How to use a preset
The Worksheets button sits at the bottom-left of the whiteboard. Tap it and the clinical library picker opens — a search box at the top, category chips below, and the full list of presets.1
Search or browse
Type a few characters (“polyvagal”, “CBT”, “kids”, “Beck”) and the list
filters live. Or tap a category chip to narrow to one modality. With no
search active, the presets group by category for browsing.
2
Pick the one you want
A preview text describes each preset in one line.
3
Drop it
Tap the preset. The worksheet appears at the center of your current
canvas viewport, ready to edit.
4
Customize
Every element is editable — recolor a box, rewrite a label, move a node
to fit how this client thinks about their situation. The preset is
a starting point, not a fixed worksheet.
When to reach for a preset vs. a blank canvas
A preset earns its place when the diagram itself IS the teaching — the window of tolerance, the polyvagal ladder, the cognitive triangle. The shape of the worksheet carries clinical meaning the client should see at a glance. A blank canvas is the right move when you’re co-building something specific to this client — their personal trigger map, their unique formulation, their family genogram. Presets are templates; the canvas is for authoring.The 29 presets, by category
Detailed pages for each category below.
The category pages
CBT — 7 presets
CBT triangle, cognitive distortions, downward arrow, ABC model,
thought record, evidence for/against, hot cross bun.
Trauma + somatic — 4 presets
Polyvagal ladder, window of tolerance, iceberg model, trigger map.
Formulation — 2 presets
5 Ps formulation, cross-section formulation.
Emotion regulation — 2 presets
SUDS scale 0–100, TIPP distress tolerance.
Mindfulness + ACT — 3 presets
Choice point, bull’s-eye values, 5-4-3-2-1 grounding.
Relationships — 2 presets
Attachment styles grid, drama triangle (Karpman).
Substance use — 1 preset
Stages of change (Prochaska TTM).
Children + adolescents — 1 preset
Upstairs / downstairs brain (Siegel).
Psychoeducation — 1 preset
Stress bucket plus the six sticky-note colors.
Searching by framework or author
The picker’s search matches against framework attributions and author names as well as the preset’s own label. A few that work:- “Beck” → CBT triangle, cognitive distortions, evidence for/against, thought record, cross-section formulation
- “Dana” or “Porges” → polyvagal ladder
- “Siegel” → window of tolerance, upstairs/downstairs brain
- “Linehan” or “DBT” → TIPP skills
- “Russ Harris” or “ACT” → choice point, bull’s-eye values
- “Karpman” → drama triangle
- “Prochaska” or “TTM” → stages of change
- “Padesky” or “Greenberger” → hot cross bun, thought record
- “kids” or “pediatric” → upstairs/downstairs brain
Related articles
Drawing tools
Editing a preset once it’s on the canvas.
Letting your client draw
Two-way for client-filled worksheets like thought records.
