Whimsical Projects is the perfect way to get your work done calmly.

From documentation, to ideation, to communication - it’s all right next to clean and simple task management.

This article will teach you everything you need to get started, or you can jump to a specific section with the links below 👇

Every new project starts with three tabs:

• Overview
• Posts
• Tasks

You can also create custom tabs containing:

• Custom filtered task views
• Whimsical docs, boards, or folders

Overview tabCopied!Link to this section

The project overview tab is the place for all the high level info - Imagine coming to the project for the first time, what basic context do you need to get up to speed?

• The project title
• A short description (Try one or two paragraphs max - the elevator pitch for the project)
• The current Status of the project (Choose from: Early ideas, Being written, Ready to build, Active, Done, or Canceled)
• The project lead - Assign a member of your Whimsical workspace who is directly responsible for the project (the DRI).
• Team - These are the people who are (or will be) working on the project. Assign as many members of your Whimsical workspace as you like

Below these key pieces of info you’ll find Whimsical's rich Docs editor, so you have all the same functionality you’re used to (callouts, formatting, embeds etc.) and you can write your PRD, Pitch doc, or whatever your team uses to outline a project.

You can also use any of Whimsical’s docs templates (or your own custom templates) here:

Tip: The overview tab will also conform to your preferred page width and text size.

You can disable the overview tab from your project settings:

PostsCopied!Link to this section

This tab is the communications hub for all things related to your project - with a full chronological history of communications that you can subscribe to, and share with a Slack channel - to learn all about Posts read this article.

Note: You can disable the posts tab from your project settings, just like the overview tab (see above ☝️ )

TasksCopied!Link to this section

This is the default tasks view for the project, which you can see as a Kanban view (columns/stacks) or as a list.

When a project is created the tasks view will show all tasks, grouped by status:

You can filter and sort this view however you like, just click on the down arrow next to the tab title:

Tip: You can also create custom views, covered below. 👇

Tasks are grouped into the following statuses by default:

• Inbox
• Up next
• In progress
• Blocked
• Done

To edit the task statuses click the gear icon on the right, and switch to Statuses:

Tip: You can also set default task statuses on a per-team basis, see this article to learn how.

Tasks can also be tagged for organization and filtering:

You can create new tags as you need them, or create and edit tags in project settings (the gear icon), under Tags:

To learn all about creating and managing tasks, check out this article.

Task viewsCopied!Link to this section

A custom task view lets you see just the tasks that are relevant to you, sorted exactly how you like them. These appear as new tabs in the project’s header:

You might want a view that shows just the tasks being currently worked on, grouped by who they’re assigned to - or a view that shows all blocked tasks so you can see where your team might need your help:

Custom views are private when you create them, and they can stay private as long as you like. Or, you can publish them so they’re visible to everyone with access to the project:

Note: Any public view can be edited by anyone with access to it.

Nested boards, docs and foldersCopied!Link to this section

Within each project you can create new boards, docs, or folders as tabs:

This lets you keep all the info you need for your project - like tech trees, user flows and wireframes all in one place 🤩

Pro tip: Check out Whimsical’s templates when adding new nested files:

You can also move existing files or folders to be nested under projects - just follow the steps in this article.