---
title: "Whiteboards: Setup"
slug: "whiteboards-setup"
updated: 2025-12-10T13:17:36Z
published: 2025-12-10T13:17:36Z
canonical: "docs.mapp.com/whiteboards-setup"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.mapp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Whiteboards: Setup

## Overview

The **Setup** panel defines when a whiteboard plan starts and ends, as well as which event removes contacts from the whiteboard journey. Use these settings to control timing and avoid overcommunication when contacts reach a desired outcome.

---

## Navigation Path

1. Navigate to *Automations > Whiteboards*
2. Create new Whiteboard
3. Click **Setup** at the top-right corner of the whiteboard canvas

![](https://cdn.document360.io/554b9b98-6720-4d8b-9919-c7b203d72648/Images/Documentation/image-XSMDE8WX.png)

---

## Settings

| **Setting** | Description |
| --- | --- |
| **Activation** | Defines when the whiteboard plan starts. - **Activate Manually**: The plan is not scheduled to start on a specific date. To start it, you must click **Activate** on the whiteboard canvas. - **Define Schedule**: Schedules the plan to start on a defined date and time. After all steps are complete and validated, click **Schedule** on the canvas. The plan starts automatically at the scheduled time. - *Start Date*: Date on which the scheduled start occurs. - *Time*: Time at which the scheduled start occurs. - *Time Zone*: Time zone used to calculate the scheduled start time. |
| **Deactivation** | Defines how and when the whiteboard plan ends. - **Deactivate Manually**: The plan is not scheduled to end on a specific date. To end it, you must click **Deactivate** on the canvas. - **Define Schedule without Phase Out**: Schedules the plan to end on a defined date. All contacts still on the plan exit immediately at that time. - *End Date*: Date on which the plan ends. - *Time*: Time at which the plan ends. - *Time Zone*: Time zone used to calculate the scheduled end time. - **Define Schedule with Phase Out**: Schedules a date after which no new contacts can enter the plan. Contacts already on the plan continue until they complete their automations. - *Phase Out Start*: Date after which new contacts are no longer added to the plan. - *Time*: Time at which the phase-out starts. - *Time Zone*: Time zone used to calculate the phase-out start time. |
| **Whiteboard Goal** | Defines which event removes contacts from the plan when they reach a desired outcome, helping to avoid overcommunication. - **Select the Goal Event**: Specifies the event used as the goal. This event does not appear on the canvas. When a contact completes it, they automatically exit the plan. All standard whiteboard events can be selected as a goal. |