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
Visit the app
Go to app.plotiar.com. You'll be redirected to the sign-up page automatically.
- 2
Sign up
Create an account with your email or sign in with Google. Your account is ready instantly — no email verification required.
- 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
Project Workspace
Creating Your First Project
- 1
Click "New Project"
From the projects dashboard, click the "New Project" button.
- 2
Name your project
Give your project a title. You can also add tags to categorize it.
- 3
Start adding content
Use the "+" button in the sidebar to add documents, flowcharts, ideaboards, taskboards, or plot grids.
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
| Feature | Free | Plus |
|---|---|---|
| Projects | Up to 5 | Unlimited |
| Documents & content | Unlimited | Unlimited |
| Collaboration | Invite by email | Invite by email + shareable links |
| Export formats | TXT | TXT, DOCX, PDF, EPUB |
| Templates | — | Full library |
| Goals & achievements | — | Full access |
| Analytics | Basic | Advanced dashboard |
| Storage | Standard | Unlimited |
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
Strikethrough
Headings
Lists
Tables
Images
Code Blocks
Blockquotes
Links
Horizontal Rules
Callouts
Checklists
Page Breaks
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
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
Page Navigation
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
Auto Layout
Mini Map
Pan & Zoom
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
Drag & Drop
Card Details
Checklists
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
Shareable Links
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
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
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
Create a snapshot
Click the snapshot button in the document toolbar and give it a name (e.g. "First draft", "After editor review").
- 2
Browse snapshots
Open the version history panel to see all your snapshots listed by date.
- 3
Compare versions
Select two snapshots to see a side-by-side diff highlighting what changed between them.
- 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
Streaks & Records
Activity Heatmap
Task & Content Analytics
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
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
DOCX
EPUB
Split Import
Export
Export individual documents or entire projects.
TXT
DOCX
EPUB
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
Account & Settings
Manage your profile, appearance, and subscription from the account settings.
Profile
Edit Profile
Theme
Light & Dark Mode
Subscription
Manage your subscription plan and billing information.
