Custom Subdomain URL Troubleshooting

SSO Configuration Guide

Prerequisites Configure SAML Settings Set Up Identity Provider Configure User Provisioning Test & Enable SSO Troubleshooting

White-Label Configuration Guide

Video Tutorial Prerequisites Configure Brand Name Upload Brand Logo Select Brand Colors Choose Brand Font Preview & Publish Troubleshooting

Help Center

Templates and Pre-Built Solutions

Customizing Templates for Your Needs

Getting Started

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

Cloudchart: Visualizing Cloud Architectures

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

Cloudairy Enterprise

Users & Permissions

User Roles & Permissions SSO Login Process User Invitation Process License Request Workflow User Management Dashboard Best Practices

Billing & Licenses

Billing Dashboard License Management Add-on Purchases Invoice History Plan Cancellation Billing Best Practices

Custom Domain Setup Guide

Prerequisites Add Custom Domain Verify Domain Ownership Set Custom Subdomain URL Troubleshooting

SSO Configuration Guide

Prerequisites Configure SAML Settings Set Up Identity Provider Configure User Provisioning Test & Enable SSO Troubleshooting

White-Label Configuration Guide

Video Tutorial Prerequisites Configure Brand Name Upload Brand Logo Select Brand Colors Choose Brand Font Preview & Publish Troubleshooting

Customizing Templates for Your Needs

Once you select a template:

Click Use Template to load it directly into your canvas or document.
Modify all components: shapes, flows, text, labels, and images.
Customize layouts by rearranging sections or changing styles to fit your team’s standards.

This ensures you maintain visual clarity while adapting workflows to your context.

Exploring the Template Library

Creating and Saving Personal Templates

Customizing Templates for Your Needs

Design, collaborate, innovate with Cloudairy

Design, collaborate, innovate with Cloudairy