Whimsical Features
Tasks (9)
Creation & Assignment
Create and assign tasks for individual users with details and due dates.
Due Dates
Set deadlines and milestones for tasks, manually or automatically (based on project templates).
Task Prioritization
Set priority levels on tasks so individuals can organize their work.
To-Do Lists
Each user can view their list of tasks to be completed without having access to other tasks.
Dependencies
Define dependencies between tasks and the rules to manage them.
Mass Updates
Allows users to update multiple tasks at the same time, accross multiple projects.
Drag & Drop
Users can move tasks and change dependencies using drag and drop.
Recurring Tasks
Define recurring tasks that can be scheduled automatically at pre-defined intervals.
Real-Time Updates
Receive system updates as soon as any changes are made
Projects (35)
Planning
Plan and create work breakdown structure (WBS) based on the scope of the project.
Project Map
Projects can be mapped out with milestones, due dates, deliverables and interdependencies.
GANTT
Provide visual representations of tasks, dependencies, and progress.
Calendar View
Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.
Views
Create customized project views for internal and external purposes (eg: for customers).
Project Budgeting
Associate a budget with a project and allocate it accordingly by task or resource.
Issue Tracking
Track issues at the project or task level, and manage resolutions.
Templates
Provide standards templates that can be customized by users to create new projects.
Critical Path
Automatically calculate the critical path for projects and update it when projects change.
Time & Expense
Track time and expenses associated with projects or tasks.
Methodologies
Support agile and waterfall project management methodologies.
Project Time Tracking
Measure time to completion or hours worked for projects
Bug Tracking
Monitor and track bugs and issues in the system.
Milestone Tracking
Monitor task progress and planned accomplishments to better manage project status
Task Progress Tracking
Track the status and progress of tasks
Activity Tracking
Track and document all activities across devices, networks, and other systems
Project Tracking
Monitor the progress of projects from start to finish
Status Tracking
Track the status over time for a request, process, asset, or transaction
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Agile Methodologies
Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more
Sprint Planning
Identifying the tasks to be completed and the people to complete them during a set period of time
Project Planning
Organize and schedule projects
Release Planning
A timeline for taking a project live that outlines what features should be operational at the go-live date
Multiple Projects
Ability to handle several projects simultaneously
Multi-Department/Project
Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Project Templates
Pre-designed project plans that can be customized
Gantt/Timeline View
Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies
Percent-Complete Tracking
Level of completion within a task
Reporting/Project Tracking
Track task progress, milestones, delays, or other key information and generate reports on them for evaluation
Goal Setting/Tracking
Establish measurable goals and objectives and track their progress over a specific period of time
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Traditional Methodologies
Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch
Task Planning
Traditional Methodologies
Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch
Resource Management (5)
Resource Definiton
Create human and material resources and categorize them based on skills and other criteria.
Capacity
Monitor capacity in real time to track resource use and identify bottlenecks.
Scheduling
Allocate resources by matching capacity and demand, by project, team, or department.
Task Scheduling
Track and manage the scheduling of tasks
Project Planning/Scheduling
Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints
Project Monitoring (4)
Baselining / KPIs
Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.
Resource Allocation
Monitor resource allocation to identify shortages and adjust accordingly.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Collaboration Tools (12)
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Collaborative Editing
Allows multiple users to edit the mind map from different devices simultaneously.
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Task Management
Provides built-in task assignment capability.
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Notes and Comments
Allows users to attach comments or notes to mind maps.
Whiteboard
Allows multiple users to simultaneously annotate on a digital whiteboard
Data Storage Management
Manage and store data in a database
Action Management
Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal
Meeting Management
Manage the process of planning and scheduling meetings, including agenda creation
Assignment Management
Assign issues and tasks based on availability or required skills
Workflow Management
Create, design and manage workflows for repetitive tasks
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Deadline Management
Specify or track the date/time a project, task, etc., is due for completion
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Mind Map Availability (5)
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File Formats
Mind maps can be saved as different file types.
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Cloud Storage Integration
Mind maps can be stored via integrations with cloud content management systems.
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Mobile Application
Software is available on mobile devices.
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Desktop Availability
Software can be used at a desktop comupter by using a downloaded program or a web application.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Visual Tools (3)
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Styles and Themes
Offers different map styles and themes that change font, color scheme, etc.
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Image Import
Allows users to import images for use on the mind map.
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Custom Icons
Allows users to create and use custom icons for their mind map.
Platform Basics (9)
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Importing Abilities
Allows users to import specific graphic design elements to include in the wireframe.
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Content Design Tools
Allows users to design wireframes by dragging-and-dropping essential website/application elements, such as headers, text, and graphics.
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Framework Libraries
Contains a library of frameworks, outlines, workflow templates and symbols that can be used in the creation of the wireframe.
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Outlining Tools
Provides tools to create outline structures of websites, web pages or applications.
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Mockup Creations
Creates simple sketches or page layouts that form minimally interactive, low-fidelity mockups that can then be converted into prototypes or final websites.
Presentation Tools
Share and present designs
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Wireframe Creation
Create static wireframes representing basic skeletal structure of applications and websites to give an overview of design.
Platform Additional Functionality (4)
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Collaboration Software Integration
Ability to integrate collaborative softwares to allow for the sharing and editing of a singular project across a team.
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Feedback Communication
Allows testers to provide feedback on wireframes through comments, annotations, etc.
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Exporting Capabilities
Allows for the exporting and sharing wireframes.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Generative AI (3)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Agentic AI - Project Management (9)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
File Transfer
Move files across different systems or networks
Agentic AI - Mind Mapping (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Decision Making
Makes informed choices based on available data and objectives
Additional Functionality (196)
Whiteboard
Allows multiple users to simultaneously annotate on a digital whiteboard
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Mobile Interface
A way of interacting with a mobile application using items such as windows, icons, and menus
Desktop Interface
A way of interacting with a desktop computer using items such as windows, icons, and menus
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Document Storage
Store and organize documents in a centralized system
Design Management
Collaborate on creating a product by sharing and adjusting designs through a shared portal
Multiple User Accounts
Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Widgets
An extended application or connector that enables users to perform additional services with their current set of tools
Multiple Projects
Ability to handle several projects simultaneously
UI Prototyping
A functional sample, model, or release of a user interface built to test a concept or process.
Mind Maps
Diagram used to organize information in a hierarchical way to show relationships
Chat/Messaging
Communicate using direct chat or messages within the system
Design Templates
Create designs using pre-built templates or customize them with flowcharts, mindmaps, wireframes, network diagrams and org charts
Annotations
Highlight content and/or make notations about parts of content
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Preview Functionality
Preview materials before finalizing projects
Data Linking
Collating information from different sources in order to create a more valuable and helpful data set.
Drag & Drop Editor
Editing tool that allows users to drag and drop images, icons, widgets, or other components
Version Control
Track revisions and updates made to files and navigate between different versions
Brainstorming
Group collaboration to solve ideas in a productive and concentrated manner.
Screen Capture
Save a screenshot of your desktop as an image
Data Import/Export
Import and export data to and from software applications
Real-Time Updates
Receive system updates as soon as any changes are made
Interactive Elements
Various components within a system including buttons, clickable icons, hover effects, and more
Commenting/Notes
Leave comments and notes on documents for others to view
Backlog Management
The process of evaluating, scheduling, and assigning tasks that have been put on the back burner in favor of higher priority items.
API
Application programming interface that allows for integration with other systems/databases
Retrospectives Management
Coordinating stand-up meetings where team members reflect on past processes to identify strengths and areas for improvement
Task Management
Create, manage and track all task activities and progression
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Supports Scrum
Ability to accommodate the methodology that incorporates frequent work reassessment and continuous short periods of focused work.
Team Management
Organizing a group of people to accomplish a task
Kanban Board
Visualization tool to organize and optimize tasks and track their status at every stage of workflow
Request Management
Evaluating and prioritizing change requests that are received while working on the project
Commenting/Notes
Leave comments and notes on documents for others to view
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
@mentions
An @mention is a way to tag or notify a specific person about a message/post
Planning Tools
Projections
Estimate or forecast of a future scenario based on the study of present trends
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Email Management
Manage, store and organize emails within the system or via third-party apps
Project Workflow
Create, manage, or update project workflows.
Deadline Management
Specify or track the date/time a project, task, etc., is due for completion
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Customizable Fields
Customize data fields to support various needs and use cases
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Resource Management
Process of planning, scheduling and executing the optimal and effective use of human capital across projects
Workflow Management
Create, design and manage workflows for repetitive tasks
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Negative Feedback Management
Identify, track, and respond to negative feedback
Data Import/Export
Import and export data to and from software applications
File Management
Create, save, and store files
Assignment Management
Assign issues and tasks based on availability or required skills
Progress Reports
Document and report the progress of ongoing projects
Budget Management
Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure
Real-Time Reporting
Active reporting of data and metrics
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Requirements Management
Enables creation, management, and tracking of product requirements & features during product production/development
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Issue Management
Identify and respond to unexpected problems or failures (ie. "negative events")
Document Management
Store, manage, and track all electronic documents in a centralized location
Release Management
Planning, scheduling, and overseeing the release of software or system changes into a live or production environment
For IT Project Management
Supports project management for IT professionals & teams
Product Roadmapping
Identifying desired outcomes and important milestones and creating a plan on how to achieve them
Change Management
Track and monitor efficient handling of all changes/transitions
Mobile App
Access the system via a mobile application
Portfolio Management
Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk
Testing/QA Management
Checking for errors to prevent quality issues and maintain the integrity of the product/service as per set standards
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Risk Management
Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties
Web-based Deployment
SaaS, web-based, online deployment
Idea Management
Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Version Control
Track revisions and updates made to files and navigate between different versions
Availability Management
Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients
Productivity Analysis
Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Forecasting
Form predictions based on past and present data/trends
Key Performance Indicators
Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity
Remote Support
Provide support to your customers and employees remotely over a shared network
Predictive Analytics
Predict future data based on historical data sets
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Network Diagram
Diagram that depicts connections among nodes in a network
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Document Storage
Store and organize documents in a centralized system
Visualization
Graphical representation of data or processes
Customizable Reports
Alter the layout and content of reports
Time Clock
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Daily Reports
A document that lists daily activities or maintains a record of all events that happened in a day
Configurable Workflow
Configure existing workflows to meet your organization's needs
Roadmapping
Identifying desired outcomes and important milestones and creating a plan on how to achieve them
Iteration Management
Planning out the structure and duration of repetitive intervals of time dedicated to specific tasks during the development cycle
Timeline Management
Manage a detailed schedule of a product plan
KPI Monitoring
Tracking the status of previously identified performance measurements
For Small Businesses
Designed for small businesses
Chat/Messaging
Communicate using direct chat or messages within the system
Messaging
Communicate using messages within the system
Diagramming
Enables schematic data presentation through org charts, mind maps, flowcharts, and process diagrams.
Multiple Projects
Ability to handle several projects simultaneously
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Strategic Planning
At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them
Data Visualization
Graphical representation of data
Activity Tracking
Track and document all activities across devices, networks, and other systems
Flowchart
Diagram that represents an algorithm, workflow, or process
Data Import/Export
Import and export data to and from software applications
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Planning Tools
Presentation Tools
Share and present designs
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Graphical Data Presentation
Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids
Ideation
The creation, development, and sharing of potentially innovative new ideas
Mind Maps
Diagram used to organize information in a hierarchical way to show relationships
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Crowdsourcing
Collects information, opinions, or ideas from a group of people
Idea Ranking
Facilitates users voting on ideas that are presented so the most favorable ones can be highlighted and further pursued
Real-Time Updates
Receive system updates as soon as any changes are made
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Single Sign On
Allow users to access multiple services after entering their login credentials once
Templates
Sample files or documents that could be customized as needed or used as is
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Brainstorming
Group collaboration to solve ideas in a productive and concentrated manner.
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Project Planning
Organize and schedule projects
API
Application programming interface that allows for integration with other systems/databases
Org Chart Creation
Create and design org charts that include an organization's structure information, contact information, illustrations, and more
Version Control
Track revisions and updates made to files and navigate between different versions
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Organizational Charting
Diagram that shows the structure of an organization and the relationships between parts
Chat/Messaging
Communicate using direct chat or messages within the system
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Chat/Messaging
Communicate using direct chat or messages within the system
Commenting/Notes
Leave comments and notes on documents for others to view
Mind Maps
Diagram used to organize information in a hierarchical way to show relationships
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Network Diagram
Diagram that depicts connections among nodes in a network
Graphical Workflow Editor
Create, design and modify the flow and processes of tasks in a project
API
Application programming interface that allows for integration with other systems/databases
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Workflow Management
Create, design and manage workflows for repetitive tasks
Templates
Sample files or documents that could be customized as needed or used as is
Real-Time Data
Receive data and information in real time
Design Management
Collaborate on creating a product by sharing and adjusting designs through a shared portal
Task Management
Create, manage and track all task activities and progression
Organizational Charting
Diagram that shows the structure of an organization and the relationships between parts
Data Import/Export
Import and export data to and from software applications
Version Control
Track revisions and updates made to files and navigate between different versions
Flowchart
Diagram that represents an algorithm, workflow, or process
Auto Update
Automatic update of information / software
Single Sign On
Allow users to access multiple services after entering their login credentials once
Project Planning
Organize and schedule projects
Customizable Reports
Alter the layout and content of reports
Image Library
Store and manage images
Real-Time Updates
Receive system updates as soon as any changes are made
Multi-Language
Manage and support multiple languages
Document Embedding
Embed diagrams directly into documents
Document Storage
Store and organize documents in a centralized system
Freehand Sketch
The ability to manual sketch/create a diagram
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Brainstorming
Group collaboration to solve ideas in a productive and concentrated manner.
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Wiki
An informational database that allows users to add, delete, or revise content
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Graphical Data Presentation
Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
File Management
Create, save, and store files
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Strategic Planning
At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them
Data Visualization
Graphical representation of data
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Whiteboard
Allows multiple users to simultaneously annotate on a digital whiteboard
Gantt/Timeline View
Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies
Bottleneck Identification
Detect areas where test errors occur
Process Builder
Outline and document business processes via step-by-step building blocks
Team Management
Organizing a group of people to accomplish a task
Process Modeling & Designing
Visually identify, define, and map all details and relationships surrounding business process models and elements
Status Tracking
Track the status over time for a request, process, asset, or transaction
Design Templates
Create designs using pre-built templates or customize them with flowcharts, mindmaps, wireframes, network diagrams and org charts
Diagramming
Enables schematic data presentation through org charts, mind maps, flowcharts, and process diagrams.
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Video Conferencing
Connect with meeting participants remotely over video
Analytics
Tools for the systematic analysis of various types of data or statistics
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Screen Sharing
Digitally share screen view with others
Change Management
Track and monitor efficient handling of all changes/transitions
Document Management
Store, manage, and track all electronic documents in a centralized location
Visual Workflow Management
Create, design, and visually represent processes within the software
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