How to Use Heptabase

Getting started with Heptabase

In this guide, you'll learn how to set up Heptabase and create your first visual note-taking project using its unique whiteboard feature. By the end, you'll be able to organise your thoughts spatially and efficiently.

Step 1: Sign up and set up

1. Go to heptabase.com.
2. Click on the Get Started button on the homepage.
3. Choose a plan that suits you; there’s usually a free trial available for new users.
4. Enter your email address and create a password, then click Sign Up.
5. Verify your email if prompted, and log in to your new account.

Step 2: Your first whiteboard

1. Once logged in, you’ll be taken to your dashboard. Click on the Create New Board button.
2. Name your board in the pop-up window and click Create.
3. You’ll see a blank canvas. Click on the + Card button to add your first note card.
4. Type your idea or note into the card and hit Enter.
5. Continue adding more cards by clicking + Card again. To connect ideas, drag and drop cards close to each other.
6. Use the toolbar on the left to change card colours or shapes for better organisation.

Step 3: Get better results

1. Experiment with different layouts by dragging cards around the canvas. Use Ctrl + Z to undo any mistakes.
2. Use the Search feature in the top right corner to quickly find cards or notes.
3. To add images or links, click on a card, select the + icon, and choose Image or Link from the dropdown.
4. Regularly save your board by clicking on the Save button in the top right corner.

Pro tip

Use keyboard shortcuts to speed up your workflow. For example, press N to quickly create a new card and Ctrl + D to duplicate a selected card.

Common mistake to avoid

Avoid creating too many cards without organising them. This can lead to a cluttered board that’s hard to navigate. Regularly group related cards together to maintain clarity in your notes.