flowplanDocumentation
/
Start page

Getting started

First steps

From signing in for the first time to your first own page: what you do with Flowplan in the first ten minutes.

Sign in or sign up

You sign in with your e-mail and password, with a passkey (fingerprint, face or device PIN) or – if your organisation has set it up – with Sign in with SSO through your organisation's login (OpenID Connect, such as Keycloak, Authentik, Zitadel or Entra ID). You create an account with Create account, provided the instance allows sign-ups or you have been invited. Afterwards you set up passkeys under Settings → General → Your profile. Everything else is described under Sign-in.

When you sign in for the first time, Flowplan creates a private workspace with example pages. With single sign-on, your name, e-mail address and – if available – your profile picture come from the login provider.

The interface

  • Sidebar on the left: workspace switcher, search, home, inbox, your spaces with the page tree, and below them templates, media, trash and settings.
  • Home: recently edited pages, quick starts for a new idea or project, and all pages of your workspace.
  • Header of a page: path, share, comments, favourite and the Page actions menu (…).

On a phone the sidebar folds away; the menu icon at the top left opens it.

Your first page

  1. Click + next to a space in the sidebar or choose New page on the home screen.
  2. Choose the type: Document, Database, Whiteboard or Journal.
  3. Enter a title and start writing. Everything is saved automatically, even without a connection.

In a document, / opens the block menu: type /h2, /todo or /table and press Enter to insert. How the editor works in detail is explained under Documents and the editor.

⌘ K (Windows/Linux: Ctrl K) opens the quick search across titles, text, database records, comments and even the content of uploaded PDFs and Office files. More under Search, inbox and push.

Where to go next