Start with Board basics, or jump to the task you need. For an introduction to what Typity can do, take the product tour.
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Board basics
A board is a visual space for tasks and ideas. Arrange them freely, group them in lists, and draw lines to connect them.
01
Add your first task or idea
Typity calls each item on a board a node. A node can represent a task, an idea, or something you want to remember.
Double-click empty canvas space, or double-tap on a touch screen.
Leave Node selected, enter a short title, and press Enter. “Enter a title…” is a prompt, not saved text.
Click or tap the node once to open its Details window.
Add supporting details
Use Details for formatted notes, images, comments, due dates, and assigned members. Select words to format them, or use a block’s handle for more actions, including moving or deleting the block.
The small details icon beside a title means that node has notes. The numbered badge shows how many items are directly inside it.
For a guided walkthrough, open the question-mark Help button on a Board, Kanban, or Note.
02
Arrange, group, and select
Place and rename
Drag a node to move it. On touch, hold until it lifts, then drag. To rename it and reveal its actions, hold the node and release without dragging; press Enter or select outside the title to finish.
Use lists and Headers
Choose List in the creation popup to group items in a visual column. A list can have notes, a status, and connections, but stays on this canvas instead of opening another board.
Choose Header to add a bold heading. It keeps its format when moved into or out of a list.
Double-click or double-tap empty space inside a list to add an item. Drag items past another item’s midpoint to reorder, into another list to move, or out onto the canvas.
A list grows with its items and moves with them. Archiving the list also archives everything still inside.
Select several items
Hold empty canvas space until the tools appear, draw a loop without releasing, then release to lasso nodes or whole lists. To select individual list items, start in empty space inside the list. Drag Move selected to carry the selection together.
Pan and zoom
Drag the background to pan. Pinch empty canvas space on a phone or tablet, or use a trackpad pinch in desktop Chrome, to zoom. The + / − controls also adjust zoom from 20% to 150%; select the percentage to return to 100%.
To enlarge beyond 100% with a gesture, keep spreading your fingers or zooming in. The percentage control fills before zooming further is unlocked.
Find off-screen work
Small arrows around the edges of the screen point toward nodes outside the current view. Pan in an arrow’s direction to find them. If every node is off-screen, choose Jump to nearest node.
03
Connect and manage a path
With a mouse, drag a node’s right connection handle to another node to make an outgoing connection. On touch, hold until the circle finishes, then drag. The left handle creates an incoming connection.
To review existing lines, hold a handle and release. The right side shows outgoing lines; the left side shows incoming lines.
Select an X to remove a connection. To create another line instead, hold the handle and continue into a drag.
A line’s appearance follows the node it starts from: changing that node’s status also updates its outgoing lines. Holding a handle with no connections simply prepares it for a new line.
Organize a plan
Give larger topics more room, keep tasks moving, and find your way back.
04
Give a task its own board
Double-click or double-tap a node to open its own board. Add smaller tasks and notes there when a job needs a more detailed plan. Lists stay on the current board.
The path in the upper left, called a breadcrumb trail, shows the boards you opened to get here. Select a name in that path, or use your browser’s Back and Forward buttons, to return to another board.
05
Move work between canvases
Drag a single node, or lasso-select several nodes and drag Move selected. On touch, hold a single node until it lifts before moving.
Pause over the destination node until its entry circle finishes and its canvas opens.
Place what you are carrying inside. To move upward, pause over a breadcrumb while still dragging.
Drop on Cancel Move to return the carried work to where it started.
06
Set deadlines, assign members, and mark progress
Set a deadline
Open a node or card’s Details, open the three-dot Node actions menu, and choose Due date. Pick a date and optional time, then choose Set due date.
Assign someone
In Details, open the three-dot Node actions menu → Members. Search by name or @name and choose someone who already has access. Their picture or initials appear beside the task; select a picture to see names.
Assignment does not send an invitation. Assigned members receive in-app reminders as the deadline approaches.
Set status and labels
Hold a node or card and release to show its status and Labels actions. You can also hold its title in Details to open the combined menu: Idle (default), In Progress, Paused, or Done, plus labels. Select a label beside a title to show or hide label titles.
Archive finished work
Drag work onto Archive at the bottom of the screen to remove it from the current plan. You can restore archived nodes from Activity.
07
Link to work with a shortcut
A shortcut opens an existing board or note from another place in your plan. It links to the original instead of making a separate copy.
Open the left user menu and find the Board, Kanban, or Note in the workspace navigator.
Hold its row, then drag it onto the Board. In Kanban, drop inside a list.
Confirm that you want to add the shortcut.
The shortcut has its own title, position, status, and connections. Opening it takes you to the original destination as long as you have access. A shortcut never grants access by itself.
08
Create another workspace
A workspace keeps your projects and notes together. You can use separate workspaces for Personal and Work, for example.
Open the left user menu and select the Workspace tab.
Open the workspace-name dropdown and choose Create workspace.
Inside the workspace, use Add New to create a Folder, Board, Kanban, or Note.
To change an item’s background, open its Settings. The background is shared with collaborators and follows the item across devices.
Folders organize the boards and notes in your menu. Within a board, nodes organize your ideas and tasks. Everyone added to a workspace can access that workspace. To share less, share a specific item.
09
Find work
In the left Workspace menu, select the funnel to filter items by title, type, or label. Select a label beside an item to show or hide label titles.
For content search, select the magnifying glass or press Ctrl/Cmd + F. On a Board or Kanban, choose Board for the current canvas, Board + sub-nodes to include nested boards, or Workspace for the workspace’s projects and Notes. Choose fields under Look in, then Show results when offered.
Choose columns for a workflow, a Note for writing, or drawing tools for a sketch.
10
Plan with Kanban
Kanban organizes tasks as cards in columns. Start with To do, In progress, and Done, or choose columns that match your work.
Create columns and cards
Choose Kanban from Add New. Use Add list to append a column, or double-click or double-tap empty background to insert one there. Choose Add Card below a column to create a task.
Move and focus
Drag cards between columns. On touch, hold until the card lifts. Drag a column by its title to reorder it; on touch, hold the title until it lifts first.
Scroll each column vertically to see its cards, and move horizontally to reach other columns.
Choose Collapse list to narrow a column, or Expand list to bring it back. This is your device’s view preference; cards are not archived or deleted.
Hold the Add Card area until the tools appear, then draw a loop without releasing to select cards. Release and drag Move selected to move them together. A short click or tap still creates a card.
A card’s status is separate from its column. Click or tap once for Details, deadlines, and members; double-click or double-tap to open its nested board.
11
Write in Notes
Create and edit
Choose Note from Add New for a standalone document. In Settings, choose Rich text for formatted writing and images, or Plain text for simple notes.
In Rich text, select words to format them. Select a block’s handle for headings, checklists, tables, and comments; drag the handle to reorder a block. With edit access, people can write together in an unencrypted Rich text Note.
Know when to save
Ordinary Rich text Notes save locally and sync automatically. Plain-text and encrypted Notes use Save. Check the save indicator for pending work.
Find text and files
Select the magnifying glass, or press Ctrl/Cmd + F, to search within the Note. The top-right menu has Overview, Files, Sharing, and Settings. Open revisions from Settings. Keep Notes in folders alongside your boards.
12
Draw and annotate
Boards, Kanban, and unencrypted Notes share the same drawing tools.
Hold empty canvas space, or a Note’s text or gutter, to open the Move / Draw menu. Choose Draw to sketch with a mouse or touch; a hardware pen can draw directly.
Use the drawing controls to choose color, erase, select strokes with the lasso, or Undo and Redo.
Return to Move to select text, edit, and navigate normally.
Note drawings stay where you placed them on the page as text changes. They are separate from the text and are unavailable on encrypted Notes, even while unlocked.
13
Protect a Note with encryption
With Pro and permission to manage the Note, open Settings → Client-side encryption → Encrypt this note. Remove any drawings first.
Create a passphrase and keep the recovery key somewhere safe. The recovery key is shown once; save or print it before closing.
Use Save after editing, and Lock now when finished. Save before leaving the Note or before its idle lock activates; locking can discard unsaved edits.
Encryption protects the writing inside the Note. Its title, location, and sharing information remain readable; separate files, images, and comments are not covered by Note encryption. Keep sensitive information out of titles and folder names.
People with access can unlock and read with the passphrase or recovery key; saving encrypted changes requires Pro. Exchange the passphrase outside Typity. Typity cannot recover encrypted writing without a key.
Share and collaborate
Invite specific people, publish a read-only link, or make an independent copy.
14
Share part of a plan
Invite specific people
As the workspace owner, open the item’s right menu and choose Sharing.
Enter an email address and choose Can view or Can edit. For a Board or Kanban, decide whether to include everything nested inside it.
Choose Send invitation (Share note for a Note). The recipient opens the email, signs in with that address, and chooses Accept invitation.
Recipients return through Account → Shared with me in the left user menu. Inviting editors requires the owner’s Pro; ordinary invited editors do not need Pro. Access is limited to what was shared.
Work together
People on the same board can see live cursors, movement, connections, drawings, and title edits. Formatted, unencrypted Notes and task Details also support writing together.
Type @ in a comment, task Details, or an unencrypted Rich text Note to choose someone who already has access. Saving the mention notifies them with a link. Mentioning someone does not invite them.
For live chat, select the chat button at the bottom right while someone else is viewing the same Board, Kanban, or Note. Messages stay only in each browser for 24 hours. Use Comments for discussions you want to keep.
15
Publish a read-only link
As the workspace owner, open Sharing on a Board, Kanban, or unencrypted Note.
For a Board or Kanban, choose whether to include nested content. Confirm I understand this makes content public, and choose Publish to web.
Choose Copy link. Anyone with that link can view it without an account. Choose Unpublish to stop access through the link.
If you include the boards and tasks inside a published project, later additions there are public too. Embedded images and drawings are visible; comments, history, shortcuts, and other attachments stay private in the published view.
Signed-in readers can choose Follow this and return through Account → Following. Following saves the link; it does not enable notifications or offline access.
16
Reuse a shared plan
Owners can enable Allow Forks when sharing or publishing. It is off by default, and encrypted Notes cannot be forked.
Sign in while online. Choose Fork on a published page, or Fork this Board, Kanban, or Note in a shared item’s Settings.
Select a workspace you can edit. Choose whether to include the smaller boards and tasks you have permission to copy, files and media, and comments.
Create the copy, then edit it independently of the original.
The copy uses your workspace’s normal capacity limits. Assignments, due dates, and previous activity and revisions are left behind.
17
Choose activity emails
In Account settings, choose Daily Digest or Off. In a Board, Kanban, or Note’s Settings, use Activity emails to inherit that choice or mute the item just for you.
Note digests link to other people’s content, comment, and file changes without including Note text or comment bodies. Mention email preferences are separate.
Save, import, and recover
Check what is on your device, review earlier work, and bring content in or out.
18
Install Typity and work offline
Prepare this device
Choose Install app when your browser offers installation. You can also keep using Typity in the browser.
Open a workspace online and let it finish downloading. Open the save/status control to check Offline Boards, Offline Kanbans, and Offline Notes. Downloaded content can open offline on that device; public links require a connection.
Check saving
Saved: there is no pending work waiting to sync.
Offline / waiting: changes are saved on this device and will sync when you reconnect.
Sync delayed: open the status control and choose Retry now.
Need attention: open recovery and review the affected changes.
Use Save where required for plain-text and encrypted Notes. Sync pending work before signing out or clearing browser data, which removes local copies. Downloads are specific to the device and browser; storage cleanup can remove them.
19
Review and recover changes
Review activity and unread changes
On a Board or Kanban, open Activity in the right menu to see meaningful changes. In a Note, open Overview. A red number on a node flags other people’s updates. Open Details, Comments, or Activity to read the relevant changes; each unread category clears after the latest content loads.
Browse saved versions
For task Details, open the three-dot Node actions menu → Revision history. For a Note, open Settings → Revisions in the right menu. Switch between View List and View Timeline, preview a version, and use Newer or Older to browse.
Free includes the last 7 days; Pro adds older revisions and restore. Restoring makes the selected content current while preserving revision history. Details history requires workspace membership; a private Board share does not include it.
Resolve a sync conflict
Sync recovery compares device and server copies. Review both before choosing which to keep. Board recovery offers Save device version or Use server version; Notes offer Keep device version, Download device copy, or Use server version.
To preserve a copy before deciding, use Download saved data in Board recovery or Download device copy in a Note. Choosing the server version replaces the affected device copy. This is separate from restoring a revision.
20
Import from Trello or Notion
Trello → Kanban
Create an empty Kanban, including no archived content.
While online, open Settings → Import from Trello and select the board’s JSON export.
Review the preview and warnings, then choose Import.
Lists become columns, cards keep their Details, and comments present in the export come with them. Archived content stays archived. Trello dates, labels, members, and checklists are kept in Details; they do not become Typity deadlines or assignments. Attachment links are retained, but the files are not downloaded.
Notion → Note
Export one Notion page as HTML or Markdown. HTML keeps the closest formatting; a ZIP can include exported images.
Create an empty, unencrypted Rich text Note. Open Settings → Import from Notion and choose the page file or ZIP.
Review the preview and formatting warnings before choosing Import. Image uploads need a connection.
The Note keeps its current title. Only one page is imported, without subpages or a whole workspace. Imports are one-time copies, with no continuing connection to Trello or Notion.
21
Export your content
While online, save and sync local edits before exporting.
For one Board, Kanban, or Note, open Settings → Export. For all workspaces you own, open Account settings → Export content.
Choose Content for your writing, Metadata for board structure and connections, and Attachments for files. Board and Kanban exports include smaller boards and tasks by default; turn that off to include only the current board and its cards or lists.
Download the ZIP and keep it somewhere safe.
Exports do not include revision or Activity history and are not automatic Typity restore files. Encrypted Notes stay encrypted and include a local decryption helper; account records have a separate download in Account settings.
Each selected category has a cooldown: 12 hours per item, or 24 hours for full-account exports.
Ideas for your first plan
Start with an example that fits your project.
Break down a project
Home → Yardwork → Charge mower
Step-by-step process
Prepare → Do → Check → Put away
Compare your options
Question → Options → Consequences
Plan your week
This week → Today → One next action
A good test:
When you return tomorrow, can you see why this matters and what you can do next? If yes, the map is detailed enough.