Documentation

Everything you need to know about using Plotiar — from getting started to advanced features.

Getting Started

Welcome to Plotiar — a collaborative workspace for writers, planners, and creative teams. This guide covers everything you need to know to get the most out of the platform.

Creating an Account

  1. 1

    Visit the app

    Go to app.plotiar.com. You'll be redirected to the sign-up page automatically.

  2. 2

    Sign up

    Create an account with your email or sign in with Google. Your account is ready instantly — no email verification required.

  3. 3

    Land on your workspace

    After signing in, you'll see your Projects dashboard — the home base for all your work.

Navigating the Workspace

Your workspace is organized around projects. The main dashboard shows all your projects with search, tags, and sorting options. Inside each project, you'll find a sidebar with your content tree on the left and your active document or canvas on the right.

Projects Dashboard

Your home screen. Browse, search, and organize all your projects in one place.

Project Workspace

Open a project to access its content tree, documents, flowcharts, ideaboards, taskboards, and more.

Creating Your First Project

  1. 1

    Click "New Project"

    From the projects dashboard, click the "New Project" button.

  2. 2

    Name your project

    Give your project a title. You can also add tags to categorize it.

  3. 3

    Start adding content

    Use the "+" button in the sidebar to add documents, flowcharts, ideaboards, taskboards, or plot grids.

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You can also start from a template. Browse the template gallery when creating a project to find pre-built structures for novels, screenplays, research papers, and more.

Projects

Projects are the top-level containers for all your work. Each project can hold documents, flowcharts, ideaboards, taskboards, plot grids, and folders to organize them.

Creating & Managing Projects

Create a new project from the dashboard by clicking "New Project". Each project has a title, optional description, and tags for organization. You can edit these details at any time from the project settings.

  • Rename a project by clicking its title in the project header
  • Add or remove tags to categorize your projects
  • Delete a project from the project settings menu (this is permanent)

Search & Filters

The dashboard search bar searches across project names and tags. Filter projects by tag or sort by name, date created, or last modified to find what you need quickly.

Free vs. Plus

FeatureFreePlus
ProjectsUp to 5Unlimited
Documents & contentUnlimitedUnlimited
CollaborationInvite by emailInvite by email + shareable links
Export formatsTXTTXT, DOCX, PDF, EPUB
TemplatesFull library
Goals & achievementsFull access
AnalyticsBasicAdvanced dashboard
StorageStandardUnlimited

Documents

The document editor is a full-featured rich text editor with a familiar, Word-like experience. It uses a custom canvas-based renderer for pixel-perfect A4 page layout with automatic pagination, and supports real-time collaborative editing.

Text Formatting

Format text using the toolbar. All standard formatting options are available.

Bold / Italic / Underline

Standard text emphasis options available from the toolbar.

Strikethrough

Cross out text to indicate deletions or changes.

Headings

Six heading levels for document structure.

Lists

Ordered and unordered lists with nesting support.

Tables

Insert and edit tables with rows, columns, and cell formatting.

Images

Embed images directly in your document.

Code Blocks

Inline code and fenced code blocks for technical writing.

Blockquotes

Highlight quotes or callouts with styled blockquote formatting.

Links

Insert hyperlinks to external URLs or other content.

Horizontal Rules

Add visual separators between sections.

Callouts

Highlight important information with styled callout boxes — Info, Warning, Tip, Note, and Important variants.

Checklists

Interactive to-do lists right inside your document. Check items off as you go.

Page Breaks

Force a new page at any point in your document for precise layout control.

Slash Commands

Type "/" at the start of a line or after a space to open a Notion-style command palette. Start typing to filter commands, use arrow keys to navigate, and press Enter to insert. Press Escape to close.

Available commands:

  • Heading 1, Heading 2, Heading 3 — section headings
  • Paragraph — standard text block
  • Bullet List, Numbered List, Checklist — list formats
  • Image — insert an image from a dialog
  • Code Block — syntax-highlighted code
  • Quote — blockquote formatting
  • Divider — horizontal rule separator
  • Page Break — force a new page
  • Callouts — Info, Warning, Tip, Note, and Important callout boxes
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Slash commands are the fastest way to change block types. Type "/h2" to quickly insert a second-level heading, or "/code" to insert a code block.

Find & Replace

Open the find bar to search for text across your document with instant highlighting. Switch to find-and-replace mode to make bulk edits. Navigate between matches to review each occurrence.

Page Layout & Navigation

Documents are rendered in A4 page format with automatic pagination. Use the zoom controls to adjust the view, and the page navigation to jump between pages. The editor auto-saves your work continuously — you never need to manually save.

Zoom

Zoom in and out to adjust the document view to your preference.

Page Navigation

Jump directly to any page using the page number indicator.

Visual Tools

Beyond text documents, Plotiar offers three visual content types for planning, diagramming, and organizing your ideas spatially.

Flowcharts

Create node-based diagrams to map out story structures, processes, character relationships, or any connected system. Built on a professional diagramming engine with smooth pan, zoom, and auto-layout.

Nodes & Edges

Add nodes, connect them with directional edges, and label each connection. Drag to reposition freely.

Auto Layout

Automatically arrange nodes in a clean layout with one click — great for complex diagrams.

Mini Map

A mini-map overlay shows your position in large diagrams for easy navigation.

Pan & Zoom

Scroll to zoom, drag to pan. The infinite canvas gives you unlimited space.

Ideaboards

Ideaboards are freeform infinite canvases for brainstorming, mood boards, and visual thinking. Draw, add shapes, sticky notes, text, and images anywhere on the canvas.

  • Freehand drawing with multiple brush styles and colors
  • Shape tools: rectangles, ellipses, arrows, lines, and more
  • Sticky notes for quick ideas and annotations
  • Text blocks for labels and descriptions
  • Image embedding for references and mood boards
  • Infinite canvas — zoom out to see the big picture, zoom in for details

Plot Grids

Plot grids are a specialized visual tool for writers. Organize your story along plot lines and chapters in a grid format, making it easy to track multiple storylines, character arcs, and narrative beats across your entire work.

  • Define plot lines (rows) for different story threads or character arcs
  • Define chapters or story sections (columns) for timeline progression
  • Fill grid cells with notes, scene summaries, and key events
  • Get a bird's-eye view of your entire narrative structure at a glance

Task Management

Plotiar includes built-in task management to help you track to-dos, writing milestones, and project tasks without leaving your workspace.

Taskboards

Taskboards are Kanban-style boards with customizable columns. Each project can have multiple taskboards to organize different types of work.

Columns

Create, rename, reorder, and delete columns. Common setups include "To Do / In Progress / Done" or custom workflows.

Drag & Drop

Move cards between columns by dragging. Reorder cards within a column the same way.

Card Details

Each card can have a title, description, priority level, due date, tags, assignees, and checklists.

Checklists

Add sub-tasks to any card as a checklist. Track completion progress at a glance.

Sidebar Tasks

In addition to taskboards, each document has a sidebar task list for quick, lightweight task tracking. Open the right sidebar and switch to the tasks tab to add per-document to-dos that live alongside your content.

Collaboration

Plotiar is built for teams. Share projects with collaborators, edit documents together in real time, and communicate through comments and annotations.

Real-Time Editing

When multiple people open the same document, they can edit simultaneously. You'll see each collaborator's cursor and selection in real time with distinct colors. Changes are synced instantly through a conflict-free replicated data type (CRDT) system, so no work is ever lost.

Sharing Projects

Share projects with others by inviting them or generating a shareable link.

Invite by Email

Enter a collaborator's email to send them an invitation. Choose their role when inviting.

Shareable Links

Generate a link that anyone can use to join the project as an editor or viewer. Available on the Plus plan.

Plotiar supports four collaboration roles:

  • Owner — Full control including project deletion and member management
  • Editor — Can create, edit, and delete content within the project
  • Commenter — Can view content and leave comments but cannot edit
  • Viewer — Read-only access to all project content

Comments

Leave feedback and discuss content directly within the project. Comments support threading, @mentions, and resolution workflows.

  • Create comment threads on specific text or blocks in a document
  • Reply to existing comments to build a conversation
  • @mention collaborators to notify them
  • Assign threads to specific team members for action
  • Resolve threads when feedback has been addressed
  • Reopen resolved threads if more discussion is needed
  • Archive old threads to reduce clutter
  • View all comments in the sidebar panel for a quick overview

Bookmarks

Bookmarks let you create anchored reference points in your documents. Mark important passages, link between sections, and color-code bookmarks for quick identification.

  • Anchor bookmarks to specific text or blocks in a document
  • Assign colors to bookmarks for visual categorization
  • Link bookmarks to each other to create cross-references
  • Sort and filter bookmarks in the sidebar panel

Presence Indicators

See who's currently viewing or editing a document. Each collaborator's avatar appears at the top of the editor, and their cursor position is visible in real time within the document.

Organization

Keep your projects tidy with folders, notes, and templates.

Folders

Create folders (directories) inside a project to organize your content hierarchically. Nest folders within folders for as many levels as you need. Drag and drop content items between folders in the sidebar tree.

Content Tree

The left sidebar displays your project's content as a collapsible tree. Expand and collapse folders, drag items to reorder, and right-click for context menu options.

Notes

Notes are lightweight text snippets for quick thoughts, research, and reference material. They live in the right sidebar, separate from your main content, so they're always accessible without cluttering your document tree.

  • Project-level notes visible across all content in the project
  • Document-level notes specific to the currently open document
  • Quick to create, edit, and delete

Templates

Start new projects or content from pre-built templates to save time. Templates provide ready-made structures for common use cases.

Template Library

Browse templates by category — novels, screenplays, research papers, business plans, and more. Each template comes with pre-configured folders, documents, and sample content. Available on the Plus plan.

Version History

Never lose your work. Plotiar tracks every change and lets you create snapshots to mark important milestones, compare versions, and restore earlier states.

Snapshots

Snapshots are manual save points you create to mark a specific version of your document. Think of them as bookmarks in your document's history.

  1. 1

    Create a snapshot

    Click the snapshot button in the document toolbar and give it a name (e.g. "First draft", "After editor review").

  2. 2

    Browse snapshots

    Open the version history panel to see all your snapshots listed by date.

  3. 3

    Compare versions

    Select two snapshots to see a side-by-side diff highlighting what changed between them.

  4. 4

    Restore a snapshot

    Restore any snapshot to revert your document to that exact state. A new snapshot is created automatically before restoring, so you can always undo the restore.

Changelog

The changelog automatically tracks all editing operations — who changed what and when. This is especially useful in collaborative projects to understand the evolution of a document and attribute contributions.

  • Automatic tracking of all insertions, deletions, and formatting changes
  • See which collaborator made each change
  • Timestamps for every operation
  • Filter the changelog by user or date range

Productivity

Track your writing progress, set goals, and earn achievements to stay motivated. Available on the Plus plan.

Statistics Dashboard

The statistics dashboard provides detailed analytics about your writing habits and project activity.

Writing Metrics

Track words written, characters typed, net word count, and writing sessions. See your words-per-minute speed and daily output trends.

Streaks & Records

Track your current writing streak and all-time records — best day, best week, and best month. Stay consistent and beat your personal bests.

Activity Heatmap

Visualize your activity patterns across days and hours. See when you're most productive and identify your peak writing times.

Task & Content Analytics

Track task completion rates, content creation counts, and collaboration metrics across all your projects.

Goals

Set personal goals to build writing habits and track progress toward milestones.

  • Word count goals — set daily, weekly, or total word count targets
  • Character count goals — track characters written for precise targets
  • Streak goals — commit to writing a certain number of consecutive days or days in a period
  • Time-based goals — set goals around writing session duration
  • Task goals — target a number of completed tasks per period
  • Content creation goals — aim to create a set number of documents or content items
  • Comments closed goals — track your feedback resolution rate
  • Notes created goals — build a habit of capturing ideas and research
  • Goals can be scoped globally, per-project, or per-document

Achievements

Earn achievements as you hit milestones. Achievements come in four tiers — Bronze, Silver, Gold, and Platinum — across categories like writing milestones, streaks, consistency, collaboration, and more. Check your achievements page to see what you've unlocked and what's next.

Achievement Categories

Writing Milestones, Streak, Time-Based, Consistency, Content Creation, Collaboration, Quality, and Special achievements. Each category has multiple tiers to work toward.

Import & Export

Bring your existing work into Plotiar and export your documents in multiple formats for publishing, sharing, or backup.

Import

Import existing documents into any project. Supported formats include:

TXT

Plain text files — imported as-is with paragraph detection.

DOCX

Microsoft Word documents with formatting preserved — headings, lists, tables, bold/italic, and more.

PDF

Import text from PDF files into editable documents.

EPUB

Import e-book files, great for bringing in existing published work.

Split Import

When importing a long file, you can split it into multiple documents automatically — by headings, by a custom pattern, or by text matching (starts-with or contains). This is perfect for importing a full manuscript and splitting it into chapters.
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You can import up to 100 documents at a time, with a maximum file size of 50 MB per file.

Export

Export individual documents or entire projects.

TXT

Plain text export. Available on all plans.

DOCX

Microsoft Word format with formatting preserved. Plus plan.

PDF

Publication-ready PDF with page layout. Plus plan.

EPUB

E-book format for Kindle, Apple Books, and other readers. Plus plan.

You can export a single document, select multiple documents, or export an entire project at once. Multi-document exports are bundled into a single file.

Split View

Work with multiple documents and content types side by side using Split View. This is perfect for referencing research while writing, comparing documents, or working across different content types simultaneously.

Layout Options

Choose from several layout configurations to fit your workflow:

  • Single pane — standard full-width view
  • Two panes horizontal — side-by-side (great for reference + writing)
  • Two panes vertical — stacked top and bottom
  • Three panes horizontal — three columns for complex workflows
  • Three panes vertical — three rows stacked
  • Four-pane grid — 2×2 grid for maximum multi-tasking (maximum panes)

Working with Panes

Each pane is independent — open any document, flowchart, ideaboard, taskboard, or plot grid in any pane. Panes support all the same features as the standard view.

  • Resize panes by dragging the dividers between them
  • Each pane can have its own sidebar panels (project tree, comments, notes, tasks)
  • Click a pane to focus it — actions and commands apply to the focused pane
  • Your split view layout is saved in the URL, so you can bookmark specific arrangements
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Split view is especially powerful for writers — keep your outline or notes in one pane and your manuscript in another. Or reference your flowchart while writing the corresponding scene.

Account & Settings

Manage your profile, appearance, and subscription from the account settings.

Profile

Edit Profile

Update your display name and profile picture. Your profile information is visible to collaborators in shared projects.

Theme

Light & Dark Mode

Switch between light and dark themes to match your preference. The theme applies across the entire application including the editor, sidebars, and dashboards.

Subscription

Manage your subscription plan and billing information.

Free vs. Plus

Upgrade to Plus for unlimited projects, advanced export formats (DOCX, PDF, EPUB), templates, goals, achievements, collaboration links, and advanced analytics. Manage your subscription and billing from the settings page.