- Getting started with sequence diagrams 🎥
- What is Whimsical?
- Getting started with docs
- What can you do with Whimsical?
- Getting to know Whimsical - video guide 🎥
- Working with Whimsical's infinite canvas - video guide 🎥
- 5 ways to create a new file
- Getting started with flowcharts
- Getting started with mind maps
- Getting started with wireframes
- Creating tasks in docs and boards
- How to create a new workspace
- How to use AI-assisted mind mapping
- Getting started with Whimsical AI
- Customizing file and folder icons
- Mentions in Whimsical files
- Customizing diagram shapes
- Getting started with Posts
- Getting started with sequence diagrams 🎥
- Commenting in Whimsical files
- Using sections on the Whimsical canvas
- Mentions in Whimsical files
- Customizing diagram shapes
- Sketch on the canvas with freehand drawing
- Annotating files for more detail
- Text-to-object pasting options
- Adding and displaying links in Whimsical files
- Linking to sections and objects
- How to draw a line
- How to filter by selected objects
- Presenting in Whimsical
- Voting on task cards and sticky notes
- Using the timer in boards
- Working with the grid and auto-alignment
- Working with connectors
- Does Whimsical have cloud architecture icons?
- Using tables in Whimsical
- Using sticky notes in boards
- Optimizing performance in larger files
- Embedding external content into Whimsical
- Using spellcheck
- Setting custom thumbnails
- How overlays work in Wireframe mode
- Hiding cursors while collaborating
- Getting started with sequence diagrams 🎥
- Customizing file and folder icons
- How to draw a line
- How to filter by selected objects
- Does Whimsical have cloud architecture icons?
- How overlays work in Wireframe mode
- Moving and copying files
- Using Whimsical on mobile
- Does Whimsical have a dark mode?
- File version history
- Why are the colors of some elements toned down?
- Does Whimsical support offline mode?
- Teams, workspaces & sections explained
- Does Whimsical work on iPad?
- Free viewers commenting in workspaces
- Syntax highlighting in code blocks
- Whimsical desktop app
- Is Whimsical available in other languages?
- Inverting the zoom direction in Whimsical so it works more like Sketch
- Troubleshooting issues and reporting bugs
- How to add emojis
- Team FAQs
- How to restore files from Trash
- Searching in your Whimsical workspace
- Organizing files in your workspace
- I've upgraded but still don't have access to the paid features
- Why can't I edit my files?
- Reporting content in Whimsical
- Does Whimsical have an affiliate or referral program?
- Collaborating with others in real time
- Sharing files and managing access permissions
- Hiding cursors while collaborating
- Prevent new workspace creation
- How to create a new workspace
- Requesting file access
- Workspace discovery settings
- Sorting files and folders
- Changing workspace members' roles
- Setting up SAML session expiry
- Adding and removing members
- Creating and managing teams
- Requesting workspace editor access
- Linking between files
- Member roles in Whimsical
- How to delete a workspace
- How to upgrade your workspace
- Guest access
- Renaming your workspace
- Offboarding users
- Embedding & integrating boards with Jira Issues
- Integrating Whimsical with Google Docs
- Embedding files in ClickUp views
- Embedding files in Asana
- Embedding Whimsical files
- Whimsical AI Diagrams for ChatGPT
- Creating Jira & Confluence Smart Links for Whimsical Files
- Embedding files in Guru
- Embedding files in Trello
- Embedding & integrating boards in Notion
- Integrating Whimsical and Front
- Integrating Whimsical and GitHub
- Embedding files in Zendesk
- Support Whimsical embeds in your app with EmbedKit
- Whimsical previews and notifications in Slack
- Embedding files in Canva
- Integrating Whimsical and Linear
- Embedding files in Nuclino
- Embedding files in Monday
- Embedding files in Medium
- Embedding files in Slab
- Embedding files in Coda
- Setting up Two-factor Authentication (2FA)
- Prevent new workspace creation
- SAML SSO in Whimsical
- SAML SSO with Okta
- Setting up SAML session expiry
- SAML SSO with Auth0
- Whitelisting Whimsical domains
- SAML SSO with OneLogin
- SCIM provisioning with Groups in Okta
- SAML SSO with Microsoft Entra ID (Azure AD)
- Setting up SCIM with Okta
- SAML SSO with Google Workspace (previously G-Suite)
- Setting up SCIM with JumpCloud
- SAML SSO with other identity providers
- Setting up SCIM with Entra ID (Azure AD)
- Signing in with your Whimsical account on multiple devices
- Contact us
Importing to Whimsical
Importing tasks from a CSV fileLink to this section
If you’re currently using another project management tool (like Linear, Trello, Asana, Jira, or ClickUp) but you’d like to try working the Whimsical way, you can export your existing tasks as a CSV and import them directly into Whimsical. 👌
First, go to Workspace settings, which you'll find under your workspace name in the top left corner:
Scroll down to Task importer and select CSV import:
Drag and drop your CSV file, or select it from your computer:
Pro tip: If your current projects tool only supports JSON export, you can use a tool like this one to convert it to a CSV, and import it.
Now, for the most important part; matching the fields from your CSV, with task fields in Whimsical — Taking your time to ensure accurate matches at this step, will make everything quicker and easier in future.
The different field types found in your CSV file are shown on the left, and to the right of each one you’ll find a dropdown where you can choose where this information appears on your new tasks, (or you can ignore any that are no longer relevant):
This table has a detailed description of how each of the fields works:
Label | Description |
|---|---|
Title | Searchable name of the task |
Description | Task body text - supports rich formatting |
Additional text | All other fields will be appended below the main task description text |
Assignee | The task will be assigned to the member of your workspace with a matching email address - If they do not exist in Whimsical, you can invite them at the next step. |
Status | Stage the task is at (e.g. “in progress”) A project’s Kanban view will derive from these statuses |
Multiple tags | If the value of this field contains a list of items, they’ll be split and added as separate tags E.g.: “Marketing, Urgent, Website” will be three tags in Whimsical:
|
Single tag | Separation will be ignored, and the complete value of the field will be added as a single tag. E.g.: “Marketing, Urgent, Website” will be one tag in Whimsical:
|
Ignore from import | This field will not be imported or stored anywhere in Whimsical |
Note: If there are any issues with the fields chosen in the import, you can always delete the newly created project and start again.
Click Next step, and if there were email addresses in your CSV used as assignee this is the step where you can invite anyone who is not already a member of your Whimsical workspace:
For each new email address found you can invite them as an editor or viewer (click here to learn more about roles). If you choose not to invite them, they will not have any tasks assigned to them.
And that’s it! Click Start import.
A new project will be created with all imported tasks - We’ll let you know when it’s done on the upload page and in your notification inbox:
Importing board contentLink to this section
We don't currently have any direct importers, but there are a couple of ways you can bring content into Whimsical:
- You can upload an image of content you have created elsewhere. We support JPG, JPEG, GIF, PNG, WEBP, SVG, and AVIF file formats.
- You can import text directly into boards as mind maps or stacks of cards.
- You can paste Mermaid code directly into boards as flowcharts or sequence diagrams.
Text import for mind maps and stacks of task cardsLink to this section
To automatically turn text into a mind map or a stack of tasks, copy the text and paste it into Whimsical.
For a mind map:
- Copy a list from a notepad, or even a Whimsical doc
- Select the main node of a mind map and hit paste
The same process works for stacks of tasks:
- Make sure you've selected task mode first
- Copy a list, or a set of cells
- Click the canvas and paste to get a line of task cards
- Or, add a stack using
Sand select the stack before pasting to add the tasks to it
Paste Mermaid code as a flowchart or sequence diagramLink to this section
You can paste Mermaid code to Whimsical to turn your Mermaid diagrams into Whimsical flowcharts or sequence diagrams. This should make it easier to bring in diagrams from other tools or documents and continue working on them in Whimsical.
You can currently import the following Mermaid diagrams:
- graph
- sequenceDiagram
- flowchart
Currently, these are the only supported Mermaid diagrams for import, and you also can't add subgraphs directly to your flowcharts. However, you can create subgraphs using rectangles, sections, or frames within Whimsical after pasting the main flowchart information.
