Getting started with Projects

Here's a quick start guide to help you get the most out of Whimsical Projects.

First of all, create a new Project or switch to Project mode.

Making Stacks and Cards

To make your first stack:

  • Click or drag a stack out from the toolbar
  • Use the keyboard shortcut S

To make a card:

  • Double click on the canvas
  • Click or drag a card out from the toolbar
  • Use the keyboard shortcut A

Customizing Stacks and Cards

When you create or select a Stack, there are a set of customisation options available in the toolbar including:

  • Setting the default size of cards added to that stack
  • Setting the default colour of cards created in that stack
  • Options to sort the cards in a stack by:
    • Newest
    • Oldest
    • Latest Comments
    • Most Comments
    • Most Votes
  • The option to open the stack in a sidebar

When you create or edit a Card, you get similar options in the toolbar including:

  • Changing the size of the card
  • Changing the colour of a card
  • Choosing whether to watch the card or not
  • Assigning the card to yourself or a teammate
  • Duplicating the card

Import and export

Need to just copy and paste? We have a quick way to import lists and turn them into Cards!

Inside Cards

Once you open a card, you can add a description, including lists, links and images:

You can also assign the card, change the color and send it to another stack - as well as start a discussion.

Checklists

When you add a checklist in your card's description, you'll see an indicator on the front of the card showing progress through the list:

Examples and Templates

Check out our community templates gallery for some examples like:

Next up! Getting Started with Wireframes

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