What’s in a task?Copied!Link to this section

A task contains the following elements/information:

• Title - The name of the task
• Description - The rich description, crafted with the same editor as Whimsical Docs. It supports images, checklists, embeds and more
• Tags - Used for filtering your task views, add as many tags as you need. Each one can be color coded with an icon of your choice
• Status - Shows where the task is at, and makes up the columns in your project’s Kanban view
• Assignee - Who is assigned to the task
• Due date - When the task is due to be completed
• Project - The name of the project that the task is in
• Stack (If the task is also in a stack on a board - learn more here)
• Activity feed - Shows all previous actions taken on the task, like updating status

How to view tasksCopied!Link to this section

You’ll find all the tasks for a project in the main “Tasks” view:

You can also create as many custom task views as you like, with their own unique filters:

Plus, you can see all tasks assigned to you from any different projects, or other files under “My tasks”:

Taking quick actions on tasksCopied!Link to this section

From any task view, it’s easy to take quick actions on tasks (without opening them) - or to select tasks in bulk and then take actions on them all at once.

To bulk-select tasks, hold Shift to select the first task, then use Shift again to select a continuous group:

Once you’ve made your selection - right click, and choose from the following:

• Status
• Assignee
• Tags
• Move to project

Each of these options also has a keyboard shortcut, which you can use to access the option directly:

• Status - S
• Assignee - A
• Tags - T
• Move to project - P

Or, after selecting one task, use Command (Mac) or Ctrl (PC) to select individual other tasks:

You can also drag and drop tasks between columns, or list groups to make changes to the status, or assignee.

Tasks in boards and docsCopied!Link to this section

Tasks don’t need to be linked to a project - you can create tasks directly in your boards and docs, for a freeform view of the work to be done. Read this article to learn how.

Create tasks from anywhereCopied!Link to this section

You can create new tasks from just about anywhere in Whimsical, just highlight a comment, object, or other piece of content, and choose “create task” from the right click menu:

This article explains in more detail.

Duplicating tasksCopied!Link to this section

To duplicate a task, open it and click the three dots menu on the right, then choose Duplicate task:

A new task will be created based on the content of the original, where you can make any updates you need, then save it. 👍

Archiving tasksCopied!Link to this section

Archive a task by right clicking on it or opening it:

To show archived tasks click the dropdown next to the project title, and click “show archived tasks” - this will open the sidebar with all archived tasks, you can then open, restore or delete any task permanently.

Deleting a task permanently will not put it in the trash. This is irreversible.

If someone accesses an archived task via a link, this is what they’ll see: