Guide
v0.16.0Everything IdeaBoard can do today, from your first note to wiring up the variables your story depends on. This guide grows with each release.
Getting started
IdeaBoard organizes a story as Story → Board → Notes. Create an account, then create your first story from the dashboard — it opens onto an infinite canvas where all your work happens.
- Sign up with email and password, or continue with Google.
- New story from the dashboard gives you a fresh board.
- Every board autosaves as you work — there is no save button to remember.
The canvas
The board is an infinite canvas you can move around freely.
- Pan: drag empty space, or scroll.
- Zoom: pinch, or Ctrl + scroll. Controls sit in the corner.
- Fit to screen recenters everything you've made.
- Snap to grid (magnet icon, or Shift+G) aligns everything you move to a 20px grid. It's separate from showing the grid, so you can snap without the dots or see the dots without snapping.
- The toolbar adds notes, drawings, and connections, and opens the components panel.
Boards
A story can hold as many boards as you need — useful for splitting a big project into separate canvases like “Act 1”, “Side Quests”, and “Characters”. Boards appear as tabs just under the story header.
- Switch boards by clicking a tab. The open board is remembered in the page URL, so you can bookmark or share a link straight to it.
- Create a board with the + button at the end of the tab strip.
- Rename by double-clicking a tab, or from its menu. Duplicate copies the board with all its notes and connections intact.
- Delete removes the board and everything on it. A story always keeps at least one board, so the last one can't be deleted.
- The grid icon at the end of the tab strip opens an overview of every board: search them by name, see how many notes each holds, and group them into folders. Deleting a folder keeps its boards — they just become unfiled.
Components are shared across every board in a story — define gold once and reference it from any board.
Notes
Notes are the core building block. Add one from the toolbar or by double-tapping empty canvas, then double-click a note to edit it.
- Markdown: headings, bold, italic, lists, task lists, links, and tables all render as you'd expect.
- Move & resize: drag to reposition, drag a corner to resize.
- Color: pick from the note palette to group things visually.
- Lock a note to prevent accidental moves; delete from its menu.
- Images: add an image block inside a note (validated for type and size).
Notes render Markdown, so ## A heading and - a list item format automatically.
Connections
Connections turn a pile of notes into a map. Drag from the handle on one note to another to create a directional arrow showing which beat leads where.
- Arrows are directional — perfect for branching choices and story flow.
- Recolor or delete a connection from its controls.
- Deleting a note also removes the connections attached to it.
Drawings
When a sketch says it faster than words, add a drawing from the toolbar and draw freehand. A drawing behaves like a note: move it, resize it, and connect it to other notes — useful for maps, timelines, or the shape of a space.
Containers
A container is a named region of the canvas that groups the notes inside it — handy for marking out an act, a chapter, or a cluster of related scenes. Add one from the toolbar or press C.
- If you select some notes first, the new container is drawn around them automatically. Otherwise it appears at the centre of your view at a default size.
- Membership is automatic: a note belongs to whichever container its centre sits inside. Drag a note in or out and it joins or leaves — there's no “add to container” step. The header shows a live note count.
- Drag the header to move a container — everything inside moves with it. Drag the edges to resize. The body is click-through, so notes on top stay usable.
- Rename by double-clicking the name. Pick a colour, or lock a container to prevent accidental moves, from its menu.
- Deleting offers two choices: remove just the container and leave the notes on the canvas, or delete the container along with everything inside it.
- Collapse a container with the chevron in its header to shrink it to a single strip. The notes inside stay on the canvas; they're just no longer framed.
- The Containers button in the header opens a panel listing every container on the board — search them, edit names and descriptions inline, expand one to see the notes inside, and click through to jump to any of them.
Containers can overlap or nest — if a note sits inside two, it belongs to the smaller one.
Linking between boards
Inside a note you can link to another board, or to a container on it, using #. Click a link to jump straight there.
- #Prologue — go to the board named Prologue.
- #Prologue/Vault — go to the container Vault on that board.
- Names with spaces need brackets: #(Act One) or #(Act One/The Vault). Without them the link would have no way to tell where the name ends and your sentence continues.
- A link to something that doesn't exist shows an amber warning, the same as an invalid component reference — so a renamed board never leaves a silently dead link.
Components
Components are the variables your story turns on — the things that change as a reader makes choices. Open the Components panel from the toolbar to manage them.
- Number — a count or score, e.g. fuel.
- String — a piece of text, e.g. the hero's name.
- Boolean — a true/false flag, e.g. hasKey.
- List — a set of choices, e.g. weather is one of sunny, rainy, snowy. Click a choice on the component card to mark it as the selected value (click again to clear it).
Once a list has a selected value, conditions compare against that choice — so weather == "rainy" works the way you'd expect, while weather includes "snowy" still asks whether it's one of the available options.
For a list, open the component and use the choices editor to add, rename, reorder, or remove options. Each component also shows its current value, a “used in N notes” count, and a Reset to default action. Renaming a component updates every note that references it.
Referencing components in notes
Inside a note, type @ to open autocomplete and pick a component. IdeaBoard inserts a reference token like {{fuel}} that stays linked to the component.
- Valid references render as a chip; click one to jump to the components panel.
- If a referenced component is renamed, the token updates automatically. If it's deleted, the reference is flagged so you can fix it.
- The components panel shows exactly which notes use each component.
- Show values (eye icon in the toolbar, or P) swaps every reference for its current value, so you can proofread a note as a reader would see it. For a list, that's its selected choice.
Conditional notes
A conditional note routes to different notes depending on your components' current values — useful for branches like “only show this scene if the player has the key.” Add one from the toolbar (or press Shift+N).
- Open Manage branches to define one or more branches. Each branch has a label, a target note, and one or more conditions (e.g. hasKey == true) — all conditions in a branch must be true for it to match.
- Branches are checked in order; the first one that matches wins. Add an else / default branch to catch everything else.
- The note shows every branch live: the currently active branch is highlighted, and its connection on the canvas is drawn thicker and solid — every other branch's connection is dashed and faded. Change a component's value in the panel and watch the active path update.
- If a branch's condition references a component that's been deleted, a warning icon appears on that branch.
This is a planning and visualization aid — it shows you which path is live for the component values you've set, not a runtime story engine.
Technical notes
A technical note is the write side of a conditional note: it changes a component's value when a reader reaches it (e.g. adding to gold, or toggling hasKey to true). Add one from the toolbar or press Alt+N (Option+N on Mac).
- Open Manage updates to add one or more changes. Each update picks a component and an operation: Set, Add, Subtract, Multiply, Toggle, or Append — available operations depend on the component's type.
- The note previews each change live, showing the current value and what it would become (e.g. 15 → 25).
- Click Apply to actually run the updates on the components now — useful for walking through a path and testing how your variables evolve. This edits the real component values, the same as editing them in the Components panel.
Applying is for testing, not permanent — you can always adjust a value afterward in the Components panel, or use its Reset to default action.
Export & import
You can export any story to a single file and import it back later — useful for backups, moving work between accounts, or duplicating a story as a starting point.
- Export: open a story's menu on the dashboard and choose Export, then pick a format. Archive (.ibs) is a compressed full backup with an integrity checksum; Readable (.json) is a plain, diffable file. Both contain everything: boards, notes, connections, containers, and components.
- Back up everything: the Back up all button downloads every story as one ZIP of .ibs archives, with an index of what's inside.
- Import: use the Import button on the dashboard. It accepts any of the three formats — .ibs, .json, or a bulk .zip — and shows you what the file contains before anything is created. Importing a bulk backup restores every story in it.
- Importing always creates a new story with fresh IDs — nothing you already have is overwritten or merged into. You can rename the story during import, and you'll be warned if the title matches one you already have.
- Conditional branches, technical updates, and container groupings all survive the round trip, as do component references in your notes.
The export is plain JSON, so it's readable and diffable — you can keep it in version control alongside your drafts if you like.
Undo & redo
Every board keeps a session history of your recent actions — creating, moving, resizing, editing, recoloring notes, and creating connections.
- Undo: Ctrl + Z
- Redo: Ctrl + Shift + Z or Ctrl + Y
History is per session — it resets when you reload the board.
Your account
From Settings you can manage your profile and preferences.
- Profile: display name and bio.
- Avatar: pick a generated style or upload your own image.
- Theme: switch between light and dark from the toggle in the header.
- Privacy: boards are private to your account by default. You can delete your account and its data at any time.
Looking for what changed recently? See the feature overview on the home page. This guide is updated with every release.