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Welcome to Formta

Formta is where creative teams in architecture, design, photography, events and other creative industries plan and run their projects.

Your First Steps​

1. Set Up Your Account​

When you sign up, a short welcome takes you through:

  1. What do you work with?: Select up to 3 industries
  2. Your notifications and privacy preferences
  3. How would you like to start?: Select Take a quick tour to learn the workspace essentials, or Start creating to open your first project

Your first project is already set up for you.

2. Fill In Your Profile​

Go to Account in the left sidebar. On the Profile page you can add your photo and your work preferences, and on the Notifications page you can select how you'd like to hear about things (see Account Settings).

3. Create More Projects​

On the Projects page, click New Project and fill in the project's name, priority and dates. Anyone on the team can add team members to the project, while only admins can invite new people to the team. Once the project is created, you'll select Show me how Formta works, I want to start with a template, I'm moving from another tool or Skip and go to project. See Creating Your First Project.

4. Set Up Your Team​

On a Studio or Pro plan, go to Account → Team management to invite people, select their role and what they can access (see Setting Up Your Team).

5. Manage Your Subscription​

Go to Account → Billing to upgrade your plan, buy more storage space, pause or cancel. Manage billing opens the billing portal for your card details, invoices and receipts (see Billing Management).

6. Build Your Project Page​

Click on the project page and type / to open the element menu and add an element in that spot, from around 30 elements, like a Moodboard, a Timeline, a Budget Sheet or a To Do Kanban. Drag an element to move it, drag its corners or sides to resize it, and click inside it to change its content. See Workspace Basics.

7. Send A Page To A Client​

  1. Hover Share in the header and select Send to client
  2. Select a client, or add a new one with their name and email
  3. Select if you want to include the existing comments, change the due date if a week from today doesn't suit you, and add a message if you want to. When the page has a Photo Selection, you can also let the client download images and add your own watermark
  4. Click Send to Client

Your client sees the page exactly as it looks when you send it. Anything you change afterwards won't reach them until you send it again as a new client revision.

Finding Your Way Around​

The left sidebar takes you to the main pages, the header shows where you are in a project, and the right sidebar has your notifications. See Navigation for everything in them.

Support Options​

  • Documentation: The guides you're reading now
  • Email: Write to info@formta.com
  • Report an issue: In the support menu (the question mark in the header)
  • Chat with support: In the support menu too

All of these are included on every plan.

Response Times​

PlanYou'll hear back within
Free10 business days
Personal5 business days
Studio48 business hours
Pro24 business hours

You can start 5 chats a month on Free, 20 on Personal, 50 on Studio, and as many as you like on Pro.

Next Steps​