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.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.
Drop it
Tap the preset. The worksheet appears at the center of your current
canvas viewport, ready to edit.
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
| Category | Count | Use cases |
|---|---|---|
| CBT | 7 | Cognitive restructuring, thought records, behavioral chains |
| Trauma + somatic | 4 | Psychoeducation on nervous system + trauma response |
| Formulation | 2 | Case conceptualization grids |
| Emotion regulation | 2 | Distress measurement + DBT crisis skills |
| Mindfulness + ACT | 3 | ACT moves, values work, sensory grounding |
| Relationships | 2 | Attachment work + transactional analysis |
| Substance use | 1 | Stage-of-change mapping |
| Children + adolescents | 1 | Pediatric brain psychoeducation |
| Psychoeducation | 1 | Stress-bucket model + sticky notes |
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.
