Navigation

Formta has three areas. The left sidebar takes you to the main pages, your project page is in the middle, and the right sidebar has your notifications. The header across the top shows where you are and what you can do there.

The Left Sidebar

Hover over the left sidebar to see the name of each page:

• Inbox: Send and receive private messages across all teams and projects
• Projects: All your personal and team projects, along with any client revisions you've sent or received
• Inventory: Overview of your files and assets across all teams and projects
• Calendar: Overview of your tasks, events and meetings across all teams and projects
• Team: Your teams' overview and their internal boards, for posts and updates across all projects
• Account: Your profile, team management, billing and settings (see Account Settings). Hover it to sign out of Formta

Click the Formta logo at the top to go back to your workspace.

The Right Sidebar

Click the bell in the header, or press ⌘ / Ctrl + , (comma), to open your notifications. They're listed under New updates:

• Click a notification to expand it and mark it as read, and click it again to go to where it happened
• Click the X on a notification to remove it
• Click Clear All and confirm to remove all the notifications in the list. Team invitations you haven't answered yet will stay
• Click the settings icon next to New updates to change which notifications you'll get (see Notifications)

The Header

Left Side

• Your profile photo: Click it to go to your Account page
• Team dropdown: Use it to select which team you're working in, or Personal for your own projects. Admins can double-click the name to rename the team
• Project dropdown: Select which project to view, or select New Project to create a new project. Projects you've been invited to show Pending, and you can accept or decline the invitation from the list. Double-click the name to rename the project
• Page: The name of the page you're on in the selected project. Double-click it to rename it

Right Side

• Undo and redo arrows: Step back and forward through your changes. They're muted when there's nothing left to undo or redo
• Share: Select Send to client to send pages to a client for review. On a personal project you'll also find Share with team, and on a team project it's Add new team member
• View as: Select Client to see the page the way your client will, or Team to go back to your project page
• Support menu (the question mark): Here you can find Show me how Formta works (a tour of the most basic functions in Formta), if you've selected an element a guide for that element, an overview of keyboard Shortcuts, link to our Documentation, Report an issue and Chat with support
• Accessibility settings: Change the contrast, motion and text size, and turn on colour blind friendly mode, screen reader mode or focus indicators
• Notifications bell: Opens the right sidebar. The number on it shows how many notifications and support chat messages you haven't read

Working On A Project

Pages

A project can have more than one page, and each page has a tab at the top of the project under the header:

• Click a tab to open that page
• Click + next to the tabs to add a new page
• Right-click a tab to rename it. On a touch screen, press and hold the tab
• Drag a tab to move it
• Hover over a tab and click the X to delete the page. Press ⌘ / Ctrl + Z if you deleted it by mistake
• If there are more pages than there's space for, the rest are in a dropdown list at the end of the tabs

On the right of the tabs you'll find:

• Client updates: Shows how many changes and comments your clients have made that you haven't seen. Click it and select Next Update to go to the next one, or Mark All as Seen
• Team members online: On a team project, the profile photos of the team members who are online in Formta right now, on any project or page
• The bookmark icon: Save the project as a template

Adding Elements

1. Click anywhere on the project page and type / to open the element menu to add an element in that spot
2. Click the element you want to add

Working With Elements

• Move: Drag the element to where you want it
• Resize: Hover over the element and drag one of the handles on its corners or sides
• Edit: Click inside the element to change its content

Quick Search

Press ⌘ / Ctrl + K anywhere in Formta to search. Type a name to find a project, page, element, inventory, inventory item, task, meeting, event, client or team member.

To find something someone wrote, type the words you remember. The quick search finds the Inbox messages, conversations on project pages, team posts and comments on tasks, events and meetings that have all of them, in any order and any form, so "deliver files" finds "the files were delivered". The newest come first. Click a result to open it where it was written.

Keyboard Shortcuts

Press ? anywhere in Formta, or select Shortcuts in the support menu, to see every shortcut supported. These are the ones you'll use most:

Everywhere

Action	Shortcut
Open quick search	⌘ / Ctrl + K
Show the keyboard shortcuts	?
Close a pop-up	Escape
New project	N
Open or close the right sidebar	⌘ / Ctrl + , (comma)

On Pages With Tabs

These shortcuts work on a project, and on the Calendar, Inventory, Account and Client Revisions pages:

Action	Shortcut
Go to a tab by its number	1 to 9
Next tab	⌘ / Ctrl + Shift + →
Previous tab	⌘ / Ctrl + Shift + ←

On A Project Page

Action	Shortcut
Open the element menu	/
Add a page after the one you're on	⌘ / Ctrl + ⌥ / Alt + T
Undo	⌘ / Ctrl + Z
Redo	⌘ / Ctrl + Shift + Z
Copy	⌘ / Ctrl + C
Paste	⌘ / Ctrl + V
Select all the elements on the page	⌘ / Ctrl + A
Delete what you've selected	Delete or Backspace
Export the selected element	⌘ / Ctrl + E
Zoom in	⌘ / Ctrl + +
Zoom out	⌘ / Ctrl + −
Move the page	⌘ / Ctrl + drag
Duplicate an element while you drag it	⌥ / Alt + drag

Next Steps

• Creating Your First Project: Set up a project with all its options
• Account Setup: Add your profile photo and select your notifications
• Workspace Basics: Learn more about the project page and its elements