Everything Mindboard can do, step by step.

1. Select Get started and create your account.
2. Select New mind map and type your topic or goal. It's the only required answer.
3. Use Continue through the optional questions, or Skip any you don't need.
4. At Review & confirm, check your answers and the AI Persona it built for you.
5. Select Create map. Your map opens with that persona on its central node.

Prefer a clean slate? Choose Start with a blank map to skip the questions.

1. Drag the orbit to spin it. On a phone, swipe.
2. Select a child node to move into it. It becomes the new center.
3. Select the parent’s name in the breadcrumb at the top left (Back to [parent name]) to move up a level. Repeat to reach the root.
4. Use the Orbit and List switch at the top left: Switch to list view for an outline of the same map, Switch to orbit view to go back.

On your phone: Mindboard may switch to List view by itself when the screen is short or a node has lots of children.

1. Select the + circle on the orbit to add a child, then type its title.
2. To rename a node, edit its Title… field and select Save node title. In List view, double-click a title.
3. To move a node, hold and drag it onto its new parent.
4. To delete, select the node and open More node actions (the ··· button at the top right).
5. Choose Delete node and confirm.
6. Changed your mind? Select Undo on the notice.

1. Focus a node, then open More node actions (the ··· button at the top right).
2. Choose Expand with AI. Suggestions open in Review AI expansion.
3. Uncheck anything you don't want.
4. Select Add nodes, or Cancel to keep your map as it is.

Going several levels deep? Choose Deep expand to get a whole proposed tree. Review it with Select all, Skip all or the skip control on each branch, then select Add N nodes to map.

1. Press Ctrl+K (⌘+K on a Mac), or select Search.
2. Type what you're looking for. Results include nodes, personas and conversations.
3. Select a result to jump straight to its node.

On your phone: open Open workspace navigation → Search map.

1. Open a node's chat and ask a question.
2. On an answer, select Elaborate for more detail, or Focus here to steer the conversation.
3. Open Show nearby context to see which related nodes the answer can draw on.
4. To add context, select Add context or attachment, then Focus a note, or Upload document → Chat about this.

More in the chat's More menu: New conversation, Continue conversation and Extract to note.

On your phone: chat fills the screen. The inline nearby-context strip isn't shown, but every other control is there.

1. On a chat answer, select Add to map. For a note, open its More menu → Add to map.
2. Review the suggested nodes. Edit titles, or uncheck any you don't want.
3. Select Add N to Map. The new nodes join as children of the node you're in.

From a note, Mindboard may first ask you to select Find nodes →.

1. Select New mind map.
2. Scroll to Start from a file.
3. Under Import a complete map, select Choose a PDF or Markdown file. Mindboard proposes an outline for you to review.
4. Select Import as [title]. Each section becomes a node with its own chat and notes.

Just want background? Under Use a document as background, select Choose a document. Mindboard uses its text to prefill your answers.

Already have a map? Open a node's chat → Add context or attachment → Upload document → Extract nodes, then review what will be added. Or choose Chat about this to use the document as chat context.

Good to know: PDFs need selectable text, so a scanned PDF may not import. In Markdown, headings become nested nodes and the text under each heading becomes that node's notes.

1. On a node with at least two children, open More node actions → Board Meeting. The first meeting starts automatically.
2. Select Continue to let the next board member speak.
3. Join in any time: type in Moderate the discussion… and select Send message.
4. Select Conclude — synthesize the discussion for the Chairperson's closing.
5. Select Save minutes to Notes.

More: in the meeting header, + (New meeting) starts a separate session and the clock (Past meetings) reopens earlier ones. Hear more from… asks one member to keep going. On the Free plan you get 2 Board Meetings a month.

1. On a node, open More node actions → Empower me.
2. Switch between Practical toolkit and Academic toolkit.
3. Select Save on anything useful.
4. Select Open Resource Library to find everything you've saved. Filter with All, Practical, Academic or More filters.

Plans: the Resource Library and both toolkits are part of Pro Pro. Empower Me opens links on their original sites.

1. On a node, select Open notes.
2. Switch to Cards to break long notes into readable cards.
3. Switch to Edit to write.
4. Use Insert table or Insert screenshot in the toolbar.

Save a chat as a note: open the chat's More menu → Extract to note.

Tips: in Cards view, the ← and → keys move between cards. On a phone, Jump to card replaces the card sidebar.

1. On a chat answer or note, select Send to project.
2. Pick a Destination Project and select Send to Project. Mindboard drafts the tasks for you to review.
3. In Projects, switch between Overview, Board, List, Calendar Pro and Timeline Pro.
4. Select a task to open its details: status, Priority, Dates, reminders, Link to Node and Subtasks. Select Done to close.

Plan a whole map at once: open the workspace More menu → Extract tasks and choose the Map scope. A node's settings also offer Send to Projects.

On your phone: use Open projects sidebar to switch projects. The view tabs scroll sideways.

1. Open the workspace More menu → Sketchpad. On a phone: Workspace → Sketchpad.
2. Choose Draw and sketch.
3. Choose Add text to label things. Select and edit, Erase and Pan canvas are in the same toolbar.
4. Use Undo, Redo, the zoom controls, or Clear.

Shortcuts: Ctrl/⌘+Z undoes and Ctrl/⌘+Y redoes.

1. Select your map’s name at the top right, then ··· (Map options) next to the map → Share map Pro. For a project, use Project actions → Share project.
2. Enter an email address and choose Editor or Viewer.
3. Select Send invitation (the button beside the role).
4. To send it yourself, select Copy link for that invitation.
5. To discuss a node, select Open comments, type in Add a comment…, and use @ to mention someone.

Managing access: under People with access, change someone's role or select Remove access. Each invitation goes to a specific email address. There's no public link anyone can use.

1. Open your avatar menu.
2. Choose Profile Preferences → Appearance. Themes are listed as cards.
3. Pick a Theme.
4. Under Mode, choose Light or Dark.

Design your own Pro: select Create your own theme, then Save theme.

Comfortable reading: in chat or notes, open Display Chat or Display Notes to change Text size, Font, Line spacing and Reading width.

1. Open Profile Preferences → Billing & usage → Open billing.
2. Your usage shows your credits and your Board Meeting and import allowances. Select Where your credits went for the detail.
3. To upgrade, choose Monthly or Yearly · save $24.
4. Select Get the founding price and finish the secure checkout.

To cancel Pro: on the billing page, select Cancel at period end → Confirm. Pro stays active until the end of the period you've paid for.

1. Select your map’s name at the top right, then ··· (Map options) next to the map you own.
2. Choose Delete map.
3. Select Delete map again in the confirmation.

Deleting a map is permanent. It also removes access for everyone you shared it with.

Your account: open Profile Preferences → Account. Choose Sign out, or Delete account, type DELETE, and select Permanently delete.

iPhone or iPad

1. Open mindboard-asg.app in Safari and tap the Share button.
2. Choose Add to Home Screen.
3. Tap Add. Mindboard now sits on your home screen.

Android

Open mindboard-asg.app in Chrome, open Chrome's menu ⋮, choose Install app or Add to Home screen (whichever you see), then confirm.