Cacoo’s simple, intuitive interface makes it easy for anyone to create, share, and collaborate like a pro. In this guide, we’ll introduce you to Cacoo’s main elements and go over:
How you can:
- Create boards
- Design and edit boards
- Share boards
- Collaborate on boards
- Organize boards
We’ll then explain how teams can:
- Organize and manage folders
- Invite and manage members
Good to know
Want more help using Cacoo? Check out video tutorials and step-by-step guides in our Cacoo Academy. Access it via the Help menu in the dashboard or editor.
Our Getting started with Cacoo video tutorial covers everything you need to start creating and collaborating with Cacoo.
Find your way around Cacoo
There’s a lot to discover with Cacoo. To help you get familiar, here are a few terms to add to your vocabulary:
- Dashboard: This is essentially your home base for Cacoo, and you’ll land here any time you log in. From here, you can create, manage, and search for boards
- Folder: There are private and shared folders to help you organize your boards.
- Board: Boards are the files you create using Cacoo. You can design your own from scratch or get a little help with one of our templates. Boards can be presented, shared, exported, and printed.
- Sheet: Sheets are the pages within your board.
Members’ guide to Cacoo
This section applies to anyone on our Free, Team, Pro, or Education plan.
Create Boards
There are three ways to create a new board:
- Select “Create Board” on the top left corner of the dashboard.
- Enter “cacoo.new” in your browser’s address bar.
- Select the template icon on the top left corner of the dashboard to search hundreds of templates.
Once a board is created, it will automatically be saved as you work on it.
Design and edit boards
Cacoo offers tons of tools to help you create and customize your boards. When you have a blank board or template open, you’ll see three different menus:
- Tools: Located on the left side, this is where you can add shapes, icons, text, lines, tables, charts, sticky notes, and more to your board.
- Panel: Located on the right side, this is where you can view and manage your board sheets, view comments, start a video call, chat, change your sheet size, and apply a background color or grid.
- Properties: Located on the bottom right, this is where you can undo/redo actions, adjust your view, see board history and activity, and access support information.
When you select an object in your board, whether it’s a block of text, a shape, or a line, an editor will open, allowing you to customize the object’s color, style, and more.
Share boards
Export board
Cacoo is all about collaboration and offers a few options for sharing your work. Just above the panel on the right side of a board, you’ll see:
- “Share” button: Select this button to add collaborators or share a link to your board.
- Export/print cloud icon: Select this icon to export or print your board.
Good to know
Exporting and sharing options with the Free plan are limited. Learn more about paid plan features.
Collaborate on boards
Sharing a board or folder makes it easy to collaborate with your team in real-time. Depending on the access you provide (owner, editor, or viewer), other members can make changes directly to a board and/or leave comments. To review changes, select the history and activity icons in the properties menu. (The history feature isn’t available with the Free plan.) You can also start a video call or chat with collaborators in a board.
Organize boards
You can organize your boards in private and shared folders. Placing boards in a private folder means they can only be viewed by you or anyone you’ve sent a public link to. Boards in shared folders can be viewed and/or edited by anyone who’s a collaborator in that folder.
Team guide to Cacoo
This section applies to anyone on our Free, Team, or Education plan.
Organize and manage folders
Folders help you and your team collaborate and stay organized.
When you create a folder, you become the folder owner. You can invite collaborators to the folder and allow them edit or view-only access. To access folders created by other members, you’ll need to request access from the folder owner.
Invite and manage members
Only organization admins can invite and manage members, assign them a role (guest, member, or admin) and place them on teams. Designated members can also invite new members. Teams allow admins to manage multiple members at once and automatically give members access to shared team folders.
All your Cacoo questions. Answered.
Got a question? We’re here to help 24/7 via Cacoo support.