Storyflow has four core building blocks that work together: Projects, Whiteboards, Tactics, and Documents. Understanding how they relate to each other will help you organize your work effectively and get the most out of the platform.

The Hierarchy: How Everything Fits Together

Think of it like this:

• Project = The container for everything related to one creative endeavor
• Whiteboards = Infinite canvases inside your Project for visual organization
• Tactics = Expert frameworks you add to Whiteboards to structure your work
• Documents = Long-form writing spaces inside your Project

A Project contains multiple Whiteboards and Documents. Whiteboards can contain Tactics (and many other elements like notes, images, links). Everything lives inside a Project.

Projects: The Top-Level Container

What is a Project?

A Project is the top-level organizational unit in Storyflow. It's a dedicated workspace for a specific creative endeavor - a video series, a marketing campaign, a screenplay, a product launch, a novel, or any other creative project you're working on.

What's Inside a Project?

• Multiple Whiteboards: Each Project can contain unlimited whiteboards for different aspects of your work
• Documents: Long-form writing that lives alongside your visual boards
• Collaborators: Team members you invite to work on this specific project
• Project Status: Backlog, To-Do, In Progress, or Completed
• Shared Settings: Permissions, thumbnail, and project-level organization

When to Create a New Project

Create a new Project when you start a distinct creative endeavor. Examples:

• "Season 2 of My YouTube Series" (separate from Season 1)
• "Q1 2025 Marketing Campaign" (separate from Q4 2024)
• "Feature Film: The Last Story" (separate from your short films)
• "Client Project: Acme Rebrand" (separate from other client work)

Pro tip: Projects show on your dashboard with status labels. This makes it easy to see what you're actively working on vs. what's planned or completed.

Whiteboards: Infinite Visual Canvases

What is a Whiteboard?

A Whiteboard is an infinite canvas for visual organization. It's where you arrange ideas spatially, connect concepts, build moodboards, plan projects, and organize information in a way that makes sense to you. Think of it as a digital corkboard with unlimited space.

What Can You Put on a Whiteboard?

• Notes: Quick thoughts, ideas, or pieces of information
• Tactics (Blueprints): Structured frameworks with expert guidance
• Documents: Embedded long-form writing
• Media: Images, videos, audio files
• Links: Web references and bookmarks
• To-dos: Task lists and checklists
• Walls: Containers to group related elements
• Comments: Feedback and discussion threads
• Lines/Arrows: Visual connections between elements

Multiple Whiteboards in One Project

You can create multiple Whiteboards within a single Project to organize different aspects of your work. For example, a filmmaking project might have:

• "Pre-Production Planning" (whiteboard with shot lists, location scouting)
• "Script Development" (whiteboard with story structure, character arcs)
• "Visual References" (whiteboard moodboard with images and color palettes)
• "Production Schedule" (whiteboard with timeline and tasks)

Each Whiteboard is a separate infinite canvas, but they all belong to the same Project and share the same collaborators and settings.

Tactics: Expert Frameworks for Your Whiteboard

What are Tactics?

Tactics are pre-built expert frameworks that you add to your Whiteboards. When you add a Tactic, it creates a Blueprint with interactive cards that guide you through a proven methodology. Think of Tactics as templates with built-in knowledge and AI-aware guidance.

How Tactics Work

1. Open any Whiteboard in your Project
2. Click "Tactics" in the toolbar to browse the library
3. Select a Tactic (e.g., "Hero's Journey," "AIDA Sales," "Marketing Campaign")
4. The Tactic creates a Blueprint with structured cards on your Whiteboard
5. Click any card to see detailed guidance for that step
6. Write your content directly in the cards
7. Ask AI for help - it understands the framework and provides context-aware suggestions

Why Use Tactics Instead of Blank Whiteboards?

Blank Whiteboard: Total freedom, but you need to know the methodology yourself. You're building structure from scratch.

Whiteboard + Tactic: The Tactic provides proven structure and teaches you best practices as you work. You get both guidance and flexibility.

Example: Planning a marketing campaign on a blank whiteboard means figuring out what steps you need. Adding the "Marketing Campaign" Tactic gives you cards for Objectives, Audience Research, Messaging Strategy, Channel Planning, Content Calendar, and Metrics - with detailed guidance in each card. You learn campaign strategy while building your actual campaign.

Tactics vs. Regular Blueprints

Tactics create Blueprints, but not all Blueprints come from Tactics:

• Tactic-based Blueprint: Created from the Tactics library. Comes with pre-written expert guidance in each card and AI understands the framework.
• Custom Blueprint: You create from scratch. You define the cards and write your own guidance. Great for proprietary frameworks or unique workflows.

Documents: Long-Form Writing Spaces

What are Documents?

Documents are dedicated long-form writing spaces with a rich text editor. They're perfect for anything that needs more structure than a note but wants the focus of a traditional word processor. Documents live inside your Project alongside your Whiteboards.

What are Documents Good For?

• Scripts and Screenplays: Dialogue-heavy writing with proper formatting
• Article Drafts: Blog posts, essays, long-form content
• Detailed Notes: Research, meeting notes, comprehensive documentation
• Project Descriptions: Proposals, briefs, project overviews
• Story Outlines: Narrative development and scene breakdowns

Documents vs. Notes on Whiteboards

Notes (on Whiteboard): Quick thoughts, short text snippets, visual organization. You see many notes at once spatially arranged on the canvas.

Documents: Focused long-form writing with rich text formatting (headings, lists, links, bold, italic). Full-screen writing environment with AI sidebar, Writing Analyzer, and auto-save. You work on one document at a time with minimal distractions.

Documents Can Live in Multiple Places

• Project-level Documents: Access from the sidebar, exist independently
• Embedded in Whiteboards: Drag a Document element onto your Whiteboard
• Inside Blueprint Cards: Many Tactic cards contain Documents for structured writing

Putting It All Together: Real-World Example

Let's say you're creating a YouTube video series about productivity. Here's how you'd use each component:

1. Create a Project

Create a Project called "Productivity Video Series - Season 1"

2. Add Multiple Whiteboards

• "Series Planning" (whiteboard with overall strategy)
• "Episode 1: Morning Routines" (whiteboard for first video)
• "Episode 2: Time Blocking" (whiteboard for second video)
• "Visual References" (whiteboard moodboard with thumbnails, color schemes)

3. Use Tactics on Whiteboards

On the "Episode 1: Morning Routines" Whiteboard:

• Add the "Hero's Journey" Tactic to structure your narrative
• Add the "YouTube Video Hook" Tactic to craft a compelling opening
• Each Tactic creates a Blueprint with guidance cards

4. Create Documents

• "Episode 1 Full Script" (Document for complete dialogue and narration)
• "Series Overview" (Document explaining the season arc)
• "Research Notes" (Document with productivity research and sources)

5. Connect Everything

• Embed the "Episode 1 Full Script" Document onto your "Episode 1" Whiteboard
• Add notes to your Whiteboard with shot ideas and visual references
• Use the Hero's Journey Blueprint cards to outline story beats
• Ask AI for help improving your hook based on the YouTube Tactic framework

Result: Everything for your video series lives in one Project. You have visual boards for planning, expert frameworks for structure, and focused documents for detailed writing - all connected and accessible in one place.

Quick Reference: When to Use What

Use a Project when:

• Starting any new creative endeavor that will involve multiple pieces of work
• You need to keep related whiteboards, documents, and collaborators together
• You want to track status (Backlog, To-Do, In Progress, Completed)

Use a Whiteboard when:

• You need visual, spatial organization
• You want to see many elements at once and understand relationships
• You're brainstorming, planning, moodboarding, or mapping concepts

Use Tactics when:

• You want expert guidance on proven methodologies
• You're working on something with an established framework (story structure, marketing campaigns, etc.)
• You want to learn best practices while creating actual work

Use Documents when:

• You need focused, long-form writing
• You want rich text formatting and a distraction-free writing environment
• You're writing scripts, articles, detailed notes, or any linear content

The Magic is in the Combination

The power of Storyflow comes from using all four components together:

• Projects keep everything organized
• Whiteboards give you visual freedom
• Tactics provide expert structure and AI-aware guidance
• Documents offer focused long-form writing

You don't have to choose between visual thinking and structured frameworks, or between quick notes and detailed writing. Storyflow lets you use the right tool for each part of your creative process - and keeps it all connected inside your Project.