Libraries in Whale are the core building blocks of your Boards. Think of them as major process categories or department-specific sections — like Sales Operations, HR Policies, or IT Procedures. Each Library contains related Playbooks, allowing you to organize documentation in a clear, intuitive hierarchy that matches your business.
How to Create a Library
Step 1: Navigate to a Board
Go to the Board where you want to add a new Library.
Step 2: Create the Library
In Grid View: Click “Create Library”
In List View: Click the ➕ icon at the bottom of the list
A pop-up window will appear with setup options.
Step 3: Customize Your Library
🏷️ Library Title – Give it a name that reflects the process or department (e.g., Customer Onboarding)
😀 Add an Emoticon – Use keyboard shortcuts (e.g., Cmd/Ctrl + Cmd/Ctrl + Space) for a visual touch
🎨 Library Color – Choose from preset colors or input a custom Hex code
🔐 Permissions – Set who can access and edit content in this Library
Reader – Can view
Writer – Can view and edit
No access – Only visible to admins
Editing or Managing a Library
Once your Library is created:
Click the three-dot menu next to the Library name
From here, you can:
Rename the Library
Change color or emoji
Adjust permissions
Delete the Library (if no longer needed)
Example Use Case
You’re setting up a board for Operations. Within that board, you create Libraries like:
Warehouse Procedures
Supplier Management
Logistics & Inventory
Each Library will house relevant playbooks, giving your team a clear, navigable structure.