Boards are the highest level of organization in Whale. They help you structure, centralize, and categorize all your playbooks, procedures, and knowledge in a way that’s easy for your team to navigate. Whether you’re organizing by department (e.g., HR, Sales, Engineering) or by broader themes (like Company Culture or Onboarding), Boards provide a clean, high-level view of your company’s knowledge.
⚠️ Note: On the Forever Free plan, you’re limited to one board.
How to Create a New Board (admin only)
Step 1: Go to the Board Section
From your Whale workspace, navigate to the Boards view
Click “Create Board” in the top-right corner
Step 2: Set Board Details
A pop-up will appear where you can:
🏷️ Name your Board (e.g., Customer Success, IT Policies)
🎨 Choose a color from presets or enter a custom Hex color code
Step 3: Manage Permissions
Click “Permissions” to define who can access the board (Admins always have access to all boards/libraries):
👁️🗨️ Reader – Can view content but cannot make changes
✍️ Writer – Can view and edit board content
🚫 No access – Only admins can see or manage this board
🔗 Need more detail? See our guide on User Permissions
Rearranging Your Boards
You can reorganize the order of your boards with a simple drag-and-drop:
Hold the top-right icon of any board to drag it
Drop it into the new position
⚠️ This rearrangement changes the board order for all members of your workspace
Example Use Case
Let’s say you’re building out SOPs for your growing team. You might create separate boards for:
Human Resources
Sales Processes
IT & Security
Company Culture
Each board then contains playbooks and cards specific to that topic — giving everyone the clarity they need to find the right content, fast.
Boards are the foundation of an organized Whale workspace. Create your first (or next) board today and structure your documentation in a way that works for your entire team.