Workspace Basics

Elements are what you build a project page with: lists, kanbans, charts, calendars, canvases and more. Each one has its own job, from tracking a budget to collecting references on a moodboard.

Adding An Element

1. Click on the project page where you want the element to be added, and type / to open the element menu. On a phone or a small tablet, tap the + button in the bottom-right corner instead
2. Search for the element you want, or scroll through the list. The elements you've used most recently are at the top for easy access
3. Select the element to add it to the page

To add text, click an empty spot on the page and start typing.

All Elements

These are the elements you'll find in the element menu:

• Blueprint: Draw floor plans to scale, with walls, doors, windows, rooms, dimensions and furniture. Available on the Studio and Pro plans
• Budget Dashboard: An overview of your project's income and expenses shown in charts. Its data source is added from a connected Budget Sheet or Table
• Budget Sheet: Track income and expenses, comparing planned, budget and actual amounts
• Client Revisions List: An overview of every client revision round in the project, with its status
• Colour Chart: One colour as a large block with its HEX value
• Colour Palette: A palette of colours to use for brand colours or a scene's colour set
• Content Calendar: A monthly calendar for planning editorial schedules, social posts and campaigns
• Inventory List: Find the inventory items you need for the project, filtered by category, tag and location for easy access inside the project
• Meeting List: Overview of the project's upcoming meetings, where you can schedule them and send invites directly from inside the project
• Mindmap: A canvas for brainstorming
• Moodboard: Collect your images, video, text, colour palette and other references for visual inspiration
• Payment Status Chart: An overview of your project's payment statuses, to keep track of what's paid, pending or overdue
• Photo Selection: Share photos with a client for review
• Project Budget Status Chart: Overview of how much your project has spent and what's left of your budget. You can select to view it for the whole project or one month
• Project Status Chart: Overview of all tasks in the project showing how many tasks have each status type, making it easy to see the overall project status
• Shopping Selection: A collection of shopping items for sharing with your client to approve
• Storyboard: Plan a story frame by frame, with drawing tools, 3D layers and different media types
• Table: Classic table with rows and columns, ideal to use for shot lists, vendor comparisons, programme planning, crew lists, permit overviews and more
• Team Mood Tracker: Team members can log how they're feeling about their work on a daily or weekly basis. In a project, their answers are always anonymous
• Tickets Sold Chart: Show tickets sold against the total capacity
• Timeline: Events, tasks and meetings shown on a horizontal timeline
• To Do Kanban: Shows tasks as cards that you can move between columns
• To Do List: A checklist showing each task's status and a responsible person
• Tracking List: A list of all your deliveries with tracking links and invoice status
• User Feedback: A kanban for collecting user feedback
• Video: Upload or link to a video to play it directly in Formta
• Whiteboard: A canvas for sketching, brainstorming and planning

Under External tools in the element menu you'll find:

• OpenStreetMap: Add a map for a venue, shoot location or address you need to remember
• Brooklyn Museum, Metropolitan Museum, Rijksmuseum, SMK Denmark, NMAAHC, Colbase and Te Papa (Museum Collections): Browse each museum's public-domain artwork. The pieces you select are added to the page as images
• Pexels: Search stock photos. The photos you select are added to the page as images

Working With Elements

• Move: Drag the element to where you want it on the page
• Resize: Hover the element and drag one of the handles on its corners or sides
• Delete: Click the element to select it, and press Delete or Backspace. Press ⌘ / Ctrl + Z if you deleted it by mistake

On a phone, or a small tablet held upright like an iPad mini, elements can't be moved or resized. On a larger tablet you can drag an element to move it, or drag one of its handles to resize it.

Connecting Elements

Many elements can show data from another element and stay up to date with it, so you only type things once. Keep your vendors in one Table, and every other table that shows them updates when a vendor's details do. Plan your posts in a Content Calendar, and they show up in your To Do List too, where marking one complete marks it complete in both. Connect a Budget Sheet to a Budget Dashboard, and you'll see your budget as charts. See Connecting Elements.

Working Together

On a team project, the changes your team members make show up on your page while you work. Inside an element you'll also see where the others are working.

If you've worked offline and someone else changed the same element in the meantime, you'll select which version to keep when you're back online (see Working Offline).

Templates

A template sets up the project structure for that kind of work, with its pages and the elements already on them. To add one, click Use template at the bottom of the element menu, select the type of project, and click Add template. You can also select a template when you create a new project.

Templates are included on every plan:

• Art direction: Brand campaigns from concept to social media, website, print, billboards, TV and online ads
• Graphic design: Brand assets, concepts, sketches and the final design
• Design: From user research and analysing the problem to prototypes and user feedback
• Interior design: From the design brief and site assessment to material selection, orders, installation and styling
• Architecture: From the project brief and site assessment to construction documents, permits and bidding
• Photography: Call sheets, shot lists, equipment, locations, models, image processing, photo selection and file delivery
• 3D art: From story development and storyboards to modelling, texturing, rigging, lighting, rendering and visual effects
• Events, galleries & studio spaces: Crew, volunteers, vendors, venue, stage design, tech riders, safety plans and tickets
• Creative teams & studios: Campaigns with design briefs, copywriting, social media, advertising and media
• Producers & project managers: Productions with sponsors and funding, vendors, locations, logistics and safety plans

Your Own Templates

Once you've set up a project the way you like it, click the bookmark icon to the right of the page tabs to save it as a template. Manage Templates on the Projects page lists the templates you've saved, where you can search them, edit or delete them, and start a project from one.

Keyboard Shortcuts

These shortcuts work on a project page:

Action	Shortcut
Open the element menu	/
Close the element menu or a pop-up	Escape
Delete the selected element	Delete or Backspace
Copy	⌘ / Ctrl + C
Paste	⌘ / Ctrl + V
Select all the elements on the page	⌘ / Ctrl + A
Undo	⌘ / Ctrl + Z
Redo	⌘ / Ctrl + Shift + Z
Zoom in	⌘ / Ctrl + +
Zoom out	⌘ / Ctrl + −
Export the selected element	⌘ / Ctrl + E
Duplicate an element while you drag it	⌥ / Alt + drag

Press ? to see every shortcut, or see Keyboard Shortcuts.

Ideas For New Elements

Have an idea for a new element or template? Select Chat with support in the support menu and tell us about it.

Next Steps

Each element has its own page in these docs. These are good ones to start with:

• Moodboard: Collect visual inspiration
• Timeline: See your project's schedule in one place
• Budget Sheet: Keep track of your project's money
• To Do Kanban: Manage your tasks