# Import and Export
Source: https://craft-support.mintlify.app/en/import-and-export
Move your content in and out of Craft with support for multiple formats and platforms.
Craft makes it easy to bring your content from other platforms and export your work in various formats. Whether you're migrating from another note-taking app or backing up your documents, we've got you covered.
## Getting started
Bring your notes from other apps into Craft
Save your documents in multiple formats
## Universal file formats
All Craft apps support importing and exporting these formats:
* **Markdown (.md)** – Plain text with formatting
* **TextBundle (.textbundle)** – Markdown with embedded images
* **PDF (.pdf)** – Fixed-layout documents
* **CSV (.csv)** – Tabular data for collections
## Quick tips
* **Importing**: Start with a small batch to test formatting before importing everything
* **Exporting**: Use TextBundle or Markdown for maximum compatibility
* **Backups**: Export your entire space regularly for safekeeping
If you encounter issues during import or export, check our platform-specific troubleshooting guides or contact support.
# Export
Source: https://craft-support.mintlify.app/en/import-and-export/export
Export your Craft documents to various formats for backup and sharing.
Craft lets you export individual documents, entire folders, or complete spaces. Pick the scope that fits what you need to back up, share, or move.
Export a single document to PDF, Word, Markdown, and more.
Export an entire folder with all nested content.
Export a complete space for backup or migration.
# Export to PDF, Word, and Markdown
Source: https://craft-support.mintlify.app/en/import-and-export/export/document
Export individual documents to PDF, Word, Markdown, and other formats.
Craft allows you to export your documents in various formats, making it easy to share, back up, or move your content to other platforms. Exporting is available across **iOS, Mac, iPad, Web, and Windows**, with some format differences depending on the platform.
## How to export a document
**Open the document** you want to export.
**Click on the Share button** in the top-right corner.
**Select Export As**.
**Choose the desired export format**.
## Available export formats
The available formats vary depending on which platform you're using:
* **PDF (.pdf)** – Ideal for sharing a formatted, print-ready version of your document.
* **Microsoft Word (.docx)** – Exports a Word-compatible file for further editing.
* **Image (.png/.jpeg)** – Converts the document into an image.
* **Markdown (.md)** – Retains structure and basic formatting for use in other apps.
* **TextBundle (.textbundle)** – Exports Markdown along with embedded images and attachments.
* **Email** – Sends the document directly via email.
* **PDF (.pdf)** – Ideal for sharing a formatted, print-ready version of your document.
* **Microsoft Word (.docx)** – Exports a Word-compatible file for further editing.
* **Image (.png/.jpeg)** – Converts the document into an image.
* **Markdown (.md)** – Retains structure and basic formatting for use in other apps.
* **TextBundle (.textbundle)** – Exports Markdown along with embedded images and attachments.
* **Email** – Sends the document directly via email.
* **PDF (.pdf)** – Print-friendly export format.
* **Image (.png/.jpeg)** – Exports the document as an image file.
* **Markdown (.md)** – A structured text format for cross-platform use.
* **TextBundle (.textbundle)** – Exports Markdown along with embedded images and attachments.
* **PDF (.pdf)** – Print-friendly export format.
* **Microsoft Word (.docx)** – Exports a Word-compatible file for further editing.
* **Image (.png/.jpeg)** – Exports the document as an image file.
* **Markdown (.md)** – A structured text format for cross-platform use.
* **TextBundle (.textbundle)** – Exports Markdown along with embedded images and attachments.
## PDF export options
When you export a document as PDF, Craft opens an export sheet with options for paper size, font size, and what to include in the output. The available toggles and defaults differ slightly between platforms.
| Option | Type | Default |
| ------------------- | ------------------------ | ------- |
| Paper Size | Dropdown (A4, Letter, …) | A4 |
| Font Size | Dropdown (Regular, …) | Regular |
| Show Document Title | Toggle | Off |
| Show Page Numbers | Toggle | Off |
| Show Watermark | Toggle | Off |
| Show Tags | Toggle | On |
| Use Style | Toggle | On |
| Dark Mode | Toggle | Off |
Tap **Save As…** to finish the export.
| Option | Type | Default |
| ------------------- | ------------------------ | ------- |
| Page Size | Dropdown (A4, Letter, …) | A4 |
| Font Size | Dropdown (Regular, …) | Regular |
| Show Document Title | Toggle | On |
| Show Page Numbers | Toggle | Off |
| Show Watermark | Toggle | On |
| Use Style | Toggle | On |
| Dark Mode | Toggle | Off |
Click **Export to PDF** to download the file.
On Web and Windows, the **Show Watermark** toggle is on by default. Turn it off in the export sheet if you don't want the Craft watermark on the bottom of the PDF. On macOS and iOS the watermark is off by default.
To export or copy tables made in Craft to Excel:
1. Export the document or page from Craft to Word.
2. Copy the desired table in Word, paste it into Excel.
Copying a table from Excel to a Craft page should work without any workarounds.
## Exporting multiple documents at once
Bulk exporting multiple documents at once is only available on **Mac and iPad**. The available formats for bulk export are:
* **Markdown (.md)**
* **TextBundle (.textbundle)**
* **PDF (.pdf)**
### How to bulk export multiple documents
**Navigate to a folder** that contains the documents you want to export.
**Select multiple documents** by tapping and holding (iPad) or using **Shift + Click** (Mac).
**Tap the three-dot menu (⋯)** in the top-right corner.
**Select Export As**, then choose a format.
## Export daily notes
On **Mac, iPhone, and iPad** you can export your daily notes as Markdown files. Export all of them at once, or pick a date range. You can start the export from two places:
**Open All Docs** from the sidebar.
**Tap the three-dot menu (⋯)** in the top-right corner.
**Select Export As**, then **Export Daily Notes**.
**Choose All**, or **Select Dates…** to export a date range.
**Open the Calendar view** from the sidebar.
**Tap the three-dot menu (⋯)** in the top-right corner.
**Select Export Daily Notes**.
**Choose All**, or **Select Dates…** to export a date range.
If you choose **Select Dates…**, set the start and end date, then select **Export**. The range starts at the first day of the current month by default.
Only days that have a daily note are included in the export. Days without a note are skipped.
## Sharing vs. exporting
* If you want to **collaborate on a document**, consider using **Share Links** instead of exporting. This allows others to view or edit the document in Craft.
* You can also publish documents online via **Public Links** for easy sharing.
## Best practices for exporting
* Use **PDF or Word** for professional document sharing.
* Choose **Markdown or TextBundle** for cross-platform compatibility.
* **Batch export** multiple documents for backups or migrations (Mac & iPad only).
* **Check formatting** after exporting to ensure all elements appear correctly.
By using Craft's export features, you can seamlessly move and share your content in the format that works best for you.
# Folder
Source: https://craft-support.mintlify.app/en/import-and-export/export/folder
Export entire folders with all documents and nested content.
Exporting a folder in Craft allows you to download its content in a convenient format.
Currently, it is only possible to export folders in the **Mac app**.
## How to export a folder
**Open the Folder**
Navigate to the folder you wish to export.
**Access the Export Option**
Click on the **three-dot menu** in the top-right corner of the folder view.
**Select Export**
Choose your desired export format (e.g., PDF, Markdown, TextBundle, etc.).
**Save the Exported File**
Follow the prompts to save the file to your desired location on your device.
The export will include all documents and subpages within the folder. If you encounter any issues during export, ensure your app is up to date and try exporting smaller batches if needed.
# Space
Source: https://craft-support.mintlify.app/en/import-and-export/export/space
Export complete spaces for backup or migration to another Craft account.
Follow these steps to quickly back up your content or export it to other platforms:
**Open the "Organize" or "All Documents" view** in the app.
**Click on the three-dot menu** in the top-right corner.
**Select the Export option**.
**Choose your desired format** and save the file to your device.
This process ensures your content is safely backed up and easily transferable.
If you encounter any issues during export, ensure your app is up to date and try exporting smaller batches if needed.
# Import
Source: https://craft-support.mintlify.app/en/import-and-export/import
Import your notes and documents from other apps and file formats into Craft.
The fundamental goal of Craft is to help you think, write, and communicate better. All of these activities involve processing and managing your data, so it's crucial that you can bring your content into Craft.
All Craft apps let you import the following file types:
* Markdown (.md or .markdown)
* TextBundle (.textbundle)
## Import your content into Craft with a few clicks
To get started, while in **All Documents**, **Organize** or **Unsorted** view, go to the three-dot menu in the upper right corner and select **Import** from the Import / Export section.
On the web application, it is only possible to import single markdown files.
## Import from other apps
We provide dedicated import guides for popular note-taking apps and services:
Import workspaces and databases directly
Import notebooks and notes
Import documents, spreadsheets, and folders
Import documents from Google Drive
Import vaults with backlinks
Import with Markdown or TextBundle
Export as Markdown and upload the folder
Import notebooks and sections
Import your Roam graph
Import spaces and objects
Sync reading highlights automatically
## Import file formats
You can also import content directly from supported file formats:
Import Markdown (.md) files
Import TextBundle and TextPack files
## Current limitations
We understand moving content across virtual spaces and different accounts can be challenging and time-consuming. We're constantly trying to find faster and easier ways to make joining Craft from another platform a smooth experience. But unfortunately, the complexity of that process will involve the limitations and capabilities not only of Craft, but also from whatever platform you're coming from.
During import we have some built-in limits to make sure import will work performantly – you can't import more than 1000 files at once at this point.
# Import from Anytype
Source: https://craft-support.mintlify.app/en/import-and-export/import/anytype
Import your notes and content from Anytype into Craft.
If you've been using **Anytype** and want to move your notes into **Craft**, you can easily do so using Markdown export.
## Export from Anytype
**Open Anytype** on your desktop.
**Click the three-dot menu (⋯)** in the **top-right corner** of the window.
**Select Export** from the dropdown menu.
**Choose Markdown format** in the export options.
**Click Export** to start the process.
Once the export finishes, you'll find your content saved locally in a folder containing Markdown files and any associated media (images, attachments, etc.).
## Import into Craft
Once you've exported your Anytype data, you can import it directly into Craft:
**Open Craft** on desktop or web.
**Navigate to "All Docs" view** (select this view from the left sidebar).
**Go to the three-dot menu (⋯)** in the upper right corner.
**Choose Import → Markdown (.md)**.
**Select your exported markdown files**
You can select one or multiple files. Craft will automatically import your documents and attachments.
## Review and Organize Your Content
After the import is complete:
* All your notes will appear as individual Craft documents.
* Folder structures from Anytype will be preserved where possible.
* Embedded images and links should import automatically, but double-check any large attachments.
You can now reorganize or move your imported pages within your workspace as needed.
## Troubleshooting
If something doesn't look right after importing:
* Ensure you exported in **Markdown format** (not PDF or Anytype's own format).
* Check that all files and folders were included in the exported folder.
* If you encounter issues, try importing a smaller batch or contact Craft Support.
- You can use **drag-and-drop** to import single Markdown files into any Craft page.
- On the web application, it is only possible to import single markdown files.
- Craft will automatically detect images referenced in Markdown files and upload them.
# Import from Apple Notes
Source: https://craft-support.mintlify.app/en/import-and-export/import/apple-notes
Export your notes from Apple Notes as Markdown and bring them into Craft.
Starting with iOS 26 and macOS Tahoe, Apple Notes can export your notes as Markdown files, including any images and attachments.
There are two ways to bring them into Craft:
* **Moving your whole Apple Notes library?** Use the [import page](https://docs.craft.do/import/apple-notes). It takes the exported folder as a whole, so your images and attachments stay linked to the right notes.
* **Just a few notes?** Drag the exported Markdown files straight into Craft. Quicker, but text only.
Either way, you start by exporting from Apple Notes.
## Export from Apple Notes
In Apple Notes, select each note you would like to bring into Craft. You can select multiple notes at once.
Go to **File > Export As > Markdown** to create Markdown files from the selected notes.
Select where Apple Notes should save the exported folder.
Markdown export requires macOS Tahoe or iOS 26. On earlier versions, Apple Notes has no built-in export. For a few notes, copy and paste them straight into a Craft document. For a large library, updating your Mac is the most reliable path — or convert your notes with the third-party [Exporter](https://apps.apple.com/us/app/exporter/id1099120373?mt=12) app from the Mac App Store.
## Import Your Whole Library
This is the recommended route when you're moving everything over, and the only one that brings your images and attachments along.
Open [docs.craft.do/import/apple-notes](https://docs.craft.do/import/apple-notes) in your browser, then drag the **whole export folder** onto the drop zone — not the Markdown files from inside it. Your images and attachments live next to those files in the folder, so they only make it into Craft if you drop the folder itself.
The drop zone also accepts individual Markdown files, but then your images and attachments are left behind. Drop the whole export folder to bring everything across in one go.
## Import a Few Notes Directly
For a handful of notes, you can skip the import page and bring the Markdown files into Craft directly:
Navigate to **All Documents** or **Organize** view.
Drag the exported `.md` files into the document list, or click the **Import** icon at the bottom of the left sidebar and select the files.
Markdown files on their own don't carry your images and attachments. To keep them, upload the exported folder on the import page instead.
## Troubleshooting
Markdown export requires macOS Tahoe or iOS 26. On earlier versions, copy and paste your notes into Craft, or convert them first with the [Exporter](https://apps.apple.com/us/app/exporter/id1099120373?mt=12) app.
Drop the whole export folder on the import page rather than the individual Markdown files — your images and attachments sit alongside those files in the folder, and are left behind if you select the files on their own.
Try starting the import again. If the issue persists, contact support.
# Import from Bear
Source: https://craft-support.mintlify.app/en/import-and-export/import/bear
Import your notes from Bear into Craft with markdown or TextBundle.
Bear offers both **Markdown (.md)** and **TextBundle (.textbundle)** export options. Craft allows you to import both formats, ensuring your content and attachments transfer smoothly.
## Export Your Bear Notes
**Open Bear** and select the notes you want to export.
**Choose export format**
Export as either **Markdown (.md)** or **TextBundle (.textbundle)** files.
* If you export as **TextBundle**, you can import the file directly into Craft with no additional adjustments needed.
* If you export as **Markdown (.md)**, follow the steps below to ensure that your PDFs, images, and other assets are correctly imported.
## Importing Markdown Files with Assets from Bear
When exporting Markdown files from Bear, there are a few formatting details to keep in mind to ensure your PDFs, images, and attachments import correctly.
### Adjusting Your Markdown File for a Seamless Import
1. **No Need to Remove the Embed Code**
Starting from **Craft version 3.1.0**, you no longer need to remove the following embed code from your Markdown files:
```html theme={null}
```
2. **Separate Each Asset into Its Own Paragraph**
Ensure each PDF, image, or other attachment is placed on its own line rather than grouped within a single paragraph. This can be done directly in **Bear** by pressing **Enter** before and after each asset.
Example in **Bear**:
```markdown theme={null}
This is some text before the image.
This is some text after the image.
```
After exporting, open the Markdown file in a text editor to double-check that each asset reference is on its own line. This ensures the files will display correctly when imported into Craft.
## Import into Craft
**Open Craft** and navigate to **All Documents** or **Organize** view.
**Click the Import icon** at the bottom of the left sidebar.
**Choose the format** (Markdown or TextBundle) and select your exported files.
# Import from Evernote
Source: https://craft-support.mintlify.app/en/import-and-export/import/evernote
Import your Evernote notebooks into Craft by exporting them from the Evernote desktop app and uploading the files.
## How to Start the Import
Open Craft (native app or web).
Click the **Import** icon at the bottom of the left sidebar and select **Import from Evernote**. This opens the import page at [docs.craft.do/import/evernote](https://docs.craft.do/import/evernote).
## Export Your Notes from Evernote
Exports can only be done from the **Evernote desktop app** — it is not possible to export from Evernote Web. See [Evernote's export guide](https://help.evernote.com/hc/en-us/articles/209005557) for detailed instructions.
Launch the Evernote desktop application on your computer.
To select multiple notebooks, hold **Shift** while clicking.
Right-click on the selected note(s) and choose **Export...**. Select **ENEX** as the file format.
When exporting from Evernote, you can choose what to include in the `.enex` file. Make sure to select the data you want to bring into Craft:
* **Tags**
* **Comments**
* **Tasks**
* **Reminders**
If any of these are not included in your exported `.enex` files, they will **not** be imported into Craft. There is no way to add them after the fact without re-exporting from Evernote.
## Upload and Import
Drag and drop your `.enex` files onto the upload area, or click to browse. You can upload up to **50 files** at a time.
Select the **Craft Space** where you want your Evernote notes to appear. Optionally select a **destination folder** to organize your imported notes.
Optionally toggle **Include comments** to import comments from your Evernote notes.
Click **Import**. You'll see a progress bar as your files are uploaded and imported. You can close the page at any time — the import will continue in the background.
## After the Import
Once complete, you'll see a confirmation with a button that takes you to Craft, where you'll find your imported documents.
## Troubleshooting
Make sure you selected **ENEX** as the export format in Evernote, not HTML or another format.
You can upload a maximum of **50 .enex files** per import. Split larger exports into batches.
Re-export from Evernote and make sure to include them in the export options.
Try restarting the import. If the issue persists, contact support.
# Import from Google Docs
Source: https://craft-support.mintlify.app/en/import-and-export/import/google-docs
Import your Google Docs directly into Craft by signing in with your Google account and selecting the documents you want to bring over.
## How to Start the Import
Open Craft (native app or web).
Click the **Import** icon at the bottom of the left sidebar and select **Import from Google Docs**. This opens the import page at [docs.craft.do/import/google-docs](https://docs.craft.do/import/google-docs).
## Sign In and Select Documents
Click **Select Documents from Google Docs** to sign in with your Google account. You'll be asked to grant Craft permission to access the documents you select.
A Google file picker will open where you can browse **My Drive** and **Shared Drives**. Select one or more Google Docs to import. You can select multiple documents at once.
Your selected documents will be listed on the import page. You can remove individual documents or click **Select More Documents** to add more.
## Import Your Documents
Select the **Craft Space** where you want your Google Docs to appear. Optionally select a **destination folder** to organize your imported documents.
Click **Import**. You'll see a progress bar as your documents are imported. You can close the page at any time — the import will continue in the background.
## After the Import
Once complete, you'll see a confirmation with a button that takes you to Craft, where you'll find your imported documents.
## Troubleshooting
Make sure you granted full access when signing in with Google. Try again and accept all permission prompts.
Your Google session has expired. Click **Select Documents** to sign in again.
Try restarting the import. If the issue persists, contact support.
# Import from Notion
Source: https://craft-support.mintlify.app/en/import-and-export/import/notion
Import your Notion workspace, pages, and databases directly into Craft — no file export needed.
## How to Start the Import
Open Craft (native app or web).
Click the **Import** icon at the bottom of the left sidebar and select **Import from Notion**. This opens the import page at [docs.craft.do/import/notion](https://docs.craft.do/import/notion).
## Set Up Your Notion Connection
The import page will guide you through four steps to connect your Notion workspace:
Go to [Notion Connections](https://www.notion.so/profile/integrations) to manage your connections.
Give it any name, select **Access token**, choose your workspace, and hit **Save**.
When creating your connection, make sure to configure the following capabilities:
* **Read content** — this is **required** for the import to work. Without it, Craft cannot access your Notion pages.
* **Read comments** — enable this if you want to import comments from your Notion pages. This must be selected **before** starting the import.
You can configure capabilities in the **Capabilities** section of your connection settings.
Add the pages and databases you want to import. You have to add every page individually — you cannot select the entire workspace at once. Only pages you grant access to will be included in the import.
Go back to the **Configuration** tab and copy the **Access token**.
## Import Your Documents
Paste your Access token into the field on the import page.
Select the **Craft Space** where you want your Notion documents to appear. Optionally select a **destination folder** to organize your imported documents.
Optionally toggle **Include comments** to import Notion comments alongside your pages (requires the **Read comments** capability — see above).
Click **Import**. You'll see a progress bar as your documents are imported. You can close the page at any time — the import will continue in the background.
## After the Import
Once complete, you'll see a confirmation with a button that takes you to Craft, where you'll find your imported documents.
## Limitations
* **Linked databases** are not imported. Only original databases and standalone pages are included. Linked (mirrored) database views will be skipped.
## Troubleshooting
Double-check that you copied the full Access token from the **Configuration** tab in your Notion connection settings.
Make sure you selected the individual pages and databases you want to import in the **Content access** tab of your Notion connection settings. You have to select each page individually. Also verify that **Read content** is enabled under **Capabilities**.
Try restarting the import. If the issue persists, contact support.
# Import from Obsidian
Source: https://craft-support.mintlify.app/en/import-and-export/import/obsidian
Import your Obsidian vault — notes, attachments, and images — directly into Craft.
## How to Start the Import
Go to the [import page](https://docs.craft.do/import/obsidian) to get started.
## Locate Your Obsidian Vault
Your vault is a folder on your computer containing your Markdown notes and attachments.
Press **Cmd + Space** to open Spotlight Search, type the name of your vault, and select it to reveal it in Finder.
Open File Explorer and search for your vault folder name, or check **Obsidian → Settings → About** for the vault's file path.
## Import Your Vault
Drag and drop your entire vault folder onto the upload area on the import page, or click to browse and select it.
Select the **Craft Space** where you want your Obsidian notes to appear. Optionally select a **destination folder** to organize your imported notes.
Click **Import**. You'll see a progress bar as your vault is uploaded and imported. You can close the page at any time — the import will continue in the background.
Craft brings over your entire vault in one go, including:
* All Markdown notes, converted into Craft documents
* Images and other attachments, embedded in place
* Your folder structure, preserved as nested documents
## After the Import
Once complete, you'll see a confirmation with a button that takes you to Craft, where you'll find your imported documents.
* **Backlinks**: Links between your Obsidian notes are preserved as links between the corresponding Craft documents.
* **Backup your vault**: Before importing, it's a good idea to keep a backup of your Obsidian vault.
## Troubleshooting
Make sure all media files referenced by your notes are stored inside the vault folder you uploaded. Attachments outside the vault folder won't be included.
Try restarting the import. If the issue persists, contact support.
# Import from OneNote
Source: https://craft-support.mintlify.app/en/import-and-export/import/onenote
Import your notebooks from Microsoft OneNote into Craft.
Unfortunately, it isn't possible to import OneNote files directly to Craft. As a workaround, we suggest the following option:
## Export from OneNote as PDF
OneNote offers [PDF export](https://support.microsoft.com/en-us/office/export-notes-from-onenote-as-a-pdf-13d173b5-7f4c-45a8-94eb-9354d63af5cd) only, so you can add these PDF files to your Craft documents as attachments.
**Export your OneNote notebooks** as PDF files following Microsoft's documentation.
**Open Craft** and create or navigate to a document where you want to add the content.
**Drag and drop the PDF files** into your Craft document.
You can drag and drop multiple files at once to speed up this process.
Since OneNote doesn't support Markdown or structured text export, the content will be imported as PDF attachments rather than editable text. This means you won't be able to edit the content directly in Craft.
# Import from Quip
Source: https://craft-support.mintlify.app/en/import-and-export/import/quip
Import your Quip documents, spreadsheets, and folders directly into Craft — no file export needed.
## How to Start the Import
Open [docs.craft.do/import/quip](https://docs.craft.do/import/quip) in your browser, and sign in to your Craft account if you aren't already.
## Get Your Quip Access Token
Craft connects to Quip with a personal access token that you generate yourself.
Go to [quip.com/dev/token](https://quip.com/dev/token) while signed in to the Quip account you want to import from.
Click **Get Personal Access Token** and copy the token that appears.
Your access token grants full access to everything in your Quip account. Don't share it, and don't post it anywhere public.
The token gives Craft access to everything your Quip account can see — your private documents, plus any shared and group folders you're a member of. You don't need to grant access to documents one by one.
## Import Your Documents
Paste the token into the field on the import page.
Select the **Craft Space** where you want your Quip documents to appear. Optionally select a **destination folder** to keep the imported content together.
Optionally toggle **Include comments** to bring your Quip comments across alongside your documents.
Click **Import**. You'll see a progress bar as your documents are imported. You can close the page at any time — the import will continue in the background.
Quip limits how quickly its data can be read. If your account is large, the import pauses and resumes on its own until everything is through — a few hundred documents can take fifteen minutes or more. You don't need to keep the page open.
## After the Import
Once complete, you'll see a confirmation with a button that takes you to Craft, where you'll find your imported documents.
## What Craft Couldn't Bring Over
Some things in Quip have no equivalent in Craft, and occasionally a file won't download. Rather than leave you to spot that yourself, Craft lists anything it couldn't fully carry over once the import finishes, along with the documents affected, so you can go and check them.
You might see any of the following:
* **Documents that couldn't be imported** — chats and slide decks, or a document Quip wouldn't return.
* **Images or attachments that couldn't be downloaded** — the document imported without them.
* **Live Apps imported as tables** — their contents are there, but they're no longer interactive.
* **Comments that couldn't be imported** — the document arrived without them.
* **Files attached to comments** — the comment text came across, the attached file didn't.
* **Comments that lost their place** — they're attached to the document instead of the passage they were written about.
A summary like this is normal, especially for large accounts, and your documents are already in Craft. It's there so you know exactly what to look at, not to tell you something went wrong.
A chat or slide deck that wasn't imported has no Craft document to open, so it's listed by name only. Everything else links straight to the imported document.
## What Comes Across
Headings, bold, italic, strikethrough, inline code, links, highlights, bulleted and numbered lists, checklists, tables, code blocks, dividers, and quotes.
Quip has underline and Craft doesn't, so underlined text arrives with a light grey highlight instead — the emphasis is preserved even though the exact styling isn't.
Your folder structure is recreated in Craft, and documents you starred in Quip arrive starred.
In Quip a document can sit in several folders at once. Craft puts each document in one, so an imported document lands in the first folder it was found in. Empty folders aren't recreated.
Images and file attachments are downloaded and re-uploaded into Craft, so they keep working after the import — they aren't just links back to Quip.
A Quip spreadsheet becomes a Craft table, so you can read and edit it in place. The original `.xlsx` workbook is also attached to the document, so nothing about the original is lost.
These become Craft collections, with your columns as a status property and each card carrying its status. Column colors carry over.
Links and mentions pointing at other Quip documents and folders are rewritten to point at the imported Craft versions, so your internal links keep working. Links to documents that weren't part of the import stay pointing at Quip.
Quip date mentions become real Craft dates rather than plain text.
If you enable **Include comments**, comments and their replies come across with the original author names and timestamps, attached to the text they were written about.
## Limitations
Most of these are named in the summary after your import, so you'll know which documents were affected. The two marked below aren't flagged, because there's nothing missing for Craft to report.
* **Chats and slide decks aren't imported.** Craft has no equivalent for either, so Quip conversations and presentations are skipped. Documents and spreadsheets are imported.
* **Live Apps other than Kanban boards and Project Trackers** — Calendars, for example — are imported as a plain table showing their contents. The information is there, but it's no longer interactive.
* **Files attached to comments aren't imported.** The comment text still comes across; the attached file doesn't.
* **Some comments may lose their place.** If the text a comment was written about no longer exists in Quip's export, the comment is attached to the document as a whole instead of to that passage. Nothing is lost, but it may not be where you expect.
* **Templates import as ordinary documents** *(not flagged)*. A Quip template arrives as a normal Craft document rather than a Craft template. All of its content is there — it just isn't set up as a template in Craft.
* **Documents in the Quip trash aren't imported** *(not flagged)*. Craft only sees the documents your Quip account holds outside the trash.
Importing only reads from Quip. Nothing in your Quip account is moved, edited, or deleted, so you can keep using it as normal and re-run the import if you need to.
## Troubleshooting
Double-check that you copied the whole token from [quip.com/dev/token](https://quip.com/dev/token). If you're not sure the token you pasted is the current one, open that page again and copy the token it shows.
This means the token worked but Craft couldn't see any documents through it. Make sure you generated the token while signed in to the right Quip account — if you have more than one, it's easy to create a token for the wrong one.
This is usually Quip's rate limits rather than a problem. The import pauses and picks up again by itself, and it keeps running after you close the page. Large accounts can take a while.
A document that lives in several Quip folders is placed in the first one found, so it may not be where you expect. If a document is missing entirely, check whether it's a chat or a slide deck, which aren't imported, and whether it's in the Quip trash.
Try restarting the import. Documents that already came across won't be duplicated. If the issue persists, contact support.
# Import from Roam Research
Source: https://craft-support.mintlify.app/en/import-and-export/import/roam-research
Import your graph from Roam Research into Craft with backlinks.
You can export your content into Markdown in Roam Research and then import it into Craft.
## Export from Roam Research
**In your document view in Roam**, click on the **three-dot menu (⋯)** in the top-right corner.
**Click "export"** and choose the **markdown option**.
You'll get a zip file that you can unzip.
**Unzip the downloaded file** to access your Markdown files.
## Import into Craft
**Open Craft** and navigate to **All Documents** or **Organize** view.
**Click the Import icon** at the bottom of the left sidebar.
**Choose Markdown** and select the exported files or folder.
Make sure to import the extracted folder, not the ZIP file itself. This ensures all your files and their relationships are properly imported.
# Import TextBundle Files
Source: https://craft-support.mintlify.app/en/import-and-export/import/textbundle
Import TextBundle and TextPack files into Craft with images and attachments.
TextBundle is an open file format designed to make text documents with embedded images and attachments portable across different applications. Craft supports importing both TextBundle (`.textbundle`) and TextPack (`.textpack`) files, preserving your content structure, formatting, and media.
## What is TextBundle?
TextBundle packages a Markdown file together with its associated media files (images, attachments) into a single bundle. This makes it easy to move documents between apps without losing embedded content or dealing with broken image links.
**Key features:**
* Markdown-based content with metadata
* Embedded images and attachments stay together
* Preserves document structure and formatting
* Widely supported across note-taking apps
## Importing TextBundle Files
Open Craft and navigate to **All Documents**, **Organize**, or **Unsorted** view
Click or tap the three-dot menu (⋯) in the upper right corner
Select **Import** from the Import / Export section
Choose your TextBundle or TextPack file
Craft will create a new document with your content, including all embedded images and attachments in their original locations within the text.
The web application currently supports importing individual Markdown files only. TextBundle import is not available on the web version. Use the desktop or mobile apps to import TextBundle files.
## What Gets Imported
When you import a TextBundle file, Craft preserves:
* **Text content** – All Markdown formatting converts to Craft blocks
* **Headings and structure** – Document hierarchy maintained
* **Images** – Embedded images appear in the correct locations
* **Attachments** – Files included in the bundle are imported
* **Links** – Both internal and external links preserved
## Import Limitations
To ensure reliable performance, Craft has built-in limits for importing:
* **Maximum 1,000 files** per import operation
* **Large bundles** may take longer to process
* **Unsupported Markdown features** may not convert perfectly
If you need to import more than 1,000 files, split them into smaller batches and import separately.
## After Importing
Once imported, your TextBundle content becomes native Craft documents. You can:
* Edit and format using Craft's full feature set
* Add new blocks, pages, and media
* Organize into folders and collections
* Share or publish your documents
## Related Topics
Learn about all import options in Craft
Learn how to export your Craft documents
# Craft Documentation
Source: https://craft-support.mintlify.app/en/index
Learn how to use Craft – the powerful, beautiful tool for creating documents, managing tasks, and organizing your work and life.
Welcome to Craft! Whether you're new to the app or looking to master advanced features, this documentation will help you get the most out of your experience.
Craft is more than a note-taking app – it's a complete workspace for thinking, creating, planning, and collaborating. From AI-powered assistance to powerful organization tools, Craft adapts to how you work.
## Getting started
New to Craft? Start here to learn the fundamentals and set up your workspace.
Get started with Craft and learn the basics of documents, navigation, and essential features
Migrate your notes from Notion, Obsidian, Evernote, and other platforms
## Video Tutorials
New to Craft? Watch our Craft 101 intro to get started in just one minute.
11 video tutorials covering everything from basics to advanced features
## Core features
Master the essential capabilities that make Craft powerful.
Create beautiful documents with formatting, styling, media, and advanced editing tools
Stay organized with tasks, calendar, daily notes, and reminders all in one place
Use collections, linking, search, spaces, and tags to keep everything organized
Collaborate with teams and publish professional content to the web
## AI and integrations
Enhance your workflow with AI assistance and powerful integrations.
Use AI to understand, summarize, and work with your content using natural language
Connect Craft with calendars, reminders, shortcuts, widgets, and external APIs
Move your content in and out of Craft with support for multiple formats
## Account and support
Manage your account, subscription, and get help when you need it.
Manage your profile, plans, billing, security, and storage settings
Find solutions to common issues across all platforms
## Popular articles
Quick access to the most frequently visited guides:
* [Using Craft Assistant](/en/ai-assistant/using) – Start conversations with AI about your content
* [Creating and Managing Tasks](/en/plan-and-do/tasks) – Master Craft's task management system
* [Collections](/en/organize-and-find/collections) – Build structured databases with custom properties
* [Publishing Documents](/en/share-and-publish/publish) – Share your work publicly with custom domains and analytics
* [Keyboard Shortcuts](/en/introduction/shortcuts) – Work faster with essential keyboard commands
* [Document Styling](/en/write-and-edit/styling) – Make your documents beautiful with custom styles
## Search tips
Finding what you need in the documentation:
* Use the **search bar** at the top of the page to find articles across all topics
* Browse by **category** using the sidebar navigation
* Check **Related Articles** at the bottom of each guide for connected topics
* Look for **Callouts** highlighting important information, tips, and warnings
If you can't find the answer in our documentation, you can ask the **Help Agent** directly in the Craft app (available in the AI Assistant menu) or contact our support team.
## What's new
Craft is constantly improving. Recent highlights include:
* **AI Assistant enhancements** – Image and PDF OCR, custom prompts with search, Help Agent integration
* **Collections improvements** – AI understands collection properties and relationships
* **MCP and API expansion** – Full space access, daily notes, tasks, and advanced search capabilities
* **Cross-platform updates** – Space-level Assistant and offline editing on Web, Windows, and Android
For the latest release notes and feature announcements, check the **What's New** section in your Craft app.
# Introduction
Source: https://craft-support.mintlify.app/en/introduction
Get started with Craft and learn the basics of documents, navigation, and essential features.
Welcome to Craft! Whether you're new to Craft or migrating from another app, this guide will help you get started and become productive quickly.
Craft is a powerful tool for creating beautiful documents, organizing your work, and collaborating with others. It combines the flexibility of nested documents with intuitive features that help you think clearly and work efficiently.
## What is Craft?
Craft is a document editor and note-taking app designed to help you:
* **Write and organize** - Create structured documents with pages, blocks, and flexible nesting
* **Stay productive** - Manage tasks, calendar events, and daily notes in one place
* **Collaborate seamlessly** - Share documents and work together in real-time
* **Work anywhere** - Available on macOS, iOS, Windows, Web app, and Android with automatic sync
## Getting Started
New to Craft? Start here to understand the core concepts and set up your workspace.
Create your account, set up spaces, and configure your profile
Learn how Craft's flexible document structure works
Master essential navigation features and workspace customization
## Essential Tools
Discover the features that make working in Craft fast and efficient.
Speed up your workflow with essential keyboard shortcuts
Use the slash menu to quickly add and format content
Explore iOS and Android-specific features for mobile productivity
## Switching to Craft
Already using another note-taking app? We make it easy to bring your content to Craft.
Import your notes from Notion, Evernote, Obsidian, and other apps
Learn about Craft on macOS, iOS, Windows, Web app, and Android
## Support and Resources
Get help when you need it and learn how to make the most of Craft.
Contact support, request features, and join the community
Solutions to common issues and platform-specific problems
## Next Steps
Once you're comfortable with the basics, explore these powerful features:
* **[AI Assistant](/en/ai-assistant)** – Use AI to understand and work with your content
* **[Write and Edit](/en/write-and-edit)** – Master formatting, styling, and content creation
* **[Plan and Do](/en/plan-and-do)** – Manage tasks, calendar events, and daily notes
* **[Organize and Find](/en/organize-and-find)** – Structure content with collections, links, and search
* **[Share and Publish](/en/share-and-publish)** – Collaborate with others and publish beautiful pages
Press `Cmd + O` (macOS) or `Ctrl + O` (Windows) to quickly navigate to any document, view, or feature in Craft. This is one of the most useful shortcuts to learn first!
## Learning Resources
Prefer watching video tutorials? Check out our [YouTube channel](https://www.youtube.com/@CraftDocs) for comprehensive guides and feature demonstrations.
Looking for specific features? Use the search at the top of this page or browse the navigation menu to explore all of Craft's capabilities.
# Account Setup
Source: https://craft-support.mintlify.app/en/introduction/account-setup
Create your Craft account, set up spaces, and get started with your profile.
Getting started with Craft is quick and easy. Create an account, set up your spaces, and customize your profile to make Craft work the way you want.
## Creating Your Account
Craft offers flexible sign-in options to get you started quickly. You can use your email address, Apple ID, Google account, or Microsoft account to create and access your account.
When you sign in with your email address, Craft sends a one-time login code to your inbox instead of using a password. Simply enter the code to access your account.
If you sign in with Apple ID, avoid selecting "Hide My Email." This creates a private relay address (`@privaterelay.appleid.com`) that can cause confusion when signing in on other devices or platforms.
Sign up using email, Apple ID, Google, or Microsoft
## Managing Spaces
After creating your account, you'll work within **spaces** – separate workspaces where you organize your documents. Each space has its own settings, members, and content.
Create, customize, and manage your spaces
## Account Management
Need to remove your account? Learn how to properly delete your Craft account and what happens to your data.
Permanently remove your Craft account
## Collaboration & Teams
Ready to work with others? Set up your team, invite members, and start collaborating on documents in real time.
Add and manage team members across your spaces
Invite collaborators and set access controls
Configure team spaces and settings
## Next Steps
Once your account is set up, explore these features to get the most out of Craft:
Understand how documents, pages, and blocks work in Craft
Learn how to move around and organize your workspace
Speed up your workflow with helpful keyboard shortcuts
# Creating Your Account
Source: https://craft-support.mintlify.app/en/introduction/account-setup/create-account
Get started with Craft by creating an account using email, Apple ID, or Google.
You can sign in to Craft using one of these methods:
* Email address
* Apple ID
* Google account
* Microsoft account
* SSO (Single Sign-On) for organizations
This page covers signing in to Craft. To find or download an invoice, see [Download Invoices and Receipts](/en/account-and-subscription/billing/invoices). For all billing topics, visit the [Billing overview](/en/account-and-subscription/billing).
## Sign in with Email
Enter your email address in the login screen.
Check your inbox for a 6-digit verification code.
Enter the code to complete sign-in.
## Sign in with Apple ID
Select **Continue with Apple** on the login screen.
Choose whether to share your email with Craft.
Click **Continue** to finish signing in.
When you select "Hide My Email", Apple creates a unique relay email address tied to your account. This works with Craft, but we recommend sharing your actual email for easier account recovery. Learn more in [Apple's support article](https://support.apple.com/en-us/HT210425).
If your email address matches your Apple ID, you can sign in using either method. Both will access the same Craft account.
## Sign in with Google
Select **Continue with Google** on the login screen.
Choose your Google account or complete Google sign-in.
Grant Craft permission to access your account information.
## Sign in with Microsoft
Select **Continue with Microsoft** on the login screen.
Complete sign-in with your Microsoft account credentials.
Grant Craft permission to access your account information.
## SSO (Single Sign-On)
If your organization uses SSO, you can sign in using your company credentials.
Select **Continue with SSO** on the login screen.
Enter your organization's SSO domain or identifier.
Complete authentication through your organization's identity provider.
SSO is available for organizations on Team plans. Contact your IT administrator to set up SSO for your team.
## Using Craft through Setapp
If you have a Setapp subscription, you can access Craft through Setapp. See our [Setapp guide](/en/account-and-subscription/subscription-plans/setapp) for setup instructions.
# Deleting Your Account
Source: https://craft-support.mintlify.app/en/introduction/account-setup/delete-account
Permanently delete your Craft account and all associated data.
If you decide Craft isn't the right fit for you, you can permanently delete your account and all associated data.
## Delete Your Account
### Step 1: Open Settings
Click the **Space name** at the top of the sidebar to open Settings.
Click the **Space name** in the top-left corner.
Click **Settings** at the bottom of the dropdown.
Tap the **Space icon** in the top-left corner.
Tap **Settings**.
Tap your **profile picture** in the top-right corner.
Tap **Settings**.
### Step 2: Delete Your Account
Select **Account Settings** in the sidebar.
Click **Delete Account** in the Danger Zone and confirm the deletion.
Deleting your account is permanent and cannot be undone. All documents in your personal Space and any Spaces you own will be deleted forever.
If you're a member of Spaces owned by others, those Spaces and their content will not be affected. You'll simply be removed as a member.
## Before You Delete
Consider these alternatives before deleting your account:
* **Downgrade to Free** - Keep your account but switch to the free plan
* **Export Your Data** - Download your documents before deletion
* **Archive Spaces** - Delete individual Spaces instead of your entire account
* **Take a Break** - Simply stop using Craft; your data will remain safe
Learn how to export your documents and data
Change or cancel your subscription plan
# Working with Spaces
Source: https://craft-support.mintlify.app/en/introduction/account-setup/spaces
Create, customize, and manage your Craft Spaces to organize your content.
Spaces are the primary way to organize your content in Craft. Each Space acts as a separate workspace with its own documents and Space-level settings.
## Creating a New Space
Click the **Space name** at the top of the sidebar to open Settings.
Click the **Space name** in the top-left corner.
Click **Settings** at the bottom of the dropdown.
Tap the **Space icon** in the top-left corner.
Tap **Settings**.
Tap your **profile picture** in the top-right corner.
Tap **Settings**.
Select **My Spaces** in the settings panel.
Click **Create New Space** in the My Spaces panel.
Give your Space a name and configure the initial settings.
Your plan sets how many Spaces you can have. Once you reach that number, **Create New Space** is removed from the My Spaces panel instead of being shown as unavailable, so the option looks like it has moved or disappeared. Delete a Space you no longer need to free up a slot, or check [Plans and Pricing](/en/account-and-subscription/subscription-plans/plans-and-pricing) for the limit on each plan.
## Space Settings
Access Space Settings through **Settings → Space Settings**. The Space Settings section appears near the top of the settings panel.
### Available Options
* **Templates** - View and edit all templates created in this Space
* **Published Content** - Manage published pages and view their analytics
* **Stats** - Check storage limit, document count, blocks, pages, words, characters, and reading time
* **On-device Folders** - See which folders are downloaded locally
* **Tags** - Enable or disable tags and add custom tag rules
* **Members & Invites** - Manage Space members and pending invitations, if the Space is shared
* **Space Settings** - Change the Space name, move the Space, leave the Space, or delete the Space
The Space that was created together with your account cannot be moved to another team. **Move Space** is not shown in its Space Settings on any platform. Spaces you create afterwards can be moved.
## Moving Documents Between Spaces
You can move documents between Spaces to reorganize your content. Select several documents first to move them in one action, with **Shift + Click** on macOS or by tapping and holding on iPad.
Select one or more documents in the sidebar, then right-click the selection.
Select **Move To** from the context menu, or press `Cmd + Shift + O`.
Choose the destination Space.
Tap and hold the document in the sidebar.
Select **Move To** from the menu.
Choose the destination Space.
Tap and hold the document in the sidebar.
Select **Move To** from the menu.
Choose the destination Space.
* Folders cannot be moved between Spaces (only documents)
* Moved documents appear in **All Documents** and **Unsorted** in the destination Space
* Block links are preserved, but shared links and comments are lost
## Merging Two Spaces
Spaces cannot be merged into each other. To bring everything together in one Space, move the documents across and then delete the Space you emptied.
Switch to that Space and open **All Documents**, which lists every document in the Space in one place.
Select them with **Shift + Click** on macOS or by tapping and holding on iPad. The selection can hold as many documents as you need, so there is no need to move them one by one.
Right-click the selection, choose **Move To**, and pick the destination Space.
Folders stay behind. Create the folders you want in the destination Space, then file the moved documents into them from **Unsorted**.
Once the Space holds nothing you need, delete it from **Settings → Space Settings**.
The same steps apply when the destination is a shared or team Space. Everyone with access to that Space can then see the documents you moved, so review what is in the selection first.
## Deleting a Space
To delete a Space:
Click the **Space name** at the top of the sidebar to open Settings.
Click the **Space name** in the top-left corner.
Click **Settings** at the bottom of the dropdown.
Tap the **Space icon** in the top-left corner.
Tap **Settings**.
Tap your **profile picture** in the top-right corner.
Tap **Settings**.
Go to **Space Settings**.
Scroll to the bottom and click **Delete Space**.
Confirm the deletion (this action cannot be undone).
If the Delete Space option is greyed out, you're viewing your default Space. Default Spaces (created automatically when you signed up) cannot be deleted as they're a core part of your account structure.
# Craft 101 Video Series
Source: https://craft-support.mintlify.app/en/introduction/craft-101
Learn Craft through our comprehensive video tutorial series – from getting started to advanced features.
Welcome to Craft 101! This video series covers everything you need to know to get started with Craft and master its features. Each video is short and focused, so you can learn at your own pace.
## Getting Started
Start here to understand the basics of Craft.
### Welcome to Craft 101
A quick introduction to what you'll learn in this series.
### Take a Tour: Craft's Interface Explained
Get familiar with Craft's interface and navigation.
## Writing & Styling
Learn how to create beautiful documents in Craft.
### How to Format and Style Blocks
Master block formatting and styling options.
### Style Your Documents
Make your documents visually stunning with document-level styling.
## Organization
Keep your notes and ideas organized.
### Organize Your Notes with Pages & Cards
Structure your content using pages and cards.
### Connect Your Ideas with Block Links
Link your content together for easy navigation.
### Collections: Organize Information the Smart Way
Build structured databases with Collections.
## Daily Workflow
Use Craft for your daily productivity.
### Manage Your Day with Craft Daily Note
Stay on top of your day with Daily Notes.
## Sharing
Share your work with others.
### Publish Your Craft Documents
Publish your documents to the web.
### Share Craft Documents with Anyone
Collaborate and share documents with others.
## Help
Get the most out of Craft's built-in assistance.
### Learn Craft Faster with the Built-In Help Agent
Use the Help Agent to learn Craft features quickly.
## Related Articles
Get started with the basics of documents, navigation, and essential features
Work faster with essential keyboard commands
# Documents, Pages, and Blocks
Source: https://craft-support.mintlify.app/en/introduction/documents
Understand the building blocks of Craft and how they create flexible document structures.
Craft uses three core concepts to organize your content: Blocks, Pages, and Documents. Understanding how these work together will help you make the most of Craft's flexible structure.
## Understanding Blocks
Every paragraph in Craft is a **Block**. Each block can contain its own content and serve a dual purpose:
* As a piece of text or content on the current page
* As the title/entry point to a deeper page with its own nested content
This simple structure allows you to create hierarchies naturally as you write.
## Understanding Pages
When a block contains nested content, it becomes a **Page**. Pages can be styled like any regular block, and clicking on them navigates inside to reveal their content.
The "Page" text style option (along with the Card style) is specifically designed for blocks that contain nested content, making them visually distinct as entry points.
## Understanding Documents
**Documents** are top-level files in Craft that work like traditional digital files. You can:
* Star them for quick access
* Move them into folders
* Sort and organize them
* Delete them (they go to Recently Deleted)
## Moving Blocks Between Documents
You can reorganize content by moving blocks between documents and pages.
**Cut and paste:** Use standard cut/paste operations to move blocks.
**Drag and drop (macOS):** Open two Craft windows within the same Space and drag blocks between them.
When moving blocks within the same Space, all block links are preserved and continue to work correctly.
## Grouping Blocks into Pages
Transform multiple blocks into a nested page to create structure in your documents.
Select the blocks you want to group (click and drag, or Shift-click).
Right-click the selection and choose **Group**, or press `⌘ (Command) + G`.
The blocks are now nested under a new parent block that acts as a page.
Use the swipe gesture to select multiple blocks.
Tap the **Group** action that appears.
The blocks are now grouped under a new parent page.
## Important Notes
Pages (nested content within documents) are treated as blocks, not separate documents. If deleted, they do **not** go to the Recently Deleted folder. You can:
* Use **Undo** (`⌘ + Z`) immediately after deletion
* Restore an earlier version of the parent document using version history
## Getting Started
Craft is designed to be intuitive. **Just start writing** as you normally would. Whenever your document gets too long or you need more structure, you'll naturally discover how pages work by grouping related blocks together.
Learn how to create, delete, and organize documents
Explore folders, tags, and spaces for organizing content
# Managing Documents
Source: https://craft-support.mintlify.app/en/introduction/documents/manage
Create, organize, delete, and share your Craft documents across platforms.
Documents are the foundation of your work in Craft. This guide covers the essential operations for managing your documents.
## Creating Documents
You have multiple ways to create a new document:
* Click the **New Document** icon at the top center of the window
* Click the **New Document** icon in the left sidebar
* Use the keyboard shortcut `⌘ (Command) + N`
Create a new document in these ways:
* Tap the **New Document** icon at the top of the screen
* Select the **+** icon in the center of the bottom toolbar
* With an external keyboard, press `⌘ (Command) + N`
## Deleting Documents
**From the sidebar:**
Right-click on the document and select **Delete**, or select the document and press the Delete key.
**From within a document:**
Click the info icon in the left sidebar and select **Delete**.
**From the document list:**
Swipe left or right on the document and tap **Delete**.
**From within a document:**
Open the document details and tap **Delete**.
Deleted documents move to the **Recently Deleted** folder where they can be restored for 30 days before permanent deletion.
## Starring Documents
Mark important documents with a star to quickly access them later from the **Starred** folder.
Right-click on a document and select **Star** from the context menu. Starred documents appear in the **Starred** folder in your sidebar.
Swipe left or right on a document and tap **Star**. Find all starred documents in the **Starred** folder.
## Sharing Documents
Open a document and click the **Share** button in the top right corner.
Choose your sharing permissions:
* **Only collaborators** – Restrict access to invited members
* **Anyone with the link can view** – Allow viewing without editing
* **Anyone with the link can edit** – Enable collaborative editing
You can also Publish, Export, or Transfer documents from the same menu.
Open a document and tap the share icon (page with arrow) in the top right corner.
Tap the **Comments** tab to set collaboration restrictions. Use **Advanced Options** to configure settings like displaying the document author.
The iOS version currently only supports comment-only sharing. Full view/edit permissions are available on macOS and Web app.
## Table of Contents
Every document automatically generates a Table of Contents based on your headings.
### macOS
The Table of Contents appears in the left sidebar. Click the **Sidebar Toggle** in the top left to switch between:
* **Document view** – Shows the current document's table of contents
* **Folder view** – Shows your space's folder structure
You can swipe horizontally to switch between these views.
Learn how to organize documents in folders and spaces
Explore advanced sharing and collaboration features
# Mobile Features
Source: https://craft-support.mintlify.app/en/introduction/mobile-features
Discover iOS and iPadOS features designed for touch-first editing and mobile productivity.
Craft is designed to work beautifully on iPhone and iPad, with features specifically optimized for mobile devices. These touch-first interactions make writing, organizing, and capturing content feel natural and efficient on smaller screens.
## iOS-Specific Features
Craft offers several features that take advantage of iOS capabilities:
* **Intuitive gestures** - Swipe to select, indent, and navigate
* **Quick Actions** - Capture documents, tasks, and daily notes instantly
* **Apple Pencil support** - Draw, sketch, and annotate with precision
* **Back Tap integration** - Launch Craft with device gestures
* **Optimized layouts** - Interfaces adapted for iPhone and iPad screens
These features combine to create a mobile-first editing experience that matches how you naturally interact with your device.
## Getting Started on Mobile
Learn swipe gestures for selecting, indenting, and navigating
Quickly capture documents, tasks, and daily notes with the + button
Add sketches and handwritten notes with Apple Pencil support
## Mobile-Optimized Documentation
Several features have iOS-specific guidance:
* **Collections on iOS** - Touch-optimized workflows for managing structured data
* **Apple Shortcuts** - Includes Back Tap integration for quick access
* **Widgets** - Add Craft to your home screen for instant access
Look for platform-specific tabs and callouts throughout the documentation to find iOS-specific instructions and tips.
# iOS Gestures
Source: https://craft-support.mintlify.app/en/introduction/mobile-features/gestures
Use intuitive gestures on iPhone and iPad to select, indent, and navigate faster.
Craft on iOS provides intuitive gestures designed to make writing and editing on your phone or tablet feel natural and efficient. These gestures help you work faster without navigating through menus.
## Swipe to Select a Block
Quickly select any block by swiping left or right across it. This is faster than tapping the selection circle, especially when working with multiple blocks.
This gesture works anywhere on the block – you don't need to aim for a specific button.
## Select Multiple Blocks
Once you've selected a block, you have two ways to extend your selection:
* **Tap** the selection circles on additional blocks to add them one by one
* **Swipe up or down** to quickly select consecutive blocks
This is particularly useful when you want to move, delete, or style several blocks at once.
## Swipe to Indent
When editing a block, swipe left or right to quickly change its indentation level. This works while you're actively typing or editing.
This gesture only works when the block is in edit mode (cursor visible). It differs from swipe to select, which works when the block is not being edited.
## Two-Finger Tap for Search
Tap anywhere with two fingers to instantly open search. This works throughout the app, making it easy to find content or navigate to different documents without reaching for the search button.
Search is one of the fastest ways to navigate in Craft. Use this gesture to quickly jump between documents, find specific content, or access recent pages.
## Other iOS Gestures
In addition to these editing-focused gestures, iOS also supports:
* **Swipe left on a document** in the sidebar to reveal options like Star, Share, and Delete
* **Pull down on a document** to refresh and sync the latest changes
* **Long press** on elements to reveal contextual menus
These gestures combine to create a fluid, mobile-first editing experience that matches how you naturally interact with your iPhone or iPad.
# Quick Actions
Source: https://craft-support.mintlify.app/en/introduction/mobile-features/quick-actions
Quickly capture documents, tasks, and daily notes with the iOS Quick Add button.
Quick Actions on iOS make it effortless to capture your ideas the moment they strike. Whether you need to add a task, create a document, or jot down a daily note, you can do it instantly with just a couple of taps.
Quick Actions are available on iPhone and iPad. Access them by tapping the **+** button at the bottom of your screen.
## Quick Add a Document
Tap the **+** button and select the document icon to start writing immediately. Quick Add intelligently determines whether your input becomes a title or content based on length.
### Short Input (Under 20 Characters)
When you write fewer than 20 characters, Craft automatically uses it as the document title.
This is perfect for quick notes like "Meeting Notes" or "Shopping List" where you want to name the document first and add content later.
### Long Input (Over 20 Characters)
When you write more than 20 characters, Craft places your text in the document content and prompts you to add a title.
This is ideal when you want to capture a complete thought or idea right away without worrying about the title.
After selecting the document icon, you can choose which folder your new document will be created in. This helps keep your content organized from the start.
## Quick Add a Task
Tap the **+** button and select the task icon to instantly create a new task. Your task will be added to your Inbox for later organization.
Tap the **+** button at the bottom of the screen.
Type your task description in the input box.
Tap the **task icon** (checkbox) to create it.
Your task appears immediately in your Task Inbox, where you can later schedule it, add details, or move it to a specific document.
## Quick Add to Daily Note
Tap the **+** button and select the calendar icon to instantly add content to today's daily note.
This is perfect for journaling, logging activities, or capturing thoughts that belong in your daily timeline. Your content is automatically appended to today's daily note without needing to navigate there first.
If you haven't created a daily note for today yet, Craft will automatically create one when you use Quick Add.
## Benefits of Quick Actions
Quick Actions help you maintain focus and capture information efficiently:
* **Speed** - Capture ideas in seconds without navigating through folders
* **Context switching** - Add content without leaving your current task
* **Smart defaults** - Automatic title/content detection means less decision-making
* **Organization** - Choose destinations (folders, inbox, daily notes) as you create
Whether you're in a meeting, getting groceries, or having a sudden inspiration, Quick Actions ensure your thoughts are captured before they slip away.
# Move to Craft
Source: https://craft-support.mintlify.app/en/introduction/move-to-craft
Migrate your notes and documents from other apps to Craft seamlessly.
Craft makes it easy to bring your content from other note-taking and documentation apps. Import your existing documents and start using Craft's powerful features right away.
## Why Switch to Craft?
Here are some of the most appreciated advantages:
* **Clean, distraction-free interface** - Designed to help you focus, think clearly, and create beautifully styled content
* **Offline access across platforms** - Work without internet on macOS, iOS, iPadOS, Windows, Web, and Android with automatic syncing
* **Beautiful, structured documents** - Build visually polished pages with flexible layouts, styled cards, and intuitive nesting
* **Fast and responsive** - Lightweight and optimized for performance across all platforms
* **Organize your way** - Use folders, nested pages, backlinks, and collections to manage content however you like
* **Seamless sharing and collaboration** - Real-time collaboration with powerful publishing options
## Where to Find Import
Open Craft, then click the **Import** icon at the bottom of the left sidebar. You can also reach it from the three-dot menu (⋯) in the top right while in **All Documents**, **Organize**, or **Unsorted** view.
On Web and Windows, TextBundle import is not available.
## Choose Your App
Each app has its own import flow. Pick yours for step-by-step instructions:
Connect your workspace directly — no file export needed
Export .enex files and upload them
Import documents from Google Drive
Import vaults with backlinks preserved
Export as Markdown and upload the folder
Transfer notes with tags and attachments
Import notebooks and sections
Bring your knowledge graph
Import spaces and objects
Import standard file formats directly
## What Gets Imported?
Depending on the source app and format, imports may include:
* **Text content** with formatting (bold, italic, links)
* **Images and attachments**
* **Document structure** (headings, lists, nesting)
* **Tables** and structured data
* **Links** between documents, where supported
* **Tags** and metadata, where supported
## After Importing
Once your content is in Craft:
1. **Review and organize** – Check that everything imported correctly
2. **Update links** – Internal links should work, but verify any external references
3. **Apply Craft styling** – Use document styling, cards, and page styles to enhance your content
4. **Set up folders and spaces** – Organize content using Craft's folder structure
## Need Help?
If you run into any issues or have questions during the transition, feel free to [contact support](https://craftdocs.zendesk.com/hc/en-us/requests/new). We're excited to have you in the Craft community!
## Related Articles
Detailed guides for importing from each app
Learn how to organize content in Craft
Work with databases and structured content
# Navigation
Source: https://craft-support.mintlify.app/en/introduction/navigation
Master essential features for navigating Craft and working with your documents.
Learn the core navigation features that help you move through Craft efficiently and customize your workspace.
## Switching Spaces
Each Space holds its own documents, folders, and tags. Content in one Space never appears in another, so when documents you expect are missing, check which Space you are in before looking anywhere else.
Select the Space name in the top left corner to open the Space switcher, then pick a different Space.
Create Spaces, move documents between them, and manage Space settings
## Zooming Documents
Adjust the text size in your documents for better readability using the zoom feature (macOS).
**Zoom In:** `Cmd +`
**Zoom Out:** `Cmd -`
**Reset Zoom:** `Cmd 0`
* Zoom affects only document content, not the app interface
* Zoom level applies to all open Craft windows
* This is separate from font size settings in document styling
## Tab Management
Craft supports multiple tabs to help you work with several documents simultaneously. Learn more about opening, organizing, and navigating between tabs.
Work with multiple documents using tabs
## Comments and Notifications
Stay connected with collaborators through comments and real-time notifications on shared documents.
Collaborate with comments and manage notifications
## Table of Contents
When a document contains multiple headings and sections, Craft outlines a Table of Contents for it in the left sidebar. Titles, subtitles, headings, and subpages each create an entry. Other text styles, including body text and lists, do not appear in the outline.
Each Table of Contents is document-specific. Here's how to switch between folder and Table of Contents view:
Move your cursor to the bottom of the left sidebar to reveal the view switcher.
Select the **Document** icon to open the Table of Contents view, or select the **Folders** icon to return to your folder list.
**Table of Contents View:**
**Folders View:**
Switch between the **Table of Contents** view for the current document and the **Folders** view, where you browse your folders and the documents inside them.
Open the document and tap the three-dot menu (⋯) in the top right corner.
Select **Table Of Contents**.
The panel that opens also holds the document's tasks, attachments, and page info. Switch between them with the icons at the top.
## Starring Documents
Star a document to reach it from the Starred section in your sidebar.
**Method 1: Right-click Menu**
Right-click on any document and select **Star**.
**Method 2: Page Info**
While viewing a document, go to your sidebar → **Page Info** → **Actions** → **Star Document**.
**Method 1: Long Press**
Long press on any of your documents and select the **Star** option from the pop-up list.
**Method 2: Document Menu**
In a document view, use the three-dot menu in the upper right corner → **Page Info** → **Star Document**.
Only documents can be starred. Folders have no Star option, so the Starred section never contains folders.
## Customizing the Sidebar
You can hide sidebar sections you don't use and reorder them to match how you work. This applies to sections like **Connections**, **Shared with Me**, **Tags**, **Starred**, and **Folders**.
Right-click on one of the customizable sidebar sections (**Connections**, **Shared with Me**, **Tags**, **Starred**, or **Folders**).
Select **Customize Sidebar** to open the customization popup.
Toggle a section off to hide it, and use the drag handles to reorder the Starred, Folders, and Tags sections.
On iPhone these sections live on your Home screen and are customized from the **Customize Home** menu. On iPad the same menu is labeled **Customize Sidebar**, except in narrow split-screen windows, where it is labeled **Customize Home**.
On the Home screen, tap the three-dot menu (⋯) in the top right corner.
Under **Customize Home**, toggle a section off to hide it, and use the drag handles to reorder the Starred, Folders, and Tags sections.
Use **Quick Access** to choose what shows at the top: **Recents**, **Starred**, or **None**.
You can also reach these options from the chevron (⌄) next to the sidebar toggle button at the top of the sidebar, then select **Customize**.
Sidebar customization is saved locally and applies only to the device where you set it. It does not sync across your devices.
## Duplicating and Moving Documents
Sometimes when navigating you end up on a document you want to take an action upon that's not available from within the document itself. These actions include duplicating the document or moving it to a new folder.
All of these actions on the document are available from the folder view (e.g., by long pressing on the document in the folder on iOS or right-clicking on macOS). If you don't know which folder the document is in, here's a quick solution:
Edit the document somehow (you can make a change like adding a blank line and removing it again so you're not really altering it if you want).
From the folder list on the left (or, on iPhone, hold the **\<** in the top left corner and then swipe left-to-right), select **All Documents**.
If the document isn't at the top of the page, sort the folder by **Date Updated** so the most recently changed documents come first. [Sorting Folder Contents](#sorting-folder-contents) covers where the sort control sits on each platform.
## Sorting Folder Contents
Every folder keeps its own sort setting, including **All Documents**.
Open the folder, then select the sort button in the toolbar. It sits between the view style buttons and the three-dot menu (⋯), and it uses an up and down arrow icon. Sorting is not inside the three-dot menu on macOS.
Open the folder, tap the three-dot menu (⋯) in the top right, then choose **Sort By**.
The menu offers these options:
* **Name** sorts alphabetically by title
* **Kind** separates folders from documents, keeping each group together and sorting by name inside each group
* **Last Viewed** sorts by when you last opened the document
* **Date Created** sorts by when the document was created
* **Date Updated** sorts by the time of the last edit
Selecting the option that is already active reverses the direction between ascending and descending. An arrow next to the active option shows which direction is in use. Changing the sort in one folder does not affect the others.
**Kind** is offered in folders that can hold both folders and documents. Views that list documents only, such as **All Documents** and **Starred**, do not show it.
## Quick Navigation Tips
### Document Search
Press `Cmd + O` (macOS) or tap the search icon to quickly open any document by name.
### Block Navigation
Use `Cmd + F` to search within a document and jump to specific content.
### Sidebar Toggle
Press `Cmd + \` to show or hide the sidebar for a distraction-free writing experience.
## Related Articles
Complete list of keyboard shortcuts for faster navigation
Learn advanced search techniques to find anything
# Comments and Notifications
Source: https://craft-support.mintlify.app/en/introduction/navigation/comments
Collaborate with comments and stay informed with notifications on shared documents.
Comments and notifications help you communicate with collaborators on shared documents, whether you're working with family, friends, or teammates.
## Adding Comments
You can add comments to any block in a shared document.
Select a block of content.
Click the three-dot menu (⋯) in the block menu.
Select **Add comment**.
## Formatting Comments
Comments support basic text formatting to help you communicate more effectively:
* **Bold**, *italic*, and ~~strikethrough~~
* Links
* Inline code
## Viewing Notifications
The notifications panel gives you a quick overview of all activity on your shared documents.
Navigate to the notification bell icon in the sidebar.
View all unread notifications across your spaces.
Click into any notification to jump directly to the relevant document and comment.
The app icon will display a badge showing the number of unread notifications across all your spaces.
You'll receive notifications when:
* Someone comments on a block you created
* Someone mentions you in a comment or document
## Replying to Comments
Navigate directly to comments from the notifications panel and reply in-line.
## Email Notifications
Email notifications are sent hourly and contain all unread notifications from the previous time period.
To enable or disable email notifications:
Go to **Preferences** (macOS) or **Settings** (iOS, Web app, or Windows).
Under **Space Management**, select the space you want to configure.
Go to **Space Settings**.
Toggle **Email notifications** on or off.
To enable or disable email notifications for multiple spaces, repeat these steps for each space individually.
## Push Notifications
Push notifications provide real-time alerts for:
* Comments on blocks you created
* Mentions in documents or comment threads
To enable push notifications:
Go to **Preferences** in Craft.
Under **Space Management**, select your space.
Go to **Space Settings**.
Click **Open System Preferences**.
Navigate to **Craft** in System Settings.
Turn on **Allow Notifications**.
Open iOS **Settings** app.
Scroll to **Craft**.
Tap **Notifications**.
Turn on **Allow Notifications**.
Configure your preferred notification style (banners, sounds, badges).
Notification sounds are currently disabled in the app, but system-level notification sounds will still work if enabled in your device settings.
## Related Articles
Learn how to share and collaborate on documents
Work together with team spaces and permissions
# Tab Management
Source: https://craft-support.mintlify.app/en/introduction/navigation/tabs
Manage tabs and navigate between open documents on macOS and iPad.
Tabs let you keep multiple documents open and switch between them quickly. This article explains how tabs work on macOS and iPad.
Tabs are available on macOS and iPad. They're not available on iOS (iPhone) or Web app, as browsers provide their own tab system.
## Tabs on macOS
Each tab represents an open document or view. Tabs can be shown at the top of the window or in the sidebar.
### Choosing Tab Layout
Move your pointer to the tab bar at the top of the window.
Right-click on the tab bar (on a tab or empty area).
Choose one of the following layouts:
* **Show at Top of Window** – Tabs appear in the top bar
* **Always Visible** – Tab bar stays on screen
* **Auto Hide** – Tab bar hides until you hover near the top
* **Show in Sidebar** – Tabs appear above navigation
### Tab Preview
Hold your pointer over any tab for a moment to see a preview window. This lets you check tab content without switching to it.
## Customizing the Sidebar
When tabs are shown in the sidebar, you can simplify the sidebar to keep tabs easy to see.
Click the layout button at the top left of the window.
Choose **Customize**.
Turn sections on or off to show only the folders and views you use most often.
A focused sidebar makes it easier to spot and manage your open tabs, especially with many documents.
## Keyboard Shortcuts
### Create and Close
* **New tab**: `⌘ (Command) + T`
* **Close current tab**: `⌘ (Command) + W`
* **Reopen last closed tab**: `⌘ (Command) + ⇧ (Shift) + T`
### Switch Between Tabs
* **Switch to tab 1-9**: `⌘ (Command) + (1-9)`
* **Next tab**:
* `⌃ (Control) + ⇥ (Tab)`
* `⌘ (Command) + ⇧ (Shift) + ]`
* **Previous tab**:
* `⌃ (Control) + ⇧ (Shift) + ⇥ (Tab)`
* `⌘ (Command) + ⇧ (Shift) + [`
These shortcuts work in both top bar and sidebar layouts.
## Tabs on iPad
On iPad, tabs always appear in the sidebar above your main navigation. Each open document is listed as a tab.
Tap a tab to switch between documents. You can adjust which sections appear in the sidebar from the iPad layout options, keeping the tab list easy to scan.
Complete keyboard shortcuts reference
Learn more about navigating Craft
# Working Offline
Source: https://craft-support.mintlify.app/en/introduction/offline
Work on your Craft documents without an internet connection. Offline editing works across all platforms with automatic syncing.
Craft works offline across all platforms. Your documents are available without an internet connection, and changes sync automatically when you reconnect.
## How Offline Works on Your Platform
Offline editing works **out of the box** — no setup needed.
All your documents sync in the background, so they're always available even without a connection. When you reconnect, changes upload automatically.
Offline editing works **out of the box** — no setup needed.
All your documents sync in the background, so they're always available even without a connection. When you reconnect, changes upload automatically.
Offline mode needs to be enabled in Settings:
Click your **Space name** in the top-left corner.
Click **Settings** in the dropdown.
Select **Advanced** under General Settings.
Toggle **Offline Mode** on.
Once enabled, documents are saved locally as you open them. Unlike native apps, closed documents don't sync in the background — you need to open a document while online to get the latest version.
Offline mode needs to be enabled in Settings:
Tap the **Settings** icon.
Select **Advanced** under General Settings.
Toggle **Offline Mode** on.
Once enabled, documents are saved locally as you open them. Unlike native apps, closed documents don't sync in the background — you need to open a document while online to get the latest version.
## What You Can Do Offline
When working offline, you can:
* Read and edit any document you've previously opened
* Create and format text with all styling options
* Add and organize blocks
* Work with tables, lists, and headings
* Check off tasks
* Rearrange and restructure content
### What Requires an Internet Connection
Some features are only available while online:
* Creating new documents or folders
* Search
* Adding comments and reactions
* Uploading new images or files
* Changing sharing or publish settings
* Using AI Assistant and Connections features
* Managing documents (starring, pinning, duplicating, moving, deleting)
* Tasks view (inbox, upcoming, and active tasks)
## Syncing and Reconnecting
### When You Lose Connection
Craft continues working without interruption. All your edits are saved locally, and the app automatically attempts to reconnect in the background.
### When You Reconnect
* Unsynced changes automatically upload
* If the document is open, it syncs immediately
* If the document is closed, it will sync when you next open it
### Working on Multiple Devices
If you edit the same document on different devices while offline, each device won't see the other's changes until both are online and you reopen the document.
When working across multiple devices, make sure to sync and reload documents before making further edits.
## Web and Windows Notes
These details apply specifically to the web, Windows, and Android apps.
### Document Storage
Documents are saved locally as you open them (not your entire space at once). Your browser or app manages storage automatically. If storage runs low, older cached documents may be removed — you can always access them again by opening them while online.
### Multiple Tabs
Offline mode works across multiple browser tabs or windows. When you enable or disable it, the setting applies to all open tabs automatically.
### Page Reloads
If you reload your browser while you have unsynced offline changes, Craft will show a warning. Wait for changes to sync before reloading.
## Troubleshooting
* Make sure you opened the document at least once while online
* On Web/Windows/Android: check that Offline Mode is enabled in **Settings → Advanced**
* Verify your browser hasn't cleared its storage
* Try opening the document again while online to refresh the local copy
* Check your internet connection
* Reopen the document to trigger a sync
* On Web: make sure you haven't reloaded the page before changes synced
## Frequently Asked Questions
On macOS and iOS, all documents sync automatically. On Web, Windows, and Android, documents are saved as you open them — just enable Offline Mode in Settings and Craft handles the rest.
The main difference is background syncing. Native macOS and iOS apps sync all documents in the background, even when closed. Web, Windows, and Android only sync documents when you have them open. This means you need to open a document while online to get the latest changes from other devices.
Your browser automatically manages storage. If space runs low, older or less frequently used documents may be removed from local storage. You can always access them again by opening them while online.
No, unsynced changes are safely stored locally. They will sync automatically when you reopen Craft and have an internet connection.
Yes, but each device won't see the other's changes until both are online and you reopen the document. To avoid conflicts, try to work on different documents on each device, or sync before switching.
# Platforms and Availability
Source: https://craft-support.mintlify.app/en/introduction/platforms
Craft is available on macOS, iOS, Windows, Web app, and Android - work seamlessly across all your devices.
Craft works across all your devices with native apps for macOS, iOS, Windows, and Android, plus a full-featured Web app.
## Download Craft
### macOS and iOS
Download Craft from the [App Store](https://apps.apple.com/us/app/craft-docs/id1487937127) or visit [craft.do](https://www.craft.do) to get started.
Craft was originally released on macOS and iOS in 2020 and won the **Mac App of the Year** award.
### Web app
Access Craft from any browser at [docs.craft.do](https://docs.craft.do). The Web app launched in beta in 2021 and became fully available in August 2022.
The Web app includes nearly all features available in the native apps.
### Windows
Download the Windows app from [craft.do/download](https://www.craft.do/download). Two builds are available:
* **Windows x64** for Intel and AMD processors
* **Windows ARM64** for ARM-based devices (such as Snapdragon PCs)
### Android
Download Craft from the [Google Play Store](https://play.google.com/store/apps/details?id=com.craft.docs).
The Android app launched in November 2025 and includes:
* Mobile-first navigation with bottom navigation bar
* Touch-friendly editing
* Images and attachments panel
* In-document search
* Core AI features including Craft Assistant
The Android app is actively being developed with regular updates, including offline support and AI capabilities.
## Platform-Specific Features
Most Craft features work identically across all platforms. Some platform-specific features include:
* **Apple Shortcuts** (iOS and macOS only)
* **Apple Pencil support** (iOS and iPadOS only)
* **System calendar integration** (macOS, iOS, and iPadOS)
* **Desktop-specific keyboard shortcuts** (macOS and Windows)
## Offline Access
Craft works offline across all platforms. Native macOS and iOS apps support offline out of the box, while Web, Windows, and Android require a one-time setup in Settings.
For full details, see [Working Offline](/en/introduction/offline).
## Viewing Shared and Published Documents
Any document you publish or share can be viewed on mobile browsers across all platforms. Visitors can also leave comments without needing a Craft account.
## Windows-Specific Notes
### Signing in with Apple
If you use Sign in with Apple, you'll need to use your private relay email address to sign in on Windows:
Find your private relay email address in **Preferences → My Account** on macOS or iOS.
Copy the email address and paste it into the Windows login field.
Click Continue and enter the 6-digit verification code sent to your email.
## Related Articles
Create your account and set up your first space
Learn about iOS and Android-specific features
# Quick Entry
Source: https://craft-support.mintlify.app/en/introduction/quick-entry
Capture documents, tasks, and daily note entries from anywhere on your Mac with the Quick Entry panel.
Quick Entry is a capture panel for macOS. Press `Ctrl` + `Space` from any app window to write something down and send it to Craft without switching windows. Craft has to be running, but it can sit in the background.
Quick Entry does not open over an app running in full screen. Leave full screen to capture, or use Craft's own window.
## What You Can Capture
The row of icons at the bottom of the panel switches between four modes:
| Mode | Creates | Goes to by default |
| ----------------- | ------------------------------------- | ---------------------------- |
| New Document | A new document | Unsorted |
| New Task | A task | Task Inbox |
| Add to Daily Note | Text appended to a daily note | Today |
| Add to Document | Text appended to an existing document | The last document you picked |
The dropdown at the top of the panel changes that destination: a folder, a document, or a date. Daily notes are not limited to today, so you can send a thought to tomorrow's note or back-date it to yesterday. If no note exists for that day, Craft creates one.
If you have more than one Space or account, the profile icon in the corner picks which one receives the capture.
## Tasks
In **New Task** mode the panel gains **Schedule** and **Deadline** buttons, so a task can arrive fully dated instead of landing in the Inbox for you to sort out later. Reminders are available from the **Edit** menu while the panel is open.
## Markdown
Type Markdown and it arrives as real blocks. Headings, lists, to-dos, quotes, and code blocks are all converted. Each line becomes its own block, so a quick brain dump comes through as separate paragraphs rather than one run-on block.
In **New Document** mode, a single line becomes the document title.
## Changing the Shortcut
`Ctrl` + `Space` is the default. To use something else, open **Settings** → **Advanced** and record a new combination under **Quick Entry**.
Clearing the field sets it to **None** and turns the shortcut off.
## Keyboard Shortcuts
| Action | Shortcut |
| -------------------------------- | -------------------------------- |
| Open or hide the panel | `Ctrl` + `Space` |
| Switch mode | `Cmd` + `1` – `Cmd` + `4` |
| Change destination | `Cmd` + `Shift` + `O` |
| Switch Space | `Cmd` + `Shift` + `U` |
| Next account (in Space switcher) | `Tab` |
| Schedule task | `Cmd` + `Shift` + `S` |
| Schedule task for today | `Cmd` + `Shift` + `Option` + `S` |
| Set deadline | `Cmd` + `Shift` + `D` |
| Capture | `Cmd` + `Return` |
| Capture and open in Craft | `Cmd` + `Shift` + `Return` |
| Close | `Esc` |
Hiding the panel keeps whatever you had typed. Reopen it within a minute and your text is still there.
## Related Articles
Plan your day with date-based notes
Ways to create and organize tasks
Shortcuts for navigating and editing in Craft
Format content with Markdown syntax
# Keyboard Shortcuts
Source: https://craft-support.mintlify.app/en/introduction/shortcuts
Master keyboard shortcuts to navigate, edit, and organize your work faster in Craft.
Keyboard shortcuts help you work faster and more efficiently in Craft. This guide covers the most useful shortcuts organized by function.
This guide covers shortcuts for macOS and Windows. Mobile platforms (iOS/iPadOS) support external keyboard shortcuts when connected. Use the tabs below to see platform-specific shortcuts.
## General
* **Cancel**: `Esc`
* **Open Settings**: `Cmd` + `,`
* **See All Keyboard Shortcuts**: `Cmd` + `Option` + `,`
* **Cancel**: `Esc`
* **Show Keyboard Shortcuts**: `Ctrl` + `/`
## Navigation
Move through your documents and spaces efficiently with these navigation shortcuts.
**Basic Navigation**
* **Navigate Back**: `Cmd` + `←` or `Cmd` + `[` or `Cmd` + `Option` + `←`
* **Navigate Forward**: `Cmd` + `→`
* **Navigate Into**: `Cmd` + `Option` + `→` or `Cmd` + `]`
* **Quick Open**: `Cmd` + `O`
* **Go to Daily Note**: `Cmd` + `Option` + `N`
* **Open Link**: `Cmd` + `Option` + `Return`
**Jump to Views**
* **All Documents**: `Cmd` + `Option` + `1`
* **Starred**: `Cmd` + `Option` + `2`
* **Shared with Me**: `Cmd` + `Option` + `3`
* **Tasks**: `Cmd` + `Option` + `4`
* **Calendar**: `Cmd` + `Option` + `5`
**View Controls**
* **Toggle Focus Mode**: `Cmd` + `.`
* **Toggle Left Sidebar**: `Cmd` + `\`
* **Zoom In**: `Cmd` + `+`
* **Zoom Out**: `Cmd` + `-`
* **Actual Size**: `Cmd` + `0`
The Quick Open (`Cmd` + `O`) isn't just for documents. Type "Home", "Calendar", "Tasks", or view names like "Starred" or "All Docs" to navigate anywhere in Craft instantly.
**Basic Navigation**
* **Toggle Sidebar**: `Ctrl` + `\`
* **Quick Search**: `Ctrl` + `O` or `Ctrl` + `P`
* **Toggle Focus Mode**: `Ctrl` + `.`
Some navigation shortcuts available on macOS (like block navigation with arrow keys) are not yet available on Windows. We're actively working to bring more feature parity across all platforms.
## Documents and Search
* **New Document**: `Cmd` + `N`
* **New Quick Note**: `Cmd` + `Option` + `N`
* **Open Quick Entry (system-wide)**: `Ctrl` + `Space`, see [Quick Entry](/en/introduction/quick-entry)
* **Delete Document**: `Delete`
* **Search in Space**: `Cmd` + `F`
* **Copy Deeplink to Current View or Page**: `Cmd` + `Option` + `L`
* **Copy Deeplink to Selected Document or Block**: `Cmd` + `Option` + `Shift` + `L`
* **Search**: `Ctrl` + `F`
* **Replace in Page**: `Ctrl` + `Shift` + `F`
## Tasks
Manage your tasks quickly without lifting your hands from the keyboard.
**Create Tasks**
* **New Task (from anywhere)**: `Cmd` + `J`
**In Documents**
* **Mark Task as Done / Toggle**: `Cmd` + `Option` + `T`
* **Mark Task as Canceled**: `Cmd` + `Option` + `Shift` + `T`
**In Tasks and Calendar Views**
* **Mark Task as Done / Toggle**: `Cmd` + `Option` + `T`
* **Mark Task as Canceled**: `Cmd` + `Option` + `Shift` + `T`
* **Create New Task**: `Space`
* Point at a document or day to create the task in that location
**Dates and Reminders**
* **Schedule Task...**: `Cmd` + `Shift` + `S`
* **Schedule for Today**: `Cmd` + `Shift` + `Option` + `S`
* **Set Deadline...**: `Cmd` + `Shift` + `D`
* **Set Reminder...**: `Cmd` + `Shift` + `R`
* **Remind in 1 Hour**: `Cmd` + `Shift` + `Option` + `R`
* On a plain text block, these turn it into a task and open the matching picker
**Navigation in Tasks View**
* **Navigate Tasks**: `↑` / `↓`
* **Open Task Details**: `Return`
* **Open Task's Page**: `Cmd` + `→`
* **Delete Selected Tasks**: `Backspace` or `Delete`
* **Return to Task List**: `Esc`
**Navigation in Calendar View**
* **Navigate Dates**: Arrow keys
* **Select Date**: `Return`
**Create Tasks**
* **New Task (from anywhere)**: `Ctrl` + `J`
**In Documents**
* **Mark Task as Done / Toggle**: `Ctrl` + `Alt` + `T`
* **Mark Task as Canceled**: `Ctrl` + `Alt` + `Shift` + `T`
**In Tasks and Calendar Views**
* **Mark Task as Done / Toggle**: `Ctrl` + `Alt` + `T`
* **Mark Task as Canceled**: `Ctrl` + `Alt` + `Shift` + `T`
* **Create New Task**: `Space`
* Point at a document or day to create the task in that location
**Dates**
* **Schedule Task...**: `Ctrl` + `Shift` + `S`
* **Schedule for Today**: `Ctrl` + `Alt` + `S`
* On a plain text block, these turn it into a task and open the schedule picker
**Navigation in Tasks View**
* **Navigate Tasks**: `↑` / `↓`
* **Open Task Details**: `Return`
* **Open Task's Page**: `Ctrl` + `→`
* **Delete Selected Tasks**: `Backspace` or `Delete`
* **Return to Task List**: `Esc`
**Navigation in Calendar View**
* **Navigate Dates**: Arrow keys
* **Select Date**: `Return`
## Editing
Core editing shortcuts for inserting, modifying, and managing blocks.
**Insert New Block**
* **Below Current Block**: `Space`
* **Above Current Block**: `Shift` + `Space`
* **Open Insert Panel**: `Cmd` + `Shift` + `Return`
**Edit Selection**
* **Edit Text Block**: `Return`
* **Edit Page Block**: `Shift` + `Return`
* **End Editing**: `Esc`
* **Duplicate Block**: `Cmd` + `D`
* **Duplicate Block (Drag)**: `Option` + `Drag`
* **Delete Block**: `Delete`
* **Open Assistant**: `Cmd` + `Return`
Option+drag is often faster than Cmd+D for duplicating blocks. It works on any block type and preserves all formatting and links. Simply hold Option while dragging a block to create a duplicate.
**Comments**
* **Add or View Comments**: `Cmd` + `Shift` + `M`
**Context Actions**
* **Open Context Menu**: `Ctrl` + `Return`
The context menu shortcut (Ctrl+Return) provides keyboard-only access to all context actions, offering an alternative to right-clicking. This improves accessibility and enables faster keyboard-first workflows.
**Other**
* **Undo**: `Cmd` + `Z`
* **Redo**: `Cmd` + `Shift` + `Z`
* **Select All**: `Cmd` + `A`
* **Search**: `Cmd` + `F`
* **Use Selection to Search**: `Cmd` + `E`
* **Print**: `Cmd` + `P`
**Actions**
* **Command Menu**: `/`
* **Insert After**: `Space`
* **Insert Before**: `Shift` + `Space`
* **Duplicate**: `Ctrl` + `D`
* **Duplicate Block (Drag)**: `Alt` + `Drag`
* **Open Assistant**: `Ctrl` + `Enter`
**Context Actions**
* **Open Context Menu**: `Ctrl` + `Return`
**Comments**
* **Add or View Comments**: `Ctrl` + `Shift` + `M`
**Standard Editing**
* **Undo**: `Ctrl` + `Z`
* **Redo**: `Ctrl` + `Shift` + `Z` or `Ctrl` + `Y`
* **Search**: `Ctrl` + `F`
* **Replace in Page**: `Ctrl` + `Shift` + `F`
On Windows, use Alt instead of Option for modifier keys. Alt+drag duplicates blocks the same way Option+drag does on macOS.
## Style and Formatting
Apply text styles, formatting, and decorations to your content.
**Text Size**
* **Increase**: `Ctrl` + `+`
* **Decrease**: `Ctrl` + `-`
**Text Styles**
* **Title**: `Ctrl` + `1`
* **Subtitle**: `Ctrl` + `2`
* **Heading**: `Ctrl` + `3`
* **Strong**: `Ctrl` + `4`
* **Body**: `Ctrl` + `5`
* **Caption**: `Ctrl` + `6`
* **Page**: `Cmd` + `Shift` + `P`
* **Card**: `Cmd` + `Shift` + `L`
**Lists**
* **To-Do List**: `Cmd` + `Option` + `6`
* **Toggle List**: `Cmd` + `Option` + `7`
* **Open/Close Toggle**: `Cmd` + `Option` + `T` (same shortcut as "Mark Task as Done / Toggle" — it toggles the focused block)
* **Bullet List**: `Cmd` + `Option` + `8`
* **Numbered List**: `Cmd` + `Option` + `9`
* **No List**: `Cmd` + `Option` + `0`
**Decorations**
* **Focus**: `Cmd` + `Shift` + `|` (the key above Return on a US layout)
* **Block**: `Cmd` + `Shift` + `'`
**Indentation**
* **Increase Indent**: `Tab`
* **Decrease Indent**: `Shift` + `Tab`
**Text Format**
* **Bold**: `Cmd` + `B`
* **Italic**: `Cmd` + `I`
* **Code**: `Cmd` + `Shift` + `C`
* **Strikethrough**: `Cmd` + `Shift` + `-`
* **Link**: `Cmd` + `K`
* **Block Link**: `Cmd` + `Shift` + `K`
* **Highlight**: `Cmd` + `Shift` + `B`
* **Type Equation**: `Cmd` + `Shift` + `E`
**Copy/Paste Style**
* **Copy Format**: `Cmd` + `Option` + `C`
* **Paste Format**: `Cmd` + `Option` + `V`
**Text Styles**
* **Title**: `Ctrl` + `Shift` + `1`
* **Subtitle**: `Ctrl` + `Shift` + `2`
* **Heading**: `Ctrl` + `Shift` + `3`
* **Strong**: `Ctrl` + `Shift` + `4`
* **Body**: `Ctrl` + `Shift` + `5`
* **Page**: `Ctrl` + `Shift` + `P`
* **Card**: `Ctrl` + `Shift` + `L`
* **Focus**: `Ctrl` + `Shift` + `\`
* **Block**: `Ctrl` + `Shift` + `'`
**Lists**
* **Todo List**: `Ctrl` + `Shift` + `6`
* **Toggle List**: `Ctrl` + `Shift` + `7`
* **Bullet List**: `Ctrl` + `Shift` + `8`
* **Numbered List**: `Ctrl` + `Shift` + `9`
* **No List**: `Ctrl` + `Shift` + \`\`\` (backtick)
**Text Format**
* **Bold**: `Ctrl` + `B`
* **Italic**: `Ctrl` + `I`
* **Code**: `Ctrl` + `Shift` + `C`
* **Strikethrough**: `Ctrl` + `Shift` + `-`
* **Link**: `Ctrl` + `K`
* **Block Link**: `Ctrl` + `Shift` + `K`
* **Highlight**: `Ctrl` + `Shift` + `B`
* **Type Equation**: `Ctrl` + `Shift` + `E`
**Indentation**
* **Increase Indent**: `Tab`
* **Decrease Indent**: `Shift` + `Tab`
## Organize
Move blocks around and organize your content structure.
**Move Selected Blocks**
* **Move Up**: `Cmd` + `Option` + `↑`
* **Move Down**: `Cmd` + `Option` + `↓`
* **Move to Top**: `Cmd` + `Shift` + `Option` + `↑`
* **Move to Bottom**: `Cmd` + `Shift` + `Option` + `↓`
* **Move to New Document(s)**: `Cmd` + `Ctrl` + `N`
* **Move to...**: `Cmd` + `Shift` + `O`
**Group & Ungroup**
* **Group**: `Cmd` + `G`
* **Ungroup**: `Cmd` + `Shift` + `G`
**Copy & Paste**
* **Cut**: `Cmd` + `X`
* **Copy**: `Cmd` + `C`
* **Paste**: `Cmd` + `V`
* **Paste Without Formatting**: `Cmd` + `Shift` + `V`
* **Copy Deeplink to Current View**: `Cmd` + `Option` + `L`
* **Copy Deeplink to Current Selection**: `Cmd` + `Option` + `Shift` + `L`
**Organize Blocks**
* **Group**: `Ctrl` + `G`
* **Ungroup**: `Ctrl` + `Shift` + `G`
* **Toggle All Toggles**: `Ctrl` + `Alt` + `T` (same shortcut as "Mark Task as Done / Toggle"; it toggles the focused block)
* **Move Blocks Up**: `Alt` + `↑`
* **Move Blocks Down**: `Alt` + `↓`
* **Blocks to Top**: `Alt` + `Home`
* **Blocks to Bottom**: `Alt` + `End`
**Copy & Paste**
* **Cut**: `Ctrl` + `X`
* **Copy**: `Ctrl` + `C`
* **Paste**: `Ctrl` + `V`
* **Paste Without Formatting**: `Ctrl` + `Shift` + `V`
## Window and Tabs
**Window Management**
* **New Window**: `Cmd` + `Shift` + `N`
* **Close Current Tab or Window**: `Cmd` + `W`
* **Toggle Tab Bar Visibility**: `Cmd` + `S`
* **Toggle Tab Bar Position**: `Cmd` + `Shift` + `S`
**Tab Management**
* **New Tab**: `Cmd` + `T`
* **Switch to Tab 1-9**: `Cmd` + `1` through `Cmd` + `9`
* **Switch to Next Tab**: `Ctrl` + `Tab` or `Cmd` + `Shift` + `]`
* **Switch to Previous Tab**: `Ctrl` + `Shift` + `Tab` or `Cmd` + `Shift` + `[`
* **Reopen Last Closed Tab**: `Cmd` + `Shift` + `T`
**Window Management**
* **New Window**: `Ctrl` + `Shift` + `N`
* **Close Tab or Window**: `Ctrl` + `W` or `Ctrl` + `F4`
**Tab Management**
* **New Tab**: `Ctrl` + `T`
* **Switch to Next Tab**: `Ctrl` + `Tab`
* **Switch to Previous Tab**: `Ctrl` + `Shift` + `Tab`
* **Reopen Last Closed Tab**: `Ctrl` + `Shift` + `T`
## Custom Shortcuts (macOS)
For any action listed in the Craft menu (whether it has a default shortcut or not), you can set up a custom shortcut from macOS System Settings:
Open **System Settings** and go to **Keyboard**
Click **Keyboard Shortcuts** then **App Shortcuts**
Click the **+** button and select **Craft** from the Application dropdown
Type the exact menu item name and assign your preferred shortcut
[Learn more about macOS keyboard shortcuts](https://support.apple.com/guide/mac-help/mchlp2271/mac)
## Essential Shortcuts for Beginners
If you're new to Craft, start with these frequently-used shortcuts:
**Top 10 to Master First**
1. `Cmd` + `N` – Create new document
2. `Cmd` + `O` – Quick Open (navigate anywhere)
3. `Cmd` + `K` – Create link
4. `Cmd` + `G` – Group blocks into a page
5. `Cmd` + `Return` – Open AI Assistant
6. `Cmd` + `Option` + `↑/↓` – Move blocks up/down
7. `Cmd` + `B` – Bold text
8. `Cmd` + `.` – Toggle focus mode
9. `/` – Open slash command menu
10. `Cmd` + `F` – Search
**Top 10 to Master First**
1. `Ctrl` + `T` – Open a new tab
2. `Ctrl` + `O` – Quick Search
3. `Ctrl` + `K` – Create link
4. `Ctrl` + `G` – Group blocks
5. `Ctrl` + `Enter` – Open AI Assistant
6. `Alt` + `↑/↓` – Move blocks up/down
7. `Ctrl` + `B` – Bold text
8. `Ctrl` + `.` – Toggle focus mode
9. `/` – Open command menu
10. `Ctrl` + `F` – Search
## Tips for Keyboard-First Workflows
**Start with the slash command**: Type `/` to access almost any feature without leaving your keyboard. This is often faster than remembering individual shortcuts.
**Use Quick Open liberally**: `Cmd` + `O` (macOS) or `Ctrl` + `O` (Windows) is your navigation hub. Type any document name, view name, or even "Calendar" or "Tasks" to jump anywhere.
**Combine shortcuts**: Many power users chain shortcuts together. For example: `Cmd` + `G` to group blocks, then immediately `Cmd` + `Shift` + `P` to style them as pages.
**Learn one category at a time**: Don't try to memorize everything at once. Master navigation shortcuts first, then editing, then styling.
Some shortcuts may not work when your keyboard is set to a non-English layout. This is particularly true on Web app and Windows, which are only available in English. The keyboard layout can cause some shortcuts to shift or stop working.
## Related Resources
Learn about text formatting options
Understand Craft's block structure
Navigate Craft efficiently
# Slash Menu
Source: https://craft-support.mintlify.app/en/introduction/slash-menu
Use the slash menu (/) to add content, format blocks, insert media, manage tasks, and access editor actions without leaving the keyboard.
Craft's slash menu helps you add, format, and organize document content without leaving the keyboard. Type `/` while editing a document, then start typing the name of what you want to do.
## Adding Content
Click in an empty area and start typing. To insert content at a specific location, drag and drop it into your document on macOS, or use the insert controls available on your platform.
When a block is focused, press the **Space bar** to insert a new block below it.
## Opening the Slash Menu
Type `/` while writing in a document to open the menu. You can:
* Type `/` in an empty block to browse available commands
* Type a search term after `/`, such as `/table`, `/heading`, `/image`, or `/reminder`
* Use the menu while editing a block to apply styles or insert content near that block
* Select one or more blocks first, then use the menu to apply actions to the selection
Once the menu is open, you can navigate it entirely from the keyboard:
* Press the **Up** and **Down** arrow keys to move between commands
* Press the **Right** arrow key to open a submenu (such as **List**, **Text Style**, or **Color**)
* Press the **Left** arrow key to go back to the previous menu
* Press **Enter** to run the highlighted command
The slash menu changes based on what you're editing. Some commands only appear for selected blocks, tasks, links, tables, or table cells. Availability can also vary by platform and workspace settings.
## Browse Commands
The exact menu can change by context, but these are the main types of slash menu commands you can expect to find. Expand a group below to see its commands.
* **Assistant** — open Craft's AI Assistant from the editor
Change the current block, or selected blocks, into another style:
* **Title**
* **Subtitle**
* **Heading**
* **Strong**
* **Body**
* **Caption**
* **Page**
* **Card**
You can also apply visual block decorations:
* **Block**
* **Focus**
Create or change list styles:
* **Todo**
* **Toggle List**
* **Bullet List**
* **Numbered List**
* **No List**
For task blocks, the menu can also include task-specific actions:
* **Schedule**: Today, Tomorrow, Next Monday, Pick a date, or Clear schedule
* **Deadline**: Today, Tomorrow, Next Monday, Pick a date, or Clear deadline
* **Check selected tasks**
* **Uncheck selected tasks**
Apply inline formatting to selected text or the current editing context:
* **Bold**
* **Italic**
* **Strikethrough**
* **Code**
Depending on the selected content, the slash menu can include commands for:
* **Colors**
* **Fonts**: System, Serif, Mono, and Round
* **Alignment**: Left, Center, Right, and Justify where available
* **Indent** and **Outdent**
Insert date and time references:
* **Today**
* **Tomorrow**
* **Yesterday**
* **Now**
* **Date & Time** / date picker options where available
Add or manage reminders:
* **In 20 minutes**
* **In 1 hour**
* **In 3 hours**
* **Tomorrow**
* **Next week**
* **Later**
* **Remove reminder**
* **Resolve reminder**
Add common content blocks and attachments:
* **File**
* **Image**
* **Unsplash image**
* **Table**
* **Code block**
* **Plain text block**
* **TeX formula**
* **Mermaid diagram**
* **Whiteboard**
* **Excalidraw**
You can also choose preset table sizes, from **2x2** through **9x9**.
Insert visual separators between sections:
* **Separator**
* **Strong separator**
* **Regular separator**
* **Light separator**
* **Extra light separator**
* **Page break**
Create structured collections directly from the menu:
* **Table Collection**
* **Gallery Collection**
* **Kanban Collection**
Depending on your workspace and context, the menu can include:
* **Insert template**
* **Code snippet**
* **Text snippet**
* **Formula snippet**
* **Mermaid snippet**
Useful editing actions can also appear in the slash menu:
* **Clear styling**
* **Reload link info**
* **Turn into text link**
* **Turn into rich link**
* **Turn file into collection**
* **Turn table into collection**
When your cursor is inside a table cell, the slash menu shows table-editing commands. Type part of a command, such as `/ins`, to filter to the matching actions.
Insert rows, columns, and formulas:
* **Insert Row(s) Before**
* **Insert Row(s) After**
* **Insert Column(s) Before**
* **Insert Column(s) After**
* **Insert Formula**
Move rows and columns:
* **Move row up**
* **Move row down**
* **Move table column left**
* **Move table column right**
Delete and clear:
* **Delete row**
* **Delete table column**
* **Clear cell contents**
* **Clear styling**
These commands apply to the current table selection rather than creating a separate layout concept.
## Tips
* If you know the command name, type it after `/` to filter immediately.
* If a command doesn't appear, try selecting the relevant block first, or place your cursor in the specific block, table, or cell you want to edit.
* Use the slash menu to discover commands, then learn keyboard shortcuts for the actions you use most often.
Currently, it's not possible to assign the slash menu to a different key.
## Other Fast Typing Shortcuts
Slash commands are one keyboard-first way to work in Craft. You can also use:
* `:` followed by a name to insert [emoji](/en/write-and-edit/formatting/emoji)
* `@` or `[[` to link to pages, blocks, or dates
* Markdown-style shortcuts such as `#`, `-`, `[]`, `>`, and `**bold**`
* Keyboard shortcuts such as `Cmd+B` / `Ctrl+B` for bold and `Tab` / `Shift+Tab` for indentation
See [Markdown Shortcuts](/en/write-and-edit/formatting/markdown-shortcuts) and [Keyboard Shortcuts](/en/introduction/shortcuts) for the full lists.
## Related Articles
Format text as you write with markdown syntax
Complete list of keyboard shortcuts
# Organize and Find
Source: https://craft-support.mintlify.app/en/organize-and-find
Learn powerful ways to organize, search, and connect your documents in Craft.
Craft gives you multiple ways to organize and find your content. From traditional folder structures to powerful bidirectional linking, AI-powered search, and flexible Collections, you can build the system that matches how your mind works.
The best part? You don't have to choose just one approach. Use folders for broad categories, tags for cross-cutting themes, links to connect ideas, and Collections to organize structured data – all at the same time.
## Core Organization Tools
Build structure into your workspace with these fundamental organizational features.
Separate personal, work, and shared content into distinct workspaces
Categorize documents with flexible tags and nested tag hierarchies
Collaborate with team members in shared team spaces
## Finding Content
Quickly locate documents, blocks, and information with powerful search and navigation tools.
Find anything with full-text search, filters, and AI-powered queries
Connect related documents with bidirectional links and backlinks
## Structured Data
Organize complex information with database-like features for tracking projects, contacts, resources, and more.
Create databases with custom properties, views, and filtering
## How to Build Your System
There's no single "right" way to organize in Craft. Here are common patterns that work well:
**Simple Folders** – Create a few broad spaces (Personal, Work, Projects) and use search to find what you need. Perfect for getting started.
**Tag-Based** – Use tags to categorize across topics (meetings, ideas, resources) and let tags reveal patterns over time. Great for fluid, evolving systems.
**Link-Driven** – Build a network of connected ideas with bidirectional links. Start with index pages and let relationships emerge. Ideal for research and knowledge work.
**Collection-Powered** – Track structured information (clients, projects, tasks, resources) with Collections. Use properties to filter and organize. Best for project management and databases.
**Hybrid Approach** – Most people use a mix: folders for broad separation, tags for themes, links for relationships, and Collections for structured data.
## Organization Tips
**Start simple** – Don't over-organize upfront. Create a few broad spaces and let structure emerge naturally as your content grows.
**Use AI for discovery** – Craft Assistant can find content even if you haven't tagged or organized it perfectly. Ask natural questions like "What did I write about X last month?"
**Link liberally** – Connect related documents as you write. Backlinks surface unexpected connections and help rediscover forgotten content.
**Collections for repeated patterns** – If you're tracking the same type of information repeatedly (clients, projects, books), create a Collection to structure it.
**Review and refine** – Periodically review your tags, links, and spaces. Archive what's old, consolidate what's scattered, and remove what you don't need.
The tools above organize content across your documents and spaces. To structure content inside a single document, you can group related blocks into pages. See [Blocks and Pages](/en/write-and-edit/blocks-and-pages) to learn how.
# Collections
Source: https://craft-support.mintlify.app/en/organize-and-find/collections
Organize your content using database-style tables and visual gallery cards inside any document or page.
With Collections in Craft, you can organize your content using a flexible database-style table inside any document or page. Collections bring structure, depth, and flexibility to your notes, projects, knowledge base, or workflows.
Collections now support **Gallery View** — display your entries as visual cards with image previews. The collection toolbar has been redesigned with a new configure menu and view tabs. Your existing data and views are unchanged. [Learn about Gallery View](/en/organize-and-find/collections/gallery-view).
## What is a Collection?
A Collection is more than just a table. It's a fully customizable set of fields where each entry can hold more detailed information.
With Collections, you can add custom field types such as:
* **Title** (renamable): The default column for each entry. You can rename this column to suit your needs (e.g., "Product Name", "Task Title", "Client").
* **Text**: Use this to capture notes, descriptions, or any other textual data.
* **Number**: Ideal for tracking quantities, scores, or any numeric values. Supports custom formatting (see below).
* **Checkbox**: Great for marking tasks as complete or tracking boolean values (yes/no).
* **Date**: Set important dates like deadlines, creation dates, or event schedules.
* **URL**: Include relevant links to resources, websites, or shared documents.
* **Link to block**: Link any block (paragraph or document title) within the same space, creating contextual links to relevant information.
* **Email**: Ideal for quickly initiating a new message for an email address.
* **Phone**: Store phone numbers with tap-to-call support on mobile.
* **Single Select**: Choose one option from a predefined list, perfect for categories or statuses.
* **Multiple Select**: Select more than one option from a predefined list.
* **Relational Field**: Link other Collections or create two-way linking between Collections; multi-select allows adding multiple related fields.
Collections support up to **20 custom fields** plus the Title field (21 total). The Title field cannot be deleted (only renamed) as it represents the entry's page which contains its content. For best performance, we recommend keeping Collections under approximately 1,000 rows, especially on older devices.
Craft Assistant understands collection properties and relationships, making it easy to query and analyze your structured data using natural language.
## Number Field Formatting
Number fields in Collections support advanced formatting options to display values in the format that best suits your needs:
* **Percent display**: Show values as percentages (e.g., 0.85 → 85%)
* **Currency symbols**: Add currency symbols like \$, €, £, ¥, and more to display monetary values
* **Decimal precision**: Control the number of decimal places (0-5) to display for precision or simplicity
These formatting options help you create professional-looking tables for budgets, financial tracking, progress indicators, and any other numeric data where presentation matters.
## Column Management
Customize your Collection's layout to focus on what matters most:
* **Resizable columns**: Click and drag column borders to adjust width – perfect for fitting long text or narrowing unused fields
* **Persistent width**: Column widths are automatically saved, so your layout stays consistent across sessions
This gives you complete control over how your Collection appears, whether you're working with compact data or detailed information.
## Quick Search
Find specific entries in your Collection instantly:
* **Search within rows**: Use the search bar to filter Collection entries in real-time
* **Type-as-you-filter**: Results update as you type, making it easy to locate specific items without scrolling through large Collections
Quick search works across all visible fields in your Collection, helping you navigate large datasets efficiently.
## Working with Collections
Once you have your Collection ready, you can:
**Sort, Filter, and Group**: Organize the information in your smart table the way that suits your workflow best. You can sort, filter, and group data by different fields, allowing you to view your information in meaningful ways.
**Customize the Display**: Choose which fields you want to display, keeping your interface clean and focused on the information that matters most.
**Choose a layout that fits your content**: Start with a **Table Collection** for structured data, a **Gallery Collection** for visual browsing, or a **Kanban Collection** for workflow and status tracking. You can switch between layouts at any time. [Learn about Gallery View](/en/organize-and-find/collections/gallery-view) or [Kanban View](/en/organize-and-find/collections/kanban-view).
**Set new Views**: Views are customizable ways to display your Collection based on your specific needs. Instead of manually adjusting the sorting, filtering, or field visibility every time you work with a Collection, you can save different configurations and switch between them with ease. [Learn more about Collection Views](/en/organize-and-find/collections/views).
**Build Sub-Pages** (or sub-documents) for each entry, adding depth and context where needed. Each item in your Collection can expand into its own sub-page, giving you more flexibility to track details or create related content.
**Share or Publish Sub-Pages**: Just like any other document, sub-pages in a Collection can be shared with anyone for easy collaboration and updates.
## How to Add a Collection
To add a Collection to your document:
Use the **slash menu** and start typing `/collection`, `/gallery`, or `/kanban`. Then choose whether you want to insert a **Gallery Collection**, **Table Collection**, or **Kanban Collection**.
Or open the **right-hand sidebar** and choose **Collections** from the block menu
Add your entries, then customize fields and views as needed
## Limitations
Collections are flexible, but there are a few important constraints to keep in mind:
* **Up to 20 custom fields** plus the Title field (21 total). You will not be able to add additional fields once this limit is reached.
* **No hard limit on rows**, but performance may degrade after approximately **1,000 rows**, especially on older or less powerful devices.
These limitations help Collections remain fast, stable, and predictable across all platforms.
## Where Collections Shine
Here are some common use-cases where Collections elevate your workflow:
* **Project & Task Management** – Track tasks, set deadlines, mark platforms, monitor statuses, and group by team or stage
* **Client & CRM Management** – Maintain client records, meeting notes, communication history, and link to sub-pages for full context
* **Knowledge Management** – Organize research, ideas, documentation, or articles in a structured format with relational links and multiple views
* **Inventory & Asset Tracking** – Manage items, monitor stock levels, linked suppliers, and custom fields tailored to your process
* **Portfolio & Media Management** – Use Gallery View to browse images, designs, or video thumbnails visually
* **Mood Boards** – Create visual inspiration boards with cover images and categorized entries
And many other scenarios where structured, searchable, and linked data make sense.
## Video Tutorials
## Related Articles
Organize and analyze your data with sorting, filtering, and grouping
Display your Collection as visual cards with image previews
Customize the order of fields and columns in your Collections
Touch-optimized Collections on iPhone and iPad
Understand how collection entries work as subpages
Let AI help you analyze and query collection data
# Gallery View for Collections
Source: https://craft-support.mintlify.app/en/organize-and-find/collections/gallery-view
Display your Collection entries as visual cards with image previews. Ideal for portfolios, media libraries, and visual project tracking in Craft.
Gallery View displays your Collection entries as a grid of visual cards, each showing a preview image and key properties at a glance.
## Gallery View vs. Other Views
All views share the same data, so switching between them never deletes or modifies your entries.
| Use Gallery when... | Use Table when... | Use Kanban when... |
| --------------------------------------------------------- | ---------------------------------- | -------------------------------------------- |
| Entries have images or visual content | Comparing many fields side by side | Tracking items through stages (to do → done) |
| Visual browsing matters (portfolios, media, mood boards) | Spreadsheet-style editing | You want a visual workflow board |
| You want a compact overview with fewer visible properties | Bulk data entry | Status changes happen often |
## Creating a Gallery View
Click the **+** button next to the view tabs at the top of your Collection
Select **Add Gallery View**
Your new Gallery View appears as a tab at the top of the Collection
## Switching Back to Table View
If you have multiple views, click the **Table** view tab at the top of your Collection. If you only have one Gallery View, use the configure menu (⋯) to add a Table view.
Your data is always safe: switching views never changes your entries.
## Preview Types
Gallery View pulls preview images from the **content inside each entry's page**. To add an image to a card's preview, open the entry and add an image block to its content.
Open any entry in your Collection and add an image to its page content. Gallery View automatically uses that image as the card preview.
You can control how each card's preview area is displayed:
* **Document** (default): shows a preview of the entry's page content
* **Fill**: fills the card's preview area with the entry's image
* **Immersive**: uses the image as a full-bleed card background
* **No preview**: hides the preview area entirely, showing only properties
Change the preview type in **Gallery Options** (see below).
## Card Sizes
Gallery View offers two card sizes:
* **Small**: compact grid, more cards visible at once
* **Large**: bigger previews, fewer cards per row
## Gallery Options
Access Gallery Options from the configure menu (⋯) to customize your view:
* **Card Size**: Small or Large
* **Preview**: Document, Fill, Immersive, or No preview
* **Limit visible fields**: when enabled (default), cards show a limited number of properties with a "+n" indicator for the rest. Turn this off to show every enabled field on each card.
* **Fields**: choose which fields appear on each card and toggle their visibility
## Working with Gallery Cards
* **Open an entry**: click a card to open its full page
* **Context menu**: right-click (Mac) or long-press (iOS) for more options
* **Select cards**: click to select, Shift+click for multi-select
## Sorting, Filtering, and Grouping
Gallery View supports sorting, filtering, and grouping, the same options available in Table View. Grouped galleries display section headers between card groups.
For detailed instructions on sorting, filtering, and grouping, see [Collection Views](/en/organize-and-find/collections/views).
## Troubleshooting
Gallery View pulls preview images from the **content inside each entry's page**. To add an image, click a card to open the entry, then add an image block to the page content.
Also check your Preview setting in Gallery Options and set it to **Document** or **Fill**.
Make sure your app is up to date. Check for updates in your app store or refresh your browser.
Gallery View loads image previews as you scroll. If performance feels sluggish, try reducing the number of visible properties on each card.
## Related Articles
Learn about Craft Collections and field types
Create views with sorting, filtering, and grouping
Organize items into drag-and-drop columns by status or any select field
Customize field and column order in your Collections
Touch-optimized Collections on iPhone and iPad
# Using Collections on iOS
Source: https://craft-support.mintlify.app/en/organize-and-find/collections/ios-guide
Create and manage Collections on iPhone and iPad — including Gallery View, touch gestures, and fullscreen mode.
Collections on iOS are fully featured and optimized for touch. This guide covers the iOS-specific interactions for working with Collections on iPhone and iPad.
For general Collections concepts like field types, views, and sorting, see the [Collections Overview](/en/organize-and-find/collections) and [Collection Views](/en/organize-and-find/collections/views) articles.
## Getting Started
Create a Collection inside any document using the slash menu or the block menu. On iOS, the creation flow lets you configure your fields and start adding entries right away.
Set up your fields first — having predefined categories and tags makes data entry much faster on mobile.
## Creating and Editing Entries
### Adding Entries
Use the **Add** button at the top right or the **+** button at the bottom left to create new entries.
### Filling in Data
Tap any cell to edit it. Select fields show your predefined options for quick input.
### Adding Content to Entries
Each entry in a Collection is its own page in Craft. Tap the entry title to open it and add any content — text, images, links, or nested pages.
### Deleting Entries
Long-press on any row to access the context menu. You can delete the entire entry or clear specific cell content.
### Managing Select Field Options
When you need a new option for a select field, type it directly and tap **Add Option**.
To remove a value from a select field:
Tap on the field header to open field settings
Tap the value you want to delete
Select **Delete** from the options
Tap **Apply** to save changes
## Table View on iOS
Table View on iOS works like a spreadsheet with touch-optimized interactions:
* **Scroll horizontally** to see more columns
* **Tap a cell** to edit its value
* **Long-press a row** for the context menu (delete, duplicate)
* **Resize columns** by dragging column borders
## Gallery View on iOS
Gallery View displays your entries as visual cards with image previews, optimized for touch.
* **Tap a card** to open the entry
* **Long-press a card** for the context menu with options to select, delete, or manage the card
### Fullscreen Mode (iPhone)
On iPhone, tap an inline collection to open it in **fullscreen mode** with a smooth zoom transition. This gives you the full screen for browsing your collection without the surrounding document.
In landscape orientation, the fullscreen view uses the entire screen — the view selector moves to the top bar, and you can scroll to hide and show the toolbars for more space.
## Switching Between Views
Tap the view name (for example **Gallery**) at the top of your Collection to open the view selector. From here you can switch to another view, or:
* **Add View** — create a new Table, Gallery, or Kanban view
* **Reorder Views** — change the order of your views
To manage the current view, open the configure menu (⋯). Here you'll find **Layout & Visibility** for adjusting how the view looks, along with options to rename, duplicate, or delete the view.
## Filtering, Sorting, and Grouping
Access these options through the configure menu (⋯) at the top of your Collection.
### Filter
Show only entries that match specific criteria.
Tap the configure menu **(⋯)**
Select **Filter** and choose your field
Set your filter conditions
Tap outside the panel to apply
### Sort
Arrange entries based on field values.
Tap the configure menu **(⋯)**
Select **Sort** and choose your field
Choose ascending or descending order
Tap outside to apply
### Group
Organize entries into groups based on field values.
Tap the configure menu **(⋯)**
Select **Group** and choose your field
Tap outside to apply — groups are automatically created and labeled
### Removing Filters, Sorts, or Groups
Open the configure menu (⋯) and tap the **trash icon** next to the active filter, sort, or group.
## iOS Tips
* **Long-press** is your right-click — use it on rows, cards, and cells for contextual actions
* **Swipe gestures** let you quickly navigate between entries
* For the best experience on iPhone, keep Collections focused — iPad handles larger datasets more comfortably.
* Gallery View is great for one-handed browsing on iPhone, especially in fullscreen mode
## Related Articles
Learn about Collections and their core features
Display your Collection as visual cards with image previews
Create and manage different views of your data
Customize field and column order
# Kanban View for Collections
Source: https://craft-support.mintlify.app/en/organize-and-find/collections/kanban-view
Organize your Collection as a Kanban board with draggable cards grouped into columns. Ideal for tracking workflows, task status, and project stages in Craft.
Kanban View displays your Collection as a board of columns, where each column represents a value from a grouped field. Drag cards between columns to update their status instantly.
## Kanban View vs. Other Views
All views share the same data — switching between them never deletes or modifies your entries.
| Use Kanban when... | Use Table when... | Use Gallery when... |
| -------------------------------------------- | ---------------------------------- | ------------------------------------- |
| Tracking items through stages (to do → done) | Comparing many fields side by side | Entries have images or visual content |
| You want a visual workflow board | Spreadsheet-style editing | Visual browsing (portfolios, media) |
| Status changes happen often | Bulk data entry | Compact overview with previews |
## Creating a Kanban View
### From the slash command
Type **`/kanban`** anywhere in a document and select **Insert Kanban Collection** from the command menu. This creates a new Collection with a Kanban View ready to use.
By default, it creates a **Status** field with three columns: **To do**, **In progress**, and **Done**.
### From the insert panel
You can also add a Kanban Collection from the **insert panel** (sidebar). Open the insert panel and select the Kanban Collection option to place it in your document.
### From an existing Collection
If you already have a Collection, you can add a Kanban View to it:
Click the **+** button next to the view tabs at the top of your Collection
Select **Add Kanban View**
Your new Kanban View appears as a tab at the top of the Collection
### Converting an existing view
You can convert any Table or Gallery view to Kanban: click the **view name** at the top of your Collection, select **Turn View Into**, then choose **Kanban**.
## Working with Columns
Kanban columns are based on the values of the field you group by. Each unique value becomes its own column.
### Adding a New Column
Click the blue **+** button that appears to the right of the last column to add a new group. Type a name for the new column and confirm.
The blue **+** button is only visible when the Kanban board is selected — click anywhere on the board first if you don't see it. It is available when grouping by **Single Select** or **Multi Select** fields.
### The "None" Column
Items that don't have a value for the grouped field appear in a **None** column. When you drag new items into your Kanban board, they are automatically placed in the None column until you move them to a specific column.
The None column can be useful as a placeholder when you haven't decided where to place your cards yet. Once all cards are moved out of the None column, it is automatically removed from the board. You can also **hide** it from your view if you don't need it.
### Managing Columns
Right-click or use the **...** menu on a column header to access options like editing the column name, editing the grouping, hiding the group, or deleting items.
## Moving Cards Between Columns
**Drag and drop** any card from one column to another. When you drop a card into a new column, its field value updates automatically — for example, dragging a card from "To do" to "In progress" changes its Status to "In progress."
If a sort is active, dropping a card into a column places it according to the current sort order. Without a sort, you can drop the card at a specific position within the column.
## Kanban View Options
Access Kanban-specific settings by clicking the **view name** at the top of your Collection and selecting **Kanban View Options**.
## Sorting, Filtering, and Grouping
Kanban View supports the same sorting and filtering options available in Table and Gallery views. Grouping is enabled by default — it defines which field controls the columns.
Click the **configure button** (☰) at the top of your Collection to access:
* **Filter** — show only cards matching specific criteria
* **Sort** — order cards within each column
* **Group** — change which field the columns are based on
For detailed instructions, see [Collection Views](/en/organize-and-find/collections/views).
## Additional Options
The configure button (☰) menu also includes:
* **Kanban View Options** — column width, colors, and field visibility
* **Turn View Into** — convert to a Table or Gallery view
* **Edit View Name** — rename your Kanban view
* **Duplicate View** — create a copy with the same settings
* **Download as CSV** — export your Collection data
* **Configure Collection** — manage fields and collection settings
## Troubleshooting
The blue **+** button appears to the right of the last column when the Kanban block is selected. Click anywhere on the board first to select it, then look for the button after the last column.
New items are added to the first visible column by default. To add a card directly to a specific column, use the **+** button within that column.
The None column appears when some items don't have a value for the grouped field. You can either assign a value to those items so they move to a named column, or **hide the None group** to remove it from your view.
Column names are based on field values. Use the **...** menu on the column header to edit, delete, or **hide** the group. The None column cannot be deleted, but you can hide it from your view.
Tap the **fullscreen** button at the top of the collection to enter Full Screen view. In this view you'll access filtering, sorting, grouping, view options, and other configuration options. The inline collection block has limited configuration compared to its Full Screen counterpart.
## Related Articles
Learn about Craft Collections and field types
Create views with sorting, filtering, and grouping
Display your Collection as visual cards with image previews
Touch-optimized Collections on iPhone and iPad
# Reordering Fields and Columns
Source: https://craft-support.mintlify.app/en/organize-and-find/collections/reordering
Customize how your Collection fields and columns appear in different views.
Keep your Collections organized by customizing how your fields and columns appear. You can control the **default order of fields** in your Collection, as well as the **column order in specific views**.
## Reorder Fields in Your Collection
Changing the order of fields affects how they're displayed on **individual item pages** and sets the **default order** for all new views.
Open the configure menu **(⋯)** at the top of your Collection
Select **Configure Collection** from the menu
In the Configure Collection window, **drag and drop** your fields to reorder them. You can also add new fields or remove existing ones here.
Your new order will apply automatically across all items in the Collection and to any new views you create.
## Reorder Columns in a View
You can also rearrange columns for a **specific view**. This gives you flexibility to customize what's visible and how it's arranged without changing your Collection's default field order.
Open the configure menu **(⋯)**
Select **Show/Hide Fields**
**Drag and drop** the fields to reorder the columns as you like. You can toggle which fields you'd like to display in your view here.
This only changes the layout for the current view – your default field order and other views remain the same.
In Gallery View, field visibility controls which properties appear on each card. The order in Show/Hide Fields determines the display order on each card.
Use **field reordering** to create a consistent structure across your Collection, and **column reordering** when you want a tailored layout for a particular view.
## Related Articles
Learn about sorting, filtering, and grouping in Collection views
Display your Collection as visual cards with image previews
Learn about Craft Collections and field types
# Collection Views
Source: https://craft-support.mintlify.app/en/organize-and-find/collections/views
Create Table, Gallery, and Kanban views of your data with sorting, filtering, and grouping. Switch between views instantly.
Collection Views allow you to create multiple customized perspectives of your data. Instead of manually adjusting sorting, filtering, or field visibility every time, you can save different configurations and switch between them instantly.
The view dropdown has been replaced by **view tabs** at the top of your collection. If you see only a configure menu (⋯) and no tabs, you have one view — add a second view to see the tabs appear.
## What are Views?
Views are customizable ways to display your Collection. Each view has a **type** and its own saved configuration:
* **View type** — Table, Gallery, or Kanban
* **Sorting** — order items by any field
* **Filters** — show only items matching specific criteria
* **Grouping** — organize items into categories
* **Field visibility** — choose which fields (columns in Table, properties in Gallery) to display
* **Field order** — arrange fields in the most useful sequence
All views share the same underlying data. Changes to data in one view are reflected in all other views.
## Creating and Managing Views
### View Tabs
When your Collection has **two or more views**, view tabs appear at the top. Click any tab to switch views instantly.
When only one view exists, the tabs are hidden — use the configure menu (⋯) to manage your view.
### Creating a New View
Open the configure menu at the top right of your Collection (or click the **+** button next to your view tabs)
Select **Add Table View**, **Add Gallery View**, or **Add Kanban View**
Name your view and configure it with your desired settings
### Switching Between Views
Click the **view tab** for the view you want to see. Your Collection instantly updates to show that view's configuration.
### Renaming a View
Open the configure menu (⋯) and select **Rename View**. Type a new name and confirm.
### Duplicating a View
Open the configure menu (⋯) and select **Duplicate View**. This creates a copy with the same type, sort, filter, group, and field settings — useful for creating variations.
### Converting a View Type
Open the configure menu (⋯) and select **Turn Into** → **Table** or **Gallery**. This converts the current view in place without creating a new one — your existing filters, sorting, grouping, and field visibility are all preserved.
Create a new view of the desired type, then delete the old one.
### Deleting a View
Switch to the view you want to delete
Open the configure menu **(⋯)**
Select **Delete View**
Every Collection must have at least one view. You cannot delete the last remaining view.
## Calculations Row
The calculations row adds a footer to your Table View that shows computed values for each column — like sum, average, or count.
Open the configure menu **(⋯)**
Select **Show Calculation Row**
Click on a cell in the calculations row to choose which calculation to display for that column
The available calculations (sum, average, count, min/max, etc.) depend on the field type — click any cell in the calculations row to see your options.
The calculations row is available in **Table View** only.
## Sorting Items
Sorting allows you to order your Collection items by any field in ascending or descending order.
### How to Sort
Open the configure menu **(⋯)**
Select **Sort**
Choose the field you want to sort by
Select **Ascending** (A→Z, 0→9, oldest→newest) or **Descending** (Z→A, 9→0, newest→oldest)
### Multiple Sort Levels
You can add multiple sort criteria to create sophisticated ordering:
After adding your first sort, click **Add Sort**
Choose your second sort field
Items will be sorted by the first field, then by the second field when the first values are equal
**Example:** Sort by Status (ascending), then by Due Date (ascending) to see all "In Progress" tasks ordered by due date, followed by "To Do" tasks ordered by due date.
### Removing Sorts
Click the **X** next to any sort criteria to remove it. You can also click **Clear All** to remove all sorting and return to the default order.
## Filtering Items
Filters allow you to show only items that match specific conditions. This is perfect for focusing on relevant data.
### How to Filter
Open the configure menu **(⋯)**
Select **Filter**
Choose the field you want to filter by
Select the condition (equals, contains, is empty, etc.)
Enter or select the value to filter for
The available conditions (contains, equals, before/after, is empty, etc.) depend on the field type. You'll see the relevant options when you select a field.
### Multiple Filters
You can combine multiple filters to narrow your results:
After adding your first filter, click **Add Filter**
Configure your additional filter
All filters are combined with **AND** logic — items must match **all** conditions to appear
**Example:** Filter for Status = "In Progress" AND Priority = "High" to see only high-priority items currently being worked on.
When filtering a Select field, you can choose multiple values — items matching **any** of the selected values will appear. This works like OR within one field. However, filters across **different** fields always use AND logic.
### Removing Filters
Click the **X** next to any filter to remove it. Click **Clear All** to remove all filters and show all items.
## Grouping Items
Grouping organizes your items into categories based on a field's values. This creates a clear visual structure that makes it easy to see items by category.
### How to Group
Open the configure menu **(⋯)**
Select **Group By**
Choose the field you want to group by
Your Collection will reorganize into collapsible sections, one for each unique value in that field.
### Best Fields for Grouping
* **Status** - Group tasks by "To Do", "In Progress", "Complete"
* **Priority** - Organize items by "High", "Medium", "Low"
* **Category** - Group projects by type or department
* **Date** - Group items by month or quarter
* **Single Select** - Any select field works great for grouping
* **Assignee** - Group tasks by who's responsible
Use **Table Views** for data-heavy work (editing, comparing) and **Gallery Views** for visual browsing (portfolios, media). Create separate views for different purposes — e.g. "This Week" for immediate tasks and "All Projects" for the full picture.
## Limitations
* Up to **20 custom fields** plus the Title field (21 total) per Collection
* Filters across different fields use AND logic (all conditions must be met)
* Within a Select field filter, multiple values use OR logic (any match shown)
## Related Articles
Learn about Craft Collections and field types
Display your Collection as visual cards with image previews
Organize items into drag-and-drop columns by status or any select field
Customize field and column order
Touch-optimized Collections on iPhone and iPad
# Links and Backlinks
Source: https://craft-support.mintlify.app/en/organize-and-find/linking
Create connections between documents and blocks with internal links, and discover relationships with automatic backlinks.
## Sharing & Publishing
In Craft, you can share or publish your documents with just a few clicks. Whether you want to invite collaborators or create a public link, sharing is built right into every document.
You can read more about sharing and publishing in the [Sharing Documents](/en/share-and-publish/share#sharing-documents) article.
## Link to a Craft Document or Block
You can link another document or block inside the same Space. This is really powerful when you want to reference another piece of information. There are two ways to do this:
### Using the @ Command
After typing **@** you will see a dropdown of options to link. Typing the first few characters will help you to find the block / page / document you are looking for. You can also create a new page with a link by typing a title not currently in this Space.
### Using the \[\[ Command
Typing **\[\[** will convert to **@**, and the same dropdown will appear.
## Backlinks
Backlinks show you all the blocks linked to the current document. You can use these to quickly navigate around your Space and see the connections between your documents and blocks.
* Backlinks are created automatically! Anytime you @-mention a document / block, a backlink will be added to the content that you linked.
* Backlinks appear at the bottom of the linked content under **Links To This Page**. If a document doesn't have any links, this section is not visible.
You can navigate quickly to the document or exact block where the link is located.
You can move the linked block into any other documents with the drag & drop method to preserve the connection. However, a "cut & paste" action will delete the connection.
## Related Articles
Create direct links to specific pages and blocks
Embed Google Maps into your documents
Learn how blocks and pages create the foundation for linking
Share linked content with collaborators
Link collection entries to other documents and blocks
# Deeplinks
Source: https://craft-support.mintlify.app/en/organize-and-find/linking/deeplinks
Create direct links to documents, pages, or specific blocks that open directly in the Craft app.
## What are Deeplinks?
Deeplinks create a URL that can directly link to a document, page, or even a specific block inside the Craft app itself – clicking on them from anywhere on your system should open the Craft app to that point.
They have the form `craftdocs://open...` and will work on iOS/iPadOS/macOS. They can be shared between anyone who has access to edit that space.
Deeplinks are typically used to connect other apps back into Craft – for example, a Things project can have a link in the notes section that opens the Craft document you're keeping notes on that project in. They are not to be confused with Secret Links, which open a page on the web for your document for viewing/commenting, not in the Craft editor.
Deeplinks are only available for Craft on macOS, iOS, and iPad.
## Getting Deeplinks
While viewing a document on macOS, click the **share button** in the top-right corner, select **Export as**, then scroll to **Advanced** and choose **Copy Deeplink** or **Copy Markdown Deeplink**.
As an alternative, Deeplinks are also available from the **File** menu on macOS.
If at the time you activate this you've got a particular block highlighted (or you're editing that block), then the Deeplink will point to that. Otherwise, the link will point to the page/document you're looking at.
On iOS and iPadOS you can get the Deeplink by following these steps:
This same **Export as → Advanced** flow also works from the share menu on macOS, where you can choose **Copy Deeplink** or **Copy Markdown Deeplink**.
Tap the **share icon** on the top right to open the share menu
Select **Export as**
Scroll down to **Advanced** and tap **Copy Deeplink**
## Using Deeplinks
Deeplinks can be used pretty much anywhere that highlights links. For example:
* Copying and pasting the Deeplink URL into the URL bar of your browser will open Craft
* Placing the link in a Stickies note will allow you to quickly access the document from there
* You can Slack your co-workers or Message your contacts the Deeplink URL, and as long as they have access to that space, they'll be able to click on it
## Markdown Deeplinks
A Markdown Deeplink is the same Craft Deeplink formatted with standard Markdown link syntax. Instead of showing the full `craftdocs://open...` URL, the link can appear as readable text in apps that support Markdown.
For example:
```markdown theme={null}
[Project notes](craftdocs://open?spaceId=&blockId=)
```
Use Markdown Deeplinks when you want to paste a cleaner-looking link into a Markdown-friendly app or document. If you choose **Copy Markdown Deeplink**, Craft copies the link already formatted this way. Markdown Deeplinks behave the same as regular Deeplinks: clicking the link opens Craft, and the person opening it still needs access to the space.
Deeplinks only work for people who have access to edit the space. Make sure your collaborators are members of the space before sharing deeplinks with them.
# Embedding Google Maps
Source: https://craft-support.mintlify.app/en/organize-and-find/linking/embedding-maps
Embed interactive Google Maps links directly into your Craft documents.
You can easily embed a Google Maps link into your document by following these steps:
**Paste the Google Maps Link**
Copy the link from Google Maps and paste it into your Craft document as a card block.
**Access the Block Options**
On the left side of the block, click on the **three-dot menu (⋯)** to open the block options.
**Choose the Embed Option**
Select the **Embed** option from the menu. The Google Maps link will then convert into an embedded map block.
The embedded map is fully interactive – you can zoom, pan, and explore the location directly within your Craft document.
# Search and Quick Open
Source: https://craft-support.mintlify.app/en/organize-and-find/search
Find content across your space with powerful search and navigate faster with Quick Open.
Craft's search helps you quickly locate content across your space, whether it's a document, a block of text, or a task. It's designed to work seamlessly and intuitively across platforms.
You can search in two ways:
* **Global Search** finds results across all spaces and documents.
* **Document Search** looks within one document and its subpages. [Learn more](/en/organize-and-find/search/in-document).
This article covers **Global Search** and **Quick Open**.
## Search Bar
You can find the search bar while browsing through your documents, in any of the views in the left sidebar.
On macOS, press **Cmd+F** to bring up the search function. On Windows and Web, **Ctrl+F** only works when you already have a document open — it opens Find in Document, not global search. From the browse screen (All Docs, folders), use the search bar in the left sidebar directly.
## Searching Logic
As you type into the search bar, Craft checks for matches across your entire workspace. The results you see are sorted based on a few factors:
* **Title matches are prioritized** – if your search term appears in a title, that result is ranked higher.
* **Exact phrase matches come next**, especially those found earlier in the document.
* **Recency and frequency** can affect relevance – more recent or frequently opened documents may appear higher in your results.
* **Starred documents** may also receive a relevance boost.
* **Searches match the beginning of words**, not the middle or end (e.g., "Pors" will find "Porsche", but "orsche" won't).
Search works across "All Docs," "Starred," "Trash," and "Shared with Me," along with all of your folders. Tasks and calendar entries are also included in macOS and iPad apps.
Search results show in a grid or list view, with a preview of the document or block. Clicking a result takes you directly to the relevant content, and matching words are highlighted.
The yellow number indicates how many instances of the results are matching your search inside that document. Hover over the number to get a preview of the results inside the document.
## Supported Content
Craft can search through:
* Text blocks (titles and body)
* Pages and subpages
* Tasks inside documents (title and description) – only on macOS and iPad
* Events (title and content) – only on macOS and iPad
* Collection rows and columns
* Code blocks and table cells
* Rich link previews (title and description)
* File and image names
## Advanced Search Options
You can refine your searches using advanced syntax:
### Exact Phrase Matching
Use **quotes** to search for exact phrases. This is useful when you want to find specific multi-word terms.
**Examples:**
* `"meeting notes"` - finds documents containing exactly "meeting notes"
* `"project plan 2024"` - matches the exact phrase "project plan 2024"
* `"to do"` - finds "to do" but not "todo" or "to-do"
### Excluding Terms
Use a **hyphen** (minus sign) to exclude specific words from your search results.
**Examples:**
* `project -draft` – finds documents with "project" but excludes those containing "draft"
* `notes -archived` – shows notes that don't contain "archived"
* `meeting -canceled -postponed` – finds meetings that aren't canceled or postponed
### Regular Expressions
Use **regular expressions** for advanced pattern matching. Prefix your regex pattern with `regex:`.
**Examples:**
* `regex:(draft|final)` – finds documents containing either "draft" or "final"
* `regex:202[0-9]` – matches any year from 2020-2029
* `regex:task-[0-9]+` – finds task IDs like "task-123", "task-456"
* `regex:(urgent|high priority)` – matches documents with "urgent" or "high priority"
### Combining Techniques
You can combine multiple advanced search techniques for powerful queries:
**Examples:**
* `"project plan" -draft regex:202[0-9]` – finds exact phrase "project plan" from 2020s, excluding drafts
* `meeting "Q1 2024" -canceled` – finds Q1 2024 meetings that weren't canceled
* `regex:(client|customer) -archived` – finds client/customer documents that aren't archived
## Quick Open
The **Quick Open** feature is designed to help you navigate your workspace faster. It's a keyboard-first experience that saves you time and keeps you in your flow.
### What is Quick Open?
Quick Open is a universal search and navigation tool built right into Craft. It allows you to:
* Instantly find and open any document or page in your workspace
* Jump to recently viewed content
* Open your daily note or create a new one
* Access starred documents or shared pages quickly
Quick Open's main focus is to help you navigate between documents, pages, and daily notes faster. If you'd like to find specific content, use the Search feature instead.
### How to Open Quick Open
Press **Cmd + O** to bring up Quick Open.
Press **Cmd + O** (Mac) or **Ctrl + O** (Windows) to bring up Quick Open. You can also click the search bar at the top of the window to open it directly from the browse screen.
* **With keyboard**: Press **Cmd + O**
* **Without keyboard**: Pull down from the top of the screen
Pull down from the top of the screen to open Quick Open.
You'll see a floating search bar that lets you begin typing immediately.
### How Quick Open Works
Once Quick Open is active:
Start typing any part of a document title or content to search across your workspace.
Craft will display a list of matching results, including:
* Documents
* Pages
* Daily notes
* Starred or recently accessed content
Use the arrow keys to scroll through the list.
Hit **Enter** to open the selected item instantly.
You can also use Quick Open to:
* Type **"today"** to jump to your daily note
* Type **"new"** to create a new document
* Search by keyword, not just title – content blocks and subpages are included in the results
On Windows and Web, a **See more results** button appears at the bottom of the Quick Open panel when you search from the browse screen. Clicking it closes Quick Open and opens the full search view with all matching content — this is the primary path to full content search when you are not inside a document.
### Tips for Power Users
* You can open multiple documents quickly without using the sidebar or mouse
* Use Quick Open as your primary way to move around your space and reduce context switching
* It's especially useful in large workspaces where browsing folders would take more time
## Limitations to be Aware Of
Search in Craft does not yet support filters for narrowing by document type, folder, or author. There are also a few specific things to keep in mind:
* Tasks in Inbox will not be found via search
* Only **exact beginnings of words** are matched
* Shared docs that you haven't opened yet may not be fully indexed (only title and preview)
* Clicking a match in a code or table block will open the block, but **won't highlight the exact row**
* Search doesn't cover **emojis**, and requires:
* At least 3 characters for Latin-based languages
* At least 2 characters for others
Search results are temporarily cached for 10 seconds, so you may notice a small delay in new changes appearing.
Quick Open is currently optimized for searching content within your own workspace. Shared documents that you haven't yet opened may appear with limited preview information.
## Index Updates
Your space's search index refreshes automatically every 24 hours. You don't need to manually update or trigger anything to keep search results up to date.
## Related Articles
Navigate your workspace faster with keyboard-driven search
Find and replace text within a specific document
Use natural language to find and understand your content
Organize documents with tags for easier searching
Search within structured collection data
# Search in a Document
Source: https://craft-support.mintlify.app/en/organize-and-find/search/in-document
Find and replace text within a specific document and its subpages.
Craft offers two ways to search, and it's important to know the difference:
* **Global Search** helps you find content across all your documents, spaces, and pages. [Learn more](/en/organize-and-find/search)
* **Document Search** lets you find text within a specific document (and optionally its subpages).
This article focuses on using **Document Search**.
## How to Access Document Search
You can open search from the left sidebar in **Document View**:
* Click the **magnifying glass icon** (the last tab)
* Or use the keyboard shortcut **Cmd + F**
* Click the **magnifying glass icon** (the last tab)
* Or use the keyboard shortcut **Ctrl + F**
## Search Options
Once the search panel opens, you'll see several useful options.
### Regular Find or Find & Replace
You can simply search for text within the document or use **Find and Replace** to update multiple matches in bulk.
### Search Scope
Click the **filter icon** on the right to choose *where* you want to search:
* **This Document only** – searches just the current document
* **This Document + Subpages** – includes all subpages nested under it
### Search Mode
You can choose between:
* **Simple text** – standard keyword search
* **Regex** – for advanced, pattern-based searches
### Additional Filters
You'll also find these toggles to refine your search results:
* **Match case** – distinguish between uppercase and lowercase letters
* **Ignore diacritics** – treat accented and non-accented characters as the same
* **Include partial matches** – find words that contain your search term
## Example: Using the Document Search
## Tip: Regex is Really Powerful
Regex (short for *regular expressions*) lets you search using patterns instead of exact text. It's perfect for more advanced find and replace operations.
**Example**:
If you've used `#todo`, `#inprogress`, and `#done` tags, and want to rename them all to `#task`, regex can do that in one go.
Search for:
```
#(todo|inprogress|done)
```
and simply replace with:
```
#task
```
Regular expressions are incredibly powerful for pattern matching. Consider learning the basics to unlock advanced search capabilities.
# Quick Open
Source: https://craft-support.mintlify.app/en/organize-and-find/search/quick-open
Navigate your workspace faster with keyboard-driven search for documents, pages, and daily notes.
The **Quick Open** feature in Craft is designed to help you navigate your workspace faster. Whether you're jumping into a document, opening a daily note, or switching between recent pages, Quick Open makes it simple and lightning-fast – all from your keyboard.
## What is Quick Open?
Quick Open is a universal search and navigation tool built right into Craft. It allows you to:
* Instantly find and open any document or page in your workspace
* Jump to recently viewed content
* Open your daily note or create a new one
* Access starred documents or shared pages quickly
It's a keyboard-first experience that saves you time and keeps you in your flow.
Quick Open's main focus is to help you navigate between documents, pages, and daily notes faster. If you'd like to find specific content within documents, make sure to use the Search feature.
## How to Open It
To bring up Quick Open, use the following shortcut:
Press `Cmd + O`
**With keyboard**: Press `Cmd + O`
**Without keyboard**: Pull down from the top of the screen
You'll see a floating search bar that lets you begin typing immediately.
## How It Works
Once Quick Open is active:
Start typing any part of a document title or content to search across your workspace.
Craft will display a list of matching results, including documents, pages, daily notes, starred or recently accessed content.
Use the arrow keys to scroll through the list.
Hit **Enter** to open the selected item instantly.
You can also use Quick Open to:
* Type **"today"** to jump to your daily note
* Type **"new"** to create a new document
* Search by keyword, not just title – content blocks and subpages are included in the results
## Tips for Power Users
* You can open multiple documents quickly without using the sidebar or mouse
* Use Quick Open as your primary way to move around your space and reduce context switching
* It's especially useful in large workspaces where browsing folders would take more time
## Limitations
Quick Open is currently optimized for searching content within your own workspace. Shared documents that you haven't yet opened may appear with limited preview information.
## Troubleshooting
If you're not seeing expected results:
* Make sure your Craft app is up to date
* Confirm that the content you're looking for is part of your current workspace
* Try searching with different keywords or phrases – Quick Open matches from the beginning of words only
## Related Articles
Find content across your entire workspace
Search within a specific document
# Spaces
Source: https://craft-support.mintlify.app/en/organize-and-find/spaces
Understand what Spaces are in Craft and how to use them to separate your projects, contexts, and teams.
Spaces are separate areas for your work in Craft. Each Space has its own documents, folders, and organization, so the contents of one Space stay independent from the others.
## What Spaces Are Good For
Use a separate Space whenever you want a clean boundary between different parts of your work:
* **Work and personal life** - keep your job and your private notes apart.
* **Projects or clients** - give each major project or client its own home.
* **Teams** - collaborate with others in a shared Space, separate from your private one.
Your account starts with a default personal Space, and you can add more whenever you need them.
## Switching Between Spaces
While in Home view, use the **space dropdown** in the top left of the sidebar to switch between your Spaces.
## Related Articles
Create, customize, move documents, and delete Spaces.
Collaborate with others in shared team Spaces.
Add, switch between, and move documents across Craft accounts.
# Tags
Source: https://craft-support.mintlify.app/en/organize-and-find/tags
Use tags to categorize and quickly find related documents across your spaces.
Think of tags as quick, inline labels you add while writing to make things findable later. They're part of your text, a lightweight chip, not a separate database you have to maintain.
* **Folders** are where things live.
* **Tags** are how you find and connect things across folders.
Use folders for long-term storage and structure; use tags to slice across topics (ideas, projects, people, stages) without reorganizing your workspace.
## Getting Started
Enable tags in your space settings and start creating them inline as you write.
Navigate to **Space Settings** and select **Tags**.
Enable the Tags feature for your space.
### Creating Tags
Type `#` followed by your tag name. Press Enter to create a new tag, or select an existing one from the suggestions. The text turns into a small badge inline with your writing.
As you type after `#`, Craft suggests existing tags. Choose one to keep names consistent. If nothing matches, press Enter to create a new tag.
### Editing Tags
Tags are part of your text, so you can edit them like any other word. Place the cursor inside a tag and type or delete characters; the badge updates as you edit.
Click a tag on Mac, or tap it on iOS, to open the tag menu:
* **Go to Tag** – open the tag in the Tags view
* **Swap Tag** – replace the tag with a different one
* **Turn into Text** – remove the badge and keep the words as plain text
A short tap opens the tag menu; a long press starts regular text selection.
To rename or delete every occurrence of a tag at once, right-click the tag in the Tags view.
## Where Tags Work
Tags can be added in multiple contexts across Craft:
* **Documents & blocks**: Tags are inline and can be added anywhere you write – paragraphs, headings, list items, etc.
* **Collections**: Tags typed in text fields look like regular text (not a colored chip), but they behave like tags for finding and filtering. If you want stronger visual emphasis or stricter options, consider single- or multi-select fields.
* **Tasks & Calendar**: Tags also look like plain text here, but still work behind the scenes when those tasks live inside documents.
Inbox is a temporary place. If you tag a task in the Inbox, it won't surface in the Tags view until you move the task into a document.
## Browse with the Tags View
The Tags view lets you see all instances of a tag across your documents.
* **Open it**: Click a tag in your text and choose **Go to Tag**, or click a pinned tag in the sidebar.
* **What you'll see**: A list of places where that tag appears; hovering highlights the exact line in context.
* **Refine with filters**: Add more tags to narrow results and discover connections between topics.
* **Pinned tags**: Pin your most important tags to the sidebar for one-click access to a pre-filtered view, for example "active project," "ideas," or "journal" tags.
* **Rename or delete**: Right-click a tag to rename it or delete it. The change applies to every occurrence of the tag across your documents.
## Child Tags
Sometimes you want a tiny bit of structure without creating dozens of separate tags. Add a forward slash (`/`) inside a tag to create a lightweight hierarchy of related tags under a common theme.
### How It Works
Create child tags by adding a slash between the parent and child:
```
#project/design
#project/development
#project/marketing
```
When you click on `#project` in the Tags view, you'll see all documents tagged with any project-related tag. Click on `#project/design` to narrow down to just design-related documents.
### Practical Examples
Organize work by project phase or discipline:
* `#clientA/research` – User research and discovery for Client A
* `#clientA/design` – Design work and mockups
* `#clientA/development` – Implementation tasks
* `#clientA/review` – Feedback and revisions
Group notes by topic and subtopic:
* `#learning/javascript` – JavaScript tutorials and notes
* `#learning/design` – Design principles and inspiration
* `#learning/productivity` – Productivity tips and workflows
Categorize personal projects and interests:
* `#home/renovation` – Home improvement ideas and plans
* `#home/maintenance` – Regular maintenance tasks and schedules
* `#travel/europe` – European travel planning and memories
* `#travel/asia` – Asian travel planning and memories
Track sources and topics:
* `#book/fiction` – Notes from fiction books
* `#book/nonfiction` – Notes from nonfiction books
* `#article/tech` – Technology articles
* `#article/business` – Business and strategy articles
### Benefits of Child Tags
* **Flexibility** – Add new child tags without restructuring your entire tagging system
* **Discoverability** – Find all related content by clicking the parent, or narrow down with a child tag
* **Simplicity** – No need to create formal folder hierarchies or complex database structures
* **Personal** – Each team member can organize their own tag hierarchy in shared spaces
### Tips for Using Child Tags
The hierarchy is **one level** deep (`parent/child`). Only the first slash splits the tag; in `#project/design/ui`, the child tag is a single tag named `design/ui`. Long child names are hard to remember, so keep them short. If you need more structure, consider using folders instead.
**Start broad, then specialize**: Begin with a few parent tags. As your collection grows, add child tags when you notice clear subtopics emerging.
**Mix approaches**: Not every tag needs children. It's fine to have both `#project/design` (with hierarchy) and `#urgent` (standalone) in the same space.
**Pin parents to sidebar**: Pin the parent tag (`#project`) to your sidebar for quick access. Child tags appear when you click through to the Tags view.
## Settings & Control
Customize how tags work in your space:
* **Enable/disable per space**: In **Space Settings → Tags**, you can turn tags on or off for yourself in that space. In shared spaces, tags are off by default for members; each person can enable them individually.
* **Ignore list**: Prevent unwanted patterns from becoming tags (e.g., numbers, hex codes, or specific words). Use the predefined rules or add your own custom ones. The hex code rule covers 6- and 8-digit codes like `#ffffff`; number-only patterns like `#2026` fall under the Numbers rule.
* **Visual notes**: In documents, tags appear as inline badges; in Collections, Tasks, and Calendar they look like regular text but still function as tags.
When a rule blocks something you type, the tag menu names the rule and offers a **Manage Rules** shortcut to these settings. The same notice appears when picking a replacement in the Swap Tag menu.
## Notes & Limitations
* **Shared spaces**: Other members can see tags used in the space. Pinned tags are personal; customize your sidebar as you like.
* **Sidebar organization**: You can show/hide Tags or Folders, reorder them, and use the Starred section (expandable, with quick "+") for favorites. See [Customizing the Sidebar](/en/introduction/navigation#customizing-the-sidebar) for the full steps.
# Teams
Source: https://craft-support.mintlify.app/en/organize-and-find/teams
Collaborate with team members and manage shared team spaces.
Teams in Craft allow you to collaborate with others in shared spaces. You can create teams for different groups, projects, or organizations, and manage who has access to which spaces.
## Accessing Team Settings
To manage your team settings, navigate to the Team Settings panel:
Click on **Settings** in the main menu
Select **My Team**
Click on **Team Settings**
## Team Configuration
### Change Team Name
You can customize your team's name at any time to better reflect your organization, project, or group. The team name is visible to all team members and helps identify the team across your Craft account.
Navigate to **Team Settings**
Find the **Team Name** field
Enter your desired team name
Save your changes
### Change Team Logo
Upload a custom logo or icon to personalize your team. The team logo is visible inside the Craft app and can also appear on published pages if Share Page Branding is enabled.
Navigate to **Team Settings**
Click on **Change Team Logo**
Upload your image file
Adjust the positioning if needed
Save your changes
Your team logo will only appear on published pages if you enable the Share Page Branding feature in your publishing settings.
## Team Management Overview
The "My Team" section provides access to several key management areas:
### Members and Invites
Manage all team members and send invitations to new people. This section allows you to:
* View all current team members
* Send invitations via email
* Manage pending invitations
* Remove team members (if you have admin permissions)
The number of team members you can invite depends on your current subscription plan. Check your plan details to see your team member limit.
### Billing & Subscription
All subscription and billing management can be handled from this section:
* View your current plan details
* Upgrade or downgrade your subscription
* Manage payment methods
* View billing history and invoices
* Cancel your subscription
### Spaces
The Spaces section lists all spaces nested under your team. From here you can:
* View all team spaces
* Create new spaces
* Manage space settings
* Move spaces between teams
### Team Settings
The Team Settings panel is where you can:
* Configure team name and logo
* Manage published content branding
* Access admin controls
* Delete the team (if you're the owner)
## Moving Spaces Between Teams
You can move spaces between teams within the same account by following these steps:
**Access Settings** by clicking on your Avatar profile
**Select Space Settings**
**Click on Move Space**
**Select the Target Team**
Choose the destination team from the list of available teams within the same account.
It is not possible to move spaces across different Craft accounts. You can only move spaces between teams within the same account.
## Related Articles
Learn about organizing work with spaces
Share and collaborate on documents with your team
Learn about creating and managing teams
# Plan and Do
Source: https://craft-support.mintlify.app/en/plan-and-do
Stay organized and productive with tasks, calendar, daily notes, and reminders.
Craft helps you plan your day and accomplish your goals with powerful productivity features. From managing tasks to integrating your calendar, Craft keeps everything you need in one place.
## Overview
Craft's planning and productivity features are designed to work together seamlessly:
* **Tasks** - Centralized task management with inbox, pinned documents, and document-level tasks
* **Calendar** - View your daily notes, scheduled tasks, and calendar events in one place
* **Daily Notes** - Capture thoughts and plans with automatically organized daily pages
* **Reminders** - Get notified about important tasks and deadlines
## Getting started
### Start with tasks
Begin by setting up your task workflow. Create documents for different areas of your life (work, personal, projects) and use the Tasks hub to get an overview of everything you need to do.
[Learn about Tasks](/en/plan-and-do/tasks)
### Integrate your calendar
Connect your calendar to see events alongside your tasks and daily notes. This gives you a complete view of your day without switching between apps.
[Set up Calendar integration](/en/plan-and-do/calendar)
### Use daily notes
Create a daily note habit to plan your days, capture thoughts, and reflect on progress. Daily notes work seamlessly with your calendar and tasks.
[Explore Daily Notes](/en/plan-and-do/daily-notes)
### Set reminders
Never miss an important deadline by setting reminders for critical tasks and events. Customize how you receive notifications to match your workflow.
[Configure Reminders](/en/plan-and-do/reminders)
## Planning your week
A structured weekly planning routine can transform your productivity:
**Start of week**: Review upcoming calendar events and create task lists for different areas (personal, work, projects)
**Set priorities**: Add schedules and deadlines to tasks, focusing on 10-20 essential items to avoid overwhelm
**Pin documents**: Pin your weekly task documents in the Tasks hub for quick access
**Daily review**: Each morning, check your Calendar view to see tasks, events, and your daily note in one place
**End of day**: Review what you accomplished, move incomplete tasks, and plan for tomorrow
## Best practices
### Keep tasks connected to documents
Craft's approach keeps tasks tied to the documents and projects they belong to. This means your tasks always have context, and you can see exactly what needs to be done for each project.
### Use the inbox for quick capture
The task inbox is perfect for capturing tasks quickly when you're in meetings or on the go. Later, you can organize them into the right documents.
### Leverage calendar integration
With calendar events, tasks, and daily notes all visible in one view, you can plan your day without context switching. Enable the features you need and hide what you don't.
### Build a daily note habit
Consistent daily notes help you track progress, reflect on learnings, and maintain focus on what matters most. Start simple with a template that works for you.
## Features in detail
Manage tasks across your documents with a centralized hub, inbox, and calendar integration
View your daily notes, scheduled tasks, and calendar events all in one place
Capture thoughts and plans with automatically organized daily pages
Get notified about important tasks and deadlines with Craft's reminder system
# Calendar view
Source: https://craft-support.mintlify.app/en/plan-and-do/calendar
Use the Calendar view in Craft's sidebar to see daily notes, scheduled tasks, and synced events (Apple Calendar, Google Calendar, Outlook) for any day.
The Calendar view shows your daily notes, scheduled tasks, and synced events for any day in one place.
## Accessing the Calendar view
To access the Calendar view, open Craft and navigate to the **Calendar** tab in the **sidebar**.
In the Calendar view, you'll see:
* **Daily Notes** - Your document for capturing thoughts or plans for the day
* **Tasks** - All tasks with a scheduled date will appear here
* **Events** - Any synced events from your external calendar are shown in a list format
## Setting up calendar integration
Calendar integration is only available through Apple Calendar on Mac, iPhone, and iPad. This feature is not available for the Windows or Web app. Google Calendar and Outlook events are supported indirectly — connect those accounts to Apple Calendar first, and they will appear in Craft automatically. See the [Using Google Calendar](#using-google-calendar) and [Using Outlook](#using-outlook) sections below.
### Enable the Calendar view in the sidebar
If you can't see the Calendar view in your left sidebar, enable it via the customization options for the sidebar dropdown.
### Connect your calendar
Navigate to the Calendar view in the sidebar
Click the **Events** button and attempt to enable "Show Calendar Events"
You will be prompted to allow Craft to access your calendar via your Mac settings
Grant permission for Craft to access your calendar
Restart Craft to apply the changes
After restarting, return to Calendar view and enable events to sync your calendar
Customize which calendars will be visible if you have multiple calendars connected to your Apple Calendar
### Using Google Calendar
While Craft does not support direct integration with Google Calendar, you can still sync your Google Calendar events with Craft by adding it to Apple Calendar on your Mac, iPhone, or iPad.
Open **System Settings**
Go to **Internet Accounts > Add Account > Google**
Sign in with your Google account
Check the box for **Calendars** to enable sync
Open **Settings**
Go to **Calendar > Accounts > Add Account > Google**
Sign in with your Google account
Toggle **Calendar** on to sync
Once Google Calendar is synced with Apple Calendar, it will be available inside Craft when you enable Calendar Integration.
### Using Outlook
While Craft does not support direct integration with Outlook, you can sync your Outlook calendar with Craft by adding your Microsoft account to Apple Calendar on your Mac, iPhone, or iPad.
Open the **Calendar** app and choose **Calendar > Add Account** from the menu bar (this opens **System Settings > Internet Accounts**)
Click **Add Account…** and enter your Outlook or Microsoft 365 email address
In the **Microsoft Exchange** dialog, enter your name and email and click **Sign In**
Complete Microsoft's sign-in flow (you may be asked to verify your email with a code)
Check the box for **Calendars** to enable sync
Open **Settings**
Go to **Calendar > Accounts > Add Account > Microsoft Exchange**
Sign in with your Microsoft credentials
Toggle **Calendar** on to sync
Once your Outlook calendar is synced with Apple Calendar, it will be available inside Craft when you enable Calendar Integration.
## Adding and managing tasks
You can manage tasks directly from the Calendar view.
### Enable task list
Enable the task list to see all scheduled tasks for the selected day. From here, you can complete or reschedule tasks.
### Reschedule tasks
Drag and drop a task to another day to reschedule it.
### Adding a task
You can add a new task directly within the daily note, and Craft automatically assigns today's date to it.
## Viewing events
Turn on the events option to see meetings, appointments, and calendar events for the selected day. All events synced from your external calendar appear automatically.
## Customizing the Calendar view
Use the settings in the Calendar tab to enable or disable daily notes, tasks, and events.
You can also control which day the week begins. On macOS and iOS, open Calendar → **Customize** and select your preferred day from the **Start week on** dropdown.
On Web and Windows, the first day of the week depends on the language settings in Craft and your browser.
## Event notes
Once your calendar is synced to Craft, you can create Event Notes for any future or past events. These notes have the same editing and styling features as any other document in Craft.
### Creating event notes
Make sure your calendar is synced to Craft
Open a Daily Note or create a new one
Switch to Calendar View in the left sidebar
Click the desired event and select "Create New Event Note"
It is not possible to create event notes if your calendar is not synced to Craft.
### Where event notes are stored
The new Event Note will be automatically added to the Daily Note of the corresponding date as a subpage:
### Recurring event notes
If you accepted a recurring event invitation in a single batch, all Event Notes you create for that event are visible in every past and future occurrence of the same event:
### What happens to event notes if you disable calendar or delete the event?
If you delete or disable the calendar events in Craft, your Event Notes turn into subpages. They remain stored in the daily notes corresponding to the date of the excluded event.
### Why am I missing event notes for a recurring event?
Any change in a recurring event will be tracked as a new recurring event in Craft, hence the previous Event Notes won't get carried over into the new event.
## Troubleshooting
If you're not seeing your calendar events in the Craft app, try these steps:
**Step 1: Restart the Craft app**
For macOS users:
1. Close the Craft app if it's open
2. Open Activity Monitor from Applications > Utilities
3. Find Craft in the list, select it, and click the "X" button to stop it
4. Reopen the Craft app
A complete restart of the app is necessary after enabling the connection with your calendar for the changes to take effect.
**Step 2: Verify macOS Calendar settings**
If restarting doesn't solve the issue, check your macOS Calendar settings:
* Go to **System Settings > Internet Accounts**
* Select your calendar account (e.g., Google) and ensure it's correctly authenticated
* If necessary, sign in again to refresh the authentication
**Step 3: Adjust calendar refresh rate**
Adjusting the refresh rate can help ensure your events sync properly:
1. Open the Calendar app
2. Navigate to **Calendar > Settings > Accounts**
3. Select the account that's not showing events in Craft
4. Set the "Refresh Calendars" option to "Every minute" for more frequent updates
Make sure the Craft app is updated to the latest version.
**Problem**: Event notes created on iOS/macOS aren't syncing across all platforms with an Outlook calendar integration.
**Reason**: The event note identifiers are created in MS Exchange for different devices, which creates challenges on Craft's side. This appears to be by design in Microsoft Exchange, and since we don't have control over the identifier creation, it's not something we can resolve at this time.
As a workaround, try creating event notes on the platform where you'll primarily access them.
For general troubleshooting, sync, or platform-specific issues, see the [Troubleshooting Guide](/en/introduction/troubleshooting).
## Related articles
Capture thoughts and plans with automatically organized daily pages
Manage tasks across your documents with a centralized hub
Set up Apple Calendar integration with Craft
Get notified about important deadlines and events
Understand how event notes work with Craft's page structure
# Daily notes
Source: https://craft-support.mintlify.app/en/plan-and-do/daily-notes
Capture thoughts and plans with automatically organized daily pages.
Daily notes in Craft give you a dedicated page for each day where you can capture thoughts, plan your day, track tasks, and organize meeting notes. Each daily note is organized by date.
## Accessing daily notes
Daily notes can be accessed through the Calendar view in the sidebar. Select a date to view or create the daily note for that day.
The date picker for navigating to a specific day is inside the Calendar view in the sidebar. Tap or click a date there to open that day's note. It is not a separate button; it's the calendar grid itself.
## Using templates with daily notes
You can use templates to give your daily notes a consistent structure, such as a daily routine, recurring sections, or a planning format. There are two ways to do this: set a default template that is applied to every new daily note, or insert a template into a single daily note manually.
### Set a default daily note template
On macOS, iPadOS, and iOS, you can pick one template that is applied to every new daily note.
Open **Settings**, then select **Templates** under **Space Settings**
Select the row under the **Daily Note Template** heading at the top of the page. It shows **None** until you pick a template
Pick a template from the list
You can also set it from the template list further down the page: click the **three-dot menu (⋯)** next to a template and select **Set as Daily Note Template**.
The template is applied at the moment a daily note is created. Daily notes that already exist are not changed.
The setting applies to the current space. If you use multiple spaces, set it in each one.
### Clear the default daily note template
Right-click the row under **Daily Note Template** (long-press on iPhone and iPad), then select **Clear Daily Note Template**. This option appears only when a template is set.
New daily notes are then created empty. The template itself stays in your template list.
### Insert a template manually
A daily note is a document, so you can insert a template into one the same way you would in any other document. Use this when a single day needs a structure, such as a trip plan or a workshop agenda, and you do not want every daily note to look that way.
Open the daily note for the date you want
Type `/template`, then select the template to insert
This is separate from the **Daily Note Template** setting. Inserting a template by hand affects only the note you are editing, and it does not change what future daily notes look like. You can also do both: keep a default template for every day, and insert another one on top when a particular day needs it.
Only the template's content blocks are inserted. Document-level settings such as cover images and backgrounds are not applied. See [Templates](/en/write-and-edit/templates#insert-a-template-into-an-existing-document) for details.
Common sections are Today's Goals, Notes, and Reflections.
## Organizing daily notes
Daily notes are automatically organized in chronological order. You can:
* **Navigate between days**: Use the calendar view to jump to any date
* **Add subpages**: Create event notes or meeting notes as subpages of your daily note
* **Link between days**: Reference previous or future daily notes using the `@` mention to link to other dates
On Mac, iPhone, and iPad you can also export your daily notes as Markdown files, either all of them or a selected date range. See [Export daily notes](/en/import-and-export/export/document#export-daily-notes) for the steps.
### Event notes as subpages
When you create event notes from your calendar integration, they are automatically added as subpages under the corresponding daily note.
## Daily notes in the Calendar view
In the Calendar view, daily notes appear alongside your tasks and events:
* **Tasks**: See all scheduled tasks for the day
* **Events**: View synced calendar events
* **Daily Note**: Access your daily note to capture thoughts and plans
## Best practices for daily notes
### Morning planning
Start your day by opening your daily note and:
* Review your scheduled tasks
* Check calendar events
* Write down key priorities
* Add any quick capture items from the night before
### Throughout the day
Use your daily note to:
* Capture meeting notes as subpages
* Add quick thoughts and ideas
* Update task status
* Document decisions and learnings
### Evening reflection
End your day by:
* Reviewing what you accomplished
* Moving incomplete tasks to future days
* Writing reflections or learnings
* Planning for tomorrow
## Related articles
View your daily notes, tasks, and events all in one place
Manage tasks across your documents with a centralized hub
Create reusable structures for your documents
Connect Apple Calendar to view events in your daily notes
Learn how subpages work with daily notes and event notes
# Reminders
Source: https://craft-support.mintlify.app/en/plan-and-do/reminders
Create, schedule, and manage Craft reminders for tasks, blocks, and standalone follow-ups.
Craft Reminders help you remember tasks, ideas, and follow-ups at the right time. You can add a reminder to a block or task in a document, or create a standalone reminder that is not connected to any document.
This article is about Craft's built-in reminders. To import tasks from Apple Reminders into Craft, see the [Apple Reminders integration](/en/integrate/reminders) guide.
## Types of reminders
Craft supports two main reminder types:
* **Block or task reminders**: Attached to a block or task. Opening the reminder takes you back to the related content.
* **Standalone reminders**: Created from the Reminders panel. Use these for quick follow-ups that do not need to be connected to a document.
## Create reminders
There are several ways to create reminders in Craft. Use the method that fits where you are working.
### From the Reminders panel
Use the Reminders panel for standalone reminders that are not tied to a specific document, block, or task.
Click the **bell icon** to open **Notifications**.
Select the **Reminders** tab.
Click the **+** button or **Create Reminder**.
Enter a reminder title and choose when Craft should remind you.
Click **Create**.
Open **Notifications**.
Switch to the **Reminders** tab.
Tap **+** or **Create Reminder**.
Enter a title, choose a date and time, then tap **Create**.
### From a block menu
Use the block menu when the reminder should bring you back to a specific line, note, image, link, or other block.
Hover over or select the block you want to be reminded about.
Open the block's **•••** menu or context menu.
Choose a **Remind me** or **Reminder** action.
Pick a quick time or choose a custom date and time.
When the reminder is due, selecting it opens the related content.
### From the slash or command menu
You can also create block reminders from Craft's slash or command menu.
Select the block where you want to add a reminder.
Open the slash or command menu, then search for **reminder** or **remind me**.
Choose the reminder time you want to apply.
Slash and command menus are best for creating reminders. To reschedule, resolve, or remove an existing reminder, use the reminder badge or context menu.
### From a task
Tasks can have their own reminders. You can add or change a task reminder from task-related menus and date controls, including:
* The task's context menu.
* The task schedule or date picker.
* The reminder badge shown on a task that already has a reminder.
* Task views such as **Tasks**, **Calendar**, and task panels where reminder controls are available.
If you are already planning a task's schedule or deadline, use the same task date controls to add a reminder without leaving the task flow.
## Choose a reminder time
When creating or rescheduling a reminder, Craft offers quick options and custom scheduling.
Common quick options include:
* **In 20 minutes**
* **In 1 hour**
* **In 3 hours**
* **Tomorrow**
* **Next week**
* **Custom...**
* **Save for Later**
**Save for Later** keeps the reminder in your reminder list without scheduling a due-time notification. Add a date and time later when you are ready to be notified.
## Manage reminders
From the Reminders tab, use the checkbox or context menu to manage each reminder.
Available actions can include:
* **Mark as Resolved**: Complete the reminder and move it to resolved reminders.
* **Reschedule**: Choose a new reminder time.
* **Edit...**: Change the title or time of a standalone reminder.
* **Remove Reminder**: Delete the reminder.
For reminders attached to blocks or tasks, you can also manage the reminder from the reminder badge or the block/task context menu.
Reminder creation commands are available from the slash or command menu. Resolve and remove actions may also appear in some apps when the selected block already has an active reminder, but the context menu is the most reliable place to manage an existing reminder.
## Open a reminder's content
If a reminder is attached to a block or task, selecting it from the Reminders panel opens the related content. For linked blocks, Craft uses the block or link title where available so the reminder is easier to recognize.
Standalone reminders are not linked to a document. Selecting them opens the reminder actions instead.
## Reminder notifications
Craft can notify you when a reminder is due with push notifications and, if enabled, email notifications.
### Push notifications
Push notifications appear through your operating system. Make sure notifications are allowed for Craft on the device where you want to receive them.
Open **System Settings > Notifications**, then make sure notifications are enabled for Craft.
Open **Settings > Notifications > Craft**, then make sure notifications are enabled.
Open Windows notification settings and make sure notifications are enabled for Craft.
### Email notifications
You can enable email notifications for reminders in Craft settings. When enabled, Craft can send you an email when a reminder is due.
To change this setting, open **Settings > Notifications**, then use the **Reminders > Email Notifications** toggle.
### Daily Email
The **Daily Email** setting sends a summary of tasks and reminders scheduled for the day. You can enable or disable it and choose the delivery time from **Settings > Notifications**.
## Troubleshooting
Check that the reminder has a date and time, Craft notifications are allowed in your system settings, and reminder email notifications are enabled if you expected an email.
A reminder saved for later does not have a due time, so Craft will not send a due-time notification yet. Reschedule it to add a date and time.
Open the reminder badge or the block/task context menu, then choose **Remove Reminder**.
## Related articles
Import tasks from Apple Reminders into Craft
Manage tasks across your documents with a centralized hub
Give tasks schedules, deadlines, reminders, and repeat rules
View tasks and reminders in the calendar view
# Tasks
Source: https://craft-support.mintlify.app/en/plan-and-do/tasks
Manage every task across your documents from one place. Capture, schedule, organize, and complete tasks with the Inbox, Today, Upcoming, and All tabs.
At Craft, documents are at the heart of everything we do. Tasks bring your to-dos to the surface so you can manage them across all of your documents, while keeping each task connected to the content it belongs to.
A task starts as a checkbox block. It has a title, can carry up to three dates (a **schedule**, a **deadline**, and a **reminder**), and can follow a **repeat rule**. It can live anywhere: inside a document, in a daily note, or on its own in the Inbox.
Because a task is a block like any other, it can hold more than a title. Nest notes, links, or even other tasks beneath it and it grows into a full page, and you can tag it so it turns up in the same filters and searches as the rest of your content.
A task is more than a checkbox in one place, though. The same task spans your whole space and shows up wherever it is relevant, so you act on it from whichever view you happen to be in and it stays in sync everywhere.
Craft's task system is inspired by the GTD (Getting Things Done) framework, helping you capture, organize, and complete tasks efficiently.
## One task, every view
Because a task is more than a checkbox in a single spot, the same task surfaces wherever it is relevant. Give it a schedule and it appears on your **Calendar** next to your events, and inside the **daily note** for that day. Check it off in one place and it updates everywhere, so you never have to hunt down a duplicate.
## The four tabs at a glance
Open Tasks from the sidebar to see everything in one place. The view is organized into four tabs:
* **Inbox** - Capture tasks quickly without tying them to a document. [Learn how to create tasks](/en/plan-and-do/tasks/creating-tasks).
* **Today** - Everything scheduled for today, including tasks that rolled over from earlier. [See the Tasks views](/en/plan-and-do/tasks/tasks-views).
* **Upcoming** - Tasks scheduled for the days, weeks, and months ahead. [See the Tasks views](/en/plan-and-do/tasks/tasks-views).
* **All** - Every task across every document, grouped by the document it lives in. [See the Tasks views](/en/plan-and-do/tasks/tasks-views).
## Good to know
Your **Calendar** is its own section in the sidebar, not a tab inside Tasks. It shows scheduled tasks alongside events and daily notes. See the [Calendar](/en/plan-and-do/calendar) article for details.
Tasks reopens on the tab you last used, so you land back where you left off each time you open it.
You can show a running count of today's tasks right next to the Tasks item in the sidebar. It is off by default. Open the **...** menu on the Tasks sidebar item and choose **Show Today's Tasks Count** to turn it on.
Tasks are available in the Mac, iPhone/iPad, Windows, and web apps with the same core feature set. Some capabilities, such as Apple Reminders import, are specific to Mac and iPhone/iPad.
## Related articles
The Inbox and every way to create a task
Schedules, deadlines, reminders, and recurring tasks
The Inbox, Today, Upcoming, and All tabs
Multi-select, bulk edit, completing tasks, and the Logbook
View your tasks, events, and daily notes in one place
Get notified about important tasks and deadlines
Organize your daily tasks with automatic daily pages
# Completing & editing tasks
Source: https://craft-support.mintlify.app/en/plan-and-do/tasks/completing-and-editing-tasks
Move quickly through your list. Select and bulk edit many tasks at once, complete or cancel tasks, and review everything you have finished in the Logbook.
Capturing and organizing get tasks ready; this is where you act on them. Select many at once to triage in bulk, check things off as you go, and look back at what you have finished in the Logbook.
## Selecting and editing multiple tasks
When you are triaging a long list, you can select many tasks at once and act on all of them together. How you start a selection depends on your platform.
`Cmd` + click tasks to add them to your selection, or `Shift` + click to select a range. Use **Select All** to grab everything in the current view, or start selection mode from the **Select** menu item. With several tasks selected, use the **Edit** menu (or right-click) to apply an action to all of them.
Tap **Select** to start selecting, then swipe across the tasks you want to add them to your selection. A toolbar appears at the bottom of the screen, and tapping the **...** button opens the full list of actions you can apply to your selection.
Click a task to select it, and click it again to edit it. `Shift` + click, or `Shift` + the arrow keys, extends the selection to a range, and you can drag the selected tasks together to move them. Right-click the selection to see the actions you can apply.
Once tasks are selected, you can:
* **Change Schedule** or **Change Deadline** for all of them at once
* **Remind me** to set a reminder on every selected task
* **Mark as Completed**, **Mark as Cancelled**, or **Mark as Uncomplete**
* **Move to** another document, the Inbox, or a new document created from the selected tasks
* **Delete** the selected tasks
### Bulk complete inside a document
You can also check off many tasks straight from a document. Select multiple task blocks (click and drag, or `Shift` + click), open the slash menu (`/`), and type **check selected**. Use **uncheck selected** to reverse it.
## Completing and cancelling tasks
A task's checkbox moves through three states as you click it: it starts **open**, one click marks it **done**, another marks it **cancelled**, and a third click returns it to **open**. Cancelling keeps a record that dropping the task was a deliberate choice, rather than deleting it outright.
On Mac, Windows, and the web you can do the same from the keyboard: `Cmd` + `Option` + `T` (Mac) or `Ctrl` + `Alt` + `T` (Windows) toggles a task complete, and `Cmd` + `Option` + `Shift` + `T` or `Ctrl` + `Alt` + `Shift` + `T` marks it as cancelled.
## The Logbook
The **Logbook** in the Inbox keeps the tasks you have completed there, so you can look back at what you checked off from the Inbox. Elsewhere, documents, pages, and folders each show a count of completed tasks.
A completed task continues to show on its scheduled date rather than the date you finished it.
Tasks are available in the Mac, iPhone/iPad, Windows, and web apps with the same core feature set. Some capabilities, such as Apple Reminders import, are specific to Mac and iPhone/iPad.
## Related articles
The Inbox, Today, Upcoming, and All tabs
Give tasks dates, reminders, and repeat rules
The Inbox and every way to create a task
Back to the Tasks overview
# Creating tasks
Source: https://craft-support.mintlify.app/en/plan-and-do/tasks/creating-tasks
Capture tasks the moment they come to mind. Use the Inbox and the quick ways to create a task anywhere in Craft.
The first job of any task system is to catch things before you forget them. Craft gives you a frictionless place to drop tasks (the Inbox) and several fast ways to create a task wherever you happen to be.
## Ways to create a task
You do not have to be in the Tasks view to make a task. Pick whichever fits the moment.
### Capture into the Inbox
No document in mind yet? Create the task on the **Inbox** tab of the Tasks view and it lives there, unattached, until you move it into a document. Perfect for jotting things down in a meeting or on the go, then sorting them later. Learn more about the Inbox in [The Tasks views](/en/plan-and-do/tasks/tasks-views).
### The + button in the Tasks view
Open Tasks and use the **+** button to add a new task. This is the most direct way when you are already planning your day.
### The + on the Tasks sidebar item
Hover over **Tasks** in the left sidebar and a **+** appears next to it. Click it to create a task from whatever view you are in, without opening the Tasks view first.
### The global Add Task shortcut
Press `Cmd` + `J` on Mac, or `Ctrl` + `J` on Windows and the web, to open the **New Task** popover from anywhere. You can capture a task without leaving the document or view you are in, then get straight back to what you were doing.
### Convert a text block into a task
Already wrote something as plain text? On a text block, press one of the task shortcuts to turn it into a task and open the matching picker at the same time:
* `Cmd` + `Shift` + `S` for **Schedule Task...**
* `Cmd` + `Shift` + `D` for **Set Deadline...**
* `Cmd` + `Shift` + `R` for **Set Reminder...**
On Windows and the web, `Ctrl` + `Shift` + `S` converts the block and opens the schedule picker in the same way. The deadline and reminder shortcuts are available on Mac only.
### Type a task inline in any document
Start a checkbox anywhere in a document and it becomes a task. The fastest way is to type `x` followed by a space at the start of a line, which turns it into a task on the spot. It stays in context with the content around it, and it also appears in your Tasks view grouped under that document, so you can act on it from either place.
### Sync from Apple Reminders
On Mac and iOS, Craft can bring in your **Apple Reminders** so they live alongside your Craft tasks. From the Inbox you can view and import them and choose which lists to display. Overdue reminders surface in your Today view.
See [Reminders Integration](/en/integrate/reminders) for setup details.
Tasks are available in the Mac, iPhone/iPad, Windows, and web apps with the same core feature set. Some capabilities, such as Apple Reminders import, are specific to Mac and iPhone/iPad.
## Related articles
Give tasks dates, reminders, and repeat rules
The Inbox, Today, Upcoming, and All tabs
Import tasks from Apple Reminders into Craft
Back to the Tasks overview
# Dates, deadlines & reminders
Source: https://craft-support.mintlify.app/en/plan-and-do/tasks/dates-deadlines-and-reminders
Give tasks a schedule, a deadline, and a reminder, and set up tasks that repeat. Learn how schedules and deadlines differ and how recurring tasks work.
Every task can carry its own dates so Craft can organize your work for you. A task can have a schedule, a deadline, a reminder, and a repeat rule, in any combination.
## Schedule vs deadline
These two dates do different jobs, and keeping them straight is the key to a calm task list:
* **Schedule** is when you want to start. A scheduled task appears in Today on its date and shows on your Calendar.
* **Deadline** is when it has to be done. Setting a deadline does not move the task on the calendar by itself.
This distinction also drives what counts as late:
* **Only a past deadline marks a task overdue** (shown in red).
* **A missed schedule date is not overdue.** The task simply rolls forward into Today, so it stays in front of you without being flagged as late.
Select a task and use the hovering toolbar to set a schedule or a deadline.
## The date picker
Setting a schedule or a deadline opens a date picker where you choose the day from a calendar. The same picker lets you add a repeat rule or a reminder while you are there.
## Reminders
A **reminder** sends you a notification so a key task does not get missed. Reminders are not a tasks-only feature: any block in Craft can have one, and they pair naturally with tasks.
When setting a reminder you can pick a preset (**In 20 minutes**, **In 1 hour**, **In 3 hours**, **Next week**) or choose **Custom...**
For everything reminders can do, see the [Reminders](/en/plan-and-do/reminders) article.
## Recurring tasks
Repeating tasks keep routines on track without you re-adding them each time. You can make any task recurring, whether it lives in the Tasks view or inside a document.
To set up a repeat, open a task's **Schedule**, choose **Repeat**, and pick how often it should recur:
* **Daily** - Repeats every day
* **Every Weekday** - Repeats Monday to Friday
* **Weekly** - Repeats on a specific day of the week
* **Monthly** - Repeats on the same day each month
* **Yearly** - Repeats on the same date each year
* **Custom** - Set your own pattern, for example every 3 days or every second Tuesday
## Keyboard shortcuts on Mac
Power users can manage dates without leaving the keyboard:
| Action | Shortcut |
| ------------------ | -------------------------------- |
| Schedule Task... | `Cmd` + `Shift` + `S` |
| Schedule for Today | `Cmd` + `Shift` + `Option` + `S` |
| Set Deadline... | `Cmd` + `Shift` + `D` |
| Set Reminder... | `Cmd` + `Shift` + `R` |
| Remind in 1 Hour | `Cmd` + `Shift` + `Option` + `R` |
On Windows and the web, `Ctrl` + `Shift` + `S` opens **Schedule Task...** and `Ctrl` + `Alt` + `S` schedules the task for today. The deadline and reminder shortcuts are available on Mac only.
Tasks are available in the Mac, iPhone/iPad, Windows, and web apps with the same core feature set. Some capabilities, such as Apple Reminders import, are specific to Mac and iPhone/iPad.
## Related articles
The Inbox, Today, Upcoming, and All tabs
Select, bulk edit, complete, and review the Logbook
Get notified about important tasks and deadlines
View your tasks, events, and daily notes in one place
# The Tasks views
Source: https://craft-support.mintlify.app/en/plan-and-do/tasks/tasks-views
Move through your tasks by view. The Inbox, Today, Upcoming, and All tabs each show your tasks from a different angle, with their own sorting, grouping, and display options.
Open Tasks from the sidebar (or press `Cmd` + `Option` + `4` on Mac) and everything is organized into four tabs, left to right: **Inbox**, **Today**, **Upcoming**, and **All**. Each one shows your tasks from a different angle, and each has its own view options in the menu at the top-right of the list.
## Inbox
The **Inbox** is the first tab and holds tasks that are not attached to any document. It is built for fast capture, so it is where quick thoughts land before you sort them. When you are ready, move an Inbox task into any document and it drops in at the top.
For all the ways to add to it, see [Creating tasks](/en/plan-and-do/tasks/creating-tasks).
## Today
The **Today** tab is your daily command center. It shows everything scheduled for today, so you can focus on what actually needs to happen now.
It is essentially the same list you see for today on the **Calendar**, and inside today's **daily note** if you show tasks there. Check one off in any of these places and it updates everywhere, and the order you arrange your tasks in is kept in sync too.
* **Rollover, not overdue** - Scheduled tasks from earlier dates that you have not finished roll forward into Today automatically, so nothing slips through the cracks
* **Show Tasks from Past Dates** - Turn this on to see those earlier, still-open tasks listed with their original dates
* **Show Completed** - Toggle whether finished tasks stay visible
* **Group By** - Group the list by **None** or **Document**
In **Settings > Notifications** you can turn on a daily summary email that sends you all of your tasks for the day.
## Upcoming
The **Upcoming** tab looks ahead, showing tasks scheduled for the coming days, weeks, and months. Tasks scheduled for next year and beyond are grouped under a year header so the list stays tidy.
You can group Upcoming by **Schedule**, **Deadline**, or **Document** to match how you plan.
## All
The **All** tab (labeled **All Tasks** on iPhone and iPad) is the catch-all: every task across your entire space in one continuous list. It is less a separate feature than everything together, kept grouped under the document each task belongs to so you never lose context. The list runs in this order:
1. **Inbox** - Tasks that are not attached to any document
2. **Pinned documents** - Documents you have pinned for quick access
3. **Documents with tasks** - Every other document that contains tasks, including daily notes
### Pinned documents
Have documents you reference or update constantly? Pin them so they always sit near the top of the **All** tab. Whether it is a project plan or a running to-do list, your most important documents stay within reach.
* **Pin a document** - Use **Pin Document** to add the current one, or **Pin Existing Document** to choose one
* **Unpin** - Use **Unpin Document** to remove it from the pinned section
* **Manage tasks in place** - Check off, uncheck, or add tasks directly inside a pinned document
You can pin up to 20 documents to your Tasks view. The Inbox always stays pinned at the very top.
### Sorting and display
In the **All** tab, open the options menu to control how the list is organized:
* **Sort Documents By** - **Name**, **Date Updated**, or **Date Created**
* **Sort Tasks By** - **Schedule**, **Deadline**, or **In-document order** (the order the tasks appear inside their document)
* **Collapse All** / **Expand All** - Fold every document section down to its header, or open them all back up
* **Display Style** - Switch between **Compact** and **Expanded** to fit more on screen or give each task more room
Tasks are available in the Mac, iPhone/iPad, Windows, and web apps with the same core feature set. Some capabilities, such as Apple Reminders import, are specific to Mac and iPhone/iPad.
## Related articles
Select, bulk edit, complete, and review the Logbook
Give tasks dates, reminders, and repeat rules
View your tasks, events, and daily notes in one place
Back to the Tasks overview
# Share and Publish
Source: https://craft-support.mintlify.app/en/share-and-publish
Share documents with collaborators and publish to the web with custom domains, analytics, and branding.
Share your work with others and publish professional content to the web. Craft gives you flexible options for collaboration and public sharing, all while maintaining control over access and appearance.
## Sharing with Collaborators
Invite team members, clients, or anyone to view and edit your documents. Share individually or as part of a team workspace with real-time collaboration.
Invite collaborators with viewer or editor access
Add and manage team members across spaces
## Publishing to the Web
Make your documents publicly accessible with professional URLs, security controls, and engagement tracking.
Create public web pages from your documents
Track views and engagement on published content
Connect your own domain for professional branding
Add custom logos to published pages
## Key Features
**Real-Time Collaboration** - Multiple people can edit simultaneously with instant updates
**Flexible Access Control** - Choose between viewer and editor permissions for each collaborator
**Custom Domains** - Use your own domain (e.g., `blog.yourcompany.com`) for published content
**Privacy-Focused Analytics** - Track engagement without cookies or personal data collection
**Password Protection** - Secure published pages with passwords or email domain restrictions
**Team Workspaces** - Organize collaboration across shared spaces with member management
# Publishing Documents
Source: https://craft-support.mintlify.app/en/share-and-publish/publish
Make your documents publicly accessible on the web with customizable URLs, security options, and engagement controls.
Transform your Craft documents into beautiful web pages that anyone can access from any browser. Publishing makes your content publicly available while giving you complete control over access, appearance, and engagement.
## Publishing a Document
Create a web link to make your document accessible to anyone on the internet.
Click the **Share** button in the top-right corner of your document
Select **Publish**
Click **Create Link** to instantly generate and copy the web URL
Your document is now live on the web and can be accessed from any browser. The default URL format is `craft.me/s/abc123`, but you can customize this.
## Published Page Settings
Once a document is published, you can manage various settings to control access and appearance:
### URL Customization
**Craft Domain** - Personalize your Craft domain from the default random format (e.g., `brave-lion-456.craft.me`) to something memorable like `yourname.craft.me`. Available on all plans including Starter.
**Custom URL Path** - Define a personalized pathway for your link (e.g., `/amazing-content` instead of `/s/abc123`)
**Custom Domain** - Connect your own domain to publish under your brand (e.g., `blog.yourcompany.com`). Requires Plus or higher plan.
**QR Code** - Generate a QR code for the published link, useful for sharing in print or on screen.
### Security Options
**Password Protection** - Require a password to access the document. Only people with the password can view the page.
**Email Domain Restriction** - Limit access to specific email domains (e.g., only `@yourcompany.com` addresses)
**Expiration Date** - Set a date when the link automatically becomes unavailable
**Search Engine Indexing** - Control whether search engines can index your published page. This is separate from the search option under Advanced Options, which controls search within the page itself.
### Engagement Controls
**Comments** - Enable or disable the ability for readers to comment on the published page
**Advanced Options** - Control visual appearance and user interaction features:
* Table of contents visibility
* Search functionality
* Print options
* Page navigation
### Management
**Remove Link** - Unpublish the page to immediately make the web link unavailable. The document remains in your Craft workspace.
## Presentation Mode
Transform your documents into engaging slide presentations directly within Craft.
On published documents, click the play icon in the top-right corner to start presenting. On Mac, you can also present directly from the editor: open the Info ⓘ panel and choose **Present** in the Actions tab.
### Creating Slides
Use separators to divide your document into individual slides:
1. Navigate through your document and decide where slides should split
2. Insert a separator at these points using the slash menu (type `/` and pick a separator style)
Use `Cmd + Arrow` keys on keyboard or swipe on touch devices to navigate between slides during presentations.
### Presentation Best Practices
* **Keep It Simple** - Use bullet points and concise language
* **Visual Appeal** - Incorporate images, graphs, and tables
* **Consistent Styling** - Maintain uniform fonts, colors, and sizes
Presentation Mode is available on all platforms including Web and Windows.
## Privacy and Analytics
All published pages can track basic engagement metrics to help you understand your audience. Analytics are available on all paid plans.
Track views and engagement on published documents
Connect your own domain for professional branding
Customize the appearance with logos and brand elements
Make published pages beautiful with custom styling
Help readers find content in published pages
Publish structured databases as interactive pages
# Analytics
Source: https://craft-support.mintlify.app/en/share-and-publish/publish/analytics
Track views, engagement, and audience insights for your published documents with privacy-focused analytics.
Get insights into how your published documents perform with Craft's built-in analytics. Track views, understand your audience, and measure engagement – all while respecting reader privacy.
Published Content Analytics is available on all paid subscription tiers: Plus, Family, Team, and Business.
## Accessing Analytics
You can view analytics data in two different places within Craft:
### Published Content Folder
Access analytics for all your published documents in one place:
The folder view displays:
* **Total visits** across all published content
* **Unique viewers** for each document
* **Average reading time** per document
* **Quick visit counts** for individual documents
This overview is available on macOS, iPhone, and iPad apps.
### Document-Level Analytics
View detailed analytics for a specific published document by clicking the **Share** button on that document.
This shows how many times the document was viewed in the past 30 days, along with trends over time.
## Detailed Analytics View
Paid subscribers can access comprehensive analytics with deeper insights into their audience and content performance.
Click on any bar in the analytics chart or use the **View Analytics** option to open the detailed view:
### Analytics Widgets
The detailed view includes four key widgets:
**Top Countries** - Geographic distribution of your readers
**Top Pages** - Most viewed pages and subpages within your document
**Top Devices** - Breakdown by Desktop, Mobile, Tablet, and Other
**Top Sources** - Referral sources driving traffic to your document (search engines, social media, direct links, etc.)
### Filtering Data
Every widget item can be used as a filter to drill down into specific audience segments:
* Click any day in the bar chart to view that specific day
* Combine multiple filters (country + device + page) for detailed analysis
* Click **View All** in any widget to see the complete list for that category
For example, you can filter to see all US desktop users who viewed a specific page in your document.
## How Analytics Work
### Privacy-First Approach
Craft analytics are designed with privacy as a core principle:
* **No cookies** - Craft doesn't set cookies or track users across sites
* **No personal data** - No personally identifiable information is collected or stored
* **Device counting** - Analytics count device views, not individual people
* **GDPR compliant** - No consent banners needed for your readers
Unlike traditional analytics tools, Craft measures what your pages do, not what your readers' devices do elsewhere on the internet.
### What Data is Collected
Craft collects only the following information:
* URL of the requested page (from Craft servers)
* Device operating system
* Browser type
* Country-level location (based on IP address)
* HTTP referrer (source of traffic)
Craft **does not**:
* Share or sell data to third parties
* Use data for advertising
* Track readers across multiple sites
* Store personally identifiable information
### Reading Time Calculation
Reading time is measured accurately while respecting user privacy:
* Pages record when they're first loaded
* Updates are sent every minute while the browser tab is active
* Reading pauses when the tab loses focus, device sleeps, or user switches apps
* Maximum session time is capped at 30 minutes
* Single-page views count as reads (not bounces with zero time)
If a reader returns after 30 minutes of inactivity, it counts as a new visit.
### Reader Counting
Analytics count **device views**, not individual people:
* Each device accessing your document counts as a separate "reader"
* One person viewing on laptop, phone, and tablet appears as 3 readers
* This approach protects privacy while providing useful insights
* Most cases are reasonably accurate for understanding audience size
## Frequently Asked Questions
### Are analytics free?
All Craft users can see page views for the last 30 days. Paid subscribers (Plus, Family, Team, Business) get access to detailed metrics including:
* Unique readers count
* Average reading time
* Geographic distribution (countries)
* Subpage views
* Device breakdown
* Traffic sources
* Advanced filtering on all metrics
### How quickly does data appear?
Data typically arrives in under 5 minutes, but in some cases may take up to 30 minutes to flow through Craft's systems.
### Why don't I see expected activity?
Several factors can affect data visibility:
* **Processing delay** - Wait up to 30 minutes for data to appear
* **Ad blockers** - Some ad blockers prevent analytics data from being sent
* **Bot filtering** - Craft filters out known bots, which may occasionally filter real readers (they can still view the document)
### What happens when I unpublish a document?
Analytics data remains permanently even after unpublishing. The data will still appear in the Published Content folder summary.
If you republish the same document later, all historical data is retained. To reset analytics to zero, create a new copy of the document with a fresh published link.
### Can I reset analytics for a document?
You cannot reset analytics for an existing published link. To start fresh, make a new copy of the document and publish it with a new link.
### Seeing multiple readers for a password-protected document?
Remember that Craft doesn't track people across devices. If one person views your document on multiple devices (laptop, phone, tablet), they appear as multiple readers in the analytics.
***
Learn how to publish documents to the web
Use your own domain for published content
# Branding
Source: https://craft-support.mintlify.app/en/share-and-publish/publish/branding
Display your logo on published pages to create a professional, branded experience for readers.
Make your published Craft documents reflect your brand identity. Your logo can be displayed on all published pages, appearing in both the page header and the browser tab.
Custom branding features are available on **Plus, Family, Team, and Business** plans.
## Logo on Published Pages
When enabled, your logo appears in the **top-right corner** of every published document and as the **browser tab favicon**. Readers can click the logo to visit a URL of your choice (e.g., your website).
## Enabling Your Logo
In the Craft Web or Desktop app, go to **Space Settings** > **Published Content**
Click the settings icon to access **Published Content Settings**
Enable **Show Logo in Header** to display your logo in the header of all published documents
Click **Change Logo** to upload or update the logo displayed on your published pages
Under **Clicking on Logo**, set the URL that opens when readers click your logo (e.g., your website homepage)
## Combined Branding Features
Custom branding works together with other publishing features to create a complete brand experience:
**Custom Domains** -- Use your own domain (e.g., `blog.yourcompany.com`) instead of `craft.me`
**Logo** -- Display your logo on all published pages
**Custom craft.me Link** -- Personalize your craft.me URL to match your brand
Together, these features let you publish professional content that looks and feels like a seamless part of your brand, while leveraging Craft's powerful document features behind the scenes.
***
Connect your own domain to published content
Learn how to publish documents to the web
# Domains
Source: https://craft-support.mintlify.app/en/share-and-publish/publish/domains
Set up your craft.me link or connect your own custom domain to published Craft documents for professional branding and memorable URLs.
Transform your published Craft URLs from generic links into professional, branded web addresses. Customize your craft.me link for free, or connect your own domain for complete brand control.
Custom domains are available on **Plus or higher** subscription plans.
## craft.me Link vs. Custom Domains
Craft offers two types of domain customization:
### craft.me Link (Free)
Every Craft user gets a personalized craft.me link available on all plans including Starter.
**Default format** - `brave-lion-456.craft.me` (randomly generated)
**Customized format** - `yourname.craft.me` (personalize for free)
To customize your craft.me link:
Go to **Settings**
Navigate to **Published Content**
Click the **...** (three dots) button, then select **Settings**
Click **Your craft.me Link**
Enter your desired subdomain (e.g., `yourname` for `yourname.craft.me`)
### Custom Domains (Plus+)
Connect your own domain for complete brand control.
**Example** - `blog.yourcompany.com` or `docs.yourcompany.com`
This allows published documents to appear as part of your primary website, creating a seamless experience for readers.
Craft currently supports **subdomains only**, not root domains. For example, `blog.company.com` is supported, but `company.com` is not.
## Setting Up Custom Domains
To use your own custom domain, you'll need to modify DNS records through your domain provider.
### Step 1: Access Domain Settings
Go to **Settings**
Navigate to **Published Content**
Click the **...** (three dots) button, then select **Settings**
Click **Setup Custom Domain**
Enter your subdomain (e.g., `blog.yourcompany.com`)
Craft will provide you with CNAME records to add to your DNS provider.
### Step 2: Configure DNS Records
Add the CNAME records provided by Craft to your domain's DNS settings. Instructions vary by provider:
1. **Set CNAME Record**
To connect a subdomain (e.g., `blog.yourcompany.com`):
| Type | Name | Content |
| ----- | ---- | ---------------- |
| CNAME | blog | craft-hosting.do |
2. **Configure SSL/TLS**
Set encryption mode to **Full** or **Full (strict)** to prevent redirect errors:
If you see `err_too_many_redirects`, your SSL/TLS setting is likely on "Flexible". Change it to "Full" or "Full (strict)" to fix this.
Log in to GoDaddy and navigate to **Domain Management**
Under **My Products**, click **Manage DNS** next to Domains
Select the domain you want to manage
Click **Add** to create a new record
Paste in the CNAME records provided by Craft
Save your records
Return to Craft and click **I've added my DNS record**
DNS propagation usually takes a few minutes but can take up to 24 hours.
Select **Domain List** from the left sidebar
Click **Manage** next to your domain
Click **Advanced DNS**
Click **Add New Record**
Paste in the CNAME records from Craft
Save your records
Return to Craft and click **I've added my DNS record**
Click the **Domains** tab from the side navigation
Click the dropdown next to **Manage**, then choose **DNS**
Scroll down and click **Add Record** under the CNAME section
Paste in the CNAME records from Craft
Save your records
Return to Craft and click **I've added my DNS record**
### Step 3: Verify Connection
After adding DNS records:
1. Click **I've added my DNS record** in Craft
2. DNS propagation begins (usually a few minutes, up to 24 hours)
3. The status indicator changes from amber to green when verified
4. Your custom domain is ready to use
You can verify DNS propagation using [whatsmydns.net](https://www.whatsmydns.net/).
## Managing Custom Domains
### Disconnecting a Domain
If you need to change or remove your custom domain:
Go to your **Team Settings**
Scroll to the **Danger Zone** section
Select **Disconnect Custom Domain**
When you disconnect a custom domain, all published links (past and present) revert to their original `craft.me/s/path` format. Any links shared with your custom domain will stop working.
### Using URL Paths
Craft supports customizing both the domain and the URL path:
**Full URL structure** - `subdomain.domain.com/custom-path`
For example: `blog.company.com/product-launch`
Where:
* `blog` = subdomain
* `company.com` = main domain
* `product-launch` = custom path
Single-character path segments are not supported (e.g., `blog.company.com/b/post` won't work).
## Frequently Asked Questions
### Can I use a root domain?
Currently, Craft only supports **subdomains**, not root domains.
**Supported** - `blog.company.com/post`
**Not supported** - `company.com/post`
Some users work around this by using `www` as the subdomain with `/` as the path, but this is provider-specific and not officially supported.
### How many domains can I add?
Craft currently supports **one custom domain per team**. You can change your domain as often as needed, but only one domain can be active at a time across all documents and spaces.
### Do I need to purchase a domain through Craft?
No, Craft doesn't sell domains. You must already own a domain through a registrar like GoDaddy, Namecheap, Google Domains, or others.
### What happens to old links after changing domains?
If you disconnect or change your custom domain:
* All published links revert to `craft.me/s/path` format
* Old links with your previous custom domain will stop working
* The original Craft links continue to work
* You should update any shared links to reflect the change
### What if I cancel my Plus subscription?
If you downgrade to Starter:
* You cannot add new custom domains
* Existing custom domain links continue to work
* You cannot modify or update the custom domain configuration
* All Starter plan limitations apply
### Can I revert to Craft links for one document?
No, custom domains apply to your entire team and cannot be removed for individual documents. To use `craft.me` links again, you must disconnect the custom domain entirely (affecting all published content).
## Troubleshooting
If your custom domain isn't working after 24 hours:
* Verify DNS records are correctly added
* Ensure old DNS records are removed
* Check SSL/TLS settings (should be "Full" or "Full (strict)" for Cloudflare)
* Use [whatsmydns.net](https://www.whatsmydns.net/) to verify DNS propagation
* Contact support at [feedback@craft.do](mailto:feedback@craft.do) if issues persist
Once your custom domain is successfully verified and activated, you may see a message when opening the page indicating no document is found.
**Solution** - You need to assign a "Home Page" for your custom domain.
Share any document in your Space that you want to be the home page
In the sharing settings, remove the URL path completely
Click **Save**
This sets the document as the root page of your custom domain. For example, if your domain is `blog.company.com`, removing the path makes the document accessible at `blog.company.com` instead of `blog.company.com/some-path`.
For general troubleshooting, sync, or platform-specific issues, see the [Troubleshooting Guide](/en/introduction/troubleshooting).
***
Learn how to publish documents to the web
Add custom logos to published pages
Track engagement on published content
# Sharing Documents
Source: https://craft-support.mintlify.app/en/share-and-publish/share
Invite collaborators to view and edit documents with flexible access controls and real-time collaboration.
Share your documents with team members, clients, or anyone who needs access to your content. Craft offers flexible sharing options that let you control exactly who can view or edit your documents.
## Sharing Methods
You can share documents in Craft using two main approaches:
### Invite by Email
Invite specific people to collaborate on your documents:
Click the **Share** button in the top-right corner of your document
Enter the email addresses of people you want to invite
Choose their access level: **Viewer** or **Editor**
Click **Invite** to send them an email notification
The invitee will receive an email from Craft with a link to open the document immediately.
**Collaboration limits:**
* **Paid plans**: Unlimited collaborators
* **Starter (Free)**: Up to 50 people per day (maximum 10 in any 24-hour period)
### Invitation Links
Generate a shareable link that grants access to anyone who has it:
Click the **Share** button on your document
Select the access level the link should provide (**View** or **Edit**)
Copy the invitation link and share it wherever needed
This allows anyone with the link to access the document with the permissions you've set, without requiring you to know their email address in advance.
## Access Levels
When sharing documents, you can assign two types of access:
**Viewer** - Can read the document and add comments, but cannot make edits
**Editor** - Can make changes to the document content and structure
To **edit** a shared document, collaborators must sign in with a Craft account. However, **viewing** access works without requiring login.
## Real-Time Collaboration
Craft supports real-time editing, allowing multiple users to work on the same document simultaneously. Changes appear instantly for all collaborators, making it easy to work together without delays or version conflicts.
## Collaborator Identity
### Temporary Profiles
If someone joins a document without signing in to Craft, a random name will be assigned to their temporary profile. Any comments and edits will be tied to this temporary identity.
A new temporary profile is generated whenever they refresh or reopen the document, making it difficult to track who made specific changes.
### Permanent Profiles
If tracking authorship is important for your workflow, ensure all collaborators sign in to Craft and set their names in their profile. This creates a permanent identity tied to all their actions across documents.
## Comments
All collaborators - whether they have viewer or editor access - can always comment on documents. Comments are a great way to provide feedback without directly editing content.
If you want to completely disable comments on a document, publish it as a web link instead of sharing it for collaboration. Published pages have a separate comments setting you can control.
## Folder Sharing
Currently, Craft does not support folder sharing. Collaboration is limited to individual documents, meaning you must share each document separately.
## Team vs. Individual Collaboration
You **do not need a Team plan** to collaborate on documents. You can share documents with anyone, even if they're not on your subscription plan.
However, the **Family, Team, or Business** plans offer additional collaboration features:
* **Shared Spaces** for organizing team projects
* **Centralized billing and team management**
* **Administrative controls** for managing team access
* **Team member permissions** at the space level
For individual collaboration, the **Plus** or **Pro** plans provide everything you need to share and edit documents with others.
## Troubleshooting
**Problem**: When clicking on a page, subpage, or a block link in an email, you get an error message.
**Solution**: You need to enable the secret link feature before exporting your document into an email.
Open the document you want to share via email
Click the Share button
Enable the **Secret Link** option
If your document contains block links, also enable **Visitors Can Follow Block Links**
Export the content to email
Retroactively enabling the secret link won't change the results. Once you've enabled the secret link feature, you need to export the content again for the changes to take effect.
For general troubleshooting, sync, or platform-specific issues, see the [Troubleshooting Guide](/en/introduction/troubleshooting).
***
Learn how to add and manage team members in shared spaces
Make your documents publicly accessible on the web
Create internal links within shared documents
Organize shared content with spaces
Make shared documents visually appealing
# Write and Edit
Source: https://craft-support.mintlify.app/en/write-and-edit
Create beautiful, structured documents with powerful writing and editing tools.
Craft gives you everything you need to write and create beautiful documents. From basic text formatting to advanced features like whiteboards and templates, Craft adapts to your creative process.
## Overview
Craft's writing and editing features are built around flexibility and visual excellence:
* **Block-based structure** – Everything is a block that can be moved, styled, and organized however you need
* **Beautiful styling** – Make documents visually stunning with fonts, colors, backgrounds, and cover images
* **Rich media support** – Add images, videos, audio, files, links, tables, code, and more
* **Creative tools** – Use drawings, whiteboards, and templates to bring your ideas to life
* **Version history** – Track changes and restore previous versions when needed
## Getting started
### Understand blocks and pages
Start by understanding Craft's fundamental building blocks. Every piece of content is a block, and any block can become a page with nested content inside. This flexible structure lets your documents grow naturally as your ideas develop.
[Learn about Blocks and Pages](/en/write-and-edit/blocks-and-pages)
### Format your text
Use formatting options to make your content clear and readable. Bold, italic, highlights, lists, and headings help structure your thoughts and guide readers through your documents.
[Explore Text Formatting](/en/write-and-edit/formatting)
### Add visual style
Transform plain documents into beautiful creations with custom fonts, colors, backgrounds, and cover images. Craft's styling options require no design expertise – just pick what looks good to you.
[Discover Document Styling](/en/write-and-edit/styling)
### Insert rich content
Go beyond text by adding images, videos, tables, code blocks, and more. Craft handles all types of content beautifully, automatically arranging elements for optimal presentation.
[Add Media and More](/en/write-and-edit/media)
## Common workflows
**Writing a Project Plan**
1. Start with project name and overview
2. Add sections for goals, timeline, and deliverables
3. Group related blocks into pages for better organization
4. Insert tables for budgets, code blocks for technical specs
5. Add cover images and styling to make it presentable
**Creating Meeting Notes**
1. Begin with agenda items as simple blocks
2. Add notes and action items beneath each topic
3. Agenda items automatically become pages
4. Link to related documents and attach files
5. Use templates to standardize your meeting note structure
**Building a Knowledge Base**
1. Create broad topic documents
2. Break topics into subtopic pages
3. Add rich media – images, videos, diagrams
4. Use whiteboards for visual planning
5. Link related content together
## Best practices
### Start simple, add complexity as needed
Don't overthink structure upfront. Begin writing and let the organization emerge naturally. Turn blocks into pages when sections need more detail, and use styling to highlight important information.
### Use the right tool for each job
Craft offers many content types – text, images, tables, collections, whiteboards, code blocks. Choose the format that best communicates your ideas. A whiteboard might be perfect for brainstorming, while a table works better for comparing options.
### Maintain consistent styling
Create a visual system for your documents. Use similar fonts, colors, and formatting across related documents. Save your favorites as templates for quick reuse.
### Leverage templates
Templates save time on recurring tasks. Use Craft's built-in templates or create your own for meeting notes, project plans, weekly reviews, or any repeating document structure.
## Features in detail
Understand Craft's flexible block-based structure and page hierarchy
Format text with bold, italic, highlights, lists, and markdown shortcuts
Customize fonts, colors, backgrounds, and cover images for beautiful documents
Add images, videos, and audio with automatic layout and Unsplash integration
Generate AI images from text descriptions using Apple's Image Playground
Attach files and create rich link previews in your documents
Organize data with tables featuring formulas, sorting, and cell formatting
Insert code blocks with syntax highlighting for 30+ programming languages
Write equations using LaTeX notation — inline or as standalone blocks
Add sketches and handwritten notes on iPhone and iPad
Create visual whiteboards with shapes, sticky notes, and collaborative tools
Use 100+ ready-made templates or create custom ones for recurring tasks
Track changes and restore previous versions of your documents
# Blocks and Pages
Source: https://craft-support.mintlify.app/en/write-and-edit/blocks-and-pages
Learn how Craft's block-based structure lets you build documents that grow with your ideas.
Craft uses a unique block-based structure that makes organizing your work intuitive and flexible. Understanding how blocks, pages, and documents work together is fundamental to getting the most out of Craft.
## What is a Block?
In Craft, everything you create is a block. Every paragraph, image, table, or heading is its own independent unit. This might seem simple, but it's incredibly powerful.
Each block can:
* Contain its own content (text, media, tables, etc.)
* Be styled independently
* Be moved, copied, or deleted on its own
* Transform into a page with deeper content
Think of blocks as LEGO pieces. You can arrange them however you want, and each one can serve multiple purposes.
## From Blocks to Pages
Here's where Craft gets interesting: any block can become a page. When a block contains nested content beneath it, it's called a page. You can click on a page block to navigate inside it and see all its nested content.
This creates a natural hierarchy:
* A **block** is a single unit of content
* A **page** is a block that contains other blocks inside it
* A **document** is the top-level container you see in your sidebar
You don't need to plan your structure upfront. Start writing, and when a section gets long or needs more detail, turn it into a page. Craft adapts to your thinking process.
## Creating Structure with Page Styles
While any block with nested content is technically a page, Craft offers special visual styles to make pages stand out:
**Page Style**: This text style is designed specifically for page blocks. It gives the block a distinct appearance that signals "there's more inside."
**Card Style**: Cards provide an even more visual way to represent pages. They can include:
* Cover images
* Custom colors
* Rich previews
Both styles make it easy to scan your document and understand its structure at a glance.
## Grouping Blocks into Pages
When you have several related blocks, you can group them into a page. This is perfect for organizing your thoughts as you write.
**To group blocks on Mac:**
Select the blocks you want to group (click and drag, or Cmd+click multiple blocks)
Right-click on the selection
Choose "Group" from the menu, or press `Cmd+G`
The first block in your selection becomes the page title, and all other blocks move inside it.
**To group blocks on iOS:**
Swipe right on blocks to select them (or use long-press for multi-select)
Tap the action menu
Choose "Group"
**Ungrouping**: To reverse the process, select a page block and press `Cmd+Shift+G` (Mac) or use the "Ungroup" action. All nested blocks move back to the same level as the page.
## Moving Blocks Between Documents
Because blocks are independent units, you can easily move them around – even between different documents.
**Method 1: Cut and Paste**
1. Select the blocks you want to move
2. Press `Cmd+X` to cut
3. Navigate to the destination document
4. Press `Cmd+V` to paste
**Method 2: Drag and Drop**
1. Open two Craft windows side by side (`Cmd+Shift+N` for a new window)
2. Click and drag blocks from one window to the other
3. Release to drop them in the new location
You can also drag blocks directly onto document names in the sidebar to move them quickly.
**Method 1: Cut and Paste**
1. Swipe to select blocks
2. Tap "Cut" in the action menu
3. Navigate to the destination document
4. Tap where you want to paste and choose "Paste"
**Method 2: Move to Document**
1. Select the blocks
2. Tap the three-dot menu
3. Choose "Move to Document"
4. Select the destination
**Cut and Paste Method**
1. Select blocks (click and drag, or Ctrl+click on Windows)
2. Press `Ctrl+X` (Windows) or `Cmd+X` (Mac) to cut
3. Navigate to destination
4. Press `Ctrl+V` or `Cmd+V` to paste
## Important Note About Pages vs Documents
Understanding the difference between pages and documents is crucial for organizing your work:
**Documents** are top-level items that appear in your sidebar. They can be:
* Starred for quick access
* Organized into folders
* Moved to trash and recovered
* Shared or published independently
**Pages** are blocks within documents. They:
* Only exist inside a parent document
* Don't appear separately in your sidebar
* Are treated as content within the document
* Can't be starred or organized independently
When you delete a page (a block with nested content), it doesn't go to the Recently Deleted folder like documents do. To recover a deleted page, you need to:
* Use `Cmd+Z` (undo) immediately after deletion, or
* Restore an earlier version of the document using version history
Learn more about [version history](/en/write-and-edit/version-history) and [data recovery](/en/account-and-subscription/storage-and-recovery).
## Building Your Knowledge, One Block at a Time
The beauty of Craft's block system is that it matches how you think. You don't need to decide upfront whether something should be a separate document or a page within a document.
Start writing. If a section needs more detail, turn it into a page. If a page grows too complex, you can always move those blocks into a new document.
This flexibility means your structure can evolve naturally as your ideas develop. Just focus on capturing your thoughts – Craft makes it easy to organize them later.
## Common Workflows
**Building a Project Plan**
1. Create a document called "Q1 Projects"
2. Write each project name as a block
3. Click into each project block to add details inside
4. Add tasks, notes, and files within each project page
**Taking Meeting Notes**
1. Start with agenda items as regular blocks
2. As discussion happens, add details beneath each item
3. The agenda items automatically become pages
4. Navigate in and out to see overview or details
**Creating a Knowledge Base**
1. Start with broad topics as blocks
2. Click into each topic to add subtopics
3. Each subtopic can become its own page
4. Build a hierarchy as deep as you need
Collapse and expand content sections
Learn how to format and style blocks
When you need database-like features
Folders, tags, and spaces
Create connections between blocks and pages
Use AI to understand and work with your content structure
# Deleting Blocks
Source: https://craft-support.mintlify.app/en/write-and-edit/blocks-and-pages/delete-blocks
Remove blocks, images, and other content from your Craft documents.
You can delete any block, including images, text, tables, and other content from your documents.
## How to Delete
Select the block you want to delete
Press **Delete** or **Backspace**
To delete multiple blocks at once:
* Hold Shift and click to select a range
* Or drag your cursor across multiple blocks
* Then press Delete
Select the block you want to delete
Press **Delete** or **Backspace**
To delete multiple blocks at once:
* Hold Shift and click to select a range
* Or drag your cursor across multiple blocks
* Then press Delete
Select the block you want to delete
Press **Delete** or **Backspace**
To delete multiple blocks at once:
* Hold Shift and click to select a range
* Or drag your cursor across multiple blocks
* Then press Delete
Long press the block you want to delete
Tap **Delete** from the menu
To delete multiple blocks at once:
* Long press one block to select it
* Tap additional blocks to add them to selection
* Tap **Delete**
Deleting blocks works the same way for all content types – text, images, media, tables, and more.
# Indent Depth Limits
Source: https://craft-support.mintlify.app/en/write-and-edit/blocks-and-pages/indent-limits
Understanding the 5-level indentation limit designed for mobile readability and document structure.
Craft limits block indentation to **5 levels deep** across all platforms. This constraint ensures your documents remain readable and well-structured, especially on mobile devices where screen space is limited.
## The 5-Level Limit
The root level (no indentation) is level 0. From there, you can indent up to 5 more levels (levels 1 through 5). When you reach level 5, the indent button becomes disabled and you cannot indent further.
The 5-level limit is intentional, not a technical limitation. It encourages clearer document structure and ensures content remains accessible on all devices.
## Why This Limit Exists
**Mobile readability**: On iPhone and iPad screens, deeply nested content becomes difficult to read and navigate. Five levels provide sufficient hierarchy while maintaining usability.
**Document clarity**: Extremely deep nesting often indicates overly complex structure. The limit encourages you to break content into separate pages or reorganize for better clarity.
**Consistent experience**: The same limit applies across Mac, iOS, Windows, and Web, ensuring your documents look and work the same everywhere.
## Working Within the Limit
If you find yourself hitting the 5-level limit, consider these alternatives:
### Use Subpages
Instead of deep nesting, create subpages to organize related content.
```
Project Overview
├─ Phase 1 (subpage)
│ ├─ Task 1
│ ├─ Task 2
│ └─ Task 3
├─ Phase 2 (subpage)
│ ├─ Task 4
│ └─ Task 5
```
This keeps your structure shallow while maintaining organization and allowing each phase to have its own focused document.
### Reorganize Content
Deep nesting might signal that content should be split:
**Instead of this**:
```
Main Document
├─ Category A
│ ├─ Subcategory 1
│ │ ├─ Item 1
│ │ │ ├─ Detail 1
│ │ │ │ └─ Sub-detail (can't indent further!)
```
**Try this**:
```
Main Document
├─ Category A (link to separate page)
Category A Page
├─ Subcategory 1
│ ├─ Item 1
│ │ └─ Detail 1
```
### Use Collections
For structured data with many attributes, Collections provide a better solution than deep indentation:
Instead of nesting client information 5+ levels deep, use a Collection with fields for each attribute. Each row can have its own subpage with unlimited organization.
### Combine with Toggles
Use toggle blocks to hide complexity without adding indentation depth:
```
Project Tasks
├─ High Priority
│ └─ [Toggle] 10 tasks hidden
├─ Medium Priority
│ └─ [Toggle] 15 tasks hidden
```
This keeps your document structure clean while allowing detailed content when needed.
## Platform Differences
The 5-level limit applies consistently across all platforms, but the way you interact with it varies:
**macOS**: Indent with `Tab`, outdent with `Shift+Tab`. The Tab key becomes inactive at level 5.
**iOS/iPadOS**: Use the indent buttons in the toolbar or swipe gestures. The indent button is disabled at level 5.
**Windows/Web**: Use `Tab` and `Shift+Tab` similar to macOS.
This limit applies to **all block types** including text blocks, tasks, lists, and pages. There are no exceptions.
## Common Questions
**Can I request deeper nesting?**
The 5-level limit is a design decision that balances structure with readability. If you need deeper hierarchy, consider using subpages or Collections instead.
**Does this affect Collections?**
Collections themselves don't have indentation limits, but content within collection cells follows the same 5-level rule.
**What about imported documents?**
When importing documents with deeper nesting (like from other apps), Craft flattens content beyond level 5 to maintain the limit.
If you regularly hit the 5-level limit, it's a signal to reconsider your document structure. Clear, focused documents with linked subpages are usually easier to navigate and maintain than deeply nested outlines.
## Related Articles
Learn about Craft's building blocks
Organize content with nested documents
Structure complex data with database-style tables
# Toggles
Source: https://craft-support.mintlify.app/en/write-and-edit/blocks-and-pages/toggles
Learn how to use toggles to collapse and expand content blocks, keeping your documents clean and organized.
Toggles are a powerful way to hide and reveal content in your documents. They help you keep your workspace clean and focused by allowing you to collapse sections you're not actively working on.
## What Are Toggles?
A toggle is a collapsible block that can hide or show its nested content. Think of it like an accordion or dropdown section – you can click to expand and see what's inside, or collapse it to save space.
Toggles are perfect for:
* Hiding detailed information that's not always needed
* Creating FAQ-style documents
* Keeping reference material accessible but out of the way
* Managing long documents with many sections
* Creating cleaner presentations and shared documents
## Creating a Toggle
There are several ways to create a toggle in Craft:
### Using the Slash Menu
Type `/` to open the slash menu
Search for "toggle" or scroll to find it
Select "Toggle" from the menu
Type your toggle title (the part that's always visible)
Press Enter to create content inside the toggle
### Using the Markdown Shortcut
If you prefer to keep your hands on the keyboard, you can turn a block into a toggle as you type:
Place your cursor at the start of an empty block
Type a plus sign (`+`) followed by a space
The block instantly becomes a toggle, and the `+ ` characters are removed. Type your toggle title, then press Enter to add content inside.
This is the same shortcut style Craft uses for other blocks, like `-` and space for a bulleted list or `1.` and space for a numbered list.
### Converting Existing Content
You can turn any block with nested content into a toggle:
Click on the block that contains nested content
Right-click (or use the block menu)
Select "Convert to Toggle"
The block becomes a toggle with all its nested content hidden by default.
## Expanding and Collapsing Toggles
**To expand a toggle**: Click the arrow icon (▶) next to the toggle title. The arrow rotates down (▼) and the content appears.
**To collapse a toggle**: Click the arrow icon again to hide the content.
* Turn the current block into a toggle: `Cmd+Option+7` (macOS) or `Ctrl+Shift+7` (Windows)
* Expand or collapse every toggle in the document at once: `Cmd+Option+T` (macOS) or `Ctrl+Alt+T` (Windows)
## Working with Nested Toggles
Toggles can contain other toggles, creating multiple levels of collapsible content. This is useful for creating hierarchical information structures:
```
▶ Project Overview
▶ Phase 1: Planning
- Requirements gathering
- Stakeholder meetings
▶ Phase 2: Development
- Sprint 1
- Sprint 2
```
Each toggle level can be independently expanded or collapsed.
## Tips and Best Practices
* **Use descriptive titles.** The title is the only part that's always visible, so make it clear what's inside.
* **Don't overuse them.** Too many toggles can make a document feel like a maze. Save them for genuinely optional content.
* **Think about what's visible when sharing.** Important information should be readable without extra clicks.
* **Combine with other features.** Toggles work well alongside cards, lists, and headers to structure a document.
## Converting Back to Regular Blocks
If you decide you don't want a toggle anymore:
Expand the toggle so you can see its content
Right-click on the toggle block
Select "Convert to Regular Block" (or use Ungroup)
The content will remain but will always be visible.
## When to Use Toggles
Reach for a toggle when you want content hidden but quickly accessible in the same view, such as optional or reference material, FAQ answers, or supporting detail. A few common patterns:
* **Meeting notes**: agenda items stay visible, discussion notes tuck into toggles
* **Project docs**: the overview is always visible, technical details sit in toggles
* **Learning materials**: questions are visible, answers stay hidden until needed
Use a page instead when the content deserves its own dedicated space to navigate to, is substantial and self-contained, or belongs in a deeper, hierarchical structure.
Understanding Craft's structure
Format and style your content
Database-like features for structured data
# Code
Source: https://craft-support.mintlify.app/en/write-and-edit/code
Add code blocks with syntax highlighting and formatting options.
Craft's Code Editor lets you create, edit, and display code directly inside your documents. It supports over 30 programming languages, offers syntax highlighting for most of them, and provides a clean, reliable experience for technical writing and documentation.
## Inserting a Code Block
Add a code block anywhere in your document using one of these methods:
* Type `/code` and select **Insert Code Block**
* Choose **Code Block** from the Insert menu in the right sidebar
* Type three backticks ` ``` ` to insert a code block
## Changing the Language
Set the programming language for proper syntax highlighting:
Click on the **three-dot menu (⋯)** at the top right corner of the block.
Click on **Select Language** (the coding icon).
Choose a different language from the list.
Highlighting updates immediately for supported languages.
## Customizing the Theme
Change the visual appearance of your code blocks:
Click on the **three-dot menu (⋯)** at the top right corner of the block.
Click on **Select Theme** (the brush icon).
Choose your preferred theme from the list.
## Key Features
Craft's updated Code Editor includes several improvements:
* **Craft AI Assistant integration** - Work on your code directly with AI
* **Full screen mode** - Focus on code without distractions
* **No character limit** - Long code samples are fully supported
* **Line wrapping** - Better readability for long lines
* **Improved stability** - Past issues with disappearing code blocks resolved
* **Clean, redesigned full-screen mode** - Enhanced experience on Mac
These changes make writing and maintaining technical content smoother and more predictable.
## Limitations
The Code Editor is still evolving. Keep these behaviors in mind:
* **Math formulas**: You cannot convert a code block into a math formula using the language selector. Math formulas must be inserted explicitly using `/formula` or the Insert sidebar. See [Math Formulas](/en/write-and-edit/math-formulas) for details.
* **Fixed height**: Code blocks in the document view have a fixed height and do not scroll. This prevents conflicts between page scrolling and block scrolling.
* **No syntax highlighting** for these languages: Ada, Dart, Haskell, Julia, Matlab, Objective-C, Perl, Prolog, Scala, VB.NET
* **No auto-complete**: Code auto-complete features (like automatically adding closing tags) are not supported, as they're not part of Runestone, the basis for our Code Editor.
* **Performance on older devices**: Performance may be affected on less powerful devices if many code blocks are added to the same page, although overall performance has been significantly improved.
* **Spellcheck**: Spellcheck behavior is controlled by Safari or system settings, not by Craft.
The Craft AI Assistant can work directly with your code blocks, helping you debug, explain, or refactor code without leaving your document.
# Drawings
Source: https://craft-support.mintlify.app/en/write-and-edit/drawings
Add sketches, use shape recognition, and create drawings in your documents.
On iPhone and iPad, you can add quick drawings and handwriting notes to your documents. The Sketch block provides simple drawing tools perfect for annotations, quick diagrams, and visual notes.
## Adding a Sketch Block
Access the Sketch block through the plus menu on iOS and iPadOS.
Tap the **+** icon on the bottom of the screen.
Browse the list of available block types.
Select **Sketch** to add a drawing block.
After tapping the plus button, you'll see different types of blocks you can add to your document.
## Drawing Tools
The Sketch block provides several tools for creating drawings:
* **Pencil** – Create precise lines and drawings
* **Highlighter** – Add emphasis with semi-transparent strokes
* **Eraser** – Remove parts of your sketch
* **Color options** – Choose from multiple colors for your drawings
The Sketch block fully supports Apple Pencil on iPad, providing pressure sensitivity and precision for more detailed drawings.
## Saving Your Sketch
After creating your drawing, make sure to save your changes.
Tap the **Done** button when you finish drawing.
Select **Save Changes** to preserve your sketch.
Always tap Done and Save Changes when you finish sketching. If you exit without saving, your drawing will be lost.
## Use Cases
Sketch blocks are perfect for:
* **Quick annotations** – Mark up images or highlight important points
* **Diagrams and flowcharts** – Create simple visual representations
* **Handwritten notes** – Add personal touches to your documents
* **Brainstorming** – Quickly capture visual ideas
* **Signatures** – Sign documents directly in Craft
## Scribble: Handwriting to Text
On iPad running iPadOS 14 or later, you can use Scribble to convert your handwritten notes into typed text. Scribble uses handwriting recognition to automatically transcribe what you write with your Apple Pencil.
If Scribble is enabled in your iPad settings, simply start writing with your Apple Pencil anywhere in your document. Your handwriting will automatically convert to typed text.
### Enabling Scribble
To use Scribble in Craft, make sure it's enabled on your iPad:
Open **Settings** on your iPad
Go to **Apple Pencil**
Toggle on **Scribble**
Once enabled, you can write naturally with your Apple Pencil in any text area, and Craft will convert your handwriting to text in real-time.
The Sketch feature is currently available on iPhone and iPad. Scribble requires iPadOS 14 or later and an Apple Pencil. For more advanced diagramming on Mac, consider using the Whiteboard feature.
# Files and Links
Source: https://craft-support.mintlify.app/en/write-and-edit/files-and-links
Attach files, create links, and embed rich link previews in your documents.
Craft lets you attach files and create rich link previews that make your documents more informative and visually appealing.
## File Attachments
You can upload any type of document to a Craft document – Word files, PDFs, Excel spreadsheets, and more.
### Opening Files
Editable documents such as Word, PDF, or Excel files can be opened directly from the Craft app. Files open in their respective applications.
Files open in a separate tab in your browser.
It is currently not possible to open document files from the Craft Windows app.
Craft will not save any changes made to a document you open from the app. To preserve edits, save the edited document on your device after making changes.
## Links
Craft provides powerful link handling with automatic rich previews and customization options.
### Automatic Rich Links
When you paste a link into an empty block, Craft automatically creates a rich link with a thumbnail, title, and description.
### Link Layouts
Change the visual appearance of rich links using the **...** menu. Choose from three layouts:
* **Small** – Compact preview
* **Regular** – Standard size with thumbnail
* **Card** – Full-width card layout
### Customizing Links
Edit the title and description of rich links to make them more relevant to your content. Use the **...** menu to customize these fields.
To reset a rich link to its original title and description, select **Reload Link Info** from the **...** menu.
### Preventing Rich Links
If you prefer plain text links, you can prevent Craft from automatically creating rich links:
* Insert the link in the middle of a sentence
* Hit space before pasting the link in an empty block
* Convert a rich link to text using the **...** menu
### Creating Text Links
Paste a link into highlighted text using `Cmd+V` (macOS) or `Ctrl+V` (Windows) to instantly turn it into an inline link.
### Link Color Customization
Change the color of text links by navigating to **Account → Preferences → Appearance → Accent color**.
Craft for Windows does not currently create rich links automatically. Links appear as standard text links.
## Converting Between Link Types
You can easily convert between rich links and text links:
* **Rich to text**: Use the **...** menu and select **Change to Text Link**
* **Text to rich**: Right-click on a plain link and select **Change to Preview Link**
To convert a text link to a rich preview, the link must be placed without any other text in a paragraph.
# Formatting
Source: https://craft-support.mintlify.app/en/write-and-edit/formatting
Master text formatting in Craft with the formatting toolbar, slash menu, markdown, and keyboard shortcuts.
Craft gives you multiple ways to format text, from the visual formatting toolbar to keyboard-driven markdown commands. Whether you prefer clicking, typing, or a mix of both, there's a method that fits your style.
## Text, Block, and Page Formatting
This section covers **text formatting**: inline styles and special elements applied to the text itself. It sits alongside two other levels of styling in Craft:
* **Text formatting** (this section) – Inline styles like bold, italic, and highlights, plus special elements like dates, emoji, and links
* **Block formatting** – Structural elements like headings, lists, quotes, and code blocks (see [Blocks and Pages](/en/write-and-edit/blocks-and-pages))
* **Page styling** – Visual design including colors, backgrounds, and fonts (see [Styling](/en/write-and-edit/styling))
## Four Ways to Format Text
Select any text and the formatting toolbar appears with options for bold, italic, highlights, links, and more. The most visual way to format – nothing to memorize.
For every text and block style in one place, open the **Format panel** with the `Aa` button in the top-right corner.
Type `/` to open the command menu, then keep typing to filter for the style or action you need. A great way to discover what Craft can do.
[Learn more about the slash menu](/en/introduction/slash-menu)
Use familiar markdown syntax as you write – type `**bold text**` and it turns into **bold text** the moment you close the asterisks.
[See all markdown shortcuts](/en/write-and-edit/formatting/markdown-shortcuts)
Quick commands like `Cmd+B` for bold or `Cmd+I` for italic are the fastest method once memorized. On Mac, click the question mark button in the bottom right corner to see all available shortcuts. On other platforms, hover over toolbar buttons to reveal their keyboard shortcuts.
[Browse all keyboard shortcuts](/en/introduction/shortcuts)
All four methods work together – mix and match based on what you're doing.
## Highlight in Any Color
Highlights and text colors go far beyond the preset palette. Pick any hue you can imagine and make important text truly stand out.
Select your text and click the highlight button in the formatting toolbar.
Pick one of the preset colors, or select the custom color option at the end of the palette.
Browse a grid of shades, pick from a spectrum, fine-tune with sliders, or enter an exact RGB or HSB value. The same works for text colors, too.
## All Formatting Features
Configure spell checking in 34 languages, globally or per document
Format text as you write with markdown syntax
Access every feature without leaving your keyboard
Search and replace text across your documents
Wrap selected text in brackets, parentheses, or braces
Insert date badges that link to daily notes
Insert emoji by typing `:` followed by the emoji name
Format mathematical notation, formulas, and footnotes
Write equations using LaTeX notation – inline or as standalone blocks
# Adding Dates
Source: https://craft-support.mintlify.app/en/write-and-edit/formatting/dates
Insert date badges that link to daily notes for quick time references in your documents.
Date badges in Craft serve double duty: they mark time references in your content and link directly to the corresponding daily note for that date.
## Inserting Dates
You can add dates in multiple ways:
### Using the Slash Menu
Type `/` and then either:
* Type **Date & Time** to access the date picker
* Type natural language like **Today**, **Tomorrow**, or **Yesterday**
* Type a month name followed by the day (e.g., **December 15**)
### Using the @ Symbol
For specific dates, type `@` followed by the date in **YYYY.MM.DD** format:
The date picker will appear, allowing you to select or adjust the date:
## Date Badges and Daily Notes
Each date badge is also a clickable link to the corresponding [daily note](/en/plan-and-do/daily-notes). Click any date badge to:
* View existing content for that date
* Add new notes or tasks
* Navigate through your daily notes
Date badges automatically connect to daily notes, making it easy to reference and navigate time-based content across your workspace.
# Inserting Emoji
Source: https://craft-support.mintlify.app/en/write-and-edit/formatting/emoji
Add emoji to document titles and text blocks using standard emoji codes.
You can insert emoji anywhere in your documents, including document titles and any text block.
## Using Emoji Codes
Type a colon `:` followed by the first few letters of an emoji code. An emoji picker will appear, showing matching emoji that you can scroll through and select.
Craft supports [standard emoji codes](https://www.webfx.com/tools/emoji-cheat-sheet/) – just start typing the name and select from the list.
The emoji picker filters as you type, making it easy to find exactly what you're looking for without memorizing codes.
# Find and Replace
Source: https://craft-support.mintlify.app/en/write-and-edit/formatting/find-replace
Quickly find and replace text across your documents to fix typos or update content.
Need to quickly fix misspelled words across a document or update multiple instances of the same term? The Find and Replace tool makes it easy to search and edit content in bulk.
## Accessing Find and Replace
While editing a document, open the right sidebar and look for the Find and Replace panel.
While editing a document, open the right sidebar and look for the Find and Replace panel.
While editing a document, tap the find button in the bottom toolbar to access Find and Replace.
While editing a document, open the right sidebar and look for the Find and Replace panel.
While editing a document, open the right sidebar and look for the Find and Replace panel.
## Features and Scope
The Find and Replace tool searches across:
* The main document content
* All subpages within the document
* Tables and embedded content
The Find and Replace tool searches across:
* The main document content
* All subpages within the document
* Tables and embedded content
The "Replace All" function is not yet available on iOS.
The Find and Replace tool searches across:
* The main document content
- Subpages within documents cannot be searched
- Find and replace is not available inside tables
The Find and Replace tool searches across:
* The main document content
- Subpages within documents cannot be searched
- Find and replace is not available inside tables
# Markdown Shortcuts
Source: https://craft-support.mintlify.app/en/write-and-edit/formatting/markdown-shortcuts
Use markdown-style shortcuts to format text and create blocks faster while writing.
Craft supports markdown-style shortcuts to help you format and structure content quickly without leaving the keyboard. These shortcuts work inline as you type.
## Block-Level Shortcuts
Create entire blocks by typing these patterns at the start of a line, followed by a space:
### Headings and Text Styles
* `#` creates a **Title**
* `##` creates a **Subtitle**
* `###` creates a **Heading**
* `####` creates a **Strong block**
### Lists and Tasks
* `-` or `*` creates a **Bullet list**
* `1.`, `2.`, `3.` creates a **Numbered list** (numbers greater than 1 pin that number)
* `x` or `[]` creates an **Uncompleted todo**
* `[x]` creates a **Completed todo**
* `+` creates a **Toggle list**
### Special Blocks
* `>` or `|` creates a **Block quote**
* ` ``` ` or `'''` creates a **Code block**
### Separators
Type these patterns (without spaces between characters) to insert dividers:
* `=--` inserts a **Horizontal line (strong)**
* `---` inserts a **Horizontal line (regular)**
* `.--` inserts a **Horizontal dotted line (light)**
* `..-` inserts a **Three dots line (extra light)**
* `===` inserts a **Page break**
Besides markdown shortcuts, you can also insert separators through:
* **Slash menu**: Type `/` and search for "separator" or "divider"
* **Insert menu**: Use the **+** button in the toolbar and select a separator style
* **Keyboard shortcut**: Press `Cmd + Shift + S` (macOS) or `Ctrl + Shift + S` (Windows) to insert a separator, then change its style from the block menu
## Inline Formatting
Apply these styles by wrapping text with the following characters:
### Text Styling
* `*text*` or `_text_` for *italic*
* `**text**` or `__text__` for **bold**
* `***text***` or `___text___` for ***bold & italic***
* `~~text~~` for ~~strikethrough~~
* `::text::` or `==text==` for ==highlight==
### Special Inline Elements
* `` `text` `` for `inline code`
* `$$text$$` for inline equations
* `[link name](url)` to insert a link
* `@` or `[[` to insert a page or block link
Markdown shortcuts work great alongside the [slash menu](/en/introduction/slash-menu) for a fast, keyboard-driven workflow.
# Spell Check and Corrections
Source: https://craft-support.mintlify.app/en/write-and-edit/formatting/spell-check
Configure spell checking in 34 languages for your documents in Craft.
Craft includes spell checking support for 34 languages to help you catch spelling issues in your documents. You can set a default language globally in Settings, or change it for specific documents.
## Global Spell Check Settings
To set the default spell check language, go to **Settings** > **Language & Spelling**, then select your preferred language under **Spelling**.
## Document-Level Spell Check
To change the spell check language for a specific document, open the **Info** tab in the right sidebar. Under **Spelling**, select the language you want to use for that document.
The document-level setting is perfect when you need to write in different languages across your workspace.
## Managing Learned Words
Craft delegates spell checking to the operating system -- it does not maintain its own spelling dictionary. Learned words are stored and managed at the system level, not inside Craft.
When the spell checker flags a correctly spelled word, you can teach the system to recognise it. Once learned, the word is no longer underlined in Craft or any other app that uses the same OS spell checker.
### Learning a Word
Right-click (or long-press on mobile) the underlined word and select **Learn Spelling**. The word is added to the system dictionary shared across all apps.
### Unlearning a Word
If you accidentally learned a misspelled word, you can remove it.
Open Terminal and run:
```
open ~/Library/Spelling/LocalDictionary
```
This opens the file in TextEdit. Remove the unwanted word (one word per line), save, and restart Craft.
Tap the word, then tap **Unlearn Spelling** in the suggestion bar.
If you need to reset all learned words at once, go to the iOS **Settings** app > **General** > **Transfer or Reset iPhone** > **Reset** > **Reset Keyboard Dictionary**.
If iCloud Keyboard sync is enabled (**Settings > Apple Account > iCloud > Show All** > **iCloud Drive**, then check whether Keyboard is syncing), previously learned words may be restored from iCloud after a reset. Disable iCloud Keyboard sync before resetting the dictionary if you want a clean slate.
# Subscripts and Superscripts
Source: https://craft-support.mintlify.app/en/write-and-edit/formatting/subscript-superscript
Add subscript and superscript formatting using inline formulas or shortcuts.
You can add subscripts and superscripts to your text using mathematical notation shortcuts or the inline formula feature.
## Using Shortcuts
Type these inline formulas directly in your text:
* **Subscript**: `$$_2$$` (for example: H₂O would be `H$$_2$$O`)
* **Superscript**: `$$^2$$` (for example: x² would be `x$$^2$$`)
## Using Inline Formulas
You can also use the inline formula feature to create more complex subscripts and superscripts:
To insert an inline formula:
1. Type `$` twice to open the formula editor
2. Enter your mathematical notation (e.g., `_2` for subscript or `^2` for superscript)
3. Type `$` twice again to close the formula
Craft uses LaTeX-style mathematical notation for formulas. For complex equations beyond simple subscripts and superscripts, see [Math Formulas](/en/write-and-edit/math-formulas).
# Surround Selection
Source: https://craft-support.mintlify.app/en/write-and-edit/formatting/surround-selection
Quickly wrap selected text with parentheses, brackets, or braces.
Surround Selection makes it easy to wrap existing text with parentheses, brackets, or braces – especially helpful on mobile devices where manual text manipulation can be tedious.
## How It Works
When you have text selected, simply type an opening character and Craft automatically adds both the opening and closing characters around your selection.
## Supported Characters
Surround Selection works with three types of brackets:
* **Parentheses** – Type `(` to wrap with `( )`
* **Square brackets** – Type `[` to wrap with `[ ]`
* **Curly braces** – Type `{` to wrap with `{ }`
Surround Selection works on **Mac, iOS, iPadOS, Windows, and Web** – making text editing consistent across all platforms.
## Use Cases
This feature is particularly useful for:
* **Code snippets** – Wrap variables or parameters with brackets
* **Citations** – Add parentheses around reference numbers
* **Lists** – Create sub-items with square brackets
* **Formulas** – Group mathematical expressions with parentheses
* **Notes** – Add side notes or clarifications in parentheses
## Quick Example
Instead of:
1. Positioning cursor before text
2. Typing opening character
3. Moving to end of text
4. Typing closing character
Simply:
1. Select the text
2. Type the opening character
Craft handles the rest, saving you time and reducing friction in your writing flow.
On iOS and iPadOS, Surround Selection is especially valuable since cursor positioning and text manipulation with touch can be slower than on desktop.
# Image Playground
Source: https://craft-support.mintlify.app/en/write-and-edit/image-playground
Generate AI images directly in your documents using Apple's Image Playground.
Apple's Image Playground is built directly into Craft, allowing you to generate images from text descriptions without leaving your documents. Create visual content for brainstorming, placeholder images, or creative projects using Apple's generative AI technology.
## What is Image Playground?
Image Playground is Apple's generative image AI feature that creates images based on text descriptions. When integrated into Craft, it lets you generate and insert images directly into your documents with just a few taps or clicks.
The generated images are created on-device using Apple Intelligence, ensuring your privacy while providing quick, creative visual content.
Image Playground processes everything on your device using Apple Intelligence. No data is sent to external servers, and your prompts remain completely private.
## Requirements
To use Image Playground in Craft, you need:
* **iOS 18.2 or later** for iPhone and iPad
* **macOS 15.2 (Sequoia) or later** for Mac
* **Compatible device** with Apple Intelligence support
* **Apple Intelligence enabled** in System Settings
Image Playground requires devices with Apple Intelligence support, such as iPhone 15 Pro and later, iPad with M1 chip or later, or Mac with M1 chip or later.
## Generating Images
Access Image Playground through Craft's insert menu to start generating images.
Click anywhere in your document where you want to insert an image.
Type `/` to open the slash menu or click the **+** button in the toolbar.
Select **Image Playground** from the menu.
Enter a text description of the image you want to generate.
Choose a visual style (Animation, Illustration, or Sketch).
Tap or click **Generate** to create your image.
Tap anywhere in your document where you want to insert an image.
Tap the **+** button at the bottom of the screen.
Select **Image Playground** from the block menu.
Enter a text description of the image you want to generate.
Select a visual style (Animation, Illustration, or Sketch).
Tap **Generate** to create your image.
## Visual Styles
Image Playground offers three distinct visual styles for your generated images:
* **Animation** - Creates images with a 3D, animated character style, perfect for playful, modern visuals
* **Illustration** - Generates images with an artistic, hand-drawn feel, ideal for creative presentations
* **Sketch** - Produces images with a simple, pencil-drawn aesthetic, great for quick concepts and diagrams
You can experiment with different styles to find the one that best fits your document's tone and purpose.
Try generating the same prompt with different styles to see which works best for your content. Each style interprets your description differently, offering unique creative options.
## Editing and Regenerating
If the first generated image doesn't match your vision, you can easily refine it:
* **Regenerate** – Create a new variation using the same prompt and style
* **Edit prompt** – Modify your text description to adjust the result
* **Change style** – Switch between Animation, Illustration, and Sketch styles
* **Try again** – Generate completely new interpretations
Generated images cannot be edited after insertion into your document. To make changes, delete the image and generate a new one with updated parameters.
## Use Cases
Image Playground is particularly useful for:
### Visual Brainstorming
Quickly generate visual concepts during planning sessions. Create images representing ideas, mood boards, or potential directions for projects without needing stock photos or design skills.
### Placeholder Images
Generate temporary images for document layouts, presentations, or mockups. Replace them later with final photography or graphics while maintaining visual flow during the draft stage.
### Creative Projects
Add unique, AI-generated artwork to creative writing, storytelling documents, or personal journals. The varied styles let you match the visual tone to your written content.
### Concept Illustration
Illustrate abstract concepts or ideas that are difficult to photograph. Generate images representing emotions, theoretical concepts, or imaginary scenarios.
### Quick Icons and Graphics
Create simple visual elements like icons, symbols, or decorative graphics when you need something specific but don't have the right image available.
## Tips for Better Results
To get the best images from Image Playground:
* **Be specific** – Detailed descriptions yield better results than vague prompts
* **Include context** – Mention settings, actions, or relationships between elements
* **Describe style elements** – Add adjectives about mood, color, or composition
* **Experiment freely** – Generation is fast, so try multiple variations
* **Consider your audience** – Choose styles that match your document's tone
- "A friendly robot organizing colorful folders on a desk"
- "Mountain landscape at sunset with calm lake reflection"
- "Abstract representation of teamwork with interconnected shapes"
## Privacy and Processing
Image Playground processes all generation requests on your device using Apple Intelligence. This means:
* Your prompts never leave your device
* No internet connection required for generation
* No data sent to external servers
* Complete privacy for all creative work
Generated images are stored in your Craft documents like any other image you insert, maintaining the same privacy and sync capabilities.
Because Image Playground runs entirely on your device, generation works even when you're offline. Your creative process remains uninterrupted regardless of internet connectivity.
## Related Features
Add photos, videos, and other media content to your documents
Create hand-drawn sketches on iPhone and iPad with Apple Pencil
Customize document appearance with fonts, colors, and backgrounds
# Math Formulas
Source: https://craft-support.mintlify.app/en/write-and-edit/math-formulas
Write mathematical equations using LaTeX notation — inline within text or as standalone formula blocks.
Craft supports LaTeX math notation for everything from simple subscripts to complex multiline equations. Formulas render natively across all platforms and look the same in the editor, in block previews, and in exports.
There are two ways to use formulas: **block formulas** for standalone equations, and **inline formulas** for math within your text.
## Block Formulas
Block formulas are standalone equation blocks that display centered on their own line. They're ideal for important equations, derivations, and multiline math.
### Inserting a Block Formula
* Type `/formula` and select **Insert Formula (TeX)** from the slash menu
* Or open the **Insert menu** from the toolbar and choose **Formula (TeX)**
* Tap **+** in the toolbar and choose **Formula (TeX)**
* Or type `/formula` and select it from the slash menu
* Type `/formula` and select **Insert Formula (TeX)** from the slash menu
* Or use the **Insert menu** in the sidebar and choose **Formula (TeX)**
### Editing a Block Formula
Click on a block formula to open the formula editor. Type your LaTeX code in the input field — the rendered formula updates live above it.
## Inline Formulas
Inline formulas render within your text, making it easy to reference variables, expressions, and short equations without breaking the reading flow.
To insert an inline formula:
1. Type `$$` to open the formula editor
2. Enter your LaTeX notation (e.g., `E = mc^2`)
3. Type `$$` again to close and render the formula
Use inline formulas for variables and short expressions within sentences. Use block formulas for important standalone equations, derivations, or anything with multiple lines.
## LaTeX Quick Reference
Here are the most commonly used LaTeX commands in Craft.
### Basic Math
| What you want | LaTeX | Result |
| ------------- | ---------------------------- | ---------- |
| Fraction | `\frac{a}{b}` | a/b |
| Square root | `\sqrt{x}` | √x |
| nth root | `\sqrt[3]{x}` | ∛x |
| Superscript | `x^2` | x² |
| Subscript | `x_i` | xᵢ |
| Both | `x_i^2` | xᵢ² |
| Greek letter | `\alpha, \beta, \pi, \Sigma` | α, β, π, Σ |
| Infinity | `\infty` | ∞ |
### Operators and Relations
| What you want | LaTeX |
| --------------------- | --------------------- |
| Sum | `\sum_{i=1}^{n}` |
| Product | `\prod_{i=1}^{n}` |
| Integral | `\int_a^b` |
| Limit | `\lim_{x \to \infty}` |
| Not equal | `\neq` |
| Less/greater or equal | `\leq, \geq` |
| Approximately | `\approx` |
| Plus-minus | `\pm` |
### Structures
Use `\begin{pmatrix}...\end{pmatrix}` for parenthesized matrices, or `bmatrix` for square brackets:
```
\begin{pmatrix} a & b \\ c & d \end{pmatrix}
```
Other matrix types: `vmatrix` (vertical bars), `Vmatrix` (double bars), `Bmatrix` (curly braces).
```
f(x) = \begin{cases} x & \text{if } x \geq 0 \\ -x & \text{if } x < 0 \end{cases}
```
Use `align*` to align equations at the `&` symbol:
```
\begin{align*}
(a + b)^2 &= (a + b)(a + b) \\
&= a^2 + 2ab + b^2
\end{align*}
```
Use `\begin{array}{lcr}` with column alignment specifiers (l, c, r) and `\\` for rows:
```
\begin{array}{c|c}
x & f(x) \\ \hline
0 & 1 \\
1 & 2
\end{array}
```
### Decorations
* `\cancel{x}` — diagonal strikethrough
* `\bcancel{x}` — back diagonal
* `\xcancel{x}` — X strikethrough
* `\boxed{expression}` — draw a box around a result
* `\overbrace{a+b+c}^{\text{label}}` — brace above
* `\underbrace{a+b+c}_{\text{label}}` — brace below
* `\overrightarrow{AB}` — arrow above
* `\overleftarrow{AB}` — arrow above (left)
Arrows that stretch to fit their labels:
* `\xrightarrow[\text{below}]{\text{above}}` — right arrow with labels
* `\xleftarrow{\text{label}}` — left arrow
* `\xRightarrow{}` — double right arrow
* `\xleftrightarrow{}` — bidirectional arrow
Adjust delimiter sizes manually:
* `\big( \Big( \bigg( \Bigg(` — increasing sizes of parentheses
* Works with all delimiter types: `()`, `[]`, `\{\}`, `|`, `\|`
### Colors
Add color to parts of your formulas:
* `\color{blue}{x+y}` — color a subexpression
* `\textcolor{red}{x}` — color text
* `\colorbox{yellow}{expression}` — colored background
Shorthand color commands are also available: `\red{x}`, `\blue{x}`, `\green{x}`, `\purple{x}`, and more.
Supported named colors: red, blue, green, cyan, magenta, yellow, orange, purple, brown, black, white, gray, teal, pink, olive, violet.
### Specialized Notation
Craft includes built-in physics notation commands:
* `\abs{x}` — absolute value
* `\norm{x}` — norm
* `\dd{x}` — differential
* `\dv{f}{x}` — total derivative
* `\pdv{f}{x}` — partial derivative
* `\grad`, `\curl`, `\divergence`, `\cross` — vector calculus operators
* `\vb{F}` — vector bold
* `\bra{\psi}` — bra ⟨ψ|
* `\ket{\phi}` — ket |φ⟩
* `\braket{\psi | \phi}` — inner product ⟨ψ|φ⟩
Quick access to common sets using blackboard bold:
* `\R` — real numbers ℝ
* `\N` — natural numbers ℕ
* `\Z` — integers ℤ
* `\Q` — rationals ℚ
* `\C` — complex numbers ℂ
Or use `\mathbb{X}` for any letter.
Define reusable commands within a formula using standard TeX macro syntax:
```
\def\RR{\mathbb{R}}
\def\norm#1{\left\| #1 \right\|}
f: \RR \to \RR, \quad \norm{x} < 1
```
You can also use `\newcommand{\cmd}[n]{definition}` syntax.
### Equation Tags
Label equations with `\tag{n}`:
```
E = mc^2 \tag{1}
```
Use `\tag*{text}` for tags without parentheses, or `\notag` to suppress numbering in aligned environments.
## Examples
Here are some common real-world formulas to get you started:
| Formula | LaTeX |
| -------------------- | ----------------------------------------------------- |
| Quadratic formula | `x = \frac{-b \pm \sqrt{b^2 - 4ac}}{2a}` |
| Euler's identity | `e^{i\pi} + 1 = 0` |
| Gaussian integral | `\int_{-\infty}^{\infty} e^{-x^2} dx = \sqrt{\pi}` |
| Basel series | `\sum_{n=1}^{\infty} \frac{1}{n^2} = \frac{\pi^2}{6}` |
| Binomial coefficient | `\binom{n}{k} = \frac{n!}{k!(n-k)!}` |
| Chemical formula | `2\text{H}_2 + \text{O}_2 \to 2\text{H}_2\text{O}` |
Quick subscript and superscript formatting with inline formulas
Insert and format code blocks with syntax highlighting
Format text with markdown-style shortcuts including inline equations
# Media
Source: https://craft-support.mintlify.app/en/write-and-edit/media
Add and manage images, videos, audio files, and rich media content in your documents.
Craft lets you insert photos, videos, and audio files from your camera, photo library, files, or from Unsplash. Media content looks beautiful in your documents, and Craft automatically arranges them in the best possible layout.
## Inserting Media
Add media to your documents using the slash menu, the plus button, or drag and drop.
Type `/` and select the desired media type from the menu. You can also drag and drop images into the Mac app from your folders or from any website.
Type `/` while editing and select the desired option from the menu. You can also tap the **+** button in the bottom left corner to see the list of options.
Use the forward slash symbol, the insert tab, or drag and drop a media file into your document.
For header images, we recommend using a 1200 x 630 image size for optimal display.
## Images
Craft preserves the original quality of your images. Opening an image in preview (by tapping or double-clicking) always renders the full quality, as does downloading the image from Craft.
### Supported Image Formats
Craft supports all standard image formats including:
* **PNG, JPEG, GIF** - Traditional web formats
* **WebP** - Modern web format with better compression
* **AVIF** (Advanced Video Image Format) - Next-generation format with superior compression
* **SVG** - Vector graphics (preserved as vector data, shown as attachment blocks)
* **HEIC** - iOS native format (when uploaded from iOS/Mac)
**AVIF Benefits:**
* Up to 50% smaller file sizes compared to JPEG
* Better quality at smaller file sizes
* Ideal for documents with many images, reducing storage usage
**.webp** and **.heic** images uploaded through Web or Windows apps may appear as attachment blocks. For best compatibility across all platforms, use PNG or JPEG formats.
### Automatic Layout
Craft intuitively arranges images with similar sizes together when you place them side by side. The thumbnail in your document may have a lower resolution to preserve app performance, but the original quality is always maintained.
### Rearranging Images
To rearrange automatically grouped images, you can:
* Move them to other blocks in the document
* Change the "Image Size" configuration from "Auto" to "Large" in the **...** menu
It is currently not possible to crop or edit uploaded images within Craft.
### Gallery View
Double-click an image (or tap it on touch devices) to open it in the gallery viewer. The viewer takes over the full app window (or browser tab) and includes every image from your document, so you can browse them one after another without scrolling through the page. Images placed on subpages are not included.
Use the arrows and the counter at the bottom of the viewer to step back and forth between images, and download the image you are currently viewing to your device.
On macOS, the viewer also has an edit option that opens the image in Preview, where you can mark it up or adjust it. When you save your changes, the edited version is uploaded back to Craft.
Saving an edited image overwrites the original in your document, and this cannot be undone. Duplicate the image first if you want to keep the unedited version.
## Videos
Craft does not convert or compress video files - the original quality is preserved. You can upload any video format into a Craft document.
### Video Formats
* **Supported previews** - *.mp4* and *.mov* files display a thumbnail preview
* **Attachment blocks** - Other formats like *.avi*, *.wmv*, and less common formats are displayed as standard attachment blocks
### Playing Videos
Videos with thumbnail previews open in a separate player within Craft. Videos displayed as attachment blocks need to be downloaded first and played with a compatible program.
Craft does not yet have an embedding feature for videos from external platforms like YouTube or Vimeo.
## Audio Files
Audio files are displayed as standard attachment blocks in your documents. When you click or tap on an audio file, it opens in a separate player window.
The audio player provides playback controls for your audio content.
## Unsplash Integration
Craft integrates with Unsplash, giving you access to millions of high-quality, free photos. When inserting an image, select the Unsplash option to browse and search for professional photos directly within Craft.
This is particularly useful for:
* Header images
* Visual inspiration
* Professional-looking documents
* Presentations and published pages
## Image Playground
On devices with Apple Intelligence (iOS 18.2+, macOS 15.2+), you can generate custom images directly in Craft using Image Playground. Create AI-generated images from text descriptions in Animation, Illustration, or Sketch styles - perfect for visual brainstorming, placeholder images, and creative projects.
[Learn more about Image Playground](/en/write-and-edit/image-playground)
# Mermaid Diagrams
Source: https://craft-support.mintlify.app/en/write-and-edit/mermaid-diagrams
Use Mermaid to create flowcharts, sequence diagrams, ER diagrams, and other text-based diagrams in Craft.
Craft supports Mermaid diagrams — a way to create visual diagrams by writing simple text syntax. Type a few lines of code, and Craft renders it as a crisp, sharp diagram right inside your document.
Diagrams update live as you type, work across all platforms, and render on shared and published pages.
## Inserting a Mermaid Diagram
Add a Mermaid diagram using one of these methods:
* Type `/mermaid` and select **Mermaid Diagram**
* Choose **Mermaid Diagram** from the **Insert** panel in the sidebar (under Rich Blocks)
* Paste markdown containing a ` ```mermaid ` code fence — Craft converts it automatically
## Editing
When you open a Mermaid block, it shows a split view — the rendered diagram on top, your code below. The preview updates live as you type.
Click the Mermaid block to open it in split view. The diagram preview appears on top with the code editor below. Double-tap the preview to zoom in.
Tap the block to open the code editor with a live preview above. On iPhone, dismiss the keyboard to see the diagram. Double-tap the preview to zoom.
Click the block to edit. Use the view mode menu in the block's context menu to switch between Edit, Preview, and Split View.
You don't need to know Mermaid syntax by heart — the Craft AI Assistant can generate diagrams for you. Just describe what you want and it will write the code.
## Supported Diagram Types
### Flowcharts
Map out processes, decisions, and workflows. Use `graph TD` for top-down or `graph LR` for left-to-right layouts.
```
graph TD
A[Start] --> B{Decision}
B -->|Yes| C[Do This]
B -->|No| D[Do That]
C --> E[Done]
D --> E
```
### Sequence Diagrams
Show interactions between people or systems over time.
```
sequenceDiagram
User->>App: Place order
App->>Payment: Charge card
Payment-->>App: Confirmed
App-->>User: Order placed
```
### State Diagrams
Visualize how something transitions between states — perfect for order tracking, workflows, or processes.
```
stateDiagram-v2
[*] --> Draft
Draft --> Review
Review --> Published
Review --> Draft : Needs changes
Published --> [*]
```
### Class Diagrams
Show the structure of a system — what things exist, their properties, and how they relate.
```
classDiagram
class Document {
+String title
+Date created
+publish()
}
class Folder {
+String name
+getDocuments()
}
Folder "1" --> "*" Document : contains
```
### ER Diagrams
Model data relationships — great for database design and planning.
```
erDiagram
AUTHOR ||--o{ POST : writes
POST ||--o{ COMMENT : has
```
### Charts
Create bar charts, line charts, or a combination of both.
```
xychart-beta
title "Monthly Revenue ($K)"
x-axis [Jan, Feb, Mar, Apr, May, Jun]
y-axis "Revenue" 0 --> 120
bar [45, 62, 78, 55, 89, 105]
```
## Changing the Theme
Mermaid diagrams adapt to your code editor theme. To change the look, tap the **paintbrush icon** in the toolbar and choose a theme — options include Tokyo Night, Dracula, Nord, GitHub, and more.
The diagram updates instantly. Diagrams also respect your document's light or dark mode.
## Sharing and Publishing
Mermaid diagrams render on shared and published pages — anyone viewing the link sees the rendered diagram, not the code. No special setup needed.
## Importing and Exporting
* **Markdown import**: Paste or import markdown with ` ```mermaid ` code fences and Craft creates Mermaid blocks automatically.
* **Markdown export**: Mermaid blocks export as standard ` ```mermaid ` code fences, compatible with other tools.
## Tips
This usually means a syntax error in your code. Check for typos or missing arrows. If you're copying syntax from another tool, note that Craft supports flowcharts, sequence diagrams, state diagrams, class diagrams, ER diagrams, and XY charts — other types like pie charts, Gantt charts, or mindmaps are not currently supported.
Yes. Describe the diagram you want and the Craft AI Assistant will generate the Mermaid code for you. You can also ask it to modify or extend an existing diagram.
On Mac and iPad, double-tap the diagram preview to zoom in. On the web, use the fullscreen view for larger diagrams.
Mermaid is an open standard used across many tools. Visit [mermaid.js.org](https://mermaid.js.org/intro/) to learn the full syntax for each diagram type.
# Styling
Source: https://craft-support.mintlify.app/en/write-and-edit/styling
Make your documents visually stunning with customizable fonts, colors, backgrounds, and cover images.
Craft makes it easy to create beautiful documents without any design expertise. Style your content with custom colors, backgrounds, fonts, cover images, and decorative elements like Washi tape separators.
## What You Can Style
Craft's styling system operates at two levels: **text-level** and **page-level**. This gives you precise control over individual elements while maintaining cohesive document-wide aesthetics.
### Text-Level Styling
Apply to individual blocks or selections within your document:
* **Fonts**: Choose from System (default), Serif (elegant reading), Mono (code-friendly), or Rounded (approachable and modern)
* **Text colors**: Select from preset colors or create custom shades
* **Highlights**: Add background color to emphasize specific text
* **Lists**: Customize bullet styles, numbering formats, and indentation
### Page-Level Styling
Apply to the entire document for a unified look:
* **Colors**: Set document background and default text color
* **Cover Images**: Add visual headers from Unsplash's curated library or upload your own photos
* **Backgrounds**: Choose solid colors, gradients, or full-page images with blur effects
* **Separators**: Style horizontal dividers with Washi tape patterns, simple lines, or geometric shapes
* **Cards**: Transform pages into visually distinct card layouts with colored borders or image backgrounds
## Quick Start
Access styling options from different locations depending on your platform:
* **Right sidebar**: Click the **Style** tab (paintbrush icon) to see all page-level options
* **Left sidebar**: Find the **Styles** panel with live style previews in newer versions
* **Toolbar**: Select text and use the formatting toolbar for quick text-level changes
* **Keyboard**: Press `Cmd+Shift+S` to open the styles panel
* **Three-dot menu (⋯)** (top-right): Access **Page Style** for document-wide options
* **Letter icon (Aa)**: Appears when text is selected for quick formatting
* **Block menu**: Tap and hold a block, then select **Style** from the context menu
* **Slash menu**: Type `/style` to apply text styles inline
* **Right sidebar**: Click the **Style** tab to see page-level styling options
* **Toolbar**: Select text to reveal formatting controls
* **Slash menu**: Type `/style` for quick access to text formatting
* **Right sidebar**: Click the **Style** tab for page-level options
* **Toolbar**: Select text to access formatting controls
* **Slash menu**: Type `/style` to apply styles without leaving the keyboard
## Common Use Cases
### Professional Documents
For business reports, proposals, or client-facing documents:
* Use **Serif** fonts for a traditional, authoritative feel
* Apply **neutral colors** (grays, whites) for backgrounds
* Add a **cover image** that represents your brand or topic
* Keep **text highlighting** minimal - reserve for key metrics or calls-to-action
### Personal Knowledge Base
For notes, journals, or learning materials:
* Experiment with **Rounded** or **System** fonts for comfortable reading
* Use **color-coded backgrounds** to differentiate topic areas (blue for work, green for personal)
* Apply **highlights** liberally to mark important passages for quick scanning
* Try **Washi tape separators** to add personality and visual breaks
### Creative Projects
For mood boards, portfolios, or storytelling:
* Mix **card layouts** with **image backgrounds** for visual impact
* Use **gradient backgrounds** to create atmosphere
* Apply **custom text colors** that complement your imagery
* Layer **cover images** with **blur effects** for depth
### Code Documentation
For technical notes or development logs:
* Default to **Mono** font for code blocks and technical content
* Use **high-contrast colors** (dark background, light text) for reduced eye strain
* Apply **simple separators** to clearly divide sections
* Keep **page backgrounds** minimal to focus attention on content
Once you've found a style you love, save it as your default in **Space Settings**. This ensures all new documents start with your preferred aesthetic, saving time and maintaining consistency across your workspace.
## Customization Workflow
Here's a typical workflow for styling a new document:
**Start with the page foundation** - Choose your background (color, gradient, or image) and cover image if desired. This sets the overall mood.
**Select your font** - Pick a typeface that matches your document's purpose (Serif for formal, Mono for technical, Rounded for casual).
**Add structural elements** - Insert separators between major sections to create visual hierarchy and improve scannability.
**Apply text-level styles** - As you write, use highlights, colors, and formatting to emphasize key points and create visual interest.
**Refine and adjust** - Step back and review. Adjust colors, try different fonts, or switch separator styles until the document feels right.
## Related Articles
Comprehensive guide to all styling features
Apply block colors, pick custom shades, and set your own defaults
Customize cover images for your documents
Turn pages into visual card layouts
Extend document styles to the app interface
Set your preferred style as the default
Share beautifully styled documents on the web
Use AI to help with styling and formatting content
# App Styles
Source: https://craft-support.mintlify.app/en/write-and-edit/styling/app-styles
Extend your document's styling to the app interface for a more immersive and cohesive experience.
App Styles brings your document's colors into the surrounding app interface, creating a more unified and immersive editing experience. When enabled, the sidebar, toolbar, and other UI elements reflect your document's theme.
## What Is App Style?
App Style applies your document's **text and background colors** to parts of the Craft interface. This creates visual consistency between your content and the editing environment.
### Example Comparison
**App Style disabled:**
**App Style enabled:**
## Platform Availability
App Styles are fully supported on Mac:
* **Available in**: Editor view only (Home and Browse use system default)
* **Applies to**: Sidebar, toolbar, and UI chrome
* **Uses**: Document text and background colors
* **Fonts**: System fonts are maintained for readability and performance
App Styles are fully supported on iPad:
* **Available in**: Editor view only (Home and Browse use system default)
* **Applies to**: Sidebar, toolbar, and UI chrome
* **Uses**: Document text and background colors
* **Fonts**: System fonts are maintained for readability and performance
App Styles are not yet available on iPhone. This feature is planned for a future update.
## Enabling or Disabling App Styles
Open **Settings** > **Appearance & Sound**
Under **Additional Options**, toggle **"Use document style for the app"** on or off
## Why Use App Styles?
App Styles offers several benefits:
* **Immersive experience** – Create a cohesive visual environment
* **Mood matching** – Align the interface with your content's tone
* **Reduced distraction** – Minimize visual breaks between content and interface
* **Personalization** – Make Craft feel more like your own workspace
## Limitations
* **Fonts** – The UI continues to use system fonts for readability
* **Other views** – Home, Browse, and other sections use the default UI
* **Platform** – Currently not available on iPhone
## Related Articles
Comprehensive guide to all styling features
Set your preferred style as the default
Customize cover images for your documents
# Customizing Block Colors
Source: https://craft-support.mintlify.app/en/write-and-edit/styling/block-colors
Choose from the block color palette, pick fully custom block colors, and set your own default block colors in Craft.
Block colors are a simple way to make content stand out. They're perfect for callouts, color coding sections, or just adding personality to a page. The block color palette offers a balanced selection of colors covering the entire spectrum, and if none of them are quite right, you can go fully custom.
## Applying a Block Color
Click the block you want to color, or select multiple blocks at once.
Open the right sidebar and select the **Format** tab.
Under **Decorations**, select **Block**, then choose a color from the **Color** palette. Hover over any color to see its name in a tooltip.
The same palette appears wherever you choose block colors, including the slash command menu, so a color always looks the same no matter where you apply it from.
## Picking a Custom Block Color
Want a shade that isn't in the palette?
Select the custom color option at the end of the block color palette.
Browse a grid of shades, pick from a spectrum, or fine-tune with sliders.
Type an RGB or HSB value for a precise match. This is handy for brand colors.
## Setting Your Own Default Block Colors
You can also replace any color in the default palette with your own shade. This is great if you want your favorite color always at hand, or use a specific brand color across your documents.
In the block color palette, right-click (macOS) or tap and hold (iOS) the color you want to replace.
Choose the option to customize the color and pick your own shade in the color picker. The palette now shows your color in that spot, everywhere block colors appear.
To bring back the original color, open the context menu on it again and reset it.
Tables and collections inherit the block color set on them, so you can color-code these blocks the same way as any other content.
## Related Articles
Customize backdrops, document and text colors, and separators
Set your preferred style as the default
# Cards
Source: https://craft-support.mintlify.app/en/write-and-edit/styling/cards
Transform pages into visually appealing cards with custom backgrounds, colors, images, and preview styles.
Cards are a styling option that transforms your pages into visually distinct, card-like elements within your documents. Use them to create appealing layouts by giving pages different backgrounds, colors, previews, or formats.
A card and a page work the same way under the hood. Cards are simply pages with extra visual styling: background, color, preview, or format. Everything you can do on a page, you can also do inside a card.
## Creating a card
Type `/card` in your document.
Select the card style from the menu.
The card is inserted as a new page block.
Learn more about [Using the Slash Menu](/en/introduction/slash-menu).
## Backgrounds
Cards can be customized with three background types:
* **Solid colors:** pick from the color palette or set a custom color.
* **Unsplash images:** search and select professional photos directly inside Craft.
* **Your own images:** upload an image from your device.
You can also leave a card with no background for a clean, minimalist look:
## Preview styles
A card's preview controls how its content appears on the parent page. Choose from five options:
* **Standard:** the default preview, showing the title and a snippet of the card's content.
* **Emoji:** pick up to four emojis to display on the card instead of the text preview.
* **Book:** styled like a page from a book.
* **Sticky note:** styled like a yellow notebook page.
* **Gallery:** a collage showing up to three images from inside the card instead of the text preview.
## Card formats
Cards come in five formats that change how prominently they appear in the document. Mix and match them to create hierarchy and visual interest.
The two largest card formats are available with Craft Plus. The other three formats are available on all plans.
## Video tutorial
## Use cases
Cards are particularly useful for:
* **Project planning:** create visual sections for different project phases.
* **Knowledge bases:** organize topics with visual hierarchy.
* **Meeting notes:** separate agenda items or discussion topics.
* **Content planning:** organize ideas with visual differentiation.
## Related articles
Comprehensive guide to all styling features
Customize cover images for your documents
Understanding the building blocks of Craft
# Cover Images
Source: https://craft-support.mintlify.app/en/write-and-edit/styling/cover-images
Add and customize cover images for your documents with cropping, positioning, and aspect ratio options.
Cover images add a visual header to your Craft documents, helping create a polished, professional look. You can upload your own images or select from Unsplash's collection of professional photos.
## Adding a Cover Image
Open your document
In the right sidebar, select the **Style** section
Click on the **Cover Image** option
Choose to **upload your own image** or select one from **Unsplash**
Open your document
In the right sidebar, select the **Style** section
Click on the **Cover Image** option
Choose to **upload your own image** or select one from **Unsplash**
Open your document
Tap the three-dot menu
Select **Page Style**
Choose **Cover Image**
Select to **upload your own image** or choose from **Unsplash**
## Customizing Your Cover Image
Once you've added a cover image, you can edit, crop, and customize it to fit your needs.
Hover over the bottom-right corner of the cover image
Click the **pencil icon** that appears
Use the editing tools to crop and position your image
Click **Done** when finished
## Cropping Options
You can crop your cover image to specific aspect ratios from the grid dropdown:
* **Default** - Original image proportions
* **16:9** - Widescreen format
* **2:1** - Ultra-wide format
* **3:1** - Extra-wide banner
* **4:3** - Classic display ratio
* **Freeform** - Drag corners for custom sizing
- **Zoom out**: Hold down `Cmd` (Mac) or `Ctrl` (Windows) while editing
- **Drag image**: Hold down the `Space` bar to reposition the image
- **Reset**: Select **Reset** from the grid dropdown to start fresh
## Removing a Cover Image
To remove a cover image from your document:
Hover over the cover image
Click the **X** icon that appears
## Using Unsplash Images
Craft's Unsplash integration provides instant access to high-quality, professional photos:
When adding a cover image, select **Unsplash**
Search for keywords related to your document's topic
Click on an image to add it as your cover
All Unsplash images are free to use and don't require attribution, though it's appreciated.
## Related Articles
Comprehensive guide to all styling features
Turn pages into visual card layouts
Extend document styles to the app interface
# Default Page Styles
Source: https://craft-support.mintlify.app/en/write-and-edit/styling/default-styles
Set your preferred page style as the default for all new documents.
Create a custom design for your documents that reflects your personal style, then save it as your default. Every new document you create will automatically use your preferred styling.
## Setting a Default Style
Create a new document or open an existing one
Select the **paintbrush icon** toward the bottom-right of your screen
Select the **Styles** tile
Long press on a page style you like, or create your own custom style
If creating a custom style, tap **Save** before setting it as default
Long press again and select **Set as Default Style**
Create a new document or open an existing one
Select the **paintbrush icon** in the right sidebar
Create a custom style or choose from the **All Styles** gallery
In the All Styles gallery, hover over your preferred style
Click the **three-dot menu**
Select **Set as Default Style**
## What Gets Saved as Default
Your default page style includes:
* **Font** - System, Serif, Mono, or Rounded
* **Text color** - Custom colors or system default
* **Document color** - Background color
* **Cover image** - If you've added one
* **Backdrop** - Solid color, gradient, or image
You can set your preferred text font in the Style tab of the right sidebar, then save it as your default. Each new document will automatically use your chosen font.
## Creating Custom Styles
Before setting a default, you can create a fully customized style:
Open the Styles menu from the sidebar
Customize your font, colors, backdrop, and cover image
Save your custom style
Set it as your default
Your custom styles are saved and can be reused across different documents.
## Managing Default Styles
* **Change default**: Follow the same steps with a different style to replace your current default
* **Reset to system**: Choose the system default style and set it as your default
* **Per-document override**: You can always change the style of individual documents without affecting your default
## Use Cases
Setting a default style is particularly useful for:
* **Consistent branding** - Keep all your documents visually aligned
* **Personal preference** - Use your favorite font and colors automatically
* **Project templates** - Create different defaults for different workspaces
* **Professional appearance** - Ensure all documents have a polished look
Default styles are set per space. If you work in multiple spaces, you'll need to set the default for each one separately.
## Related Articles
Comprehensive guide to all styling features
Extend document styles to the app interface
Customize cover images for your documents
# Backdrops, Colors & Separators
Source: https://craft-support.mintlify.app/en/write-and-edit/styling/quick-guide
Customize backdrops, document and text colors, fonts, and Washi tape separators, and browse the Styles Gallery for preset looks.
Craft makes it easy to create visually stunning documents without any design expertise. The Styles feature lets you customize backdrops, text and document colors, fonts, and decorative separators like Washi tapes. See the [Styling Overview](/en/write-and-edit/styling) for where to find the Styles menu on each platform.
## Style Preview and Styles Gallery
The Styles menu shows a minimalistic preview of your current font, cover, and backdrop settings - a quick visual reference of how your document's style elements work together.
To access the **Style Gallery**, select **All Styles** right below the Style Preview.
The Style Gallery opens with our curated collection of preset styles for your documents. Browse Craft's styles or use the search bar to find a specific one.
## Custom Styling
Beyond preset styles, you can create your own custom colors for the backdrop, text, and document itself.
To customize the backdrop, open the **Style** panel and select **Backdrop** under **Color**.
**Solid Colors.** Pick a color from the palette, or select the custom color option at the end to open the color picker. Under **Effect**, choose between an **Immersive** or **Faded** backdrop.
**Gradients.** Choose a preset gradient, then make it your own by adjusting the start and end colors and the direction of the blend.
**Images.** Pick one of the featured images, select **Shuffle** for new suggestions, search **Unsplash** for professional photos, or choose **Upload** to use an image from your device. Turn on **Blur Image** for a softer, more subtle backdrop.
Looking to add a visual header to your document? See the dedicated [Cover Images](/en/write-and-edit/styling/cover-images) article for uploading, cropping, and Unsplash options.
## Separators and Washi Tapes
Separators help structure content within a document. Craft takes this to the next level with Washi tapes, uniquely decorated strips that serve as visual separators.
Pick a style in the **Style** panel under **Separator Style**:
**Line.** The classic separator style with clean horizontal lines.
**Washi Tape.** Decorative patterned strips. Select a **Pattern** to match your document's mood.
**Doodle.** Hand-drawn style separators for a playful, personal touch.
Type three dashes (`---`) to instantly add a separator in whatever style you have set for your document.
### Washi Tape Styling
Similar to backdrop and cover image options, you can customize Washi tape separators with solid colors or patterns.
With **Washi Tape** selected as your separator style, select the **Pattern** option to start customizing.
In the Washi Tape popover, switch between solid colors and patterns. The pattern view shows suggested patterns and the ones you've saved, and you can also **Upload** your own image to turn it into tape.
For the full collection of preset patterns, open the **Washi Gallery**.
You can be as specific as you like with your Washi tape colors. In the solid color view, choose a texture for your tape and pick a color from the palette.
For a precise shade, select the arrow at the end of the palette to open the color picker. Fine-tune with sliders, use the eyedropper, or enter an exact hex or HSB value.
## Text and Document Color
You have full control over your document and text colors. In the **Style** panel under **Color**, select **Document Color** or **Text Color**.
Pick one of the preset shades, or choose **Select Color** at the end of the palette to create your own. Until you change it, Craft documents use the system default color: white in Light Mode and black in Dark Mode.
The color picker offers a grid of shades, a spectrum, and sliders. Enter a hex or HSB value for an exact match, or use the eyedropper to grab any color from your screen.
### Contrast Checking
If the text and document colors you pick are too similar, the color panel shows a **low contrast warning** so you know the text may be hard to read. You can keep your selection, or use the **automatic adjustment** option to let Craft find the closest color that stays readable.
Use the reset button next to the **Color** heading to instantly return your document to the default system color.
## Fonts
Change the font style of your entire document with one click in the **Style** panel under **Font**.
**System.** Uses your device's default font.
**Serif.** A traditional, readable serif font.
**Mono.** A monospaced font for code or technical content.
**Rounded.** A friendly, modern rounded font.
It is currently not possible to upload custom fonts into Craft.
## Exporting Styled Documents to PDF
The Styles feature is designed to help you express yourself and create your preferred visual environment when editing. If you need to disable styling when exporting your content to PDF, turn off the **Use Style** toggle under **Appearance** in the export options.
## Related Articles
Customize cover images for your documents
Turn pages into visual card layouts
Extend document styles to the app interface
Set your preferred style as the default
# Tables
Source: https://craft-support.mintlify.app/en/write-and-edit/tables
Create and format tables, use formulas, sort data, and organize information effectively in Craft.
Tables in Craft organize data in rows and columns, with formulas, sorting, and cell formatting. Use them for budget planners, project tracking, or any other structured information.
## Creating a New Table
**Using the Insert Panel**
Open the Insert panel from the right sidebar
Drag the **Table** block into your document
Choose your initial table size (rows and columns)
You can also use the slash command method (see the Slash Command tab).
**Using the Plus Button**
Tap the **+** button at the bottom left of your screen
Swipe through the horizontal list and tap **Table**
Select your desired table dimensions
**Using the Insert Panel**
Click the Insert panel in the right sidebar
Click **Table** from the list
Choose your table size
**The Fastest Method (All Platforms)**
Type `/` to open the slash command menu, then:
* Type `/table` and select from the menu, or
* Type the exact size you need: `/3x4` creates a 3-row by 4-column table
* Works for sizes up to 9x9
Using `/3x4` or similar size commands is the fastest way to create a table once you know the dimensions you need.
## Working with Table Structure
Once your table is created, you can modify its structure.
**Adding Rows and Columns**
* Right-click any cell (Mac) or tap the three-dot menu (mobile)
* Choose to insert rows above/below or columns left/right
* Add as many as you need
**Deleting Rows and Columns**
* Right-click the row or column you want to remove
* Select "Delete Row" or "Delete Column"
**Deleting a Table**
To remove an entire table from your document, first select it as a block, then delete it.
Click outside any cell, then click the block handle (the dot to the left of the table) to select the whole table as a block
Press **Delete** or **Backspace**, or open the block menu and choose **Delete**
The block handle only engages when your cursor isn't inside a cell. If clicking the handle doesn't select the table, click somewhere outside the table first, then try again.
**Resizing Columns**
* Hover over column borders (Mac/Web)
* Drag to adjust width
* Each column can have its own width
**Header Rows and Columns**
* Turn the first row into a header row by enabling **Header row** in the table's style options
* You can also enable **Header column** to use the first column as a header
* Header rows stay in place when you sort the table
## Cell Formatting
Apply formats to cells to control how values display.
**Available Formats**
* **Plain Text**: Default format for text content
* **Number**: Formats numbers with proper alignment
* **Percent**: Displays values as percentages (0.5 becomes 50%)
* **Currency**: Adds currency symbols and formatting
**To Apply Formatting**
Select one or more cells (click and drag to select multiple)
Right-click (Mac) or tap the three-dot menu
Choose your desired format from the menu
When you apply a format to a column header, new cells added to that column automatically inherit the same format.
**Cell Colors**
Cells can also be colored. Select one or more cells, right-click (Mac) or tap the three-dot menu, then choose **Cell Color** and pick a color.
**Quick Actions for Selected Cells**
On macOS and iOS, selecting cells shows an action bar at the bottom of the editor with actions for the selection, including reactions, comments, **Open**, and **Insert Formula**.
## Using Formulas
Use formulas to calculate values in your tables, for budgets, metrics, or other data analysis.
### Starting a Formula
Click into a cell where you want the formula result
Type `=` to begin formula mode
Start typing your formula or select from suggestions
Press Enter to confirm
Alternatively, you can right-click a cell and choose "Insert Formula" from the three-dot menu.
### Available Functions
Craft supports many standard spreadsheet formulas:
**Statistical Functions**
* `SUM(range)` - Add up numbers
* `AVERAGE(range)` - Calculate average
* `COUNT(range)` - Count numeric cells
* `COUNTA(range)` - Count non-empty cells (including text)
* `MIN(range)` - Find minimum value
* `MAX(range)` - Find maximum value
* `MEDIAN(range)` - Find the middle value
* `MODE(range)` - Find the most frequently occurring value
**Mathematical Functions**
* `ROUND(number, decimals)` - Round to specified decimals
* `ABS(number)` - Absolute value
* `INT(number)` - Integer part of a number (truncates toward zero)
* `PRODUCT(range)` - Multiply all values together
* `SIGN(number)` - Return -1, 0, or 1 based on sign of the number
### Referencing Cells
Use standard spreadsheet notation:
* `A1` - Single cell reference
* `A1:A5` - Range of cells (rows 1-5 in column A)
* `B2:D2` - Range across columns
**Example Formulas**
* `=SUM(A1:A10)` - Sum all values in column A, rows 1-10
* `=AVERAGE(B2:B20)` - Average of column B, rows 2-20
* `=ROUND(SUM(A1:A5)/5, 2)` - Average rounded to 2 decimals
Formulas recalculate automatically when referenced cells change.
## Sorting Data
Organize your table data by sorting any column in ascending or descending order.
**To Sort a Table**
Right-click any cell in the column you want to sort by
Choose "Sort Ascending" or "Sort Descending" from the menu
The entire table reorders based on that column
If your table has a header row, it stays in place when you sort. Only the rows below it are reordered. See **Header Rows and Columns** above for how to enable it.
**Sorting Behavior**
* Numbers sort numerically (1, 2, 10, not 1, 10, 2)
* Text sorts alphabetically
* Empty cells move to the bottom
* Formulas maintain their references even after sorting
## Keyboard Navigation in Tables
Work efficiently within tables using these shortcuts:
**macOS**
* `Tab` - Move to next cell (creates new column at end)
* `Shift+Tab` - Move to previous cell
* `Enter` - Move down one row (creates new row at bottom)
* `Cmd+Arrow Keys` - Jump to edge of table
**Windows/Web**
* `Tab` - Move to next cell
* `Shift+Tab` - Move to previous cell
* `Enter` - Move down one row
* `Ctrl+Arrow Keys` - Jump to edge of table
Pressing Tab at the last cell of a row automatically adds a new column. Pressing Enter at the bottom row adds a new row.
## Convert a Table into a Collection
If your table outgrows simple rows and columns, you can turn it into a [collection](/en/organize-and-find/collections):
Right-click the table (Mac) or tap the three-dot menu
Choose **Turn into Collection**
Your data carries over to the new collection.
## Tables vs Collections
Consider using [Collections](/en/organize-and-find/collections) instead of a table when you need:
* Database-like views (gallery, board, list)
* Multiple views of the same data
* Rich content within cells (nested pages, images)
* Filtering and grouping
* Relations between items
**Use Tables When**:
* You need simple rows and columns
* Formulas and calculations are important
* You want a traditional spreadsheet feel
* Data is primarily text and numbers
**Use Collections When**:
* Each row represents a rich item (project, person, task)
* You want multiple ways to view the same data
* You need to filter, group, or relate items
* Visual organization (cards, boards) is helpful
## Common Use Cases
**Budget Planner**
```
| Category | Budget | Actual | Remaining |
|-------------|--------|--------|------------------|
| Groceries | 500 | 450 | =B2-C2 |
| Utilities | 200 | 180 | =B3-C3 |
| Total | =SUM(B2:B3) | =SUM(C2:C3) | =SUM(D2:D3) |
```
**Project Tracker**
```
| Task | Hours | Rate | Total | Status |
|-------------|--------|-------|----------|--------|
| Design | 10 | 50 | =B2*C2 | Done |
| Development | 20 | 75 | =B3*C3 | Active |
| Total | =SUM(B2:B3) | | =SUM(D2:D3) | |
```
**Grade Calculator**
```
| Assignment | Score | Weight | Weighted |
|-------------|-------|--------|----------------|
| Midterm | 85 | 0.3 | =B2*C2 |
| Final | 90 | 0.4 | =B3*C3 |
| Final Grade | | | =SUM(D2:D3) |
```
## Tips for Working with Tables
**Start Simple**: Begin with a basic table and add complexity (formulas, formatting) as needed. It's easier to expand than to simplify.
**Use Formatting**: Apply number, currency, or percent formats to make data clearer at a glance.
**Keep Formulas Visible**: In complex tables, consider adding a note column explaining what formulas do.
**Export When Needed**: Tables copy and paste well into spreadsheet applications if you need more advanced features.
**Combine with Text**: Add explanations above or below your tables for context.
Database-like features for rich data
Text and content formatting options
Understanding Craft's content structure
# Templates
Source: https://craft-support.mintlify.app/en/write-and-edit/templates
Use Craft templates to start recurring documents faster, convert existing documents into templates, and keep your own repeatable workflows consistent.
**Templates** help you start recurring work faster. Use our built-in **Template Gallery** for ready-made layouts, or create your own templates for documents you rebuild often, such as meeting notes, weekly updates, project briefs, journals, or planning documents.
Create a template when you use the same structure more than once. If the document is a one-off, duplicating it may be enough. If it becomes part of your routine, turn it into a template.
## Open your templates
The location of **Templates** is different depending on the platform you use.
Open **Settings**, then select **Templates** under **Space Settings**.
From here, you can create, open, edit, or manage templates in the current space.
Select **My Templates** in the sidebar.
From here, you can use your templates or click **Open Gallery** to browse our built-in Template Gallery.
Tap your **All Docs** folder, then tap **Templates** to open the gallery. Browse through the available templates and tap any template to create a new document based on it.
Your templates are saved to the current space. If you use multiple spaces, switch to the right space before creating or editing templates.
Our built-in **Template Gallery** has ready-made layouts for journals, planners, trackers, and more.
## Create a custom template
You can create a template from scratch, or convert an existing document into one.
### Create a new template from scratch
Use this when you already know the structure you want, but do not have an existing document to reuse.
Go to **Settings → Templates**.
Select **New Template**.
Add the sections, placeholder text, styling, cover image, tables, or other content you want to reuse.
The template appears in **Templates** and can be used to create new documents.
Select **My Templates** in the sidebar.
Click the **+** button next to the **My Templates** title to start a new template.
Add the sections, placeholder text, styling, cover image, tables, or other content you want to reuse.
The template appears in **My Templates** and can be used to create new documents.
### Convert an existing document into a template
Use this when you already have a document with the right structure and want to reuse it as the starting point for future documents.
**Move to...** changes the current document's location. If you also need to keep the original as a normal document, duplicate it first, then move the duplicate to **My Templates**.
Open the document you want to reuse as a template.
Click the **Info (i)** button in the top-right, or open the right sidebar and select **Info**.
In the **Actions** section, select **Move to...**.
Select **My Templates** as the destination. You can also choose a folder inside **My Templates**.
Templates can include text, pages, cards, images, tables, collections, formatting, cover images, icons, and backgrounds. When you create a new document from a template, a copy is created so your changes do not affect the original template.
## Use a template
### Create a new document from a template
Go to **Settings → Templates**.
Browse or search for the template you want to use.
Open the template to create a new document based on it.
Select **My Templates** in the sidebar.
Browse or search for the template you want to use.
Click the template. A new document is created based on it.
Changes you make in the new document do not change the original template.
### Insert a template into an existing document
Use this when you want to add a reusable section, checklist, or layout inside a document you are already editing.
Type **/template** in the document, then pick the template you want to insert.
When a template is inserted with the slash command, only the template's content blocks are added to the current document. Document-level settings such as cover images and backgrounds are not applied.
### Set a default template for daily notes
On macOS, iPadOS, and iOS, you can pick a template under **Settings → Templates → Daily Note Template**, or click the **three-dot menu (⋯)** next to any template and select **Set as Daily Note Template**. It is applied to every new daily note. See [Daily notes](/en/plan-and-do/daily-notes#set-a-default-daily-note-template) for details.
## Manage custom templates
You can edit, duplicate, move, or delete templates from **Settings → Templates**.
Go to **Settings → Templates**.
Click the **three-dot menu (⋯)** next to the template you want to manage.
Select **Edit**, **Duplicate**, **Move**, or **Delete**.
You can manage templates from **My Templates**.
Select **My Templates** in the sidebar.
Click the **three-dot menu (⋯)** for the template you want to manage.
Select the action you want to take, such as editing, moving, duplicating, or deleting the template.
Updating a template does not update documents that were already created from it. The changes apply the next time someone uses the template.
## Practical template examples
Instead of turning every repeated document into a template, focus on documents where the structure matters. Here are useful examples to start from.
Good for recurring team meetings, 1:1s, client calls, or project check-ins.
**Suggested structure:**
* Date and attendees
* Agenda
* Decisions made
* Action items with owners
* Open questions
* Next meeting date
Good for status reports, team updates, or personal weekly reviews.
**Suggested structure:**
* Highlights from the week
* Completed work
* In-progress work
* Blockers or risks
* Priorities for next week
* Links to related documents
Good for starting projects with the same planning structure every time.
**Suggested structure:**
* Project goal
* Scope and non-goals
* Timeline and milestones
* Stakeholders
* Key documents and resources
* Success criteria
Good for routines you repeat, such as journaling, travel planning, meal planning, or habit tracking.
**Suggested structure:**
* Goal or intention
* Checklist
* Notes section
* Important dates
* Links, files, or references
* Reflection or follow-up section
## Related Articles
Use templates with daily notes for consistent journaling
Style your templates with backgrounds and covers
Understand content structure for building templates
# Version History
Source: https://craft-support.mintlify.app/en/write-and-edit/version-history
Track changes, restore previous versions, and manage document history.
Craft automatically creates backups of your documents, allowing you to restore previous versions if needed. This feature ensures that you can recover your content in case of accidental changes or deletions.
## How Version History Works
Craft creates automatic snapshots of your documents while you're actively making changes.
* **Automatic backups every hour**: A snapshot is created every 60 minutes while you're actively editing
* **Timer-based**: After you make an edit, the system starts a timer. If you continue making changes, a snapshot is automatically saved once one hour has passed
* **Continuous tracking**: The process repeats as long as you keep editing – new snapshots are created every hour
### Example Timeline
* You update a document at **10:00 AM** → The timer starts
* You continue making changes until **11:00 AM** → A backup is saved
* The timer resets and tracks your changes until **12:00 PM**, when the next backup is saved
## Viewing Document Backups
Access previous versions of your documents through the Info tab.
Open the document you want to review.
Click on the **Info tab** in the right sidebar.
Select **View Backups** to access the list of saved versions.
Choose a backup from the list to preview and restore it if needed.
## Backup Retention by Plan
The number of days your document versions are available depends on your Craft subscription plan:
| Plan | Version History Retention |
| ------------------ | ------------------------- |
| **Starter (Free)** | 7 days |
| **Plus, Family** | 30 days |
| **Team, Business** | 180 days |
After the retention period for your plan, older backups are automatically deleted and no longer accessible.
Backups are only kept for the duration specified by your plan. Consider upgrading to a higher plan if you need longer version history retention.
## Why You Might Not See a Previous Version
Several factors could prevent you from seeing a previous version of your document:
### 1. Backup Outside Retention Period
If the version you're looking for is older than your plan's retention period, it will no longer be accessible.
### 2. Insufficient Editing Time
Craft creates a snapshot every 60 minutes while you're actively making changes. If you didn't continue editing the document for a full hour, a backup may not have been created.
For example, if you made quick edits and closed the document within a few minutes, no backup would have been saved.
### 3. No Changes Since Last Backup
Version history is only created when there are active changes to a document. If you only viewed the document or made minor changes that didn't meet the system's threshold, a new version may not have been saved.
### 4. Recently Created Document
If the document is new and hasn't been edited for at least 60 minutes, there may not be any saved versions yet. The first backup will only occur after one hour of continued editing.
### 5. Document or Space Deleted
If the entire document or space was deleted, version history will no longer be available unless restored from **Recently Deleted** within the allowed timeframe.
### 6. Sync Issues
Version history might not display correctly if there was an interruption in syncing between devices. Check your internet connection and make sure Craft is up to date to avoid potential syncing problems.
If you still can't find a version, verify your subscription plan to ensure your retention period covers the timeframe you need. Contact support if you suspect an issue with syncing or backups.
# Whiteboards
Source: https://craft-support.mintlify.app/en/write-and-edit/whiteboards
Create infinite canvas whiteboards for visual thinking, diagramming, and freeform collaboration.
Whiteboards in Craft provide an infinite canvas for visual thinking. Use them to sketch ideas, create diagrams, plan projects, or collaborate visually with your team.
## What are whiteboards?
Whiteboards are freeform canvases embedded directly in your documents. Unlike structured text, whiteboards let you place elements anywhere, connect ideas with arrows, and think visually without constraints.
**Use whiteboards for:**
* Brainstorming and mind mapping
* Creating flowcharts and diagrams
* Planning projects with visual layouts
* Sketching wireframes and mockups
* Organizing ideas spatially
* Visual collaboration with team members
## Creating a whiteboard
In a document, position your cursor where you want the whiteboard
Type `/whiteboard` and press **Return**, or click **+** and select **Whiteboard**
A new whiteboard block appears. Click it to open the editing canvas
In a document, tap where you want the whiteboard
Tap the **+** button and select **Whiteboard**
Tap the whiteboard preview to open the editing canvas
In a document, position your cursor where you want the whiteboard
Type `/whiteboard` and press **Enter**, or click **+** and select **Whiteboard**
A new whiteboard block appears. Click it to open the editing canvas
In a document, position your cursor where you want the whiteboard
Type `/whiteboard` and press **Enter**, or click **+** and select **Whiteboard**
A new whiteboard block appears. Click it to open the editing canvas
The whiteboard opens in full screen, ready for you to start creating.
## Whiteboard tools
The toolbar provides everything you need to create visual content.
### Selection tool
Use the selection tool to move, resize, and modify existing elements.
* **Select elements**: Click to select one element, or drag to select multiple
* **Move**: Drag selected elements to reposition them
* **Resize**: Drag corner handles to change size
* **Delete**: Select and press **Delete** or **Backspace**
### Drawing tools
**Pencil**
Draw freeform strokes with the pencil tool. Perfect for sketching, handwriting, or creating organic shapes.
* Click the pencil icon or press **P**
* Adjust stroke width and color from the toolbar
* Draw naturally with mouse, trackpad, or stylus
**Arrow**
Connect elements with arrows to show relationships and flow.
* Click the arrow icon or press **A**
* Drag from start point to end point
* Customize arrowhead style for both ends
* Adjust line thickness and color
### Shape tools
Add geometric shapes for diagrams and structured layouts.
* **Rectangle**: Click the shape icon and select rectangle
* **Diamond**: Click the shape icon and select diamond
* **Ellipse**: Click the shape icon and select ellipse
**Customizing shapes:**
* Fill color and opacity
* Stroke color and width
* Text inside shapes (double-click to add)
### Text and sticky notes
**Text**
Add standalone text labels anywhere on the canvas.
* Click the text icon or press **T**
* Click where you want text to appear
* Type your content
* Format with font, size, and color options
**Sticky notes**
Create note-style elements for ideas and comments.
* Click the sticky note icon
* Click where you want the note
* Type your content
* Choose background color
### Images and media
Add visual assets directly to your whiteboard.
Click the image icon in the toolbar
Select an image file from your device
The image appears on the canvas, ready to position and resize
**Limits**: Up to 50 images and 10 videos per whiteboard, 100MB maximum per file.
Tap the image icon in the toolbar
Choose from Photos or Files
The image appears on the canvas, ready to position and resize
**Limits**: Up to 50 images and 10 videos per whiteboard, 100MB maximum per file.
Click the image icon in the toolbar
Select an image file from your device
The image appears on the canvas, ready to position and resize
**Limits**: Up to 50 images and 10 videos per whiteboard, 100MB maximum per file.
Click the image icon in the toolbar
Select an image file from your device
The image appears on the canvas, ready to position and resize
**Limits**: Up to 50 images and 10 videos per whiteboard, 100MB maximum per file.
## Navigation and view
### Zoom and pan
Move around your whiteboard and adjust the view level.
* **Pan**: Drag with two fingers (trackpad) or hold **Space** and drag (mouse)
* **Zoom in**: Pinch out (trackpad), **Cmd/Ctrl** + **+**, or use zoom controls
* **Zoom out**: Pinch in (trackpad), **Cmd/Ctrl** + **-**, or use zoom controls
* **Fit to view**: Click the zoom reset button to see all content
### Background customization
Customize the whiteboard background to match your workflow.
**Grid options:**
* **Dots**: Subtle alignment reference
* **Lines**: Traditional grid lines
* **Squares**: Graph paper style
* **None**: Clean, blank canvas
**Background color:**
Choose any color for your canvas background. The background color is visible both while editing and in the document preview.
Access background settings by clicking the background icon in the toolbar. Choose your preferred grid style and color.
Tap the background icon in the toolbar to access grid and color settings.
Click the background icon in the toolbar to choose grid style and background color.
Click the background icon in the toolbar to choose grid style and background color.
## Editing whiteboards
### Arranging elements
Control how elements overlap and relate to each other.
**Layer order:**
* **Bring forward**: Right-click → **Arrange** → **Bring Forward**
* **Send backward**: Right-click → **Arrange** → **Send Backward**
* **Bring to front**: Right-click → **Arrange** → **Bring to Front**
* **Send to back**: Right-click → **Arrange** → **Send to Back**
**Grouping elements:**
Select multiple elements and right-click → **Group** to move them together as one unit. Ungroup when you need to edit individual elements again.
### Copying and duplicating
* **Duplicate**: Select and press **Cmd/Ctrl** + **D**
* **Copy/Paste**: Use standard shortcuts **Cmd/Ctrl** + **C** and **Cmd/Ctrl** + **V**
* **Cut**: **Cmd/Ctrl** + **X** to remove and place on clipboard
### Exporting content
Export your whiteboard as an image for use outside of Craft.
The macOS app doesn't have an Export menu for whiteboards. Select the whiteboard and press **Shift + Option + C** to copy it to the clipboard as a PNG, then paste it where you need it. To save a PNG or SVG file, open the same document in Craft for web and use **Export image**.
Direct export isn't available in the iPhone and iPad apps. As a workaround, take a screenshot, or open the document in Craft for web and use **Export image** to save a PNG or SVG.
Open the whiteboard, click the menu (≡) at the top-left, then choose **Export image** (or press **Cmd + Shift + E**). Pick **PNG** or **SVG** to download a file, or **Copy to clipboard**. You can toggle the background, dark mode, and embed scene, and set the scale (1x, 2x, or 3x).
Open the whiteboard, click the menu (≡) at the top-left, then choose **Export image** (or press **Ctrl + Shift + E**). Pick **PNG** or **SVG** to download a file, or **Copy to clipboard**. You can toggle the background, dark mode, and embed scene, and set the scale (1x, 2x, or 3x).
## Collaboration
Whiteboards support real-time collaboration just like documents.
When multiple people work on the same whiteboard:
* **See cursors**: Each person's cursor appears with their name
* **Live updates**: Changes appear instantly for everyone
* **No conflicts**: The whiteboard merges edits automatically
Whiteboard access follows document permissions. Anyone with edit access to the document can edit the whiteboard. Viewers can see the whiteboard but cannot modify it.
## Whiteboard previews
In your document, whiteboards display as preview blocks showing a snapshot of the canvas.
**Preview updates:**
* Automatically after you close the whiteboard
* Shows the current state of your whiteboard
* Adapts to light/dark mode in your document
The preview is a visual reference – click it to open and edit the full whiteboard.
## Tips and best practices
**Start simple**
Begin with basic shapes and text. Add complexity as your idea develops.
**Use color meaningfully**
Assign colors to categories or themes. Consistent color coding makes complex diagrams easier to understand.
**Leverage arrows**
Show relationships, flow, and dependencies with arrows. Customize arrowhead styles to indicate different connection types.
**Combine with documents**
Whiteboards work best alongside text. Use whiteboards for visual thinking, then document conclusions in structured text.
**Template-ready**
Create reusable layouts (Kanban boards, flowchart structures, etc.) and duplicate them for new projects.
## Troubleshooting
This section explains how to update legacy whiteboards created with the previous whiteboard framework. These older whiteboards cannot be opened directly in the new version of the Craft application.
### When an update is required
If a document contains a legacy whiteboard, you will see an **Update Needed** label on the board preview. The whiteboard block remains visible and can still be duplicated or moved, but it cannot be opened until it is updated.
### Starting the update
When you attempt to open a legacy whiteboard, you'll see a migration dialog. Select **Create new version** to continue. A new whiteboard will be generated directly below the original block.
### What happens during migration
The migration copies all items from the legacy board into the new framework. The original whiteboard block remains untouched. The migration can be repeated if needed.
**Current limitations:**
* Only the original version of a whiteboard will migrate. Duplicates of legacy whiteboards do not migrate
* In some layouts with complex layering, text can temporarily appear behind shapes. This can be corrected by adjusting the layer order in the new board
### After migration
Once the new version is created, you can open and edit it normally. If the result is not what you expected, you can run the migration again or manually adjust the content. The legacy block will remain in place as a reference until you choose to delete it.
Migration is intended to preserve content as accurately as possible. If you notice any issues that cannot be resolved by reordering layers or repeating the migration, please contact support for assistance.
Very large whiteboards with hundreds of elements may experience slower rendering.
**To improve performance:**
* Split complex boards into focused sections
* Use separate whiteboards for different topics
* Limit the number of high-resolution images
* Close other tabs and applications while working
If the whiteboard preview in your document doesn't reflect recent changes:
Open the whiteboard
Make any small change (move an element)
Close the whiteboard
This triggers a new preview generation. The preview typically updates within a few seconds.
For general troubleshooting, sync, or platform-specific issues, see the [Troubleshooting Guide](/en/introduction/troubleshooting).
# Account and Subscription
Source: https://craft-support.mintlify.app/en/account-and-subscription
Manage your Craft account, subscription plans, billing, and security settings.
Manage your Craft account, subscription, and data settings. Whether you're customizing your profile, upgrading your plan, managing billing, or understanding how Craft protects your data, everything you need is here.
Craft offers flexible subscription options designed to meet different needs – from individuals to teams. All plans include automatic sync across devices, with paid plans adding features like unlimited storage, custom domains, version history, and team collaboration.
## Your Profile and Settings
Customize your Craft experience with profile settings, multiple accounts, custom app icons, and language preferences.
Change your name, email, profile photo, and app preferences
Manage multiple Craft accounts and switch between them easily
## Subscription Plans
Explore Craft's subscription options and find the plan that works best for you – whether you're an individual, student, family, or team.
Compare Free, Plus, Family, Team, and Education plans
Update payment methods, view invoices, and manage your subscription
## Data and Security
Understand how Craft protects your information, manages storage, and handles backups.
Learn about encryption, privacy, and data protection
Monitor storage usage, manage backups, and restore deleted content
## Key Features by Plan
**Free Plan** – Get started with unlimited documents, 1GB storage, and sync across all devices
**Plus Plan** – Unlock unlimited storage, version history, custom domains, and advanced publishing features
**Family Plan** – Share Plus features with up to 5 family members with shared team spaces
**Team Plan** – Collaborate with unlimited team members, admin controls, and priority support
**Education Plan** – Free Plus features for students and educators with valid credentials
You can upgrade, downgrade, or cancel your subscription at any time from **Settings** → **Billing**. Changes take effect at the end of your current billing cycle.
# Billing
Source: https://craft-support.mintlify.app/en/account-and-subscription/billing
Manage your Craft subscription, payment details, and invoices.
How you manage billing depends on where you subscribed to Craft. There are three ways to subscribe, and each one is managed in a different place.
## Where did you subscribe?
| You subscribed through | Who handles billing | Where to manage it |
| ------------------------------------------------------ | ------------------- | ------------------------------------------------------------- |
| **Directly from Craft** (in the app or on our website) | Craft | In Craft, under **Settings → My Subscription** |
| **App Store** (iPhone, iPad, or Mac) | Apple | Your Apple Account subscription settings |
| **Setapp** | Setapp | Your Setapp account at [my.setapp.com](https://my.setapp.com) |
Not sure which one applies to you? Check inside Craft:
Click the **Space name** at the top of the sidebar to open Settings.
Click the **Space name** in the top-left corner.
Click **Settings** at the bottom of the dropdown.
Tap the **Space icon** in the top-left corner.
Tap **Settings**.
Tap your **profile picture** in the top-right corner.
Tap **Settings**.
Then select **My Subscription**:
Subscriptions purchased directly from Craft show a **Settings and Billing** button. App Store and Setapp subscriptions point you to Apple or Setapp instead.
## Manage your subscription
Find and download invoices for your subscription
Change the card on file for your subscription
Cancel anytime. Your documents stay safe
Add company details and VAT ID to your invoices
Apply a promotion code to a new subscription
Move your subscription from Apple to Craft directly
## Refunds
Where you subscribed also determines who can issue a refund:
* **Directly from Craft** (in the app or on our website): contact us at [support@craft.do](mailto:support@craft.do) and we'll help.
* **App Store**: Apple handles all App Store payments, so only Apple can issue a refund. [Request a refund from Apple](https://support.apple.com/en-us/HT204084).
* **Setapp**: contact [Setapp support](https://support.setapp.com) through your Setapp account.
For eligibility windows and details, see our [Refund Policy](/en/account-and-subscription/billing/refund-policy).
## What happens when my subscription ends?
If your subscription expires or you cancel it, your content stays safe. Your account moves to the free plan, and the free plan's limits apply.
### Your content is not deleted
All your documents, spaces, and uploaded content remain in your account. Craft never deletes your content or locks you out when a subscription ends.
### Free plan limits apply
* You can continue viewing and editing your existing documents
* Your space is limited to **1,500 content blocks** and **1 GB of storage**
* Version history is kept for **7 days**
* Premium features such as custom domains and advanced share analytics are no longer available
### Subscribing again
You can resubscribe at any time. All your content is intact, and every feature is available again as soon as your subscription is active.
## Troubleshooting
If you subscribed and still don't see your paid features in one or more of the Craft apps:
* Make sure you are signed in with the same account you used to subscribe, using the same login method (for example, Email vs Sign in with Apple)
* Apple may have assigned a *Private Relay* email to your Craft account if you had [Hide My Email](https://support.apple.com/en-us/HT210425) enabled when you first created your Craft account
* **Tip**: To check which email is assigned to your Craft account, go to **Settings → My Account** in any of the Craft apps
* Paid features are only available in spaces you own. If you're in a shared space whose owner does not have a paid subscription, your paid features won't be enabled there
If none of the above helps and you have a successful charge for a subscription, contact us at [support@craft.do](mailto:support@craft.do).
In Craft on your Apple device, open your subscription settings and use the **Restore Purchase** button:
* **macOS**: Go to **Team Settings → Current Plan** and select **Restore Purchase**
* **iOS**: Go to **Team Settings → Manage Team → Current Plan** and select **Restore Purchase**
If that doesn't help, contact us at [support@craft.do](mailto:support@craft.do).
If you purchased your App Store subscription on the same device, you can transfer it to the current account using the **Restore Purchase** button (see above). Craft also supports Family Sharing for App Store subscriptions.
If you subscribed directly from Craft with the wrong account, contact us at [support@craft.do](mailto:support@craft.do). We can process a full refund and cancellation, and you can then subscribe again with the correct account. See our [Refund Policy](/en/account-and-subscription/billing/refund-policy) for details.
Craft works with trusted payment partners to process subscriptions purchased directly from us, in the app or on our website. Depending on when you subscribed, your card statement and receipt emails may show **Stripe** or **Paddle** alongside Craft. These charges are legitimate, and your subscription is still managed inside Craft under **Settings → My Subscription**.
If you see a charge you don't recognize at all, contact us at [support@craft.do](mailto:support@craft.do) and we'll check it for you.
Double-check your email's spam or junk folder, especially if you applied with your school email. If you applied and didn't get any response for two weeks, contact us at [support@craft.do](mailto:support@craft.do) with your full name and the email address you used to apply. We'll be happy to check the status of your application.
If you currently have an App Store subscription, only Apple can refund it. Here's how to request a refund: [https://support.apple.com/en-us/HT204084](https://support.apple.com/en-us/HT204084)
If you subscribed directly from Craft, contact us at [support@craft.do](mailto:support@craft.do) and we'll find the best solution for you.
For general troubleshooting, sync, or platform-specific issues, see the [Troubleshooting Guide](/en/introduction/troubleshooting).
# Cancel Subscription
Source: https://craft-support.mintlify.app/en/account-and-subscription/billing/cancel-subscription
Cancel your Craft subscription while keeping all your documents and data.
You can cancel your Craft subscription at any time.
Canceling moves your account to the free plan at the end of your current billing period. Your documents and data are never affected by subscription changes.
## Where did you subscribe?
How you cancel depends on where you subscribed to Craft:
| You subscribed through | How to cancel |
| ------------------------------------------------------ | ---------------------------------------------------------------------------------------- |
| **Directly from Craft** (in the app or on our website) | In Craft, follow the [steps below](#cancel-a-subscription-purchased-directly-from-craft) |
| **App Store** (iPhone, iPad, or Mac) | Through Apple, see [App Store instructions](#cancel-an-app-store-subscription) |
| **Setapp** | Through Setapp, see [Setapp instructions](#cancel-a-setapp-subscription) |
Not sure which one applies to you? See the [Billing overview](/en/account-and-subscription/billing) to check where your subscription is managed.
## Cancel a subscription purchased directly from Craft
First, open Settings in Craft:
Click the **Space name** at the top of the sidebar to open Settings.
Click the **Space name** in the top-left corner.
Click **Settings** at the bottom of the dropdown.
Tap the **Space icon** in the top-left corner.
Tap **Settings**.
Tap your **profile picture** in the top-right corner.
Tap **Settings**.
Then cancel your subscription:
In the Settings sidebar, select **My Subscription** (called **My Subscriptions** on the web).
On the subscription you want to cancel, click **Settings and Billing**. This opens the **Billing & Subscription** view.
Only the subscription owner (the account that purchased the plan) sees this button.
In the **Subscription** section, select **Cancel Subscription** and confirm. The button includes your plan name, for example **Cancel Plus Subscription**.
After canceling, you can keep using your paid features until the end of the current billing period. Your account then moves to the free plan.
## Cancel an App Store subscription
If you subscribed through the App Store on an iPhone, iPad, or Mac, Apple manages your subscription. Cancel it from your Apple Account subscription settings by following [Apple's guide](https://support.apple.com/en-us/HT202039).
## Cancel a Setapp subscription
If you use Craft through Setapp, your subscription is managed by Setapp. Sign in at [my.setapp.com](https://my.setapp.com) to manage or cancel your membership.
## Switching to a lower plan
Craft does not have a direct downgrade button. To switch to a lower plan (for example, from Plus to Starter):
Use the steps above for where you subscribed.
You keep your current plan's features until the expiry date.
After your plan expires, subscribe to the lower plan in the app, on [craft.do/pricing](https://www.craft.do/pricing), or through the App Store.
Do not subscribe to the new plan before your current subscription expires. If you subscribe early, you may end up with two active subscriptions.
## Related Articles
Where your subscription is managed and what happens when it ends
Change the card on file for your subscription
Compare Craft's subscription tiers and features
For general troubleshooting, sync, or platform-specific issues, see the [Troubleshooting Guide](/en/introduction/troubleshooting).
# Change Billing Email
Source: https://craft-support.mintlify.app/en/account-and-subscription/billing/change-billing-email
Update the email address used for billing on your business subscription.
If you need to change the billing email for your business subscription, please contact our support team.
## Request Email Change
Contact us at [support@craft.do](mailto:support@craft.do) with:
* Your **current billing email address**
* The **new email address** you'd like to use for billing
We'll process your request and update your billing information.
## Related Articles
Change your payment details for your subscription
Add VAT details to your billing receipts
Update your Craft account email address
# Discount Codes
Source: https://craft-support.mintlify.app/en/account-and-subscription/billing/discount-codes
Apply promotional discount codes to new Craft subscriptions.
Craft occasionally offers discounts and promotions. Discount codes are only applicable to **new subscriptions and upgrades** purchased through [Craft's website](https://www.craft.do/pricing) or the in-app upgrade screen.
* Discounts are **only valid for new subscriptions and upgrades**
* They **cannot be applied to existing subscriptions or renewals**
* Discounts are **time-limited** -- use your code before it expires
* **App Store subscriptions do not support discount codes** -- App Store purchases are handled entirely by Apple, and Craft cannot apply discounts to them. To use a discount code, subscribe through [Craft's website](https://www.craft.do/pricing) instead
## Automatic Discounts
When a promotion is active, the discount is **automatically applied** to all available plans on the pricing page. You will see the discounted price and a label such as "40% discount applied" before you subscribe.
## Apply a Different Discount Code
If you have a specific promotion code that differs from the automatically applied discount, you can replace it:
On the pricing page, click the **X** button next to the "discount applied" label to remove the auto-applied discount
Click **Get Plus**, **Get Family**, or **Get Team** to open the checkout page
Click **Add promotion code**, enter your discount code, and the new discount will be reflected in the total
## Related Articles
Compare Craft's subscription tiers and features
Get special pricing for students and educators
Transition from App Store to web subscription
# Download Invoices and Manage Billing
Source: https://craft-support.mintlify.app/en/account-and-subscription/billing/invoices
Find your invoices, download receipts, and manage billing details for your Craft subscription.
Your invoices and billing details for **Stripe** and **Paddle** subscriptions are available directly inside Craft, in the Billing & Subscription view. App Store and Setapp subscriptions are managed by Apple and Setapp respectively.
See the [Payment Methods Guide](/en/account-and-subscription/billing/payment-methods) to identify your subscription type.
## Open Billing & Subscription
### Step 1: Open Settings
Click the **Space name** at the top of the sidebar to open Settings.
Click the **Space name** in the top-left corner.
Click **Settings** at the bottom of the dropdown.
Tap the **Space icon** in the top-left corner.
Tap **Settings**.
Tap your **profile picture** in the top-right corner.
Tap **Settings**.
### Step 2: Go to My Subscriptions
In the Settings sidebar, select **My Subscriptions**. You'll see a card for each subscription on your account — your personal space (e.g. *My Space · Plus*) and any business or team subscriptions you own.
### Step 3: Open Settings and Billing
On the subscription you want to manage, click **Settings and Billing**. This opens the **Billing & Subscription** view for that subscription.
Only the **subscription owner** (the account that purchased the plan) sees the **Settings and Billing** button. If you're a member of a team space someone else owns, ask the owner to download the invoice for you.
## What's in the Billing & Subscription View
The Billing & Subscription view has three sections.
### Subscription
| Item | What it does |
| ------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Current Plan** | Shows the active plan (e.g. *Plus, Billed Yearly*). |
| **Switch Subscription** | Change your billing cycle (monthly ↔ yearly) or move to a different plan. |
| **Cancel Subscription** | Cancel the subscription. You keep access until the end of the current billing period. See [Cancel Subscription](/en/account-and-subscription/billing/cancel-subscription). |
| **Change Payment Method** | Opens the Stripe billing portal to update your card or payment method. See [Update Payment Method](/en/account-and-subscription/billing/update-payment-method). |
### Billing
| Item | What it shows |
| --------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Next Invoice Issue Date** | When your next invoice will be generated. |
| **Invoice Total** | The amount of the next invoice, including any active discount codes. See [Discount Codes](/en/account-and-subscription/billing/discount-codes). |
| **Renewal info** | The plan that will renew and the date it renews on. |
| **Invoices sent to** | The email address that receives invoices and billing notifications. To change it, see [Change Billing Email](/en/account-and-subscription/billing/change-billing-email). |
### Invoices
The **Invoices** table at the bottom of the view lists every invoice issued for this subscription, with the date, total, and status.
## Download an Invoice
Follow the steps above to open the **Billing & Subscription** view for your subscription.
The table is below the Subscription and Billing sections.
On any **Paid** invoice, click the **download arrow (↓)** on the right of the row to download a PDF copy.
The download arrow only appears on **Paid** invoices. If your most recent invoice shows **Unpaid**, wait until payment clears, or contact [support@craft.do](mailto:support@craft.do) if you need a copy sooner.
Add them **before** the next invoice is issued. See [VAT Information](/en/account-and-subscription/billing/vat-information). Historical invoices reflect the details on file when they were generated.
## App Store Subscriptions (iOS / macOS)
If you subscribed through the App Store on an iPhone, iPad, or Mac, **Apple manages all billing**. Craft cannot generate or download App Store invoices on Apple's behalf.
To find your receipts:
* **Email**: Apple emails a receipt for every purchase to the email address on your Apple ID.
* **Apple ID purchase history**: View past receipts at [reportaproblem.apple.com](https://reportaproblem.apple.com).
* **Apple Support**: For copies, refunds, or VAT-compliant invoices, visit [Apple's billing support](https://support.apple.com/billing).
## Setapp
Setapp manages billing for users who access Craft through their Setapp membership. Receipts and invoices are available in your Setapp account at [my.setapp.com](https://my.setapp.com).
## Troubleshooting
Only the **subscription owner** sees the **Settings and Billing** button. If you joined a team space someone else owns, the owner has to download invoices.
Invoices are generated using the billing details on file at the time of the charge. You can update details for **future** invoices in the Stripe billing portal — see [VAT Information](/en/account-and-subscription/billing/vat-information). For corrections to historical invoices, contact [support@craft.do](mailto:support@craft.do) with the invoice number.
Apple is the merchant of record for App Store subscriptions, so VAT invoices are issued by Apple, not Craft. Visit [Apple's billing support](https://support.apple.com/billing) to request a VAT-compliant invoice.
## Related Articles
Stripe, App Store, and Setapp explained
Change the card or payment details on file
Add VAT or company details to your invoices
Update the email that receives invoices
End your Craft subscription
Apply or review active discount codes
For general troubleshooting, sync, or platform-specific issues, see the [Troubleshooting Guide](/en/introduction/troubleshooting).
# Payment Methods
Source: https://craft-support.mintlify.app/en/account-and-subscription/billing/payment-methods
Understand the different payment methods available for Craft subscriptions.
Craft offers multiple ways to subscribe, depending on how and where you access the service. Understanding which payment method you're using will help you manage your subscription more effectively.
## Available Payment Methods
### Stripe (Web Subscriptions)
**Stripe** is our primary payment processor for new subscriptions purchased through the Craft website.
**How to recognize:** You subscribed through [craft.do](https://craft.do) or [docs.craft.do](https://docs.craft.do) using a credit/debit card, PayPal, or other local payment methods.
**Features:**
* Localized pricing in your local currency
* Automatic tax calculation based on your location
* Multiple payment methods supported (credit cards, digital wallets)
* Manage your subscription directly from [docs.craft.do](https://docs.craft.do)
**Managing your subscription:**
* Update payment methods through the Stripe billing portal
* Cancel or modify your plan at any time
* Add VAT information to your invoices
* View billing history and download receipts
[Learn how to update payment method →](/en/account-and-subscription/billing/update-payment-method)
### App Store (iOS/Mac)
**App Store** subscriptions are purchased through Apple on iPhone, iPad, or Mac devices.
**How to recognize:** You subscribed through the Craft app on your Apple device, and your subscription is managed through your Apple ID.
**Features:**
* Billed through your Apple ID
* All subscription management handled by Apple
* Supports Family Sharing
* Works across all your Apple devices
**Managing your subscription:**
* All billing is managed through Apple's system
* Cancel or modify through Apple's Subscription Settings
* Refunds must be requested from Apple
[Learn how to cancel App Store subscription →](https://support.apple.com/en-us/HT202039)
### Paddle (Legacy - Existing Subscribers Only)
**Paddle** is our previous payment processor. We no longer offer new Paddle subscriptions, but existing Paddle subscribers can continue to use their current subscriptions.
**How to recognize:** You subscribed through the Craft website before we migrated to Stripe.
**Features:**
* Available only to existing subscribers
* Manage through Paddle's billing system
* Cannot create new Paddle subscriptions
* Existing subscriptions continue to work normally
**Managing your subscription:**
* Access your Paddle account through the billing portal
* Add VAT information to receipts
* Cancel or modify through the Paddle system
**Migrating to Stripe:** At this time, automatic migration from Paddle to Stripe is not available. Your existing Paddle subscription will continue to work. If you need to make changes, please contact support at [support@craft.do](mailto:support@craft.do).
[Learn how to add VAT to Paddle receipts →](/en/account-and-subscription/billing/vat-information)
### Setapp
**Setapp** is a subscription service that provides access to multiple Mac and iOS apps, including Craft.
**How to recognize:** You access Craft through your Setapp subscription.
**Features:**
* Craft access included with Setapp membership
* Billing managed entirely through Setapp
* No separate Craft billing
[Learn more about Setapp →](/en/account-and-subscription/subscription-plans/setapp)
## Which Payment Method Am I Using?
To check which payment method you're using:
Click the **Space name** at the top of the sidebar to open Settings.
Click the **Space name** in the top-left corner.
Click **Settings** at the bottom of the dropdown.
Tap the **Space icon** in the top-left corner.
Tap **Settings**.
Tap your **profile picture** in the top-right corner.
Tap **Settings**.
Navigate to **My Subscription** or **Team Settings**
Check your subscription details:
* **Stripe**: Shows "Billing & Subscription" button
* **App Store**: Shows "Manage Subscription" with Apple link
* **Paddle**: Shows billing portal with Paddle branding
* **Setapp**: Shows Setapp subscription details
## Switching Payment Methods
### From App Store to Web (Stripe)
You cannot directly transfer an App Store subscription to Stripe. You'll need to:
1. Cancel your App Store subscription
2. Wait for it to expire
3. Subscribe again through [craft.do](https://craft.do)
Apple handles App Store refunds. [Request a refund from Apple →](https://support.apple.com/en-us/HT204084)
### From Paddle to Stripe
Automatic migration from Paddle to Stripe is not currently available. Your Paddle subscription will continue to work. For assistance with your subscription, contact [support@craft.do](mailto:support@craft.do).
## Localized Pricing
**Stripe subscriptions** support localized pricing:
* Prices are displayed in your local currency
* Pricing reflects local purchasing power and market conditions
* Automatic tax calculation (including VAT where applicable)
* Prices may vary by country
**App Store subscriptions** use Apple's regional pricing.
**Paddle subscriptions** (legacy) have fixed pricing based on original subscription terms.
## Need Help?
If you have questions about your payment method or need assistance with billing, contact us at [support@craft.do](mailto:support@craft.do).
## Related Articles
Change your payment details for your subscription
Cancel your Craft subscription
Compare Craft's subscription tiers
Add VAT details to your receipts
# Refund Policy
Source: https://craft-support.mintlify.app/en/account-and-subscription/billing/refund-policy
How refunds work at Craft: eligibility windows, where to request one based on where you subscribed, and cases we always refund.
Our mission is to bring success and joy into your digital life. We understand that sometimes this won't happen, so here you can read more about Craft's refund policy.
## Where to request a refund
The refund process depends on where you subscribed:
* **Directly from Craft** (in the web app or on our website): contact us at [support@craft.do](mailto:support@craft.do) and we'll help. See the refund windows below for eligibility.
* **App Store**: Apple handles all App Store payments, so only Apple can issue a refund. [Request a refund from Apple](https://support.apple.com/en-us/HT204084).
* **Setapp**: contact [Setapp support](https://support.setapp.com) through your Setapp account.
## Refund windows (craft.do purchases)
### Annual plans
Full refund within **30 days** of the initial purchase or an auto-renewal, no questions asked.
### Monthly plans
Full refund within **14 days** of your first-ever charge on the plan. Monthly auto-renewals are not refundable, but you can [cancel anytime](/en/account-and-subscription/billing/cancel-subscription) from Settings, and you'll keep access until the end of the billing period.
### Auto-renewals
Same as [Annual plans](#annual-plans): full refund within 30 days of the renewal charge.
## Always refunded
* Duplicate or double charges
* Charges after a confirmed cancellation
* Wrong account was upgraded
* Any charge caused by a Craft billing error
## Outside the refund window
If you changed your mind after the refund window has passed, contact us. We may be able to offer account credit, a pause, or a downgrade instead of a refund.
Refunds are processed in 5–10 business days depending on your payment method. We review repeated refund requests on the same account individually, and may decline them.
# Update Payment Method
Source: https://craft-support.mintlify.app/en/account-and-subscription/billing/update-payment-method
Change your payment details for your Craft subscription.
You can update your payment details for your Craft subscription if you subscribed through **Stripe** or **Paddle** (web subscriptions).
If you subscribed through the **App Store**, payment methods are managed through your Apple ID settings. Visit [Apple's subscription management page](https://support.apple.com/en-us/HT201266) to update your payment information.
Visit our [Payment Methods Guide](/en/account-and-subscription/billing/payment-methods) to identify your subscription type.
## Update Your Payment Method
Go to **Settings**
Click **My Subscription**
Click **Billing & Subscription**
Select **Change Payment Method**
Enter your updated payment information in the secure browser page
Your changes will be saved automatically once completed.
## Related Articles
Learn about Stripe, Paddle, and App Store payments
Cancel your Craft subscription while keeping all your data
Add VAT details to your billing receipts
# Upgrade from App Store
Source: https://craft-support.mintlify.app/en/account-and-subscription/billing/upgrade-from-app-store
Switch from an App Store subscription to a Craft web subscription.
If you're currently subscribed to Craft through the **App Store** and want to switch to a subscription via Craft's website, this is the process. Your documents and content are not affected.
If your App Store subscription started in the last \~60 days, Apple will often refund it. Consider [requesting a refund from Apple](https://support.apple.com/en-us/HT204084) before contacting us, so you don't pay for two overlapping periods. Apple decides each request case by case.
## Our Process
Before you can subscribe through Craft's website, we need to **remove the App Store subscription** linked to your Craft account. This ensures you can subscribe directly without conflicts.
Subscriptions purchased outside the App Store do not support Apple's Family Sharing feature. Craft's web **Family** plan is the closest equivalent — it supports up to five members invited by email. See [Upgrade from Plus to Family](/en/account-and-subscription/billing/upgrade-plus-to-family).
## Steps to Switch
### 1. Cancel Your App Store Subscription
Cancelling in your Apple ID is what stops Apple from charging you again at the next renewal:
* Follow [Apple's cancellation guide](https://support.apple.com/en-us/HT202039)
* If you were recently charged, you can also [request a refund from Apple](https://support.apple.com/en-us/HT204084) — refund alone does not cancel renewal, so do both if needed
### 2. Contact Craft Support
Email our support team with the following information:
* **Confirm** that you acknowledge and agree to the removal of your App Store subscription from your Craft account
* **Include** the email address associated with your Craft account (find it in **Profile** → **Settings** → **My Account**)
A short message like this works:
```
Hi Craft Support,
I'd like to switch from my App Store subscription to a web subscription.
I acknowledge and agree to the removal of my App Store subscription from
my Craft account.
My Craft account email is .
Thanks!
```
## Next Steps
Once we receive your confirmation:
We'll remove your App Store subscription
You'll receive a confirmation message when the process is complete
You can then subscribe directly via the [Craft Pricing page](https://www.craft.do/pricing)
## Frequently Asked Questions
No. Your documents, spaces, and content are completely independent of your subscription. Switching providers does not touch them.
No. App Store charges are managed by Apple, and we have no access to them. You can [request a refund from Apple](https://support.apple.com/en-us/HT204084).
Family Sharing only works with App Store subscriptions. After the switch, Family Sharing access ends. Craft's web **Family** plan offers a similar experience using email invites — see [Upgrade from Plus to Family](/en/account-and-subscription/billing/upgrade-plus-to-family).
We typically process this within one business day of receiving your confirmation email.
Cancelling in Apple ID is what stops Apple from charging you again, so it's worth doing as soon as you decide to switch. We can remove the subscription on our side either before or after you cancel with Apple.
## Related Articles
Step-by-step path to a web Family subscription
Compare Craft's subscription tiers and features
Apply promotional codes to new subscriptions
Change your payment details for your subscription
# Upgrade from Plus to Family
Source: https://craft-support.mintlify.app/en/account-and-subscription/billing/upgrade-plus-to-family
Learn how to upgrade your Craft Plus subscription to the Family plan through the web app.
The Family plan gives you everything in Plus, plus a shared team space and room for up to 6 members. If you're on a Plus plan subscribed through Stripe (web), you can upgrade directly from the Craft web app.
This upgrade flow is only available for subscriptions purchased through **Craft's website (Stripe)**. If you subscribed through the **App Store**, you'll need to transition to a web subscription first — see [Upgrade from App Store](/en/account-and-subscription/billing/upgrade-from-app-store).
## How to Upgrade
Go to [docs.craft.do](https://docs.craft.do) and log in with your Craft account. You can also start from the [Craft pricing page](https://www.craft.do/pricing), but we recommend using the web app for a smoother experience.
Click the **My Space** dropdown in the top-left corner.
Select **Settings** from the dropdown menu.
In the left sidebar, click **My Subscriptions**. You'll see your current Plus plan details, including your billing cycle and next billing date.
Click the **Upgrade** button next to your current subscription.
You'll see all available plans and their features. Click **Get Family** to proceed.
On the Stripe checkout page, make sure **Craft Family (Annual)** is selected.
Click **Continue** to proceed to the payment confirmation.
Review the details on the confirmation page:
* **Amount due today** — a prorated charge based on the remaining time in your current billing cycle.
* **Payment method** — click **View details** to check or change the card on file. By default, it uses the payment method from your original Plus subscription.
* **Promotion code** — if you have a discount or coupon code, click **Add promotion code** to apply it before paying.
When everything looks good, click **Subscribe and pay**.
You'll see a confirmation page showing your new Family plan, the total charged, and your next billing date. Click **Go to my account** to return to Craft.
When you upgrade mid-cycle, Stripe automatically calculates the prorated difference. You only pay for the remaining time in your current billing period at the Family rate, minus what you've already paid for Plus.
## Related Articles
Compare Craft's subscription tiers and features
Apply promotional codes to new subscriptions
Change your payment details for your subscription
Transition from an App Store subscription to a web subscription
# Upgrading Team from App Store Subscription
Source: https://craft-support.mintlify.app/en/account-and-subscription/billing/upgrade-team-from-app-store
How to transition from an App Store team subscription to a web subscription.
If you're looking to upgrade your team subscription and are currently subscribed through the App Store, you'll need to transition to a subscription via Craft's website. This process will **not impact any of your content** inside Craft.
## Our Process
Before you can upgrade your team subscription through Craft's website, we will need to **remove the App Store subscription** linked to your Craft account. This step ensures you can subscribe directly without any conflicts.
Subscriptions purchased outside the App Store do not support Apple's Family Sharing feature.
## Steps to Take
### 1. Cancel Your App Store Subscription
To avoid being charged twice, cancel your App Store subscription renewal with Apple:
* Follow Apple's guide: [How to Cancel an App Store Subscription](https://support.apple.com/en-us/HT202039)
* If you were recently charged, you can request a refund from Apple: [Request a Refund](https://support.apple.com/en-us/HT204084)
### 2. Contact Craft Support
To proceed with removing your App Store subscription, email our support team with the following information:
* Confirm that you acknowledge and agree to the removal of your App Store subscription from your Craft account
* Include the **email address associated with your Craft account**
* You can verify your email by navigating to **Profile > Settings > My Account** in the Craft app
## Next Steps
Once we receive your confirmation:
1. We will remove your App Store subscription from your Craft account
2. You'll receive a confirmation message once the process is complete
3. You can then upgrade your team subscription directly via our [Craft Pricing page](https://www.craft.do/pricing)
## Questions?
If you have any questions about this process, feel free to reach out to our support team. We're happy to help!
# VAT Information
Source: https://craft-support.mintlify.app/en/account-and-subscription/billing/vat-information
Add VAT ID or company details to your Craft invoice.
If you need to add your VAT ID or company details to your Craft invoice, the process depends on which payment method you're using.
Check our [Payment Methods Guide](/en/account-and-subscription/billing/payment-methods) to identify your subscription type if you're not sure.
## Stripe Subscriptions (Current)
If you have a **Stripe** subscription (new web subscriptions):
Stripe **automatically calculates and applies VAT** based on your location. To add your company details and VAT number:
Go to **Team Settings > Billing & Subscription**
Click **Settings and Billing** to open the Stripe billing portal
In the billing portal, you can add:
* Company name
* VAT/Tax ID number
* Billing address
These details will appear on all future invoices
Stripe automatically validates VAT numbers for EU businesses and applies the appropriate tax treatment.
## Paddle Subscriptions (Legacy)
If you have a **Paddle** subscription (legacy web subscriptions):
[Paddle](https://paddle.com/) is our previous payment processor that still handles some existing subscriptions.
### Add or Update VAT Details for Paddle
You can add or edit VAT and company information on your Paddle invoice after purchase:
Open the **payment confirmation email** from Paddle (subject line: "Your receipt for Craft subscription")
Click the **View Invoice** or **Edit Information** link
On the invoice page, select **Add/Edit Company Details**
Enter your **company name, VAT number, and billing address**
Click **Save** to update the invoice
The invoice will refresh to reflect the newly added company and VAT details. You can download or print it from the same page.
## App Store Subscriptions
If you subscribed through the **App Store**:
Apple manages all billing for App Store subscriptions. VAT is automatically calculated by Apple based on your location. To access your receipts:
* Check your Apple ID purchase history
* Apple emails receipts to your Apple ID email address
* Visit [Apple's billing support](https://support.apple.com/billing) for assistance
## Find Your Receipts
All receipts for Stripe and Paddle subscriptions are available in the Craft app:
**Team Settings** → **Billing** → **Billing & Subscription**
From there, you can access and download your invoices at any time.
## Need Help?
If you can't locate your receipt or have issues updating your information:
* **Stripe subscriptions**: Contact [support@craft.do](mailto:support@craft.do) or use the Stripe billing portal
* **Paddle subscriptions**: Contact **Paddle Support** at [paddle.net/contact](https://paddle.net/contact) or **Craft Support** at [support@craft.do](mailto:support@craft.do)
* **App Store subscriptions**: Visit [Apple Support](https://support.apple.com/billing)
## Related Articles
Learn about Stripe, Paddle, and App Store payments
Change your payment details for your subscription
Update the email address for billing notifications
# Data and Security
Source: https://craft-support.mintlify.app/en/account-and-subscription/data-and-security
Learn about data protection, privacy, and security features in Craft.
Understand how Craft protects your data and what security features are available to keep your content safe.
## Security Overview
Craft uses industry-standard security measures to protect your data:
* **Encryption in transit**: TLS protection for all data transmission
* **Encryption at rest**: AWS RDS and SSE-S3 encryption for stored data
* **SOC 2 certified**: Independent verification of security standards
* **Secure authentication**: Email verification codes, Apple ID, and Google authentication
## Data Protection
Learn about how Craft handles your data:
Understand Craft's encryption methods and security measures
Learn about data storage practices and cloud hosting
Secure login methods and app protection features
Access control and document protection options
# Authentication and Login Security
Source: https://craft-support.mintlify.app/en/account-and-subscription/data-and-security/authentication
Learn about login methods and app security features in Craft.
Craft provides several secure authentication methods to protect your account and content.
## Available Authentication Methods
Craft currently supports three authentication methods:
* **Email verification**: Receive a one-time code to your email address
* **Apple ID**: Sign in with your Apple account
* **Google Authentication**: Sign in with your Google account
Craft uses email-based login with one-time verification codes instead of passwords, which helps reduce exposure to phishing and common security breaches.
## App Lock on iOS and iPadOS
On iOS and iPadOS devices, you can add an extra layer of security by locking the entire Craft app with biometric authentication:
Open Craft and go to your profile settings
Select **Security**
Enable **Lock Craft with Touch ID/Face ID**
Once enabled, you'll need to authenticate with Touch ID or Face ID each time you open the Craft app.
## Document-Level Protection
Currently, Craft does not support setting passwords for individual documents. However, this feature is on our roadmap.
For now, you can:
* Use app-level locking on iOS/iPadOS (as described above)
* Control document access through sharing permissions
* Use passcode protection for published web pages
## Future Authentication Options
We're planning to add more authentication options and security features. Check back for updates or follow our release notes for announcements about new security capabilities.
## Related Articles
Learn how Craft protects your data
Understand where and how your data is stored
Protect documents from accidental edits
# How Your Data Is Stored
Source: https://craft-support.mintlify.app/en/account-and-subscription/data-and-security/data-storage
Learn about Craft's data storage practices and security measures.
Craft stores your documents securely in the cloud so your content can sync across devices, stay backed up, and support collaboration features.
## Data Policy Overview
For the full policy details, read our [Craft Data Policy](https://www.craft.do/s/0L6qZ2ew0yQS1P).
## Key Points
### Cloud Storage
* All Craft documents are stored on secure cloud servers hosted on **Amazon Web Services (AWS)**
* This enables real-time syncing across all your devices
* Documents are encrypted at rest and in transit
### What Gets Stored
* **Document content**: All text, formatting, and structure
* **Media and attachments**: Images, files, and other embedded content
* **Metadata**: Document properties, collaboration data, and version history
* **Personal information**: Account details and preferences
### Security Measures
* **Encryption at rest**: AWS RDS default encryption for documents and personal data
* **Encryption in transit**: TLS protection for all data transmission
* **File encryption**: SSE-S3 encryption for uploaded files and media
* **SOC 2 certified**: Independent verification of security standards
* **Access controls**: Limited personnel access, fully logged
### Data Retention
Retention depends on the type of data and, for version history, your subscription plan.
| Data type | Retention period | Notes |
| ------------------------------------ | -------------------------- | ------------------------------------------------------------------------------------------------------- |
| **Active documents** | Until you delete them | Documents remain in your space as long as your account and space are active. |
| **Deleted documents** | 30 days | Deleted documents move to **Recently Deleted**, where they can be restored before permanent deletion. |
| **Version history – Starter (Free)** | 7 days | Older document versions are automatically removed after the retention period. |
| **Version history – Plus, Family** | 30 days | Applies to automatic document backups and restore points. |
| **Version history – Team, Business** | 180 days | Longer retention for team and business workspaces. |
| **Disaster recovery backups** | Limited operational period | Backups are maintained for service reliability and disaster recovery, not as a user-accessible archive. |
For more detail on restoring previous versions, see [Document Version History](/en/account-and-subscription/storage-and-recovery/version-history).
## Alternative Storage Options
If you prefer to keep specific documents outside Craft's cloud storage, Craft also offers **External Locations** where supported documents can be stored locally on your device. This option has limitations:
* Sharing and collaboration features are not available
* You must manually re-add folders when switching devices
* Sync depends on third-party services (like iCloud Drive)
Learn more about [External Locations](/en/account-and-subscription/storage-and-recovery/external-locations).
## Questions?
For more information about how Craft handles your data:
* Read our [Security Overview](https://www.craft.do/security)
* Review our [Data Policy](https://www.craft.do/s/0L6qZ2ew0yQS1P)
* Contact our support team with specific questions
## Related Articles
Learn how Craft protects your data
Store content on your device or cloud provider
Monitor your storage usage per space
# Document Locking and Protection
Source: https://craft-support.mintlify.app/en/account-and-subscription/data-and-security/document-locking
Learn about document locking options and access control in Craft.
Craft does not currently offer a built-in feature to lock documents for editing or apply password protection within the app itself. However, depending on your needs, there are a few things you should know about content privacy and alternatives to document locking.
## What You Can Do
### Control Sharing and Permissions
While you can't lock a document for editing, you can manage who has access to it:
* **Keep it private**: By default, all documents are private unless explicitly shared.
* **Set document permissions**: When sharing a document, you can choose to give someone view-only access instead of editing rights.
This allows you to effectively prevent others from making changes to a document you've shared.
### Publish with Passcode Protection
If you're publishing a document to the web, you can protect it with a passcode:
1. Click **Share** and select **Publish to Web**.
2. Enable **Require Passcode**.
3. Share the passcode only with those you want to view the content.
Passcode protection only applies to published documents, not documents within your private or team spaces.
## What's Not Possible
* You cannot password-protect or lock a document within Craft's editor
* There is no read-only mode for your own editing access
* Craft does not currently support locking individual pages or blocks from accidental edits
## Looking Ahead
We understand that the ability to lock or protect documents is important for many users, especially for collaborative or sensitive work. While not currently available, we've received this feedback and it's something we're considering for future improvements.
If you need help managing access or have specific use cases you'd like us to know about, feel free to reach out to our support team.
## Related Articles
Learn about login methods and app security
Control who can access and edit your documents
Publish documents to the web with passcode protection
# Encryption and Data Protection
Source: https://craft-support.mintlify.app/en/account-and-subscription/data-and-security/encryption
Understand how Craft protects your data with encryption and security measures.
At Craft, we take security and privacy seriously. While we currently do not offer end-to-end encryption (E2EE), your data is still protected using strong encryption protocols throughout its lifecycle.
## What Is End-to-End Encryption?
End-to-end encryption (E2EE) means that only the sender and the recipient can access the data – not even the service provider can decrypt it. In this model, your content is encrypted on your device and only decrypted on the recipient's device, ensuring maximum privacy.
Craft does not use E2EE, because the app relies on cloud-based collaboration, real-time syncing, and multi-device access – features that require server-side data handling.
## How Your Data Is Protected
While Craft does not currently offer end-to-end encryption, your data is protected using robust, industry-standard security measures at every stage.
### Encryption in Transit
All data sent between your device and Craft's servers is protected using **TLS (Transport Layer Security)**, preventing interception or tampering during transmission.
### Encryption at Rest
* **Document content and personal data** are stored using **AWS RDS default encryption**
* **Uploaded files and binary content** (such as images or attachments) are protected using **SSE-S3 encryption** on Amazon S3
### Secure Cloud Hosting
Craft is hosted on **Amazon Web Services (AWS)**, a secure and trusted cloud platform used by leading global companies for its scalability and reliability.
### SOC 2 Compliance
Craft has undergone independent audits and is certified for **SOC 2 Type I & II**, confirming that we maintain high standards in system security, availability, and confidentiality.
### Access Controls
Access to data is limited to authorized Craft personnel and only when necessary – for example, to provide support. All access is logged and carefully managed.
### Automated Backups
Regular backups are performed to ensure your content is safe and recoverable in the unlikely event of data loss.
### Secure Login
Craft uses email-based login with one-time verification codes instead of passwords, which helps reduce exposure to phishing and common security breaches.
## Learn More
For further information on our approach to protecting your data:
* Review our [Security Overview](https://www.craft.do/security)
* Read our [Note on Data Policy](https://documents.craft.me/0L6qZ2ew0yQS1P), which explains our encryption approach and how your data is handled at each layer
If you have any questions about data privacy or Craft's security model, feel free to reach out to our support team.
## Related Articles
Learn about login methods and app security
Understand where and how your data is stored
Automatic backups and version history
# Multiple Accounts
Source: https://craft-support.mintlify.app/en/account-and-subscription/multiple-accounts
Manage and switch between multiple Craft accounts on the same device.
While merging two accounts isn't currently possible, you can add and switch between multiple accounts in the Craft app. This is useful if you have separate personal and work accounts, or manage content for multiple organizations.
Adding multiple accounts is currently available on iOS and macOS only.
## Add Another Account
You can sign in to multiple Craft accounts on the same device and switch between them instantly.
### Step 1: Open Settings
Click the **Space name** at the top of the sidebar to open Settings.
Click the **Space name** in the top-left corner.
Click **Settings** at the bottom of the dropdown.
Tap the **Space icon** in the top-left corner.
Tap **Settings**.
Tap your **profile picture** in the top-right corner.
Tap **Settings**.
### Step 2: Add the Account
Select **Account Settings** under **Your Account** in the sidebar.
Click **Add Account**, then sign in with your additional account credentials.
After adding an account, all its spaces and documents will be accessible alongside your primary account.
## Switch Between Accounts
Once you've added multiple accounts, you can quickly switch between them from the profile menu.
Click or tap your profile picture in the top-right corner
Select the account you want to switch to from the account list
The app will immediately switch to the selected account, showing all its spaces and documents.
## Move Documents Between Accounts
You can transfer individual documents from one account to another while preserving the document content.
Right-click on the document you want to move
Select **Move to...** from the context menu
Choose **To Another Space**
Select the destination space in your other account
**To move multiple documents**: Hold **Shift** while selecting documents, then follow the same steps.
Long-press on the document you want to move
Tap **Move to...** from the menu
Choose **To Another Space**
Select the destination space in your other account
**To move multiple documents**: Tap and hold to select the first document, then tap additional documents before choosing **Move to...**.
When moving documents between accounts:
* **Folders cannot be moved** – only individual documents
* **Block links will break** – internal links to other documents won't transfer
* **Published page URLs will change** – you'll need to republish and update links
* **Comments are not transferred** – document comments will be lost
## Best Practices
* **Use descriptive profile photos**: Set different profile pictures for each account to make them easy to identify at a glance
* **Organize by workspace type**: Consider using separate accounts for fundamentally different types of work rather than just for different projects
* **Export before major moves**: If you're planning to move many documents between accounts, consider exporting them first as a backup
## Related Articles
Learn about organizing content within spaces
Get started with your Craft account
# Profile Settings
Source: https://craft-support.mintlify.app/en/account-and-subscription/profile-settings
Customize your profile, preferences, and account settings in Craft.
Your Craft profile is how others see you when you share documents or collaborate in spaces. Customize your name, photo, email, and preferences to make Craft work the way you want.
## Account Information
Update how you appear to collaborators and manage your login credentials.
Update your display name for sharing and collaboration
Update the email associated with your Craft account
Set or update your profile picture
## Preferences
Personalize your Craft experience with language settings and custom icons.
Change the display language for the Craft interface
Personalize the Craft app icon on macOS
Change the name of your personal or team spaces
## Troubleshooting
Having issues with your account? Find solutions here.
Troubleshoot problems with login codes and authentication
# Change Account Name
Source: https://craft-support.mintlify.app/en/account-and-subscription/profile-settings/change-account-name
Update how others see you when sharing documents or collaborating in spaces.
Your Craft account name is how others see you when you share documents or collaborate in spaces. You can update it anytime from your account settings.
## Change Your Account Name
Click the **Space name** at the top of the sidebar to open Settings.
Click the **Space name** in the top-left corner.
Click **Settings** at the bottom of the dropdown.
Tap the **Space icon** in the top-left corner.
Tap **Settings**.
Tap your **profile picture** in the top-right corner.
Tap **Settings**.
Go to **My Account**
Update your **Name** field
Changes are saved automatically.
This change only affects your account name. Your email address and team/space names are managed separately.
# Change Email Address
Source: https://craft-support.mintlify.app/en/account-and-subscription/profile-settings/change-email-address
Update the email address associated with your Craft account.
You can change your Craft account email address from your account settings.
## Change Your Email
Click the **Space name** at the top of the sidebar to open Settings.
Click the **Space name** in the top-left corner.
Click **Settings** at the bottom of the dropdown.
Tap the **Space icon** in the top-left corner.
Tap **Settings**.
Tap your **profile picture** in the top-right corner.
Tap **Settings**.
Go to **Account Settings**
Click **Change Email** in the email field
## Unable to Change Email
You can only change your account email to an email address that doesn't currently have a Craft account.
### If the Email Is Already in Use
If you need to use an email that's associated with another Craft account:
Delete the account that uses the desired email address (go to **Settings** → **My Account** → **Delete Account**)
Once deleted, the email becomes available for use with your remaining account
Change the email in your active account (**Settings** → **My Account** → **Change Email**)
Deleting an account will permanently delete all documents in that account. Make sure to back up any important data before deletion.
# Change Profile Photo
Source: https://craft-support.mintlify.app/en/account-and-subscription/profile-settings/change-profile-photo
Update your profile picture to personalize your workspace and help collaborators recognize you.
Your profile photo in Craft helps personalize your workspace and makes it easier for collaborators to recognize you.
## Where Your Profile Photo Appears
Your profile image is shown in:
* Shared documents
* Comments
* Space or team settings
## Change Your Profile Photo
Click the **Space name** at the top of the sidebar to open Settings.
Click the **Space name** in the top-left corner.
Click **Settings** at the bottom of the dropdown.
Tap the **Space icon** in the top-left corner.
Tap **Settings**.
Tap your **profile picture** in the top-right corner.
Tap **Settings**.
Go to **My Account**
Click or tap your profile image to upload a new photo
Select an image from your device (JPG, JPEG, or PNG)
Your new photo will automatically update across all your devices.
Your profile picture is linked to your Craft account, not to individual spaces. If you don't see the update right away, try restarting the app.
# Custom App Icon
Source: https://craft-support.mintlify.app/en/account-and-subscription/profile-settings/custom-app-icon
Set a custom icon for the Craft app on macOS.
Custom app icons are only available on macOS.
You can personalize your Craft app by setting a custom icon on your Mac.
## Set a Custom Icon
Download your preferred app icon from [Craft's icon gallery](https://www.craft.do/s/dhXngIMJLQu96b)
Open the **Applications** folder on your Mac
Right-click on **Craft** and select **Get Info**
Drag and drop the `.icns` file to the small Craft logo in the top-left corner
Restart the Craft app
The custom icon will reset to default whenever the app updates. This is a behavior imposed by the App Store.
## Delete a Custom Icon
To reset your icon back to the default:
Go to the **Applications** folder on your Mac
Right-click on **Craft** and select **Get Info**
Click the app icon in the top-left corner
Press **Delete** on your keyboard
# Languages
Source: https://craft-support.mintlify.app/en/account-and-subscription/profile-settings/languages
Craft supports multiple languages across different platforms for a localized experience.
Craft supports multiple languages across different platforms, allowing users worldwide to enjoy a localized experience.
## Supported Languages
### Apple Devices (Mac, iPad, iOS)
Craft is available in the following languages on Apple devices:
* English
* Spanish
* French
* German
* Italian
* Japanese
* Korean
* Chinese (Simplified)
* Chinese (Traditional)
* Hungarian
Craft follows your **system language settings** automatically.
### Change Language on Apple Devices
Click the **Space name** at the top of the sidebar to open Settings.
Click the **Space name** in the top-left corner.
Click **Settings** at the bottom of the dropdown.
Tap the **Space icon** in the top-left corner.
Tap **Settings**.
Tap your **profile picture** in the top-right corner.
Tap **Settings**.
Click **Language and Spelling** and choose your preferred language
### Web and Windows
Craft's Web and Windows apps are available in:
* English
* Spanish
* French
* German
* Italian
* Japanese
* Korean
* Chinese (Simplified)
* Chinese (Traditional)
### Change Language on Web or Windows
Click the **Space name** at the top of the sidebar to open Settings.
Click the **Space name** in the top-left corner.
Click **Settings** at the bottom of the dropdown.
Tap the **Space icon** in the top-left corner.
Tap **Settings**.
Tap your **profile picture** in the top-right corner.
Tap **Settings**.
Click **Language** and choose your preferred language
If you find any translation inconsistencies, please let us know at [support@craft.do](mailto:support@craft.do). We appreciate your feedback!
## Help Center Language
Currently, Craft's Help Center articles are primarily in **English**, but we're working to expand support content in more languages.
# Login Code Issues
Source: https://craft-support.mintlify.app/en/account-and-subscription/profile-settings/login-code-issues
Troubleshoot issues with receiving your Craft login code via email.
If you haven't received your login code via email, there are several steps you can take to resolve the issue.
## Check Your Email
Verify you're checking the correct email inbox associated with your Craft account
Look in your **Spam**, **Junk**, **Promotions**, or **Trash** folders
If you use filters or rules, check if the email was routed to a different folder
The login email is sent from `login-noreply@craft.do` with the subject line **"Welcome to Craft Docs! Your Sign In Code: XXXXX"**.
## Wait a Few Minutes
Sometimes, email delivery may be slightly delayed depending on your email provider. Wait a few minutes and check again.
## Request a New Code
Go back to the Craft login screen and re-enter your email address. You can request a new login code, which will invalidate the previous one.
## Microsoft Email Addresses
For users with **Outlook, Hotmail, Office365, or Live** email addresses, delayed delivery is a known issue due to Microsoft's spam prevention systems.
If you're using a Microsoft email address:
* Wait 15–30 minutes and check again
* Add `login-noreply@craft.do` to your email contacts to help ensure delivery
* Contact [Microsoft support](https://support.microsoft.com/contactus) and report the issue if the problem persists
## Still Not Receiving the Code?
If you've tried the steps above and still can't log in:
* Try logging in using a different device (e.g., mobile instead of desktop)
* If possible, try using a different network (some firewalls may interfere with authentication)
Then, reach out to Craft's support team at [support.craft.do](https://support.craft.do/). Let us know the email address you're using to sign in, and we'll help investigate.
# Rename Spaces
Source: https://craft-support.mintlify.app/en/account-and-subscription/profile-settings/rename-spaces
Change the name of your spaces to better organize your content.
Spaces in Craft help you organize content and collaborate effectively. You can rename any space you own or have admin access to.
## Rename a Space
Select **Settings**
Click **Space Settings**
Update the **space name** field
Changes are saved automatically.
## Switch Between Spaces
Click the **space dropdown** in the top left to switch between your spaces.
Tap the **space name** in the top left to open the space switcher.
Click the **space dropdown** in the top left to switch between your spaces.
# Storage and Recovery
Source: https://craft-support.mintlify.app/en/account-and-subscription/storage-and-recovery
Manage storage limits and recover deleted documents and content.
Learn how to manage your storage, recover deleted content, and use version history to restore previous document versions.
## Version History
Craft automatically backs up your documents every hour while you're editing:
Learn how automatic backups work and how to restore versions
Common reasons why you might not see a previous version
## Storage Management
Monitor your storage usage per space and understand limits
Keep folders and their assets available offline
Store documents locally on your device instead of the cloud
## Recovery
Restore deleted documents, folders, pages, and blocks
# External Locations
Source: https://craft-support.mintlify.app/en/account-and-subscription/storage-and-recovery/external-locations
Store your Craft documents locally on your device instead of in the cloud.
**Craft External Locations** gives you the option to store your documents **locally** on your device, whether it's your iPhone, iPad, or Mac.
## Important Limitations
Before using External Locations, be aware of these important limitations:
Document sharing and collaboration features are not available in External Locations. You won't be able to share your documents easily via a Secret Link or use collaboration features such as commenting and real-time cursor.
* **Manual re-adding required**: Since we don't store any information about which folder you're using, you have to manually re-add your folder as a space if you log out from your account or switch between devices
* **Not recommended for multi-device use**: The upload and syncing process depends entirely on third-party services. Using External spaces across different devices can lead to data conflicts and data loss
If you're unsure about how to use External Locations safely, please reach out to our support team for guidance.
## How to Enable External Locations
Go to **Settings** > **Advanced**
Turn on the **External Locations** toggle
## How to Add an External Location
Once enabled, you can add an External Location from **Settings** > **My Spaces**:
Go to **Settings** > **My Spaces**
Click **Add External Location**
Create or select a folder at your preferred location -- this is where all your documents and assets will be saved
## Using Third-Party Sync Services
### macOS
On macOS, you have full control over where you would like to store the folder containing your Craft documents. The sync quality and reliability will depend on your cloud provider (such as Dropbox, Google Drive, etc.).
### iOS and iPadOS
On iOS and iPadOS, Apple currently doesn't allow access to most third-party sync services as a location when selecting a folder. The only available option in this case is **iCloud Drive**.
If this changes in future iOS updates, Craft will support the latest available options.
## When to Use External Locations
External Locations are best suited for:
* Users who need complete control over where their data is stored
* Scenarios where cloud collaboration features are not needed
* Single-device workflows (not recommended for multi-device)
* Compliance requirements that mandate local-only storage
## When NOT to Use External Locations
Avoid External Locations if you:
* Need to share or collaborate on documents
* Work across multiple devices
* Want automatic syncing without third-party tools
* Rely on Craft's cloud-based features like version history and backups
## Need Help?
If you have questions about External Locations or need help setting them up safely, please contact our support team.
# Keep on Device Folders
Source: https://craft-support.mintlify.app/en/account-and-subscription/storage-and-recovery/on-device-folders
Keep folders and their assets available offline on your device.
Craft allows you to take **entire folders and their assets on device**, ensuring you can access your **images, files, and other attachments** without an internet connection. While documents have always been available offline, this feature extends to **all assets within a top-level folder**, making it easier to work seamlessly when offline.
On-Device Folders is available on macOS, iPad, and iPhone.
## How to Enable On-Device Folders
Open Craft on your Mac, iPad, or iPhone
Locate the folder you want to store on your device
Tap the **three-dot menu (⋯)** next to the folder
Select **"Keep On Device"**
The folder and all its assets will be stored locally on your device.
All nested folders inside the selected folder will be included in the download. Individual nested folders cannot be stored separately.
## How On-Device Folders Work
* Once a folder is stored on device, **all images, files, and attachments** within it will be available locally, even without an internet connection
* Any **changes made while offline** will sync once your device reconnects to the internet
* Documents have always been available offline – this feature specifically ensures **assets** (images, files) are also available
On-Device Folders downloads **Craft documents and their assets** for offline access. It does **not**:
* Map or link external Mac/iPad folders into Craft
* Act as a file manager for non-Craft files
* Replace cloud sync (your documents still sync when online)
If you're looking to store Craft documents **entirely locally** without cloud sync, see [External Locations](/en/account-and-subscription/storage-and-recovery/external-locations) instead. Note that External Locations have significant limitations including no sharing or collaboration features.
## Limitations and Important Notes
### Folder Eligibility
* The "Keep On Device" option **only appears on top-level folders** in the sidebar
* It is not available on subfolders, individual documents, or the space home page
* All nested content inside a top-level folder is included automatically
### Sync and Device Storage
* The **On-Device Folder** setting applies individually to each device
* While the content within the folder **will sync across all your devices**, you need to manually enable **On-Device** mode on each device where you want the folder stored locally
* **Ensure your device has enough storage** before enabling this feature – Craft will display a warning if space is limited
### Downloading Process
* **Downloads only occur when the app is open in the foreground** – background downloads are not currently supported
* Moving an **on-device folder** into another folder **will remove its on-device setting** – if moved back, the setting must be re-enabled
### Editing and Updates
* **On-device folders do not update automatically** when changes are made offline (e.g., sketching on a draft, cropping a cover image)
* Changes will sync once you're back online
### File Types and Restrictions
* **Whiteboards cannot be edited while on device** – attempting to do so will result in an error
* **Mention profile images will not be downloaded** in the first iteration, though they may still appear in Craft's cache
## Best Practices
* Ensure you have enough device storage before storing large folders
* Keep Craft open while downloading folders to your device
* Re-enable on-device access if you move a folder back to its original location
* Plan for manual updates when making edits to on-device content – sync only triggers once back online
## When to Use On-Device Folders
On-Device Folders are ideal for:
* Traveling or working in areas with limited connectivity
* Presentations where you need guaranteed access to images and media
* Projects with large media files that you frequently access
* Ensuring critical folders are always accessible regardless of internet connection
By enabling on-device folders, you can work uninterrupted, whether you're traveling, in low-connectivity areas, or simply prefer local storage for certain files.
# Recovering Deleted Content
Source: https://craft-support.mintlify.app/en/account-and-subscription/storage-and-recovery/recovering-deleted-content
Learn how to recover deleted documents, folders, pages, and blocks in Craft.
Craft provides several ways to recover deleted content depending on what was deleted and when.
## Recovering Documents
### Recently Deleted Folder
All deleted documents are automatically moved to the **Recently Deleted** folder, where they are kept for **30 days**.
Navigate to the **Recently Deleted** folder in your sidebar
Find the document you want to recover
Right-click on the document and select **Restore**
After 30 days, documents in Recently Deleted are permanently removed and cannot be recovered.
## Recovering Folders
When you delete a folder, the folder structure is removed but **all documents within the folder remain accessible** from the **All Documents** view.
If you want to delete all the content of a folder:
Open the folder
Highlight all the documents in the folder
Move them to Trash
## Recovering Pages and Blocks
Pages (documents within documents) are treated as blocks and will **not** go to the Recently Deleted folder.
To recover deleted pages or blocks, you have two options:
### Option 1: Undo Action
Immediately after deleting a page or block, use the undo command:
* **macOS**: Press `Cmd + Z`
* **iOS/iPadOS**: Tap the undo button or shake your device
* **Windows/Web**: Press `Ctrl + Z`
### Option 2: Restore from Version History
If you can't use undo, you can restore an earlier version of the document that contained the deleted page or block:
Open the document where the page or block was deleted
Click the **Info** tab in the right sidebar
Select **View Backups**
Choose a backup from before the deletion occurred
Restore that version to recover the deleted content
## Recovering Deleted Spaces
Currently, **deleted spaces cannot be restored manually** from the app once they have been removed. All content inside a deleted space is also deleted permanently and is **not sent to the Recently Deleted folder**.
If you believe a space was deleted by mistake, contact the Craft support team as soon as possible. While we cannot guarantee recovery, we will investigate and check if there's anything we can do.
When contacting support, provide:
* The name of the deleted space
* The email address associated with your Craft account
* An approximate date of when the space was deleted
## Document History
If you can't find deleted content using undo or version history, you can try searching for it using **Document History** — a dedicated microsite that lets you search through recent content changes and snapshots.
Document History is available on **Web only** and requires a **paid plan** (Plus or Business).
### What Document History Can Do
* **Search content** across recent document changes (including deletions) and snapshots
* **Browse a timeline** showing snapshots for a document and document movements between folders
### How to Access Document History
Navigate to the **Recently Deleted** folder
Click the **three-dot menu** (⋯) on the document
Select **Find in History**
### Good to Know
* Document History searches **text blocks only** — other block types are not included
* **Deleted documents** cannot be searched — the document must still exist in Recently Deleted
* Searchable history depends on your plan: **Plus** covers the last **30 days**, **Business** covers the last **180 days**
* All **space members** can access Document History for their space
* Snapshots are still created every hour, but Document History may also find content that was created and deleted between snapshots
* This feature is in **early access** — think of it as a place to try searching for lost content rather than a guaranteed recovery tool
## Preventing Accidental Deletion
To reduce the risk of losing important content:
* Be cautious when deleting, especially for spaces and pages
* Make regular backups by exporting your documents
* Ensure only trusted members have admin rights in shared spaces
* Use version history to create regular snapshots of important documents
## Need More Help?
If you can't recover your content using these methods, please reach out to our support team at [support@craft.do](mailto:support@craft.do). We're here to help!
## Related Articles
Learn how Craft automatically backs up your documents
Create backups by exporting your content
Monitor your storage usage per space
# Check Storage Usage
Source: https://craft-support.mintlify.app/en/account-and-subscription/storage-and-recovery/storage-usage
Monitor your storage usage and space statistics, and understand storage limits.
Craft allows you to monitor your storage usage and other space statistics per space. This feature is available on the Mac, iPad, and iOS apps.
## How to Check Storage Usage
Click the **Settings** icon (gear) at the bottom of the left sidebar.
Under **Space Settings**, select **Stats**.
The Stats panel shows your **Storage Limit** at the top, along with other space statistics.
## Available Stats
The Stats panel also shows additional information about the selected space:
* **Storage Limit** -- your current usage and total storage allowance
* **Documents** -- total number of documents in the space
* **Blocks** -- total number of content blocks
* **Pages** -- total number of pages (including subpages)
* **Words** -- total word count across all documents
* **Characters** -- total character count
* **Reading Time** -- estimated time to read all content in the space
Storage usage and space statistics are currently only available on macOS, iPad, and iOS. Windows and Web users cannot view these stats at this time.
## Understanding Storage Limits
### Free Plan
* **1,500 blocks** content limit
* **1 GB** storage
* **25 MB** media upload limit
### Plus, Family, Team, and Business Plans
* Each space can hold up to **1 TB** of content
* Once a space reaches this limit, you'll need to remove content to continue adding new material
* You can create up to 5 spaces (on Plus and Family plans) to distribute and organize your content
The 1 TB cap ensures optimal sync and app performance. Craft will notify you if you're nearing the limit.
## Block Limit Per Space (Mac, iOS, iPad)
Each space has a limit of **300,000 content blocks** on the Mac, iOS, and iPad apps. This limit exists to ensure reliable syncing across your devices. On the web app, there is no such limit.
If you reach this limit, you'll see a notification suggesting you upgrade your plan. If you're already on Plus (or another paid plan), the message can be confusing because your plan does include unlimited content. The limit is per space, not per account, and is related to sync performance rather than your subscription.
We plan to revisit this restriction in the future. For now, the best approach is to spread your content across multiple spaces.
### What to Do If You Hit the Limit
* **Move content to another space** to bring the block count below 300,000
* Organize your spaces by topic, project, or purpose (e.g. work, personal, archive)
* Move documents you don't access often into a separate space for long-term storage
You can check how many blocks a space contains in the space settings (see above).
## Tips for Managing Storage
* Regularly review and delete old or unused content
* Use compressed media files when possible
* Spread content across multiple spaces to stay within limits
* Check version history and delete old backups if needed
If you need help managing your storage or have questions about limits, feel free to reach out to our support team.
## Related Articles
Compare storage limits across plans
Learn how to recover deleted content
Store content on your device or cloud provider
# Document Version History
Source: https://craft-support.mintlify.app/en/account-and-subscription/storage-and-recovery/version-history
Learn how Craft automatically backs up your documents and how to restore previous versions.
Craft automatically creates backups of your documents, allowing you to restore previous versions if needed. This feature ensures that you can recover your content in case of accidental changes or deletions.
## How Version History Works
### Automatic Backups Every Hour
* A snapshot of your document is created every **60 minutes** while you're actively making changes
* After you make an edit, the system starts a timer
* If you continue making changes, a snapshot is automatically saved once one hour has passed
* The process then repeats: as long as you keep editing, new snapshots are created every hour
**Example:**
* You update a document at **10:00 AM** → The timer starts
* You continue making changes until **11:00 AM** → A backup is saved
* The timer resets and tracks your changes until **12:00 PM**, when the next backup is saved
## How to View Document Backups
Open the document you want to review
Click on the **Info** tab in the right sidebar
Select **View Backups** to access the list of saved versions
Choose a backup from the list to preview and restore it if needed
## Backup Retention by Plan
The number of days your document versions are available depends on your Craft subscription plan:
| Plan | Version History Retention |
| -------------- | ------------------------- |
| Starter (Free) | 7 days |
| Plus, Family | 30 days |
| Team, Business | 180 days |
After the retention period for your plan, older backups are automatically deleted and no longer accessible.
## Troubleshooting
If you can't see a previous version of your document, see [Troubleshooting Version History](/en/account-and-subscription/storage-and-recovery/version-history-troubleshooting) for common causes and solutions.
## Related Articles
Learn how to recover deleted documents, folders, and pages
Fix issues with document version history
Compare storage limits across plans
# Troubleshooting Version History
Source: https://craft-support.mintlify.app/en/account-and-subscription/storage-and-recovery/version-history-troubleshooting
Common reasons why you might not see a previous version of your document.
If you're unable to see a previous version of your document using Version History, several factors could be the cause. Below are the most common reasons:
## Common Causes
### 1. The Backup Was Created Outside Your Plan's Retention Period
Craft's version history is available for a limited time based on your subscription plan:
| Plan | Version History Retention |
| -------------- | ------------------------- |
| Starter (Free) | 7 days |
| Plus, Family | 30 days |
| Team, Business | 180 days |
If the version you're looking for is older than your plan's retention period, it will no longer be accessible.
### 2. The Document Didn't Meet the Backup Timing Requirement
* Craft creates a snapshot every **60 minutes** while you're actively making changes
* If you didn't continue editing the document for a full hour, a backup may not have been created
* For example: If you made quick edits and closed the document within a few minutes, no backup would have been saved
### 3. No Changes Were Made Since the Last Backup
* Version history is only created when there are **active changes** to a document
* If you only viewed the document or made minor changes that didn't meet the system's threshold, a new version may not have been saved
### 4. The Document Was Recently Created
* If the document is new and hasn't been edited for at least **60 minutes**, there may not be any saved versions yet
* Craft starts tracking changes from the moment you begin editing, but the first backup will only occur after one hour of continued editing
### 5. The Document or Space Was Deleted
If the entire document or space was deleted, version history will no longer be available unless restored from **Recently Deleted** within the allowed timeframe.
### 6. Technical Limitations or Sync Issues
* Version history might not display correctly if there was an interruption in syncing between devices
* Check your internet connection and make sure Craft is up to date to avoid potential syncing problems
## What to Do If You Still Can't Find a Version
* Double-check the **Info tab > View Backups** in the right sidebar of the document
* Verify your subscription plan to ensure your retention period covers the timeframe you need
* If you suspect an issue with syncing or backups, please contact our support team for assistance
By understanding how Craft's version history works and what factors affect backups, you can ensure that your documents are consistently saved and accessible when needed.
# Subscription Plans
Source: https://craft-support.mintlify.app/en/account-and-subscription/subscription-plans
Compare Craft subscription plans and choose the one that fits your needs.
Craft offers flexible subscription plans designed to meet different needs – from individuals and students to families and large teams. All plans include sync across devices, with paid plans unlocking unlimited documents, expanded storage, AI features, and team collaboration.
## Quick Comparison
| Plan | Best For | Key Features |
| ------------------ | -------------------- | --------------------------------------------------------- |
| **Starter** (Free) | Getting started | 1,500 blocks, 1 GB storage, 7-day history, AI usage quota |
| **Plus** | Individuals | Unlimited docs, 1TB storage, 30-day history, AI Assistant |
| **Family** | Households | Up to 5 members, shared spaces |
| **Team** | Small teams | Up to 10 members, team spaces |
| **Education** | Students & educators | Free Plus features with school email |
[Contact us](mailto:support@craft.do) for custom pricing options for larger teams.
## Choose Your Plan
Detailed comparison of all subscription tiers and pricing
Free access for students, faculty, and academic staff
## Alternative Access
Access Craft through a Setapp subscription
Compare the legacy Pro plan with the current Plus plan
Visit the [Craft pricing page](https://www.craft.do/pricing) to view current pricing and start your subscription.
# Education Plan
Source: https://craft-support.mintlify.app/en/account-and-subscription/subscription-plans/education-plan
Free Craft access for students, faculty, and staff members of academic institutions.
Craft's Education Plan provides free access to premium features for students, faculty, and staff members of academic institutions.
Register with your school email at [craft.do/education](https://www.craft.do/education)
## Eligibility
You're eligible for the Education plan if you're:
* Currently enrolled student
* Faculty member
* Staff member of an academic institution
* Can provide a school-issued email address
## Sign Up
### New Users
Simply sign up to Craft using your school-issued email address. You can sign up through any Craft app or the web app at [docs.craft.do](https://docs.craft.do/).
### Existing Users
If you already have a Craft account with a personal email:
Change your registered email address to your school-issued email
Wait for the activation email
Click the button in the email to activate the plan
## Verification
When you register, we check if your email address belongs to an official academic institution. You'll receive an activation email – just click the button to activate the plan.
If you don't receive an email within an hour after creating your account or changing your email address, please reach out to our [support team](mailto:support@craft.do).
### No School Email?
If your academic institution doesn't provide an email address, please reach out to our [support team](mailto:support@craft.do) to explore other opportunities.
## What's Included
The Education Plan includes:
* **Unlimited documents**
* **250GB storage** (50GB per space)
* **Up to 5 spaces**
* **1GB file upload limit**
* **Lifetime AI usage quota** (15 credits)
### Not Included
* Advanced share analytics
* Custom domain
* Ability to invite members to your team (document-level collaboration is still available)
## Duration and Renewal
As long as you're an enrolled student, educator, or staff member, you can stay on the Education plan.
Your verification is valid for **12 months**, after which you'll need to re-verify your status. We'll send you a reminder email when it's time.
## Switching from a Paid Plan
Yes, you can switch from a paid plan to the Education Plan. First, sign up with your school-issued email address or change your existing Craft account email to your school-issued email.
After your Education Plan is activated, make sure to cancel your existing paid subscription to avoid future charges.
If you subscribed through Craft, you can cancel your subscription in Craft. If you subscribed through the App Store, manage or cancel your subscription through your Apple account.
Canceling your paid subscription does not delete your Craft account or documents.
## Data and Email Changes
Your data is stored in your Craft account and tied to your email address.
If your school email is about to be deactivated, change your Craft account to another email address beforehand so you can still access your data.
## Collaboration
You can share documents with anyone and collaborate on the document level. Team plans (Plus, Family, Team, Business) are required to invite members to your team.
For student organizations or classroom teams, please reach out to our support team – we can consider your use case for a discount on team plans.
## Upgrading
Upgrading from Education Plan to paid tiers is not currently supported. You can subscribe to a paid plan by creating a new team or using a different Craft account.
## Device Support
Craft is available on:
* iPhone
* iPad
* Mac
* Vision Pro
* Windows
* Web browser
A single Education plan subscription works across all your devices.
## Related Articles
Compare Craft's subscription tiers and features
Update your Craft account email address
Cancel your paid plan to switch to Education
# Plans and Pricing
Source: https://craft-support.mintlify.app/en/account-and-subscription/subscription-plans/plans-and-pricing
Choose the Craft subscription plan that best fits your needs – from individual users to large teams.
Craft offers subscription plans tailored to meet the needs of individual users, families, teams, and businesses. Whether you're a solo creator or a large organization, there's a plan designed for you.
## Plans Overview
### Starter Plan (Free)
* **Content**: Up to 1,500 content blocks
* **Storage**: 1 GB
* **Media Upload**: 25 MB per file
* **Version History**: 7 days
* **AI Assistant**: Usage quota (15 credits)
* **Ideal for**: Individuals getting started with Craft for personal projects
### Plus Plan
* **Pricing**: \$96 annually or \$10 monthly
* **Access**: Unlimited documents, up to 5 spaces
* **Storage**: 1TB per space
* **File Upload Limit**: 5GB per file
* **Version History**: 30 days
* **AI Assistant**: Monthly usage quota (50 credits)
* **Features**: Custom domains, advanced share analytics
* **Ideal for**: Solo professionals and creators looking for extended capabilities
### Family Plan
* **Pricing**: \$180 annually or \$18 monthly
* **Members**: Invite up to 5 members
* **Shared Spaces**: Up to 5 shared family spaces for collaboration
* **Features**: All Plus plan benefits for each family member
* **Ideal for**: Families or small groups aiming to collaborate together
Each invited family member gets their own account upgraded to Plus, including **5 personal spaces** with 1TB storage each – separate from the shared family spaces.
Shared Family spaces are created from **Team Settings**, not from "My Spaces." Go to **Settings > Team > Spaces** to create a new shared space that all family members can access.
### Team Plan
* **Pricing**: \$600 annually or \$60 monthly
* **Members**: Invite up to 10 members
* **Shared Spaces**: Up to 25 shared team spaces for collaboration
* **Features**: All Plus plan benefits for each team member
* **Ideal for**: Small to medium teams requiring collaborative spaces
Each invited team member gets their own account upgraded to Plus, including **5 personal spaces** with 1TB storage each – separate from the shared team spaces.
[Contact us](mailto:support@craft.do) for custom pricing options for larger teams.
Visit the [Craft pricing page](https://www.craft.do/pricing) to view our latest pricing.
## View or Change Your Subscription
You can access and modify your current plan details:
Go to **Settings**
Select your **Team**
View **Plan Overview**
## Pro Tier Legacy
If you subscribed to the Pro Tier in the past, your subscription will be kept at Pro Tier, but you can upgrade anytime.
## Related Articles
Free Craft for students and educators
Access Craft through Setapp subscription
Compare legacy Pro plan with Plus
Cancel your Craft subscription while keeping all your data
# Pro vs Plus Comparison
Source: https://craft-support.mintlify.app/en/account-and-subscription/subscription-plans/pro-vs-plus
Compare the legacy Pro plan with the new Plus plan features.
The Pro plan has been discontinued and is no longer available for purchase. If you're currently on the Pro plan, this comparison helps you understand the differences with the new Plus plan.
## Feature Comparison
| Feature | Plus | Pro (Legacy) |
| ------------------------- | ----------------------------- | ------------------------------- |
| **Custom Domain** | ✓ Available | ✗ Not available |
| **Storage** | 1TB per space | 50GB per space (up to 5 spaces) |
| **Upload Limit Per File** | 5GB | 1GB |
| **AI Usage** | \~25–50 AI sessions per month | \~15–30 AI sessions per month |
| **AI Models** | On-device, Core, Fast, Max | On-device, Core, Fast |
| **AI Editing** | ✓ Supported (Fast and Max) | ✓ Supported (Fast only) |
## Why Upgrade to Plus?
If you're looking for enhanced storage, larger file uploads, and access to the most capable AI models (including Max), the Plus tier offers significant improvements over the legacy Pro plan. See [Usage & Limits](/en/ai-assistant/usage) for details on AI usage quotas.
## Related Articles
View all available Craft plans
Understand AI usage quotas and top-up options
Transition from App Store to web subscription
Change your payment details for your subscription
# Setapp
Source: https://craft-support.mintlify.app/en/account-and-subscription/subscription-plans/setapp
Access Craft through your Setapp subscription with Plus tier features.
If you're using the Setapp version of Craft, you have access to our **Plus Tier** features.
## Using Craft with Setapp
Setapp needs to be running in the background for Craft to launch.
In the Setapp app, scan the QR code to initiate login with Setapp.
In the Setapp app, scan the QR code to initiate login with Setapp.
## What's included with Setapp
Your Setapp subscription grants you access to Plus tier features, including:
* **1TB storage** per space (up to 5 spaces per team)
* **5GB upload limit** per file
* **Advanced Share Analytics**
* **Custom Domains**
* **AI Assistant benefits**, including a monthly AI usage refresh, access to advanced Assistant models, and Bring Your Own Key (BYOK)
* **Setapp AI provider**: use your Setapp AI credits directly in the Assistant, with ChatGPT Luna as the default model. See [Connect to AI Providers](/en/ai-assistant/bring-your-own-key) for details.
Setapp includes Plus tier features for your Craft account, but it does not support inviting members to your team. You can still collaborate with others at the document level.
## Troubleshooting
### Subscription Not Recognized or AUTH Error
If Craft doesn't recognize your Setapp subscription, or you see an error like `AUTH/2/650`:
Make sure you're launching Craft **from the Setapp app**, not from your Applications folder or Dock directly
Ensure Setapp is running in the background — Craft needs it to verify your subscription
If the issue persists, quit both Craft and Setapp completely, then reopen Setapp first, followed by Craft
If you previously installed Craft from the App Store or directly from craft.do, your Mac may be opening that version instead of the Setapp version. Check that you're using the correct copy by looking for the Setapp badge on the app icon.
### "Another Craft is Already Installed" Error
If you see this pop-up after opening the Setapp version on Mac:
Delete the Craft app
Open Finder and navigate to your home folder
Press `Cmd + Shift + .` to display hidden folders
Delete `~/Library/Group Containers/group.com.lukilabs.lukiapp.share/`
Delete `~/Library/Containers/com.lukilabs.lukiapp`
Download Craft from Setapp again
## Switching from Setapp to a Craft subscription
It is not possible to upgrade a team while it is tied to a Setapp subscription.
If you want to subscribe to Plus, Family, Business, or Team directly with Craft, choose one of these options:
[Create a new team](/en/organize-and-find/teams), then subscribe directly through [craft.do/pricing](https://www.craft.do/pricing).
Cancel your Setapp subscription, wait until it fully expires, then subscribe through our website or the App Store.
If you need help creating a new team, switching plans, or understanding what happens to your current setup, [contact our support team](mailto:support@craft.do). We'll help you choose the safest option.
## Moving from Craft Subscription to Setapp
### Same Email for Both Accounts
If your Craft account email matches your Setapp account email:
Download the Setapp version of Craft through Setapp
Sign in with that email
Your existing Craft account will be automatically assigned to Setapp
Your previous content will be visible right away
### Different Emails
If your Craft account has a different email than your Setapp account:
You'll need to migrate content from your Craft account to your Setapp account. It's not possible to merge Craft and Setapp accounts with different email addresses.
You can move content between accounts manually by exporting and importing documents.
## Related Articles
Compare all Craft subscription plans
Monitor your space storage
Export your content from Craft
Learn how teams and spaces work in Craft
Get help choosing the right subscription path
# Team Plans and Free Trial
Source: https://craft-support.mintlify.app/en/account-and-subscription/subscription-plans/team-plans
Explore Craft's team plans, try them free for 15 days, and find the right plan for your team.
Craft's team plans are designed for groups who want to collaborate in a shared environment while giving every member the full power of Craft for their personal work too.
For details on what's included in the Plus subscription for individual use, see [Plus Plan Features](/en/account-and-subscription/subscription-plans/plans-and-pricing).
## Team Free Trial
Not sure if a team plan is right for you? Start a **15-day free trial** to explore everything Craft Teams has to offer — no payment required upfront.
During your trial, your team gets access to all the features included in a paid team plan:
* **Plus account for every member** — Each person on your team gets their own personal Plus account for the duration of the trial. That means private Spaces, unlimited blocks, and all Plus features — on top of the shared team experience.
* **Shared Spaces for organizing work** — Create multiple Spaces to organize projects, departments, or areas of work. You decide which members have access to each Space — keep a Space private to a small group, or make it open to everyone on the team.
* **Team roles and permissions** — Assign roles to control who can do what. Two roles are currently available:
* **Owner** — Can change Space settings, remove members, and manage permissions.
* **Member** — Can access and work within their assigned Spaces but cannot change settings or manage other members.
* **Centralized billing** — One subscription covers the entire team. No need for individual payments or separate accounts — everything is managed under a single bill.
## Team Plans and Pricing
After your trial, choose the plan that fits your team size. All plans include everything available during the trial — Plus accounts for every member, shared Spaces, roles and permissions, and centralized billing.
| Plan | Members | Price |
| ------- | ---------------- | --------- |
| Team 6 | Up to 6 members | €18/month |
| Team 10 | Up to 10 members | €60/month |
| Plan | Members | Price | Savings |
| ------- | ---------------- | --------------------- | -------------- |
| Team 6 | Up to 6 members | €15/month (€180/year) | Save €36/year |
| Team 10 | Up to 10 members | €50/month (€600/year) | Save €120/year |
Need more than 10 members? [Contact our support team](mailto:support@craft.do) and we'll find a plan that works for you.
## What Happens After the Trial
If you don't upgrade before your trial ends, your team moves to the free plan. Here's what that means:
* **Your content stays safe.** Nothing gets deleted. All your documents and Spaces remain exactly where they are.
* **Team members lose their Plus accounts.** Each member's personal account reverts to the free tier.
* **Your team shares a 1,500-block limit.** This limit applies across your entire team — all personal and shared Spaces combined. Once your team reaches 1,500 blocks, no one will be able to add new content until you upgrade to a paid plan.
* **You can upgrade at any time.** There's no deadline — whenever you're ready, upgrading restores full access and removes the block limit immediately.
***
Add and manage team members across your Craft team and individual spaces
Compare all Craft subscription plans
# AI Assistant
Source: https://craft-support.mintlify.app/en/ai-assistant
Use AI to understand and work with your content using natural language, powered by advanced models and on-device intelligence.
Craft Assistant is your thinking partner inside Craft. It helps you understand your content, explore ideas, summarize information, and navigate your workspace using natural language. It can also take action directly in your documents and spaces: add and replace content, apply styling, reorganize sections, create pages, move content, delete what you no longer need, and build structured outputs for you.
As AI becomes more deeply integrated into everyday tools, **data and context matter more than ever**. Craft is built on the principle that **your content is yours**, and that principle has guided every decision behind Craft Assistant.
## A new way of working with your information
Until now, software mostly required manual organization and manual execution. You had to find information first, then do the work yourself.
Craft Assistant changes that.
You can still ask questions like:
* *"What did I write about this topic around last year?"*
* *"What tasks do I still need to finish for Project Y?"*
* *"Summarize all my notes related to onboarding new hires."*
But now you can also ask it to execute work directly in Craft:
* Reorganize a full document or section
* Style content, add, replace, or remove blocks
* Create pages and folders in your space
* Move existing content to better structure your workspace
* Create summary pages, including tag-based summary pages
It is not only a generation tool. It is an assistant that can work deeply inside your existing Craft structure.
Everything you've stored in Craft is now **one question away**, and increasingly, **one action away**.
## Two modes: Explore and Execute
The Assistant has two modes for working with your documents:
* **Explore** — Proposes changes and waits for your approval before modifying anything.
* **Execute** — Applies changes directly. You see edits appear in real time.
Use the mode selector at the bottom of the Assistant panel to switch between them. Only **Fast** and **Max** models support editing. See [Editing with Craft Assistant](/en/ai-assistant/editing) for full details.
## Where Craft Assistant works
Craft Assistant is available on **macOS, iOS, Windows, and Web** — across Documents, Tasks, Calendar, Collections, Code Editor, and browse views. Editing is currently available on macOS and iOS, with more platforms coming soon. See [Using Craft Assistant](/en/ai-assistant/using) for platform details.
## Your data always stays yours
Four years ago we published our manifesto: *Your data is yours.*
That commitment hasn't changed – in fact, AI has made it even more important.
Craft Assistant is built around a **privacy-first** approach:
* Your chat sessions **sync across your devices** so you can continue conversations anywhere.
* Craft syncs session data for continuity. We **do not** use your content to train AI models.
* Only the minimum data required to process a single request is sent to the model provider.
* For proper cost and AI usage tracking we record **token usage and cost**, never your text or the content of your requests.
Other platforms build walls around your data. Craft doesn't.
## Craft Assistant models
Craft Assistant offers cloud models — **Core**, **Fast**, and **Max** — and **Local** models that run on-device for free. Only Fast and Max support editing. See [Choosing AI Models](/en/ai-assistant/models) for a full comparison.
## AI usage: transparent, optional, predictable
AI has real computational cost, but not every user wants or needs the same level of AI support.
Instead of raising prices or forcing everyone into a higher tier, every plan includes an **AI usage quota**. On-device models are always free, and you can top up if you need more. See [Usage & Limits](/en/ai-assistant/usage) for plan details and pricing.
## Use AI your way, even outside Craft
Craft Assistant is not the only way to use your data.
If you prefer to rely solely on your **existing ChatGPT or Claude subscription**, you can – thanks to support for **MCP (Model Context Protocol)** and the **Craft API**.
These allow you to:
* Chat with your Craft documents *from ChatGPT or Claude*
* Bring Craft content into external conversations
* Save summaries or ideas back into Craft with a simple "Save this to Craft"
* Build websites, dashboards, automations, or personal tools powered entirely by your Craft docs
This ensures you never pay twice for AI if you already use other tools – and you're never locked into Craft's ecosystem.
Your data moves where you want it to move.
Craft's only moat is **building the best experience**, not owning your information.
MCP and API usage does not count toward your AI usage quota. To ensure reliability for everyone, usage must remain within fair use limits. Free users may have different limits from paid users, but the core functionality will remain available to all.
## Frequently Asked Questions
### Can Craft Assistant edit my documents?
Yes. In **Execute** mode, the Assistant can add content, apply styling, create subpages, restructure documents, and more. In **Explore** mode, it proposes changes and waits for your approval before modifying anything. Editing requires the **Fast** or **Max** model and is available on macOS and iOS. See [Editing with Craft Assistant](/en/ai-assistant/editing).
### Are on-device models free to use?
Yes. They're always free and don't count toward your usage quota.
### Can I disable the Assistant?
Yes. You can turn it off per Space in Settings.
### Does Craft store my chats?
Craft syncs sessions across your devices for continuity. Your content is not used to train AI models.
### Can I use my own ChatGPT or Claude subscription instead?
Yes. Connect via MCP and use AI outside Craft without using your Craft AI quota.
## Related Articles
Learn how to start conversations and work with the Assistant
Select the right model for speed, capability, and AI usage
Let the Assistant make changes directly in your documents
Create reusable instructions for consistent results
Get instant answers about Craft without leaving the app
Use AI to enhance your writing and formatting in documents
Apply beautiful visual styles to AI-generated content
Let AI help you understand and analyze structured data
# Connect to AI Providers
Source: https://craft-support.mintlify.app/en/ai-assistant/bring-your-own-key
Use your own OpenAI or Anthropic credentials, or your Setapp AI credits, with Craft Assistant instead of Craft AI credits.
Craft Assistant uses Craft AI credits by default, but you can connect your own AI provider account instead. When you use a connected provider, no Craft AI credits are spent.
This feature is available on **macOS** and **iOS** only. It is not currently available on Web or Windows.
## Available providers
| Provider | Connection method |
| ---------------- | ------------------------------------------------------------- |
| **OpenAI** | Sign in with ChatGPT or paste an API key |
| **Anthropic** | Paste an API key |
| **Setapp** | Automatic for Setapp subscribers, uses your Setapp AI credits |
| **Local Models** | Run on-device, no connection needed |
| **Craft** | Default, uses Craft AI credits |
When you use a connected provider, the conversation runs through that provider's API. Craft AI usage quota is not affected.
## Connect a provider
Go to **Settings** > **Assistant**.
Scroll to the **AI Provider Connections** section.
Tap **Connect** next to the provider you want to add.
Open the Assistant panel and check that your new provider is selected. New conversations use the connected provider automatically, but chats that were already open may still be using Craft. See [Switch between providers](#switch-between-providers) to change it.
### OpenAI
You have two ways to connect OpenAI:
* **Sign in with ChatGPT** -- Use your existing ChatGPT account and subscription. No API key needed.
* **Use OpenAI API Key** -- Paste an API key from the [OpenAI Platform](https://platform.openai.com/api-keys). Usage is billed to your OpenAI account.
### Anthropic
To connect Anthropic, paste an API key from the [Anthropic Console](https://console.anthropic.com/). Usage is billed to your Anthropic account.
### Setapp
If you use Craft through Setapp, no setup is needed. Setapp appears automatically as a provider in the Assistant, and conversations use your Setapp AI credits instead of Craft AI credits.
To select it:
In the Assistant panel, tap the **Assistant button** below the input field, then choose **Model**. Models available through Setapp appear in the list. Tap **Configure** at the bottom of the list.
In the Configure dialog, open the **Provider** dropdown and select **Setapp**.
The default model with Setapp is ChatGPT Luna, and you can switch to any other model in the list at any time.
## Switch between providers
Once you have connected a provider, you can switch between providers and models directly from the Assistant panel.
Open the Assistant from any document or Space view.
Below the input field, tap the **Assistant button**.
Choose **Model** from the popup. Models from your connected providers appear alongside Craft models.
To change the active provider, tap **Configure** at the bottom of the model list and select a provider from the **Provider** dropdown.
You can tell which provider is active by looking at the badge in the chat. The provider's logo appears next to the model name, so you always know whether a conversation is using Craft credits or your own provider.
## Remove a connection
Go to **Settings** > **Assistant**.
In the **AI Provider Connections** section, find the provider you want to remove.
Tap the **3-dots button** next to the connection, then tap **Remove**.
After removing a connection, the Assistant switches back to Craft AI credits.
# Custom Prompts
Source: https://craft-support.mintlify.app/en/ai-assistant/custom-prompts
Create reusable AI instructions for consistent, personalized results tailored to your workflow.
Custom prompts let you save reusable instructions for the Assistant. Instead of rewriting the same request every time, you can apply one prompt and get consistent results.
## What are custom prompts?
Custom prompts are reusable instructions you create for recurring tasks.
Common uses include:
* Rewriting text in a preferred tone
* Structuring notes or documentation
* Translating content to a target language
* Summarizing in a fixed format
* Generating task lists or plans
* Creating consistent captions and alt text
## Accessing custom prompts
Click the **Space name** at the top of the sidebar to open Settings.
Click the **Space name** in the top-left corner.
Click **Settings** at the bottom of the dropdown.
Tap the **Space icon** in the top-left corner.
Tap **Settings**.
Tap your **profile picture** in the top-right corner.
Tap **Settings**.
Go to **Assistant**.
Scroll to **Saved Prompts**.
Click **Add Prompt**.
## Creating effective prompts
The best prompts are specific and format-aware.
* ✓ "Summarize this in 3 bullet points focused on action items"
* ✗ "Summarize this"
* ✓ "Rewrite in a friendly tone for a blog intro"
* ✗ "Make this better"
## Example prompts
```
Title: Meeting Summary
Prompt: Extract key decisions, action items, and next steps from this note. Format as:
- Decisions: [list]
- Action Items: [list with owners]
- Next Steps: [list with dates]
```
```
Title: Restyle Document
Prompt: Restyle this document with colored section headings, callout boxes for key points, and subtle dividers between sections.
```
```
Title: Create Subpages
Prompt: Break this document into subpages, one per major section, and keep a short table of contents on the parent page.
```
```
Title: Restructure Notes
Prompt: Reorganize these notes into clear sections with headings: Context, Decisions, Action Items, and Follow-ups.
```
## Limits
* Up to **20 saved prompts**
* Maximum **1,000 characters** per prompt
## Using custom prompts
Open the Assistant panel.
Find your saved prompt in quick actions.
Select it to apply.
You can search prompts by name in the Assistant panel.
## Editing prompt support
Editing-oriented prompts require **Execute** mode with a **Fast** or **Max** model.
## Managing your prompts
**Edit a prompt:**
* Go to Settings → Assistant → Saved Prompts
* Select the prompt
* Update title or content
* Save
**Delete a prompt:**
* Go to Settings → Assistant → Saved Prompts
* Click delete on the prompt
* Confirm
## Related Articles
Learn the basics of working with the Assistant
Apply prompts directly to documents in Execute mode
Select the right model for your prompts
Create prompts for consistent text formatting and styling
# Document Review
Source: https://craft-support.mintlify.app/en/ai-assistant/document-review
Get AI-powered feedback on document structure, clarity, and completeness.
Document Review provides structured, actionable feedback on your writing. Instead of asking the Assistant general questions, Document Review analyzes your entire document and offers insights on structure, clarity, completeness, and overall quality.
This helps you catch issues before sharing, improve content quality, and get an outside perspective on your work – all without leaving Craft.
## What Document Review does
Document Review examines your document across several dimensions:
**Structure and organization:**
* Logical flow and progression
* Heading hierarchy and consistency
* Section balance and pacing
* Information architecture
**Clarity and readability:**
* Sentence complexity and length
* Jargon and technical language use
* Transitions between ideas
* Overall readability score
**Completeness:**
* Missing context or background
* Gaps in explanations
* Unanswered questions
* Areas that need expansion
**Quality signals:**
* Tone consistency
* Formatting issues
* Redundancy and repetition
* Opportunities for improvement
The review is objective, specific, and actionable – you get concrete suggestions, not vague feedback.
## How to trigger Document Review
Open the document you want to review.
Click the Assistant icon in the bottom corner.
Select **New Chat**.
Choose **Document Review** from the mode selector.
Wait for the analysis to complete (usually 10-30 seconds).
The Assistant will read through your entire document and provide structured feedback organized by category.
Document Review works with all models, but **Max** provides the most thorough and nuanced feedback, especially for longer or more complex documents. For quick checks, **Fast** offers a good balance between depth and speed.
## Document Review vs. general Assistant chat
| Feature | Document Review | General Assistant Chat |
| --------------------- | ----------------------------------- | --------------------------------------- |
| **Purpose** | Structured document feedback | Open-ended conversation and tasks |
| **Scope** | Entire document analysis | Answers specific questions |
| **Output format** | Organized by feedback categories | Conversational responses |
| **Analysis depth** | Comprehensive, multi-dimensional | Focused on your specific question |
| **Best for** | Quality checks, pre-publish reviews | Quick edits, summaries, content queries |
| **Follow-up prompts** | Can ask clarifying questions | Continuous conversation |
| **Usage** | Higher (analyzes full document) | Varies by query complexity |
Use **Document Review** when you want comprehensive feedback on the entire document. Use **general chat** when you have specific questions or tasks.
## When to use Document Review
Document Review is most valuable in these scenarios:
### Before sharing externally
Review presentations, proposals, or client-facing documents to catch structural issues, unclear sections, or missing context before sending them out.
### Quality assurance
Run periodic reviews on important documentation, team wikis, or knowledge base articles to maintain high quality and consistency over time.
### Content improvement
Get actionable suggestions for blog posts, reports, or long-form writing. The Assistant can identify areas that need expansion, simplification, or restructuring.
### Collaboration prep
Before sharing with teammates, ensure your document is clear, complete, and well-organized. This reduces back-and-forth and improves collaboration efficiency.
### Learning and skill development
Use reviews to understand patterns in your writing – recurring clarity issues, structural tendencies, or areas where you consistently need improvement.
You can run Document Review multiple times. Make changes based on feedback, then review again to see if the issues are resolved. This iterative approach helps you learn what works and refine your content progressively.
## Understanding the feedback
Document Review feedback is organized into clear categories. Here's how to interpret and act on it:
### Structure feedback
**What it tells you:** How well your content flows, whether sections are balanced, and if the information architecture makes sense.
**Example feedback:**
* "The introduction is too long relative to the rest of the document"
* "Section 3 lacks a clear transition from Section 2"
* "Heading hierarchy skips from H2 to H4"
**How to use it:** Reorganize sections, adjust pacing, fix heading levels, or add transitional content.
### Clarity feedback
**What it tells you:** Whether your writing is easy to understand, if sentences are too complex, and where readers might get confused.
**Example feedback:**
* "This paragraph uses passive voice heavily, making it harder to follow"
* "Technical jargon in the first section may confuse non-expert readers"
* "Sentence length averages 35 words – consider breaking into shorter sentences"
**How to use it:** Simplify sentences, replace jargon with plain language, or add definitions for technical terms.
### Completeness feedback
**What it tells you:** Gaps in your content – missing context, unanswered questions, or areas that need more detail.
**Example feedback:**
* "The document mentions 'the new process' but never defines it"
* "Steps 2 and 3 assume prior knowledge not covered in the introduction"
* "No conclusion or next steps provided"
**How to use it:** Add missing background, expand thin sections, or include summaries and conclusions.
### Quality feedback
**What it tells you:** Tone consistency, formatting issues, and opportunities to polish your content.
**Example feedback:**
* "Tone shifts from formal to casual between sections"
* "Bullet points are inconsistently formatted (some end with periods, others don't)"
* "This concept is explained twice – consider consolidating"
**How to use it:** Standardize formatting, maintain consistent tone, remove redundancy.
## Usage
Document Review uses more of your AI quota than a simple question because it analyzes the entire document in a single pass. Longer and more complex documents use more. Use **Fast** for quicker, lighter reviews.
Actual usage depends on document length, structure, formatting complexity, and the model you choose. Check your usage in the Assistant menu under **Usage & Limits**.
The comprehensive feedback often saves time and improves quality more efficiently than multiple individual queries.
## Tips for better reviews
**1. Prepare your document first**
Make sure your document is reasonably complete before running a review. The Assistant provides better feedback on finished drafts than on rough outlines.
**2. Specify your audience**
In a follow-up prompt, tell the Assistant who the document is for:
* "This is for a technical team familiar with the product"
* "The audience is non-technical stakeholders"
* "Written for new users who have never used Craft"
This context helps the Assistant tailor feedback to your specific needs.
**3. Ask for prioritized feedback**
If the review identifies many issues, ask the Assistant to prioritize:
* "Which 3 issues should I fix first?"
* "What's the most critical structural problem?"
* "Focus on clarity issues only"
**4. Request specific types of feedback**
You can guide the review by asking for focused analysis:
* "Review this for tone consistency"
* "Check only for completeness and missing context"
* "Focus on whether the structure makes sense for a beginner audience"
**5. Use the right model**
* **On-device:** Not recommended for Document Review (limited context)
* **Core:** Quick structural checks on short documents
* **Fast:** Good balance for most reviews (500-2000 words)
* **Max:** Best for long, complex documents or when you need the most thorough feedback
## Example: Before publishing a blog post
Sarah writes a blog post about using Collections in Craft. Before publishing, she wants to make sure it's clear and complete.
Sarah opens her draft blog post in Craft.
She clicks the Assistant icon and selects **Document Review**.
The Assistant analyzes the document and provides feedback:
* **Structure:** "Introduction is strong, but Section 2 is twice as long as Sections 3 and 4 combined. Consider breaking it into two parts."
* **Clarity:** "Several technical terms (relations, properties, views) are used before being defined. Add a glossary or define on first use."
* **Completeness:** "The post explains *what* Collections are but doesn't cover *when* to use them vs. folders or tags."
* **Quality:** "Tone is consistent. One redundant section at the end restates the intro – consider removing."
Sarah makes adjustments based on the feedback: splits Section 2, adds definitions, includes a "When to use Collections" section, and removes redundancy.
She runs Document Review again. The Assistant confirms the issues are resolved.
Sarah publishes with confidence, knowing the content is clear and complete.
## Limitations
Document Review provides feedback but does not apply changes directly. To act on suggestions, switch to **Execute** mode with a **Fast** or **Max** model and ask the Assistant to implement the recommended changes. See [Editing with Craft Assistant](/en/ai-assistant/editing).
For very short documents (under 200 words), Document Review may not provide much value – general Assistant chat is often more appropriate for quick tasks.
## Related Articles
Learn how to work with the Assistant and start conversations
Select the right model for Document Review and other tasks
Apply review suggestions directly in Execute mode
Create reusable review instructions for consistent feedback
Understand AI usage for Document Review and other features
# Editing with Craft Assistant
Source: https://craft-support.mintlify.app/en/ai-assistant/editing
Let the Assistant make changes directly in your documents — add content, apply styling, create subpages, and more.
Craft Assistant can update your documents directly. You can ask it to add content, apply styling, create subpages, reorganize sections, and more.
## Explore and Execute modes
Craft Assistant has two modes:
* **Explore** — The Assistant reads your document and proposes changes. You review and approve before anything is modified.
* **Execute** — The Assistant reads your document and applies changes directly. You see edits appear in real time.
Use the mode selector at the bottom of the Assistant panel to switch between them.
## What the Assistant can do in Execute mode
The Assistant can:
* **Create and modify text** — headings, paragraphs, lists, callouts, and code blocks
* **Style your document** — highlights, colors, backgrounds, dividers, and visual styling
* **Create subpages** — add new pages nested inside your document
* **Create new documents** — add documents in your Space or duplicate existing ones
* **Create folders** — organize content into new folders
* **Move documents and folders** — rearrange your Space structure
* **Delete content** — remove blocks, documents, or folders
* **Reorganize sections** — move and restructure content
## Sessions
* Sessions **sync across your devices**.
* You can run **multiple sessions in parallel**.
* A session pauses after **5 minutes** of inactivity. Your conversation history is preserved — reopen previous sessions anytime from the session list.
* A **notification dot** appears when a background session completes.
## Starting an editing session
Open the document you want to edit.
Open the Assistant panel.
Switch to **Execute** mode.
Describe what you want to change.
Review the result in your document.
## Undo and reverting
**⌘Z (Ctrl+Z)** undoes the full last Assistant action as one step — not individual edits, but everything the Assistant did in its last response. You can undo multiple actions by pressing ⌘Z repeatedly.
You can also ask the Assistant to revert or adjust what it changed.
## Tips for better results
* Be specific about what you want changed.
* Start with smaller edits before large rewrites.
* Try **Fast** first — it handles most edits well and uses less of your quota. Switch to **Max** for complex multi-section restructuring.
* Review changes after each request.
## Which models support editing
| Model | Can edit | Notes |
| ------------- | -------- | ----------------------- |
| **Max** | Yes | Best for complex edits |
| **Fast** | Yes | Good for quick edits |
| **Core** | No | Read-only conversations |
| **On-device** | No | Read-only, local models |
## Usage
Editing uses more of your quota than read-only conversations because the Assistant performs multiple steps (reading, planning, and applying). Exact usage depends on document size and request complexity. Use **Fast** for simpler edits to stay efficient.
## Platform availability
Full editing support at document-level and space-level.
Full editing support at document-level and space-level on iPad and iPhone.
Assistant is available. Execute mode is coming later.
Assistant is available. Execute mode is coming later.
## Related Articles
Learn how to start conversations and work with modes
Pick the best model for editing tasks
Understand AI usage for editing and other tasks
Create reusable editing instructions
Get AI feedback before applying edits
# Help Agent
Source: https://craft-support.mintlify.app/en/ai-assistant/help-agent
Get instant answers about Craft features without leaving the app or breaking your workflow.
The Help Agent makes it easy to get answers about Craft without breaking your workflow. Instead of opening a browser, searching through help articles, and switching between tabs, you can ask questions directly inside Craft and get instant, accurate guidance.
## Why the Help Agent matters
When you're working, even a small interruption can pull you out of focus. A simple question like "Can I link items in a collection to other documents?" might take several minutes to solve if you have to search for documentation.
These context switches add up, especially if you're learning Craft, exploring new features, or onboarding to a team workspace.
The Help Agent removes that friction. It gives you quick, reliable answers in seconds, right inside the app.
## Opening the Help Agent
You can bring up the Help Agent at any time:
Click the Assistant icon in the bottom right corner of the Craft interface.
Select **New Chat**.
Choose **Help Center** from the agent list.
You can now ask any question about Craft and get immediate guidance.
## Example questions
The Help Agent can answer a wide range of questions about Craft:
**Getting started:**
* "How do I create a new space?"
* "What's the difference between a space and a folder?"
* "How do I invite team members?"
**Features and functionality:**
* "Can I link collection items to other documents?"
* "How do I set up custom domains for published pages?"
* "What keyboard shortcuts are available?"
**Troubleshooting:**
* "Why aren't my calendar events showing up?"
* "How do I fix sync issues?"
* "Why can't I see shared content?"
**Advanced features:**
* "How do I use the API?"
* "What's the difference between Fast and Max models?"
* "How do I set up MCP with Claude?"
* "How do I switch between Explore and Execute mode?"
* "Can the Assistant create subpages for me?"
* "How do I undo changes the Assistant made?"
## Example: Linking collection items
Imagine Marcus, a freelance designer setting up a collection to track project deliverables. He wants to link items in the collection to other documents but isn't sure if this is possible.
Instead of stopping to search online, Marcus opens the Help Agent and asks:
**"Can I link collection items to other documents?"**
The Help Agent instantly replies:
* Yes, it's possible using relations.
* It explains how to set them up.
* It takes about 20 seconds.
Marcus keeps working without leaving Craft or losing focus.
## When to use the Help Agent
Use the Help Agent whenever you need quick clarity, such as:
* Learning Craft for the first time
* Checking whether a feature exists
* Figuring out how to use a specific tool
* Troubleshooting unexpected behavior
* Supporting team onboarding
* Understanding plan differences or billing
Instead of breaking your flow, you get an immediate and actionable answer.
## Help Agent vs. regular Assistant
| Feature | Help Agent | Regular Assistant |
| ---------------- | ------------------------------------------------ | ------------------------------------------------- |
| **Purpose** | Answers about Craft features | Works with your content |
| **AI usage** | Free | Uses your AI quota (except on-device) |
| **Context** | Craft documentation | Your documents and spaces |
| **Chat history** | Separate chats from your Assistant conversations | Separate chats from your Help Agent conversations |
| **Best for** | Learning and troubleshooting | Content analysis and creation |
Use the **Help Agent** for questions about Craft itself. Use the **regular Assistant** for questions about your content, summaries, and document work.
Choosing a different agent does not move your current conversation over. If the open chat already has messages, selecting **Help Center** starts a new chat. The earlier conversation stays in Conversation History, where you can reopen it.
## Stay in flow
The Help Agent is designed to keep you focused on your work. No browser tabs. No searching. No context switching. Just fast, precise help right when you need it.
Craft handles the guidance so you can keep creating.
## Related Articles
Learn how to work with your content using AI
Create reusable instructions for consistent results
Learn how the Assistant can modify your documents directly
Understand AI usage (Help Agent is free)
# Choosing AI Models
Source: https://craft-support.mintlify.app/en/ai-assistant/models
Select the right AI model for speed, capability, and AI usage based on your task.
Craft offers several AI models with different strengths. Choosing the right one helps you manage AI usage and match the model to the size and complexity of your task.
## How to switch models
You can change the model at any time from inside the Assistant panel.
Open the Assistant from any document or Space view.
Below the input field, tap the **Assistant button**.
Choose **Model** from the popup, then pick the model you want to use.
## Model comparison
| Model | Usage | Best for | Conversations | Editing |
| --------------------------- | ------ | ------------------------------------------------------------ | --------------- | ------- |
| **Max** (Claude Sonnet 4.6) | High | Complex reasoning, multi-document work, long summaries | Multi-turn | Yes |
| **Fast** (Claude Haiku 4.5) | Medium | Space-level questions, deeper analysis, longer conversations | Multi-turn | Yes |
| **Core** (GPT-5 Nano) | Low | Everyday in-document queries, balanced performance | Single response | No |
The **Local** tier groups several models you can choose between:
| Local model | Conversations | Availability |
| ---------------------- | --------------- | ----------------- |
| Apple Foundation Model | Multi-turn | Mac, iPad, iPhone |
| LLaMa 3.2 | Single response | Mac, iPad, iPhone |
On-device models process everything locally on your device — no data is sent to external servers. They don't count toward your AI usage but are only available at document level.
Apple Foundation Model needs [Apple Intelligence](https://support.apple.com/en-us/111901) turned on, plus a recent iPhone, iPad, or Mac. If you don't see it in the model list, check the requirements below.
## When to choose each model
### Core
The default tier for most everyday tasks. Use for in-document questions, quick summaries, and simple transformations.
* Uses a low amount of AI usage
* Gives a single response per conversation
* Read-only — no document editing
### Local
On-device models that run entirely on your device. No data is sent to external servers.
* On-device models don't count toward your AI usage
* **Apple Foundation Model** supports back-and-forth conversations and runs entirely on-device — a good choice for iterating on a question privately
* **LLaMa 3.2** gives a single response per conversation
* Read-only — no document editing
### Fast
Use for space-level queries and quick edits.
* Good balance of speed and quality
* Supports editing on supported platforms
* Works well for short to medium editing tasks
### Max
Use for complex reasoning and high-quality editing.
* Best output quality for large or structured edits
* Best for advanced multi-document analysis
* Supports editing on supported platforms
## Platform differences
All cloud models (Max, Fast, Core) are available on every platform — macOS, iOS, Windows, and Web.
Local models (Apple Foundation Model, LLaMa 3.2) are available on **Mac, iPad, and iPhone** only. Editing with the Assistant is currently supported on **macOS and iOS** — see [Editing with Craft Assistant](/en/ai-assistant/editing) for details.
## Apple Foundation Model not showing up?
Apple Foundation Model only appears in the model list when your device can run it. If it can't, the model is hidden completely (there's no greyed-out entry), so it's easy to assume something is broken. It shows up automatically once all of these are true:
* You're on an **iPhone, iPad, or Mac** (not Windows or web).
* Your device **supports Apple Intelligence**, and Apple Intelligence is **turned on** in your device settings.
* You're running the **latest iOS, iPadOS, or macOS**.
* Apple Intelligence has **finished downloading**. Right after you enable it, the on-device model downloads in the background, and it stays hidden until that finishes.
## Related Articles
Learn how to start conversations and work with the Assistant
See what editing can do and how modes work
Understand AI usage and top-up options
# Image and PDF Support
Source: https://craft-support.mintlify.app/en/ai-assistant/ocr-images-pdfs
Use AI to summarize, extract text from, and ask questions about images and PDF attachments.
Craft's AI Assistant can help you understand, summarize, and describe **images and PDFs** directly inside your documents. When you hover over supported content, you'll see quick action buttons that let you interact with it instantly.
Image and PDF OCR support was added in version 3.3.5, making it easy to extract text, generate captions, and create alt text for accessibility.
## PDF Support
The AI Assistant can read and interpret PDF files attached to your documents using the **Max** model.
**What you can do with PDFs:**
* Generate summaries of entire documents
* Ask questions about the content
* Extract key points or insights
* Pull out specific information
This is especially useful for:
* Research papers and articles
* Reports and whitepapers
* Documentation and manuals
* Meeting notes and presentations
## Image Support
The AI Assistant works especially well with images and provides fast results for visual content.
### Supported image formats
* PNG
* JPG
* JPEG
* GIF
* WEBP
HEIC images are currently not supported. Convert HEIC files to JPG or PNG before using with the Assistant.
### What you can do with images
* **Generate captions** – Create descriptive captions for your images
* **Get summaries** – Understand what the image shows
* **Create detailed descriptions** – Generate thorough interpretations
* **Improve accessibility** – Generate alt text for screen readers
* **Extract text** – Pull text from screenshots or photos of documents
**Use cases:**
* Documentation and guides
* Meeting whiteboards and diagrams
* Screenshots of UI or designs
* Charts and graphs
* Accessibility compliance (alt text generation)
## Using OCR features
Add an image or PDF to your document.
Hover over the image or PDF block.
Click the Assistant quick action button that appears.
Choose what you want to do: generate caption, summarize, extract text, or ask a custom question.
The Assistant will process the content and provide results instantly.
## Code blocks
In addition to images and PDFs, the AI Assistant can also help with **code blocks**:
* Explain what code does
* Help debug issues
* Clarify logic or structure
* Suggest improvements
This makes Craft a powerful tool for technical documentation and development notes.
## Tips for best results
**For images:**
* Use clear, high-resolution images when possible
* Ensure text in images is legible
* Crop out unnecessary content for more focused results
**For PDFs:**
* Make sure you're using the **Max** model (other models don't support file attachments)
* Smaller PDFs process faster
* Well-formatted PDFs with clear text work best
* Consider splitting very large PDFs into sections
**For code:**
* Include context about what the code should do
* Specify the programming language if not obvious
* Ask specific questions for better answers
## Related Articles
Learn the basics of working with the Assistant
Create reusable prompts for consistent image descriptions
Select the right model for processing images and PDFs
Learn how to add and manage images and files
Get AI help with code analysis and debugging
# Smart Search
Source: https://craft-support.mintlify.app/en/ai-assistant/smart-search
Use AI to search your space with natural language queries and semantic understanding.
Smart Search brings the power of AI to finding information across your workspace. Instead of relying only on exact keyword matches, Smart Search understands the **meaning** behind your query and finds relevant content even when the exact words don't appear in your documents.
## What is Smart Search?
Smart Search is an AI-powered semantic search feature that helps you find information across your entire space using natural language. It goes beyond traditional keyword matching by understanding context, relationships, and intent.
**Key differences from regular search:**
* **Semantic understanding** – finds content based on meaning, not just exact words
* **Natural language queries** – ask questions the way you naturally think
* **Cross-document connections** – understands relationships between different documents
* **Contextual relevance** – ranks results based on conceptual similarity, not just keyword frequency
## How to use Smart Search
Smart Search works through the Craft Assistant interface:
Open Craft Assistant from any view in your workspace.
Type your query using natural language. You can ask questions or describe what you're looking for.
The Assistant will search across your space using AI to understand your intent and find relevant content.
Review the results, which include context and connections between documents.
Smart Search is automatically enabled when you use space-level queries in the Assistant – there's no separate toggle or activation step.
## Example queries
Smart Search excels at understanding the **intent** behind your search, not just matching keywords.
### Concept-based searches
Instead of searching for exact terms, you can search by concept:
* *"Find documents about quarterly planning"* – finds content related to planning, goals, and Q1/Q2/Q3/Q4, even if "quarterly planning" isn't explicitly mentioned
* *"Show me everything related to the marketing campaign"* – understands synonyms like "promotion," "outreach," "launch"
* *"What did I write about hiring last year?"* – combines temporal and topical understanding
### Task and project queries
Ask about work status and next steps:
* *"What tasks are still open for Project Y?"*
* *"Show me all the decisions we made about the new feature"*
* *"Find notes from meetings with the design team"*
### Exploratory searches
Discover connections you might have forgotten:
* *"What have I written about remote work?"*
* *"Find all references to budget discussions"*
* *"Show me content related to onboarding new team members"*
## How Smart Search works differently
### Traditional keyword search
**Query:** "project planning"
**Finds:** Documents containing the exact words "project" AND "planning"
**Misses:** Content about "roadmaps," "strategy sessions," "quarterly goals" (related concepts with different words)
### Smart Search
**Query:** *"Find documents about project planning"*
**Finds:**
* Documents with "project planning"
* Documents about "roadmaps" and "milestones"
* Meeting notes about "Q4 strategy"
* Task lists with "planning phase" items
**Why:** AI understands these are semantically related concepts, even with different terminology.
## Usage and models
Smart Search uses your AI quota because it relies on advanced language models to understand your query and analyze your content.
**Model used:** Smart Search typically uses the **Fast** model for space-level semantic queries, balancing speed and understanding.
Usage varies based on query complexity and space size. You can check your current usage in the Assistant menu under **Usage & Limits**.
For simple keyword searches where you know the exact term, use regular search (`Cmd+F` / `Ctrl+F`) instead of Smart Search to keep usage low.
## When to use Smart Search vs. regular search
**Use Smart Search when:**
* You're not sure of the exact words used in your documents
* You want to find conceptually related content
* You're exploring a topic across multiple documents
* You need to understand connections between different pieces of content
**Use regular search when:**
* You know the exact keyword or phrase
* You're looking for a specific document title
* You want fast results without using your AI quota
* You're searching for specific data like dates, names, or IDs
## Platform availability
Smart Search is available at the **space level** through Craft Assistant on Mac, iPad, iPhone, Windows, and the web. It works across all document types, collections, tasks, and calendar views.
## Privacy and data
Smart Search follows the same privacy principles as all Craft Assistant features:
* Your search queries are **not stored** on Craft servers
* Content is sent to the AI model provider only for the duration of processing a single request
* Your data is **never used** to train AI models
* Only token usage and cost are recorded for usage tracking
Search history remains local to your device and is never synced or persisted.
## Current limitations
Smart Search is designed for semantic understanding, but there are some things to keep in mind:
* **Space-level only** – Smart Search works at the space level, not within a single document (use document search or Find for that)
* **Uses your AI quota** – Unlike regular search, Smart Search counts toward your usage limit
* **Processing time** – May take longer than traditional keyword search, especially for complex queries
## Tips for better results
### Be specific about what you need
Instead of vague queries, provide context:
* ❌ *"Find stuff about the project"*
* ✅ *"Find all meeting notes and decisions related to the website redesign project"*
### Use time references when relevant
The AI can understand temporal context:
* *"What did I write about budgets last quarter?"*
* *"Show me recent notes about the new feature"*
* *"Find documents from around June about the conference"*
### Combine multiple concepts
Smart Search can handle complex, multi-faceted queries:
* *"Find tasks and notes related to hiring designers for the mobile team"*
* *"Show me documents that discuss both marketing strategy and budget constraints"*
### Refine your query
If the first results aren't quite right, try rephrasing:
* Add more context: *"...specifically about international markets"*
* Be more specific: *"meeting notes from Q1" → "weekly standup notes from January and February"*
* Use different terminology: *"client feedback" → "customer complaints and feature requests"*
## Related Articles
Learn about traditional keyword search and Quick Open navigation
Get started with AI-powered conversations and queries
Understand which model to use for different tasks
Learn about AI usage, top-ups, and monitoring your quota
# Usage & Limits
Source: https://craft-support.mintlify.app/en/ai-assistant/usage
Understand your AI usage quota, what's included in your plan, and how to get more when you need it.
Every Craft plan includes an AI usage quota so you can use the Assistant without worrying about per-message costs. On-device models are always free and unlimited. Cloud models (Core, Fast, Max) count toward your quota.
## Usage quota by plan
| Plan | Included usage |
| -------------------- | ------------------------------------------------------------------- |
| **Free** | \~15–25 AI sessions (lifetime) |
| **Plus Monthly** | \~25–50 AI sessions per month |
| **Plus Yearly** | \~250–500 AI sessions per year |
| **Family Monthly** | \~50–100 AI sessions per month (team) + \~25–50 for the owner |
| **Family Yearly** | \~500–1,000 AI sessions per year (team) + \~250–500 for the owner |
| **Team Monthly** | \~150–300 AI sessions per month (team) + \~25–50 for the owner |
| **Team Yearly** | \~1,500–3,000 AI sessions per year (team) + \~250–500 for the owner |
| **Education** | \~15–25 AI sessions (lifetime) |
| **Setapp** | \~15–25 AI sessions per month |
| **On-device models** | Unlimited (always free) |
These are approximate ranges depending on complexity. Max models use your quota faster, while simpler queries with Core stretch it further. Internally, usage is tracked using a credit system. You can view exact amounts in the Usage & Limits screen by tapping the info icon.
## What counts toward usage
Cloud-based models (Core, Fast, Max) count toward your quota. The amount varies by model and task complexity. Max uses the most, Core the least.
On-device models run locally on your Mac, iPad, or iPhone and never count toward your quota.
The more context you give the Assistant (documents, folders, full spaces), the more usage each request consumes. If you don't need a full document or folder as context, remove it. Keeping context focused saves quota and often gives better results too.
## Editing and usage
Editing tasks use more of your quota than read-only conversations because the Assistant performs multiple steps: reading your document, planning changes, and applying edits. Use **Fast** for simpler edits to stay efficient. Only Fast and Max support editing.
See [Editing with Craft Assistant](/en/ai-assistant/editing) for more details.
## Getting more usage
If you need more than what your plan includes, you can top up at any time.
Open the Assistant panel and tap the three-dot menu (⋯).
Choose **Usage & Limits**.
Under **Get More AI Usage**, pick a top-up pack and select **Buy**.
### Top-up packs
| Pack | Approximate usage |
| ----- | ----------------------- |
| \$10 | Up to 300 AI sessions |
| \$40 | Up to 1,500 AI sessions |
| \$100 | Up to 4,300 AI sessions |
Extra usage expires 12 months after purchase. Pricing is shown in USD and VAT may apply.
## Checking your usage
Open the Assistant panel, click the three-dot menu, then choose **Usage & Limits**.
## Quota renewal
* **Monthly plans:** Your quota refreshes each billing month
* **Yearly plans:** Your quota refreshes each billing year
* **Unused quota does not roll over**
* **Nearest expiry first:** When you have both included quota and purchased top-ups, quota with the nearest expiry date is always used first
Included quota renews on your billing cycle. Purchased top-up packs are valid for one year from purchase.
## Free alternatives
If you want to use AI without using your Craft quota:
* **On-device models:** Available on Mac, iPad, and iPhone (always free)
* **Connect your own provider:** Use your own OpenAI or Anthropic credentials instead of Craft AI credits. See [Connect to AI Providers](/en/ai-assistant/bring-your-own-key).
* **MCP and API:** Connect your own ChatGPT or Claude subscription
## Related Articles
Select the right model to balance speed and usage
Learn how to work with the Assistant
Understand how editing affects usage
# Using Craft Assistant
Source: https://craft-support.mintlify.app/en/ai-assistant/using
Learn how to start conversations and work with the Assistant to understand and transform your content.
Craft Assistant helps you understand and work with your content using natural language. You can ask questions, summarize documents, explore information across your Space, and, on supported platforms, edit documents directly.
## Where Craft Assistant is available
Craft Assistant works across all major platforms:
Available at **space-level and document-level**. Works in Documents, Tasks, Calendar, Collections, Code Editor, and browse views.
Available at **space-level and document-level** on iPad and iPhone. Works in Documents, Tasks, Calendar, Collections, Code Editor, and browse views.
Available at **space-level and document-level**. Works in Documents, Tasks, Calendar, Collections, Code Editor, and browse views.
Available at **space-level and document-level**. Works in Documents, Tasks, Calendar, Collections, Code Editor, and browse views.
## Start a conversation
Open a document or stay in your Space view.
Open the Assistant panel.
Choose a model and mode, then type your prompt.
Review the response or applied changes.
## Sessions
Craft Assistant sessions are designed for continuity:
* Sessions **sync between the macOS and iOS apps**. Sessions you start in a browser are stored in that browser and do not sync to the apps or to another browser.
* Conversation history is kept for **30 days**. Sessions older than that are deleted.
* Each session belongs to the **agent you started it with** (Auto, Help Center, and the others in the agent list). Selecting a different agent for a session that already has messages starts a new session rather than continuing the current one.
* Sessions pause after **5 minutes** of inactivity. Your conversation history is preserved.
* You can reopen **previous sessions** from the list.
* You can run **parallel sessions**.
* A **notification dot** appears when a background session completes.
## Editing your documents
On macOS and iOS, use **Execute** mode to apply changes directly. Use **Explore** mode when you want to review proposed changes first.
* **Explore** — proposes changes and waits for your approval before modifying anything.
* **Execute** — applies changes directly.
You can undo the full last Assistant action with **⌘Z (Ctrl+Z)**.
For full editing details, see [Editing with Craft Assistant](/en/ai-assistant/editing).
Full editing support at document-level and space-level.
Full editing support at document-level and space-level on iPad and iPhone.
Assistant available, Execute mode coming later.
Assistant available, Execute mode coming later.
## Example questions you can ask
**Understanding your content:**
* "What did I write about this topic last year?"
* "What tasks are still open for Project Y?"
* "Summarize all notes related to onboarding new hires."
**Working with specific content:**
* "Summarize this document in 3 bullet points"
* "Extract all action items from this meeting note"
* "What are the key decisions mentioned here?"
**Editing:**
* "Add a summary callout at the top of this document"
* "Restyle the headings with colors and add dividers"
* "Break this into subpages, one per section"
* "Create a new document with meeting notes from this page"
**Space-level queries:**
* "Find all documents about marketing campaigns"
* "What deadlines do I have this week?"
* "Show me everything related to the Q4 project"
The Assistant can understand Collections, including properties and relationships.
## Privacy and your data
Craft Assistant is designed with privacy first:
* Sessions sync between the macOS and iOS apps for continuity.
* Craft does not use your content to train AI models.
* Only the minimum data required to process a request is sent to the model provider.
* Token usage and cost are recorded for usage tracking.
For details on AI usage, see [Usage & Limits](/en/ai-assistant/usage).
## Choosing a model
The model you select changes speed, capability, and AI usage:
* **Core:** Everyday in-document queries. Uses a low amount of AI usage. Read-only.
* **Fast:** Good for space-level questions and supports editing.
* **Max:** Best for complex reasoning and editing quality.
* **Local:** On-device models (Apple Foundation Model, LLaMa 3.2) that run locally on your device. Always free. Read-only.
Only **Fast** and **Max** support editing.
See [Choosing the right AI model](/en/ai-assistant/models) for details.
## Preferences
Preferences let you give the Assistant background information that applies to every conversation. Unlike custom prompts, which you select per task, preferences are always active regardless of which model or provider you use.
Use preferences for things like your preferred language, tone, response length, or role context.
### Add a preference
Go to **Settings** > **Assistant**.
Scroll to the **Preferences** section.
Tap **Add Preference**, type your instruction, and tap **Add**.
### Example preferences
* "Use British English spelling"
* "Keep responses under 3 paragraphs"
* "I work in marketing. Use brand-friendly language"
* "Always respond in Spanish"
* "When summarizing meetings, always extract action items with owners"
### Manage preferences
To edit or delete a preference, tap the **3-dots button** next to it and choose **Edit** or **Delete**.
## Disable the Assistant
You can turn the Assistant off per Space:
Open Space settings.
Turn off the Assistant toggle.
This setting is not synced across devices or users. If you disable it on one device, it remains enabled on others until changed there too.
## Related Articles
Select the right model for your task and editing needs
Let the Assistant make changes directly in your documents
Create reusable instructions for consistent results
Use OCR to extract text and generate descriptions
Get instant help about Craft features without leaving the app
# Craft in Action
Source: https://craft-support.mintlify.app/en/craft-in-action
Discover how people from all walks of life use Craft to organize their work, manage projects, and bring their ideas to life. From podcasters to doctors, filmmakers to musicians—see the creative ways our community uses Craft every day.
## My Day With Craft
Get inspired by real Craft users as they walk you through their workflows, share their favorite features, and show you how they've made Craft their own.
### Managing Music, Clients & Creative Projects
See how a creative professional uses Craft to juggle music projects, client work, and creative endeavors all in one place.
***
### Running a Podcast, Newsletter & Projects
Meet **Tom Anderson**, an IT Director in higher education by day and content creator by night. Between co-hosting The Basic AF Show and writing the Apple Talk newsletter, Tom runs his creative life in Craft. Discover his "Greenhouse" concept for nurturing new ideas.
***
### Life as a Chief Medical Resident
Meet **Brigham**, an internal medicine doctor and Chief of Medical Residents. In this episode, Brigham walks us through how he uses Craft on his iPad to stay on top of an intense medical schedule while keeping everything organized.
***
### Behind the Scenes of Filmmaking
How does a professional filmmaking agency stay organized and creative at the same time? **Kevin Blanc** shares their best practices and must-have workflows in Craft, showing how his team manages complex video productions.
***
Want to share your Craft story? We'd love to hear how you use Craft! Reach out to us at [support@craft.do](mailto:support@craft.do).
# Integrate
Source: https://craft-support.mintlify.app/en/integrate
Connect Craft with other tools and services to enhance your workflow.
Craft integrates with the tools you already use to create a seamless workflow. Whether you're connecting your calendar, automating tasks with the API, clipping content from the web, or using AI assistants like ChatGPT and Claude, Craft works the way you do.
These integrations extend Craft's capabilities without forcing you into a walled garden. Your data remains yours, accessible through open standards and APIs.
## Developer Tools
Build custom integrations, automate workflows, and connect Craft to external services with powerful developer tools.
Full REST API for reading, writing, and managing your Craft content
Use ChatGPT or Claude with your Craft documents via MCP
## Apple Ecosystem
Deep integration with macOS and iOS features for native automation and quick access.
View calendar events alongside tasks and daily notes
Sync tasks between Craft and Apple Reminders
Automate Craft with Siri Shortcuts and workflow automation
Access your content from the home screen and lock screen
Create custom URLs to open specific documents and views
## Content Capture
Bring information into Craft from anywhere – web pages, emails, reading apps, and more.
Save web pages and articles directly to Craft with browser extension
Forward emails to your Craft spaces with unique email addresses
Import highlights from Kindle, Instapaper, and other reading apps
## Popular Use Cases
**Task Management** – Connect Apple Calendar and Reminders to see everything in one place, or use the API to build custom task dashboards
**Content Research** – Use Web Clipper to save articles, MCP to chat about them with AI, and create summaries with Craft Assistant
**Automation** – Build iOS Shortcuts for quick capture, create API workflows for publishing, or use email-to-Craft for inbox processing
**Knowledge Management** – Import highlights from Readwise, clip web content, and use MCP to query your knowledge base with ChatGPT or Claude
API and MCP usage is included in all Craft plans and does not count toward your AI usage quota. Fair use limits apply to ensure reliability for everyone.
# Craft API
Source: https://craft-support.mintlify.app/en/integrate/api
Connect Craft to external tools, automate workflows, and build custom integrations with the Craft API.
Craft is becoming more flexible and powerful with the introduction of our API. This new capability allows you to connect Craft to external tools, automate workflows, and create custom integrations that adapt Craft to your needs.
## What is an API?
An API (Application Programming Interface) lets different applications communicate with each other securely. In practice, this means you can use Craft's API to:
* Send or receive data from other services
* Trigger actions in Craft based on events in another app
* Build custom tools, dashboards, or automations
* Connect Craft to AI assistants like Claude or ChatGPT through MCP or other integration methods
APIs enable Craft to work seamlessly alongside the tools you already use – without manual copying or repetitive tasks.
## How Craft's API Works
Create an **API Connection** from the **Connections tab** in the sidebar to share the right parts of your workspace with external tools.
You can choose to:
* Connect **all of your daily notes**, or
* Create a **custom connection** where you select one or more specific documents to include
For each connection, you set the access permissions and visibility, so you stay in control of what is shared. Craft then generates a **unique API endpoint** for that connection, which you can plug into your API-based tools or workflows. Those tools will only be able to access the documents you selected, while everything else in your workspace remains private.
You can review and manage all your existing API connections in the **Connections tab**.
After you create an API connection in Craft, copy the API endpoint and credentials shown in the Connections tab.
You then take these to the external app or workflow you want to connect (for example an AI assistant, automation tool, or developer setup) and add them in its connector or API integration settings. Each tool handles this a little differently, but the idea is the same. You paste the Craft API details there, and the tool can access only the documents you selected for that connection.
The Craft API now supports **full space-level access** with advanced capabilities:
* **Search across all documents** with folder, tag, and date filtering
* **Daily notes and tasks** are fully accessible via API
* **Create, update, and delete** documents programmatically
* **Collection management** including schema creation and editing
* **Advanced search** with regex support and timezone-aware date filters
See the [official API documentation](https://www.craft.do/imagine/) for complete endpoint details.
## Use Cases
Here are a few examples of what you can build with the API:
* A personal dashboard that updates automatically
* A task list that syncs with another productivity app
* A reading log that fetches data from an external source
* A custom AI-powered assistant tailored to your Craft document
* Automated document creation from templates
* Scheduled backups or exports
* Integration with team communication tools
The possibilities are broad – the API lets you extend Craft however you imagine.
## Full Guides & Documentation
All step-by-step guides for the API, MCP connections, and example integrations (including Claude and ChatGPT) are available here:
[**https://www.craft.do/imagine/**](https://www.craft.do/imagine/)
This is the best place to explore tutorials, learn how to enable MCP, and understand how to connect Craft to third-party tools.
If you need help getting started or have questions, feel free to contact us – we're here to help.
# Apple Shortcuts
Source: https://craft-support.mintlify.app/en/integrate/apple-shortcuts
Automate tasks and create custom workflows with Apple Shortcuts integration.
You can use Apple Shortcuts together with Craft to create workflows that enhance your productivity. Build custom automation that works across your Apple devices – iPhone, iPad, and macOS.
Apple Shortcuts is available on **iOS, iPadOS, and macOS**. This integration is exclusive to Apple platforms.
## What Are Shortcuts?
Shortcuts is a powerful app from Apple that lets you create automated workflows. You can combine actions from different apps to create custom automation tailored to your needs.
In Craft, you can use Shortcuts to:
* Create new documents automatically
* Add content to existing documents
* Open specific documents or spaces
* Build complex workflows that integrate Craft with other apps
## Available Craft Actions
Craft makes the following actions available in the Shortcuts app:
* **Add to Doc** – Append or prepend content to an existing document
* **Create Craft Doc** – Create a new document with title and content you provide
* **Open Craft** – Open the Craft app
* **Open Document** – Open a specific document
* **Open Space** – Open a specific space
These actions are your building blocks. They can be used on their own to create basic shortcuts, or you can string them together with actions from other apps to create more complex workflows.
## Simple Shortcut Examples
In their simplest form, shortcuts can do things like:
* Create a new document (with title and content you provide)
* Add content (append or prepend) to an existing document
* Open a specific document
## Getting Started
Open the **Shortcuts** app on your iPhone, iPad, or Mac
Create a new shortcut by tapping the **+** button
Search for "Craft" in the actions list to see all available Craft actions
Add the actions you want to your shortcut and configure them
Test your shortcut and save it with a descriptive name
Shortcuts is a very powerful app. If you need help getting started, [Apple's documentation](https://support.apple.com/guide/shortcuts/welcome/ios) is a good starting point.
## Use Case Examples
Here are some ideas for what you can build with Craft Shortcuts:
### Quick Capture
Create a shortcut that prompts you for text and adds it to a specific document in Craft. Perfect for capturing ideas on the go.
### Daily Journal
Automate creating a new journal entry in your Daily Note with a pre-formatted template.
### Meeting Notes
Create a shortcut that generates a new meeting note document with attendees, agenda, and action items sections.
### Reading List
When you find an interesting article, use a shortcut to add the link and a note to your reading list document in Craft.
### Project Updates
Append status updates to a project document with timestamp and location automatically.
## Advanced Workflows
You can combine Craft actions with other apps to create powerful workflows:
* **Photo journaling**: Take a photo and automatically create a new Craft document with the image and a timestamp
* **Voice notes**: Use dictation to create voice notes that automatically save to Craft
* **Location-based notes**: Automatically log your location to a travel journal document
* **Web clipping**: Combine with Safari actions to clip and save web content
* **Task automation**: Create tasks in Craft based on calendar events or reminders
## Back Tap Integration (iOS 14+)
One powerful way to trigger your Craft shortcuts is through **Back Tap** – an iOS accessibility feature that lets you run shortcuts by tapping the back of your iPhone.
This is perfect for quick actions like opening your most-used space or jumping to a specific document with just a double or triple tap.
### Setting Up Back Tap with Craft
First, create a shortcut in the Shortcuts app (for example, "Open Craft" with your preferred space or document).
Open **Settings** on your iPhone.
Navigate to **Accessibility** → **Touch** → **Back Tap**.
Choose **Double Tap** or **Triple Tap**.
Scroll down to the Shortcuts section and select your Craft shortcut.
Now you can launch Craft and open your chosen space or document from anywhere on your phone with a simple tap on the back of your device.
* **Quick capture**: Open Craft with a specific capture document ready
* **Daily journaling**: Jump straight to today's daily note
* **Project access**: Open your current project workspace instantly
* **Task inbox**: Go directly to your task inbox for quick task entry
## Tips and Tricks
* **Use variables**: Pass information between actions to create dynamic content
* **Test incrementally**: Build your shortcut step by step and test as you go
* **Name clearly**: Give your shortcuts descriptive names so you can find them easily
* **Add to home screen**: Pin frequently used shortcuts to your home screen for quick access
* **Use Siri**: Run your shortcuts with voice commands for hands-free operation
* **Back Tap shortcuts**: Create dedicated shortcuts optimized for quick, gesture-based access
## Additional Resources
* [Apple Shortcuts User Guide](https://support.apple.com/guide/shortcuts/welcome/ios)
* [Shortcuts Gallery](https://www.icloud.com/shortcuts/) – Browse and download community-created shortcuts
* Craft Community – Share and discover Craft-specific shortcuts
Add Craft widgets to your home screen
Build custom integrations with the Craft API
# Back Tap Integration
Source: https://craft-support.mintlify.app/en/integrate/apple-shortcuts/back-tap
Use iOS Back Tap to open Craft spaces or documents by tapping the back of your iPhone.
Back Tap is an iOS accessibility feature that lets you trigger actions by tapping the back of your iPhone twice or three times. You can connect it to Craft Shortcuts to instantly open specific spaces or documents – no matter what you're doing on your phone.
Back Tap is available on iPhone 8 and later running iOS 14 or newer. This feature uses the accelerometer and gyroscope, so it works through most cases.
## How Back Tap Works
Back Tap allows you to choose different actions for double-tap and triple-tap gestures. While iOS includes built-in actions like taking screenshots or opening Control Center, you can also assign custom Shortcuts – making it perfect for quick access to your most important Craft content.
Common Craft use cases:
* Open your work space with a double-tap
* Jump to your daily note with a triple-tap
* Open a specific project document instantly
* Access your task inbox from anywhere
## Setting Up Back Tap for Craft
The setup involves two steps: creating a Craft Shortcut, then assigning it to Back Tap.
### Step 1: Create a Craft Shortcut
First, build a shortcut that opens your desired Craft space or document.
Open the **Shortcuts** app on your iPhone.
Tap the **+** button in the upper-right corner.
Tap **Add Action**.
Tap the search bar and search for **Open**.
Select **Craft** from the horizontal list of apps.
Tap **Open Craft** and choose which space or document you want to open.
Tap **Next** in the upper-right corner.
Give your shortcut a descriptive name like "Open Work Space" or "Open Daily Note".
Tap **Done** to save.
You can create different shortcuts for double-tap and triple-tap. For example, one for your personal space and another for your work space.
### Step 2: Assign to Back Tap
Now connect your shortcut to the Back Tap gesture.
Open **Settings** on your iPhone.
Navigate to **Accessibility** (or use search to find it).
Tap **Touch** in the Physical and Motor section.
Scroll to the bottom and tap **Back Tap**.
Choose **Double Tap** or **Triple Tap**.
Scroll down to the Shortcuts section and tap your custom Craft shortcut.
That's it! Now tapping the back of your iPhone will launch Craft and open your chosen space or document instantly.
## Tips for Back Tap with Craft
**Start with your most-used space**: Assign your primary workspace to double-tap since it's easier to perform than triple-tap.
**Use triple-tap for specific documents**: Reserve triple-tap for frequently accessed documents like your daily note or task inbox.
**Test through your case**: Back Tap works through most cases, but very thick or metal cases might interfere. Test your setup to ensure reliable triggering.
**Combine with Focus modes**: Set up different Back Tap shortcuts for different Focus modes (Work, Personal, Sleep) to automatically switch contexts.
## Example Workflows
### Quick Capture
* **Double-tap**: Open your Inbox space for quick notes
* **Triple-tap**: Open today's daily note to log activities
### Context Switching
* **Double-tap**: Open your Work space when in Work Focus mode
* **Triple-tap**: Open your Personal space for after-hours ideas
### Project Management
* **Double-tap**: Open your active project document
* **Triple-tap**: Open your task list to check off items
## Troubleshooting
**Back Tap not working?**
* Make sure you have iOS 14 or later
* Try tapping more firmly (but not too hard)
* Remove thick cases that might dampen the tap
* Check that Back Tap is enabled in Accessibility settings
**Shortcut launches Craft but doesn't open the space?**
* Verify your shortcut configuration in the Shortcuts app
* Test the shortcut manually by running it from the app
* Make sure you have access to the space you're trying to open
**Accidental triggers?**
* Switch to triple-tap only, which is less likely to trigger accidentally
* Disable Back Tap for activities where accidental triggers are problematic
Back Tap works perfectly alongside other iOS integrations like [widgets](/en/integrate/widgets) and [Quick Actions](/en/introduction/mobile-features/quick-actions) to create a complete mobile workflow.
## Related Articles
Learn about all Craft Shortcuts integrations
Use the + button for fast content capture
Master touch gestures for faster editing
# Apple Calendar integration
Source: https://craft-support.mintlify.app/en/integrate/calendar
Connect Apple Calendar to Craft on Mac so events from Apple Calendar, Google Calendar, and Outlook sync into the Calendar view. Not available on Windows or Web.
The Apple Calendar integration brings your events into Craft's Calendar view on Mac. Google Calendar and Outlook events are also supported — connect those accounts to Apple Calendar first, then Craft picks them up automatically. This article covers how to connect, grant permissions, and troubleshoot the integration.
Craft connects directly to Apple Calendar on Mac. This integration is not available on Windows or Web. To sync Google Calendar or Outlook events, add those accounts to Apple Calendar first — see the [Google and Outlook bridge steps](/en/plan-and-do/calendar#using-google-calendar) in the Calendar view article.
## Enable the Calendar View in the Sidebar
If you can't see the Calendar view in your left sidebar, make sure to enable it via the customization options for the sidebar dropdown.
## Setting Up Calendar Integration
While in Calendar view, initiate the Calendar integration by attempting to enable **Show Calendar Events** after clicking on the Events button. You will be prompted to allow Craft to access your calendar via your Mac settings.
After allowing access to calendar, you'll need to restart Craft to apply the changes.
After restarting the app to apply the changes, go back to Calendar view and enable events to sync your calendar. You can further customize which calendars will be visible if you have multiple calendars connected to your Apple Calendar.
## What You Can Do
Once calendar integration is enabled, you can:
* **View events alongside notes**: See your schedule while working in Craft
* **Filter calendars**: Choose which calendars to display
* **Navigate dates**: Quickly jump to specific dates and see associated events
* **Create event notes**: Link notes to calendar events (see Daily Notes)
* **Stay organized**: Keep your schedule and notes in sync
## Using Calendar with Daily Notes
The Calendar integration works seamlessly with Daily Notes. You can:
* View calendar events for each day in your Daily Note
* Create notes linked to specific calendar events
* See upcoming events while planning your day
* Review past events when looking at previous Daily Notes
When you create event notes from calendar events, they automatically appear in the corresponding Daily Note, helping you keep meeting notes and event details organized by date.
## Managing Calendar Access
If you need to revoke or modify Craft's access to your calendar:
Open **System Settings** (formerly System Preferences) on your Mac
Go to **Privacy & Security → Calendars**
Find Craft in the list and toggle access on or off
## Troubleshooting
If calendar events aren't showing up in Craft:
* Make sure you've enabled **Show Calendar Events** in the Calendar view
* Check that Craft has permission to access Calendar in your macOS System Settings
* Try restarting Craft after granting permissions
* Verify that the calendar you want to see is enabled in Craft's calendar settings
Learn how to use Daily Notes with calendar integration
View calendar events in the tasks view
Manage tasks alongside calendar events
Understand how event notes work as subpages
# URL Scheme
Source: https://craft-support.mintlify.app/en/integrate/deeplinks
Use the Craft URL scheme to automate workflows and integrate with other apps.
The URL scheme lets users and developers of other apps send commands to Craft. This page explains how it works and what the current capabilities are.
We are planning to add more capabilities to the existing ones in the future.
## Available Commands
Here are the available commands that Craft understands:
* Open a document
* Create a document
* Append to an existing document
* Start search in a Space
* Access Daily Notes
## Open Page
**Inputs:**
* `blockId` – you can access it if you click **Copy Deeplink** in a doc, the link has a `blockId` parameter
* `spaceId` – your user id usually (random guid), if it's a shared workspace, you need to get it by clicking **Copy Deeplink**
**Example:**
```
craftdocs://open?spaceId=&blockId=
```
It does not work when you are not a member of the space.
## Open Space
**Inputs:**
* `spaceId` – you can get this from a simple deeplink, when clicking **Copy Deeplink**
* `tab` (optional) – `calendar` or `search` or `documents`
**Example:**
```
craftdocs://openspace?spaceId=&tab=
```
It does not work when you are not a member of the space.
## Create New Empty Document
**Input:**
Simply use this URL to create a new empty document in your currently open space:
```
craftdocs://createnewdocument
```
## Create Document
**Inputs:**
* `spaceId` – you can get this from a simple deeplink, when clicking **Copy Deeplink**
* `content` – Percentage encoded markdown (images not supported yet)
* `title` – Percentage encoded plaintext title
* `folderId` – Parameter is required, but can be empty
**Example:**
```
craftdocs://createdocument?spaceId=&title=&content=<content>&folderId=<folderId>
```
## Append to Doc
**Inputs:**
* `spaceId` – you can get this from a simple deeplink, when clicking **Copy Deeplink**
* `index` – index of new block (0 for prepend, huge number for append (more blocks than what you have in your doc)
* `parentBlockId` – blockId of document
* `content` – percentage encoded string
**Example:**
```
craftdocs://createblock?parentBlockId=<parentBlockId>&spaceId=<spaceId>&content=<content>&index=<index>
```
## Search in Workspace
Starts a search in a given workspace and prefills search textfield with the query contents.
**Inputs:**
* **spaceId** – you can get this from a simple deeplink, when clicking Copy Deeplink
* **query** – Make sure it's percentage encoded
**Example:**
```
craftdocs://opensearch?spaceId=<spaceId>&query=<query>
```
## Access to Daily Notes
* **Yesterday** – `craftdocs://openByQuery?query=yesterday&spaceId=<spaceId>`
* **Today** – `craftdocs://openByQuery?query=today&spaceId=<spaceId>`
* **Tomorrow** – `craftdocs://openByQuery?query=tomorrow&spaceId=<spaceId>`
## Related Articles
<CardGroup>
<Card title="Craft API" href="/en/integrate/api">
Full REST API documentation for integrating with Craft
</Card>
<Card title="iOS Shortcuts" href="/en/integrate/apple-shortcuts">
Automate Craft on iOS with Shortcuts
</Card>
<Card title="Deeplinks (User Guide)" href="/en/organize-and-find/linking/deeplinks">
Learn how to use deeplinks in your workflow
</Card>
</CardGroup>
# Email to Craft
Source: https://craft-support.mintlify.app/en/integrate/email-to-craft
Forward emails directly to Craft to capture ideas and turn messages into tasks or documents.
**Email to Craft** allows you to forward emails directly into your Craft workspace – turning them into tasks, documents, or Daily Notes. Whether you're managing newsletters, reminders, or to-dos, this feature helps you stay organized without leaving your inbox.
## How to Set It Up
<Steps>
<Step>
Open any Craft app (Mac, iPad, iPhone, or Web). If you're using the Web app on a desktop, you can also access the setup page directly via this link: [Email to Craft Settings page](https://docs.craft.do/email-to-craft).
</Step>
<Step>
Go to **Settings → Integrations → Email to Craft → Configure**.
<img alt="Email to Craft in Settings" />
<img alt="Configure Email to Craft" />
</Step>
<Step>
Select the Craft space where you want to receive forwarded emails and enable the Email to Craft feature.
<img alt="Select space for Email to Craft" />
</Step>
<Step>
A unique email address will be generated – this is where you'll forward emails to import them into Craft.
<img alt="Unique email address for forwarding" />
</Step>
<Step>
From the same settings page, you can also define the default behavior for how incoming emails are handled.
<img alt="Default behavior settings" />
</Step>
</Steps>
## How It Works
Craft uses simple markers in the subject line to determine what should happen to the forwarded email. These include task markers, location markers, and deadlines.
### Create a Task
To turn your email into a task, begin the subject line with **`[ ]`**.
**Example**: `[ ] Read newsletter`
<img alt="Email with task marker" />
The task will be added to your **Task Inbox** unless you specify a different location (see below).
<img alt="Task appears in inbox" />
### Choose a Location
Use the **`>`** marker to set where the email should be sent:
* **`>today`**, **`>tomorrow`**, or **`>yesterday`** – Adds the content to the corresponding Daily Note
* **`>YYYY-MM-DD`** – Adds the content to that day's Daily Note
* **`>unsorted`** – Creates a new standalone document in the Unsorted folder
**Example**: `[ ] Team meeting notes >2025-07-01`
### Add a Deadline
To set a deadline for a task, use the **`!`** marker:
* **`!today`**, **`!tomorrow`**, or **`!YYYY-MM-DD`** – Sets the deadline for the task
**Example**: `[ ] Submit report >today !tomorrow`
This creates a task in today's Daily Note with a deadline for tomorrow.
## Default Behavior
If you don't include any markers in the subject line, Craft will apply your **default import setting**, which you can configure on the [Email to Craft Settings page](https://docs.craft.do/email-to-craft).
## Attachments
* Attachments such as PDFs, images, and documents are supported and will be imported into the Craft document
* **Videos** are imported as **downloadable file blocks**, not as embedded video players
* Some email providers may not automatically forward attachments – use **"Forward with attachments"** to ensure they're included. For Gmail, see [this article](https://support.google.com/mail/thread/28000081/how-can-i-forward-an-email-thread-that-includes-attachments?hl=en)
## Formatting
Craft's email import adapts to your email content and formatting to ensure clean and polished results:
* Bullet points and line breaks are preserved
* Task markers like **`[ ]`** or **`[x]`** within the email body will convert to checklist items
* Divider lines like **`---`** will be recognized as section breaks
## Troubleshooting
If your forwarded email doesn't appear in Craft:
* Confirm the email address you're sending from is authorized in your **Email to Craft** settings
* Make sure subject markers (**`[ ]`**, **`>today`**, **`!tomorrow`**) are correctly formatted
* If you're using automated forwarding or redirecting (e.g., via Gmail or Apple Mail), ensure full emails and attachments are sent
## Use Cases
Email to Craft is perfect for:
* **Newsletter management**: Forward newsletters to read and organize in Craft
* **Task capture**: Turn emails into actionable tasks with deadlines
* **Daily logging**: Send yourself emails that automatically go to today's Daily Note
* **Reference collection**: Forward important emails for long-term reference
* **Meeting notes**: Email yourself meeting notes that land in the right Daily Note
## Quick Reference
| Subject Line | Result |
| ----------------------------- | ------------------------------- |
| `[ ] Review document` | Task in inbox |
| `[ ] Call client >today` | Task in today's Daily Note |
| `[ ] Submit report !tomorrow` | Task with tomorrow's deadline |
| `Meeting notes >2025-01-15` | Document in Jan 15 Daily Note |
| `Research article >unsorted` | New document in Unsorted folder |
<CardGroup>
<Card title="Tasks" href="/en/plan-and-do/tasks">
Learn more about managing tasks in Craft
</Card>
<Card title="Daily Notes" href="/en/plan-and-do/daily-notes">
Organize your day with Daily Notes
</Card>
</CardGroup>
# MCP
Source: https://craft-support.mintlify.app/en/integrate/mcp
Connect Craft with AI assistants and developer tools using the Model Context Protocol.
Craft supports MCP (Model Context Protocol), which lets you securely connect your Craft documents to external tools. This makes it possible for compatible apps – including AI assistants and developer tools – to read and work with the content you choose to share.
## What is MCP?
MCP (Model Context Protocol) is a standard that allows external applications to connect to a specific source of information. In Craft, MCP gives these tools controlled access to your selected content so they can read, process, and work with it safely.
With MCP enabled, external tools can:
* Read the content of your Craft documents
* Generate summaries, insights, or transformations
* Assist you with writing or restructuring content
* Use your documents as a live knowledge source
* Search across your selected documents
This removes the need for manual exporting or copy-pasting.
## How MCP Works in Craft
Create an **MCP Connection** from the **Connections tab** in the sidebar to share the right parts of your workspace with external tools.
You can choose between:
* Creating an MCP connection that includes **all your daily notes**, or
* Setting up a **custom connection** where you pick specific documents (one or more) to include
Each connection lets you define access permissions and visibility, so you stay in control of what's shared. Once created, Craft automatically generates a **unique MCP endpoint** for that connection. You can then add this endpoint to any MCP-compatible tool to connect it securely to your chosen documents – keeping everything else in your workspace private.
<Frame>
<img alt="The Connections tab in the sidebar, showing the MCP and API connection sections" />
</Frame>
<Info title="Full Space API Access (v3.3.5+)">
The Craft MCP server now supports **full space-level access** with advanced capabilities:
* **Search across all documents** with tag and date filtering
* **Daily notes and tasks** are fully accessible via MCP
* **Create, update, and delete** documents programmatically
* **Collection management** including schema creation and editing
* **Advanced search** with regex support and timezone-aware date filters
See the [official MCP documentation](https://www.craft.do/imagine/) for complete details.
</Info>
After you create an MCP connection in Craft, copy the generated MCP link or credentials from the Connections tab. The next steps happen outside of Craft.
Open the MCP-compatible tool you want to use (for example, an AI assistant or a developer environment), find its option to add an MCP server or connector, and paste in the details you copied. From that point on, the tool will be able to access only the notes or documents you included in that connection, based on the permissions you set.
## Supported MCP Connections
Craft currently supports MCP integrations with:
* **Claude** (Desktop and Claude Code)
* **ChatGPT**
* **Windsurf**
* **Cursor**
* **Visual Studio Code**
* **Raycast**
* **Other standard MCP clients**
These tools can connect directly to your Craft documents to read and assist you with their content.
## What You Can Do With MCP
With MCP enabled, you can:
* Ask AI assistants to analyze or summarize your documents
* Generate or rewrite content based on your Craft documents
* Use developer tools to build custom workflows or scripts using your Craft content
* Interact with your documents from coding environments like VS Code, Cursor, or Windsurf
* Search and filter documents programmatically
* Extend Craft with your own MCP-compatible tools or automations
MCP lets you blend Craft with your favorite AI and developer tools seamlessly.
## Using MCP with Multiple Spaces
Each MCP connection in Craft is linked to a single space. If you want to give an external tool access to documents across multiple spaces, you need to create a separate MCP connection for each space.
<Steps>
<Step>
Open the space you want to connect
</Step>
<Step>
Go to the **Connections tab** in the sidebar and create an MCP connection for that space
</Step>
<Step>
Copy the MCP endpoint and add it to your external tool as a separate MCP server
</Step>
<Step>
Repeat for each additional space you want to connect
</Step>
</Steps>
<Info title="One connector per space">
Your external tool (e.g., Claude, Cursor) will list each space as a separate MCP server. This is by design — it keeps permissions isolated so each space's access is controlled independently.
</Info>
## Full Guides & Documentation
All setup instructions and integration guides are available at:
👉 [**https://www.craft.do/imagine/**](https://www.craft.do/imagine/)
Here you'll find dedicated guides for Claude, ChatGPT, and other supported MCP tools.
## Troubleshooting
If you experience connection issues between Craft and your MCP client (especially with tools like Claude that update frequently), the following steps usually resolve the problem:
<Steps>
<Step title="Reconnect">
Try disconnecting and reconnecting the MCP server in your client app.
</Step>
<Step title="Recreate the connector">
If reconnecting didn't help, remove the MCP connector from your client app and set it up again using the same link.
</Step>
<Step title="Recreate the link in Craft">
If the issue persists, delete the MCP connection in Craft's Connections tab and create a new one. Then add the new link to your client app.
</Step>
</Steps>
<Info>
Some MCP clients ship updates very frequently, which can occasionally break existing connections. These steps resolve most issues, though in rare cases you may need to wait for a fix from the client app.
</Info>
<CardGroup>
<Card title="MCP Security" href="/en/integrate/mcp/security">
Learn about MCP security features and access controls
</Card>
<Card title="ChatGPT Limitations" href="/en/integrate/mcp/chatgpt-limitations">
Understand current limitations when using MCP with ChatGPT
</Card>
</CardGroup>
# MCP Limitations with ChatGPT
Source: https://craft-support.mintlify.app/en/integrate/mcp/chatgpt-limitations
Understand ChatGPT-specific limitations when using Craft MCP connections.
While ChatGPT supports MCP connections to Craft, there are some platform-specific limitations to be aware of.
## Developer Mode Limitations
Developer mode is needed to add MCPs as connections.
### Current Restrictions
* Connections can't be configured by members in business plan
* ChatGPT doesn't support memory usage in developer mode
### Workarounds
* **Workaround 1**: Turn off developer mode when you need ChatGPT native memory, turn on developer mode when you need Craft MCP
* **Workaround 2**: Use Craft as the agent memory – ask ChatGPT to save an excerpt of the conversation to a specific place in your document
## Tool Combination Limitations
Connections can only be combined with connections inside the same message, not with other tools. Even inside the same chat, they can only be combined with web search and attachments.
This means that connections can't be used anywhere in the same chat with built-in ChatGPT functionalities like:
* Deep research
* Shopping research
* Create Image
* Agent mode
* Study and learn
* Canvas
* GPTs
### Workaround
Click **Branch in new chat** and run built-in tools in that chat. It will have the conversation history.
<img alt="Branch in new chat option" />
## Input Type Limitations
### Voice Mode
ChatGPT connections can't be used in Voice mode.
**Workaround**: Dictation can be combined with connections.
### Media in Documents
ChatGPT can't access images, video, audio or files inside the Craft document.
**Workaround**: Download your files and send them to ChatGPT as an attachment.
## Best Practices
Despite these limitations, you can still get great results with ChatGPT MCP by:
* Structuring conversations to work within developer mode constraints
* Using Craft documents as the primary knowledge base
* Combining voice dictation with MCP for hands-free workflows
* Downloading media files when you need ChatGPT to analyze them
# MCP Security
Source: https://craft-support.mintlify.app/en/integrate/mcp/security
Understand the multi-layered security protecting your Craft MCP connections.
Craft MCP tools are protected by multiple security layers to ensure your content stays safe while remaining accessible to the tools you authorize.
## Security Layers
### 1. Space-Based MCP Server Management
MCP servers are tied to spaces, so only logged-in Craft users with access to a given space can manage its MCP settings. On an individual plan, you're the only one who can manage your MCP servers.
### 2. Secret MCP Links
Every MCP link contains a cryptographically secure random, non-guessable string. This works automatically without any configuration. Even without password protection (i.e. 'public' access), your MCP connections can only be used by people you explicitly share the URL with or those who can access the given space.
### 3. Optional Password Protection (OAuth 2.0)
If you're concerned that you might accidentally leak the URL, you can add password protection. Set a password on the Connections page, and you'll need to enter it when first connecting your MCP client (e.g., ChatGPT, Claude).
<Info title="OAuth Configuration">
Some MCP clients ask for an "OAuth Client ID" and "OAuth Client Secret." You can leave these fields empty for Craft MCPs. **Our password protection uses OAuth 2.0 with [dynamic client registration](https://oauth.net/2/dynamic-client-registration/), so no pre-configured credentials are needed other than the URL and the password.**
</Info>
We chose password-based authentication because other OAuth methods (like pre-shared client secrets) felt less convenient from a UX perspective, while the password-based authentication still offers two secrets (the secret link and the password).
### 4. Read/Write Permissions
You can restrict agents to read-only or write-only operations, limiting what actions they can perform.
### 5. Scope Limitations
You can limit an agent's access to:
* A predefined set of documents
* Daily notes and tasks within a space
* All documents in your space (v3.3.5+)
* Documents matching search criteria (v3.3.5+)
## Protection for Embedded Content
These security layers also protect content within your documents, including links to files and images. While files and images don't have separate authentication (due to limited MCP client support), their unguessable links can only be retrieved after authenticating to your MCP server.
**File and image links are rotated whenever you change your MCP server's password**, ensuring that any previously shared links become invalid.
## Best Practices
* Use password protection for MCP connections that access sensitive content
* Regularly review and rotate MCP passwords
* Limit connection scope to only the documents needed
* Use read-only permissions when write access isn't required
* Monitor MCP connection usage in your space settings
# Readwise
Source: https://craft-support.mintlify.app/en/integrate/readwise
Sync your reading highlights from Readwise automatically into Craft collections.
Craft makes it easy to bring your reading insights from Readwise directly into your workspace. With just a quick setup, you can keep your highlights from books, articles, and tweets organized and synced automatically.
## How to Set Up Readwise Sync
<Steps>
<Step>
**Open the [Readwise Import Settings page](https://docs.craft.do/readwise)**
If you are not logged in to Craft yet, it will ask you to log in, and then take you back to the settings.
</Step>
<Step>
**Configure the connection to your Craft account**
Grab your Access Token from Readwise as described, and select the space where you'd like your highlights to appear.
</Step>
</Steps>
Now, the initial import will run in the background. It might take a few minutes, depending on how many highlights you have in your Readwise library. You can safely close the settings page and come back to it later – syncing will continue in the background.
## What Happens After Setup
Craft will create a document called **"Readwise Highlights"** in the selected space. In there, you'll find the **"My Library"** collection, where all highlights will be stored.
<img alt="Readwise Highlights document with My Library collection" />
After the initial import, **new highlights** will be **automatically updated** in Craft throughout the day.
Each book, article, or tweet will be stored as a separate page within the collection. These pages will include:
* Title and metadata from Readwise
* All highlights and annotations
<img alt="Example of a Readwise page showing highlights and metadata" />
## Frequently Asked Questions
### What happens when I take new highlights?
Any new highlights you import into Readwise will automatically be imported into Craft, without you needing to do anything. If the highlight is from a new document, a new page will be inserted into the collection in Craft. If the highlight is from an existing document, it will be appended to the bottom of the existing page in Craft.
<Info title="Sync Timing">
Certain services such as Amazon Kindle, Instapaper, and Pocket only synchronize with Readwise a few times a day. For this reason, new highlights may not immediately appear in either Readwise or Craft. If you need to sync sooner, you can force a manual resync in Readwise from the [Import Highlights page in Readwise](https://readwise.io/welcome/sync) and the [Readwise Import Settings in Craft](https://docs.craft.do/readwise).
</Info>
### Can I filter what highlights to import?
Yes, you can! When you first configure the integration, or at any time after setting it up, you can use the **"Select Items to be Exported"** option to filter what books, articles, tweets you want to import. Newly added books will always synchronize, unless you specifically uncheck them in the [settings](https://docs.craft.do/readwise).
### Can I change the formatting options for highlights?
If you don't want your highlights to use Craft's default formatting and rather want something plain, check the **"Use Simple Formatting"** toggle in the [settings](https://docs.craft.do/readwise).
With Default Craft Formatting:
<img alt="Highlights with default Craft formatting" />
With Simple Formatting:
<img alt="Highlights with simple formatting" />
### Can I move the Readwise document to somewhere else in Craft?
Within the space you've set up the integration for, you can move the Readwise document freely into any folder you like.
### Can I modify the Readwise collection in Craft?
Yes you can! Feel free to modify the collection views, or add new ones as you please. You can also add additional fields, or edit the names of the default fields if you like. Your changes will not be overwritten by subsequent syncs.
<Warning title="Important">
Be careful not to delete any of the default fields, or change their field type. This will cause the sync to break and you will have to set it up again from scratch.
</Warning>
### Can I edit the Readwise collection pages?
For individual books, articles and tweets, you can change the title of the page as you please. It won't be overwritten. Of course, you can also edit the page itself as much as you please. The integration will always append new highlights to the bottom of the page and not overwrite any existing content.
### If I edit or format an existing highlight in Readwise, or make a new note or tag to an existing highlight, will that change be updated in Craft?
No. The import from Readwise is append-only. This means anything that's already in your Readwise document in Craft won't be overwritten – so that we don't accidentally erase anything you may have edited or added directly in Craft.
### How do I delete my Readwise document and start over?
<Steps>
<Step>
Delete the Readwise document in Craft.
</Step>
<Step>
Go to the [Readwise Import Settings page](https://docs.craft.do/readwise) and turn off the integration.
</Step>
<Step>
Set up the integration again. Make sure to uncheck the "Use existing collection" option.
</Step>
</Steps>
### How do I change the Craft space to import into?
<Steps>
<Step>
Go to the [Readwise Import Settings page](https://docs.craft.do/readwise) and turn off the integration.
</Step>
<Step>
Set up the integration again. Make sure to uncheck the "Use existing collection" option.
</Step>
<Step>
Select the other space you want to import into.
</Step>
</Steps>
## Troubleshooting
When you see an error message such as "Last import failed. Please try again" on the [Readwise Import Settings page](https://docs.craft.do/readwise), this can be due to several reasons:
* **You've reset your Readwise access token**
Turn the sync off and set it up again with your new token. Check "Use existing collection" to make sure that your existing Readwise document will continue to be used.
* **You've deleted or changed the type of one of the default collection fields**
Unfortunately, this will cause the sync to break, and cannot be recovered. You will need to set it up again from scratch. Make sure to uncheck "Use existing collection" if the option is available, as your existing collection cannot be used for sync any more.
If it's still not working, and you are sure that neither of the above reasons is the cause, please contact us and let us know what issue you're facing.
## Related Topics
<CardGroup>
<Card title="Collections" href="/en/organize-and-find/collections">
Learn more about working with collections in Craft
</Card>
<Card title="Integrate Overview" href="/en/integrate">
Explore other integrations available in Craft
</Card>
</CardGroup>
# Reminders
Source: https://craft-support.mintlify.app/en/integrate/reminders
Import tasks from Apple Reminders into Craft to manage them alongside your notes.
Many Craft users rely on Apple Reminders for quick task capture and organization. The Reminders integration lets you import these tasks into Craft, helping you streamline your workflow and manage everything in one place.
<Info title="Platform Availability">
This integration is available on **Craft for Mac, iPhone, and iPad**. It is not available on Windows or Web.
</Info>
## Enable Access to Apple Reminders
<Steps>
<Step>
Go to **Tasks** in the Craft sidebar
</Step>
<Step>
Under the three-dot menu (⋯) next to the Inbox, select **Tasks from Reminders → Display → Reminders**
</Step>
<Step>
Grant permission for Craft to access your reminders
<img alt="Enable access to Apple Reminders" />
</Step>
</Steps>
<Check title="Integration Enabled">
Once enabled, a new section will appear in Craft above the default Inbox tasks line.
</Check>
## View Your Apple Reminders in Craft
All tasks from Apple Reminders will appear in a section below the Inbox.
Tasks are displayed without differentiating between lists or accounts – they are all shown in a single unified view.
<img alt="Apple Reminders view in Craft" />
<Info title="Cross-Space Visibility">
The Reminders list will be visible in all Spaces and Accounts signed into the given Craft application.
</Info>
## Import Tasks into Craft
Select tasks you wish to bring into Craft and download them to your Inbox by clicking on the arrow icon:
<img alt="Import tasks from Reminders" />
Once imported:
* The task will **be deleted from Apple Reminders**
* Tasks will not maintain their connection to Apple Reminders (one-way sync only)
## Key Details and Limitations
### One-Way Sync
Tasks can only be imported into Craft. Changes made in Craft do not sync back to Apple Reminders.
### No Differentiation
Tasks from all accounts and lists in Apple Reminders are displayed together in the Inbox section.
### Subtasks
Tasks and subtasks are treated the same and will appear in the unified list.
### Recurring Tasks
Recurring tasks from Apple Reminders are imported as single tasks in Craft.
### Time Zone Issues
Dates may change due to time zone differences. This will be fixed in an upcoming update.
### Deletion Behavior
Once a task is downloaded into Craft, it is **deleted from Apple Reminders**. Be sure this action aligns with your preferences.
## Managing Imported Tasks In Craft
### Inbox
* All tasks downloaded from Apple Reminders are added to your Inbox
* From there, you can:
* Assign tasks to documents
* Set start dates or deadlines
* Organize tasks as needed
### Calendar View
Tasks with start dates will automatically appear in the Calendar View on the specified day.
## Best Practices
### Review Tasks Before Importing
Double-check tasks in the From Reminders section before downloading. Remember that downloaded tasks will be deleted from Apple Reminders.
### Organize Tasks After Importing
Move tasks from the Inbox to relevant documents to keep them organized and tied to the appropriate projects.
### Use Reminders for Quick Capture
Continue using Apple Reminders for quick task capture on the go, then import and organize them in Craft during your planning sessions.
## Disable Access to Apple Reminders
If you need to revoke Craft's access to Reminders:
<Steps>
<Step>
Open **System Settings** on your device
</Step>
<Step>
Go to **Privacy & Security → Reminders**
</Step>
<Step>
Find Craft in the list and disable it
</Step>
</Steps>
<CardGroup>
<Card title="Tasks" href="/en/plan-and-do/tasks">
Learn more about managing tasks in Craft
</Card>
<Card title="Daily Notes" href="/en/plan-and-do/daily-notes">
Organize tasks by day with Daily Notes
</Card>
<Card title="Reminders" href="/en/plan-and-do/reminders">
Set up Craft's native reminder system
</Card>
<Card title="Calendar" href="/en/plan-and-do/calendar">
View imported tasks in the calendar view
</Card>
</CardGroup>
# Web Clipper
Source: https://craft-support.mintlify.app/en/integrate/web-clipper
Save web content to Craft with the browser extension for Chrome, Safari, and Firefox.
**Craft Web Clipper** makes it effortless to save web content directly into your Craft workspace. Whether you're collecting research, saving quotes, or organizing reading material, this extension helps you capture and curate seamlessly across the web.
Craft Web Clipper is available on the three major desktop browsers: **Chrome, Safari, and Firefox**. You can use it with our **macOS app or Web app**. It is not yet available for iOS or iPad.
**Download the Web Clipper**: [craft.do/download](https://www.craft.do/download)
With just a couple of clicks or keystrokes, you can:
* Clip entire articles or selected sections
* Cleanly format content into Craft blocks
* Retain source links and metadata (title, favicon, author, publish date)
* Choose where to save: existing documents, folders, or Daily Notes
## Installation
<Steps>
<Step>
Install the Craft Web Clipper extension in your browser from [craft.do/download](https://www.craft.do/download)
<img alt="Web Clipper browser extension download page" />
</Step>
<Step>
Once you open the Web Clipper for the first time by clicking the Craft icon in your browser toolbar or extensions panel, you'll be prompted to log in with your Craft account as usual.
</Step>
</Steps>
### Platform-Specific Notes
<Tabs>
<Tab title="Safari">
You might encounter issues with permissions. We recommend granting the Web Clipper access to all pages you visit for the best experience.
</Tab>
<Tab title="Firefox">
Select **Install Add-on from file..** from the menu, then find and select the file.
Once an extension has been installed, you can pin its icon to the toolbar for easy access. See [Manage your extensions using the extensions button in the toolbar](https://support.mozilla.org/en-US/kb/extensions-button) for details.
</Tab>
</Tabs>
<Info title="Privacy First">
We never read, store, log or access the sites you visit. The only content shared with Craft and uploaded to our servers is the content that you clip and save.
</Info>
## How To Use
<Steps>
<Step>
When you find an article or webpage you want to save, click the Craft Web Clipper icon in your browser toolbar. You can also pin the extension for easier access.
</Step>
<Step>
Select the destination note or folder within your Craft space. You can search for all kinds of folders, docs, and daily notes. Click one to select it.
<img alt="Selecting destination for clipped content" />
</Step>
<Step>
Choose the Format you want to use, either **Article** or **Multi Select**. With Multi Select, you can pick yourself what parts of the website you want to save.
<img alt="Article format option" />
<img alt="Multi-select format option" />
</Step>
<Step>
Click **Save Clip**. If you add a clip to an existing doc, it will be formatted as a page block, and if you add it to a folder, a new document will be created for you. The clipping will appear in your selected destination, formatted for easy reading. Images are also imported.
</Step>
</Steps>
## Tips and Tricks
* **Change your space** by clicking the space avatar in the top left corner of the Web Clipper popup, then selecting one from the dropdown.
* In this settings view, you can also see the available **keyboard shortcuts**.
## Related Articles
<CardGroup>
<Card title="Import from Other Apps" href="/en/import-and-export/import">
Migrate content from other note-taking apps
</Card>
<Card title="Email to Craft" href="/en/integrate/email-to-craft">
Forward emails directly to your Craft workspace
</Card>
</CardGroup>
# Widgets
Source: https://craft-support.mintlify.app/en/integrate/widgets
Add Craft widgets to your Home Screen, desktop, or Lock Screen for quick access to documents, recent work, and tasks.
Craft widgets help you keep important work close by. Use them to open a favorite document, jump into recent documents, review tasks, or start common Craft actions without opening the app first.
<Info title="Platform availability">
Home Screen and desktop widgets are available on **iOS, iPadOS, and macOS**. Lock Screen widgets are available on supported **iPhone and iPad** devices.
</Info>
<Frame>
<img alt="Craft widgets in the macOS widget gallery" />
</Frame>
## Available widgets
Craft currently offers these widget types:
### Quick Open
**Size:** Small
Use Quick Open for one-tap access to a specific document or Daily Note. You can choose a Space, select the document to open, and set a widget background.
Quick Open also supports Daily Note shortcuts for **Yesterday**, **Today**, and **Tomorrow**, so the widget can keep pointing to the right Daily Note as the date changes.
### Recent Documents
**Sizes:** Small, Medium, Large, and Extra Large where supported by the device
Use Recent Documents to open recently viewed documents from Craft. You can choose which user and Space the widget shows, then tap a document to open it.
On medium and larger widgets, Craft also shows quick actions for:
* **Search**: open Craft search
* **New document**: create a new document in the selected Space
### Tasks
**Sizes:** Small, Medium, and Large
Use Tasks to keep task lists visible from your Home Screen or desktop. The widget can show:
* **Inbox**: tasks from your task inbox
* **Today**: tasks due today plus overdue tasks
* **Document**: open tasks from a specific document
The Tasks widget includes a **+** button for quickly creating a task. In Today mode, new tasks are scheduled for today; in Document mode, new tasks are added to the selected document.
On supported system versions, you can also complete non-recurring tasks directly from the widget by tapping the checkbox.
### Lock Screen shortcuts
**Size:** Circular Lock Screen widget
Craft also includes Lock Screen shortcuts for quick actions:
* **Open Craft**
* **Create Task in Craft**
* **Create Document**
* **Open today's daily note**
<img alt="Craft widgets overview" />
## Add a widget
Widgets are added through your device's widget gallery. The exact steps depend on the platform:
<Tabs>
<Tab title="iPhone">
1. Touch and hold an empty area on the Home Screen until the apps jiggle.
2. Tap the **+** button.
3. Search for **Craft**.
4. Choose the widget you want to add.
5. Select a size.
6. Tap **Add Widget**.
7. Touch and hold the widget, then tap **Edit Widget** to configure it.
[View Apple's iPhone widget guide](https://support.apple.com/en-us/HT207122)
</Tab>
<Tab title="iPad">
1. Touch and hold an empty area on the Home Screen until the apps jiggle.
2. Tap the **+** button.
3. Search for **Craft**.
4. Choose the widget you want to add.
5. Select a size.
6. Tap **Add Widget**.
7. Touch and hold the widget, then tap **Edit Widget** to configure it.
[View Apple's iPad widget guide](https://support.apple.com/en-us/HT211328)
</Tab>
<Tab title="Mac">
Widgets on Mac are managed from the desktop or Notification Center.
1. Open Notification Center by clicking the date and time in the menu bar.
2. Click **Edit Widgets**.
3. Search for **Craft**.
4. Choose the widget you want to add.
5. Click or drag the widget to add it.
6. Control-click the widget and choose **Edit Widget** to configure it.
[View Apple's Mac widget guide](https://support.apple.com/guide/mac-help/add-and-customize-widgets-mchl52be5da5/mac)
</Tab>
<Tab title="Lock Screen">
1. Touch and hold the Lock Screen.
2. Tap **Customize**.
3. Select the Lock Screen.
4. Tap the widget area.
5. Search for **Craft**.
6. Choose the Craft shortcut you want to add.
7. Tap **Done**.
[View Apple's Lock Screen widget guide](https://support.apple.com/guide/iphone/personalize-your-iphone-lock-screen-iph4d0e6c351/ios)
</Tab>
</Tabs>
## Configure a widget
After adding a Craft widget, edit it from the system widget menu to choose what it displays.
Common configuration options include:
* **Space**: choose which Craft Space the widget should use
* **Document or display mode**: choose a document, Daily Note, task list, or task source depending on the widget
* **User**: choose which account Recent Documents should use when multiple accounts are available
* **Background**: choose a visual background for Quick Open, Recent Documents, or Tasks widgets
<Info title="If widget options are missing">
Open Craft on the same device and make sure you are signed in. Widget options are populated from the Spaces, documents, and account data available to the app.
</Info>
## How often widgets update
Craft asks the system to refresh Recent Documents and Tasks widgets about every **15 minutes**. Tasks widgets also refresh when you switch in or out of Craft and when Craft receives task-related updates.
Apple controls the exact widget refresh timing, so updates may not appear instantly. If a widget looks stale, open Craft once, then return to the Home Screen or desktop.
## Tips
* Add more than one Craft widget if you want separate views for different Spaces, documents, or task lists.
* Use Quick Open with **Today** to keep your Daily Note one tap away.
* Use Tasks in **Document** mode for project-specific task lists.
* Use medium or large Recent Documents widgets if you want built-in Search and New document actions.
* If a widget does not load after updating Craft, remove it and add it again from the widget gallery.
<CardGroup>
<Card title="Apple Shortcuts" href="/en/integrate/apple-shortcuts">
Automate tasks with Shortcuts integration
</Card>
<Card title="Daily Notes" href="/en/plan-and-do/daily-notes">
Use widgets with Daily Notes for quick access
</Card>
</CardGroup>
# Contact Support or Report a Bug
Source: https://craft-support.mintlify.app/en/introduction/help
How to contact Craft support, report a bug, share feedback, or get in touch with a human from our team.
We're here to help. This page covers every way to reach the Craft team — for technical support, bug reports, feature suggestions, and general feedback.
## Contact support
<CardGroup>
<Card title="Email" icon="envelope" href="mailto:support@craft.do">
Write to [support@craft.do](mailto:support@craft.do)
</Card>
<Card title="Support form" icon="ticket" href="https://support.craft.do/hc/en-us/requests/new">
[Open our online form](https://support.craft.do/hc/en-us/requests/new)
</Card>
</CardGroup>
We typically respond within **24–48 hours on business days**, and often much sooner. More complex issues may take a little longer to investigate, but we'll always keep you posted.
<Tip title="Help us help you faster">
When you write in, please include:
* A short description of what you were trying to do
* The platform and version you're using (macOS, iOS, iPadOS, Windows, Web app, Android)
* Steps to reproduce the issue, if applicable
* Screenshots or a short screen recording when relevant
* Any error messages you saw
</Tip>
## Report a bug
Found a bug, crash, or unexpected behavior? We'd love your help tracking it down.
The fastest way to report a bug is to email [support@craft.do](mailto:support@craft.do) with the details below — or open a ticket via the [support form](https://support.craft.do/hc/en-us/requests/new).
**Before you report:**
* Make sure you're on the **latest version** of Craft
* Restart the app or refresh the web page to see if the issue persists
**Include in your report:**
1. **Your environment** — device model, operating system version, and which Craft app (macOS, iOS, iPadOS, Windows, Web app, Android)
2. **Steps to reproduce** — the exact actions that lead to the issue
3. **A screen recording or screenshot** — short, focused, and at full screen resolution when possible
4. **Any error messages** — exact wording or a screenshot
For a detailed bug-report checklist (including screen-recording instructions per platform), see the [Reporting Bugs section in our Troubleshooting guide](/en/introduction/troubleshooting#reporting-bugs).
<Info title="Before reporting, check Troubleshooting">
Many common issues — sync problems, login failures, performance, network blocking — already have solutions in our [Troubleshooting guide](/en/introduction/troubleshooting). Worth a quick look before you write in.
</Info>
## Request a feature
We love hearing your ideas. Share feature requests through any of these channels:
1. **Email:** [feedback@craft.do](mailto:feedback@craft.do) — best for detailed suggestions
2. **Support form:** [open a request](https://support.craft.do/hc/en-us/requests/new) and pick the feature-request category
3. **Community:** [join the Craft Community](https://craft.do/community) to discuss with other users and the team
<Info title="What makes a great feature request">
* What you're trying to accomplish
* How you currently work around the limitation
* Examples from your real workflow
* Which platform you use (macOS, iOS, iPadOS, Windows, Web app, Android)
</Info>
## Share general feedback
For broader feedback about your experience with Craft — what's working, what isn't, what you'd love to see — use our dedicated feedback form:
[Share Your Feedback](https://craftdocs.typeform.com/to/Rj2Th0zz)
Or simply email [feedback@craft.do](mailto:feedback@craft.do).
## Join the community
Connect with other Craft users, share tips, and stay updated:
* **Craft Community** — [join the community space](https://craft.do/community)
* **YouTube** — [Craft Docs YouTube channel](https://www.youtube.com/@CraftDocs) for tutorials and feature demos
* **Release notes** — see what's new in each update from inside the app
## Contact options at a glance
| What you need | Best channel | Where to go |
| --------------------------------------- | ------------------------------- | -------------------------------------------------------------------------------------------------------------- |
| Technical support / something is broken | Email or support form | [support@craft.do](mailto:support@craft.do) · [Submit request](https://support.craft.do/hc/en-us/requests/new) |
| Report a bug | Email with reproduction details | [support@craft.do](mailto:support@craft.do) |
| Feature request | Email or community | [feedback@craft.do](mailto:feedback@craft.do) · [Community](https://craft.do/community) |
| General feedback | Feedback form | [Share feedback](https://craftdocs.typeform.com/to/Rj2Th0zz) |
## Related articles
<CardGroup>
<Card title="Troubleshooting" href="/en/introduction/troubleshooting">
Common issues with sync, login, performance, and network — plus the full bug-report checklist
</Card>
<Card title="Billing & Subscriptions" href="/en/account-and-subscription/billing">
Manage payments, change plans, and resolve subscription issues
</Card>
</CardGroup>
# Troubleshooting
Source: https://craft-support.mintlify.app/en/introduction/troubleshooting
Solutions to common issues with sync, performance, login, connectivity, storage, and platform-specific problems in Craft.
This guide covers common issues you might encounter while using Craft and how to resolve them. Expand the sections below to find the topic that matches your issue.
<Info title="Looking for feature-specific help?">
Some troubleshooting topics live in their feature documentation:
* [Calendar issues](/en/plan-and-do/calendar#troubleshooting)
* [Custom domain issues](/en/share-and-publish/publish/domains#troubleshooting)
* [Sharing issues](/en/share-and-publish/share#troubleshooting)
* [Subscription issues](/en/account-and-subscription/billing#troubleshooting)
* [Whiteboard migration](/en/write-and-edit/whiteboards#updating-legacy-whiteboards)
</Info>
## Start here
Three checks resolve most reports:
1. **Update Craft** to the latest version on every device you use.
2. **Restart the app**, or reload the page on the Web app.
3. **Check your operating system version.** Craft requires macOS 12 or later, iOS or iPadOS 15 or later, or Windows 10 or later.
## Sync Issues
Most sync problems can be diagnosed and fixed from the **Diagnostics** panel. Open **Settings → Diagnostics** to see your current sync status, trigger a manual sync, or report a sync error directly to our team.
<Info title="Diagnostics is available on Mac, iPhone, and iPad only">
Craft for Windows and the Web app have no Diagnostics panel. On those platforms, see [Windows and Web App Issues](#windows-and-web-app-issues) for what to check instead.
</Info>
<Frame>
<img alt="The Diagnostics Settings panel in Craft showing sync status, troubleshooting links, sync history, and the Reset Sync option" />
</Frame>
<Warning title="Reset Sync Now discards unsynced changes">
**Sync Now** and **Report Sync Error** are safe to use at any time. **Reset Sync Now** discards local changes that have not reached our servers yet, and they cannot be recovered afterwards. Use it only when support asks you to.
</Warning>
<AccordionGroup>
<Accordion title="Sync shows as 'Offline' in diagnostics">
The fastest fix is to fully close and restart Craft.
<Tabs>
<Tab title="macOS">
1. Open **Activity Monitor** (Spotlight search, or Applications → Utilities)
2. Find **Craft** in the list
3. Select it and click the **Stop** (⊗) button at the top
4. Reopen Craft
</Tab>
<Tab title="iOS / iPadOS">
1. Force quit Craft (swipe up and flick the Craft card away)
2. Wait about 30 seconds
3. Reopen Craft
</Tab>
<Tab title="Windows">
1. Right-click the Craft icon in the taskbar and choose **Close window**
2. If it's still running, open **Task Manager**, find **Craft**, and click **End task**
3. Reopen Craft
</Tab>
</Tabs>
After restarting, open **Settings → Diagnostics** and check the sync status at the top of the panel.
</Accordion>
<Accordion title="Documents not syncing across devices">
First, confirm you're signed in with the **same account and login method** on every device. Email and **Sign in with Apple** create different accounts even if the email looks the same.
To check your email address:
<Tabs>
<Tab title="macOS">
Your email is shown at the top-left corner of the Documents list, next to your avatar.
</Tab>
<Tab title="iPad">
Tap the avatar at the top-left of the Documents list to open the Spaces list.
</Tab>
<Tab title="iPhone">
Tap the avatar at the bottom-right of the Documents list to open the Spaces list.
</Tab>
</Tabs>
<Info title="About `@privaterelay.appleid.com`">
If your email ends with `@privaterelay.appleid.com`, you signed up using **Sign in with Apple**. That's a relay address generated by Apple, not your real email. Make sure you use the same Apple ID on every device.
</Info>
</Accordion>
<Accordion title="Manually trigger sync">
On Mac, iPhone, and iPad, open **Settings → Diagnostics** and tap **Sync Now**. The app will attempt to restart the sync process. On Windows and the Web app there is no Diagnostics panel, so restart the app or reload the page instead.
If **Sync Now** doesn't resolve the issue:
<Tabs>
<Tab title="macOS / iOS">
1. Sign out of Craft (**Settings → Account → Sign Out**)
2. Force quit the app
3. Wait 30 seconds, reopen Craft, and sign back in
</Tab>
<Tab title="Windows / Web">
1. Restart the app (Windows) or clear your browser cache (Web)
2. Check your internet connection, ideally try a different network
3. Sign out and back in
</Tab>
</Tabs>
If documents appear on one device but not another, double-check the account and login method on both (see **Documents not syncing across devices** above).
</Accordion>
<Accordion title="VPN or ad blocker blocking sync">
VPNs, ad blockers (e.g., **AdGuard**), and network monitoring tools (e.g., **Little Snitch**) can prevent Craft from syncing.
1. Temporarily disable the tool
2. Restart Craft
3. Check whether sync is restored
Browser extensions like **Hush** and **Plume Guard** can also block access to Craft's servers.
</Accordion>
<Accordion title="Corporate network blocking Craft">
Corporate firewalls and privacy programs can block traffic to Craft. If you're on a work network, ask your IT department to allow these domains:
* `api.craft.do`
* `docs.craft.do`
* `res.craft.do`
See also: [Can't access Craft on Web app or Windows](#cant-access-craft-on-web-app-or-windows).
</Accordion>
<Accordion title="Sync says everything is synced, but a document is missing">
In the Diagnostics panel, the sync history line shows counts for **New**, **Uploading**, and **Synced**. When **New** and **Uploading** are both `0`, nothing is waiting to upload, so the document is not stuck in the sync queue.
Missing content in that situation usually comes down to one of these:
* **You are signed in to a different account.** Email sign-in and **Sign in with Apple** create separate accounts. See [Documents not syncing across devices](#documents-not-syncing-across-devices) above.
* **You are looking at a different space.** Open the Spaces list from your avatar and check each space.
* **The document was deleted.** Check **Recently Deleted**, then see [Storage and Recovery](/en/account-and-subscription/storage-and-recovery).
<Warning>
Do not use **Reset Sync Now** to look for missing content. It discards local changes that have not uploaded yet, which can turn a display problem into permanent data loss.
</Warning>
</Accordion>
<Accordion title="Signing in with Apple opens an empty account">
If **Continue with Apple** signs you in to an account with no documents, but signing in with your email address and a code shows everything, your Apple sign-in is no longer linked to your Craft account.
This happens after you change your account email address with a verification code. The change removes the Sign in with Apple link, so the next **Continue with Apple** creates a new, empty account.
Your content is safe in the original account. Sign in with your email address and a code to reach it.
To relink Apple sign-in, open **Settings → Account → Email Address → Continue with Apple** on Mac, iPhone, or iPad.
<Info>
Three things to know before you relink. The relink is rejected while the new empty account still holds your Apple ID, so that account has to be deleted first. It is also rejected if your account is a member of any team. Relinking sets your Craft email address to the one Apple sends, which may be your previous address. Accounts cannot be merged, so contact support if you have added content to both.
</Info>
</Accordion>
<Accordion title="An image or file won't finish uploading">
File uploads run separately from document sync, so a failed upload does not hold up your text edits or your other documents. Craft retries a failed upload up to three times and then stops.
If a file has not appeared on your other devices:
1. Check your internet connection, and check for a VPN, proxy, or ad blocker on the network.
2. Delete the block and add the file again.
3. If the file is large, try a smaller version. The maximum file size depends on your plan, and files above that size are rejected before the upload starts.
If the same file fails every time, send us the file type and size along with a screen recording. See [Reporting bugs](#reporting-bugs).
</Accordion>
</AccordionGroup>
## Login Issues
<AccordionGroup>
<Accordion title="Unable to log in with Apple ID on macOS">
When you choose **Continue with Apple** on your Mac, you'll be prompted for a password. This is Apple's security measure.
<Warning>
Enter the password of your **macOS user account**, not the password for your Apple ID. If you type the Apple ID password, the prompt reappears without an error.
</Warning>
</Accordion>
<Accordion title="Unable to access Craft's website or apps">
Some browser extensions, ad blockers, or private networks may prevent you from reaching Craft. Common symptoms include **"Server Not Found"** or pages that don't load.
Apps known to cause this:
* [Hush](https://oblador.github.io/hush/)
* **Plume Guard** (the Secure DNS feature in the Plume HomePass app)
**Try these steps:**
1. Disable the extension or tool temporarily
2. Mark Craft's domain as secure in the tool's configuration
3. Try a different network
If the issue persists across networks and cellular data, please contact support.
</Accordion>
</AccordionGroup>
## Performance Issues
<AccordionGroup>
<Accordion title="Craft running slowly on macOS">
**Quick fixes:**
1. Restart the app via **Activity Monitor** (see [Sync shows as 'Offline'](#sync-shows-as-offline-in-diagnostics) above for steps)
2. Close unused tabs and windows
3. Check whether window management apps (e.g., **Magnet**, **Rectangle**) are up to date
**Information to include when contacting support:**
* Are you using an **External Storage** space?
* Any window management apps in use?
* Any third-party text editing tools?
* Screenshot of **System Settings → Privacy & Security → Accessibility**
* Does restarting the app help?
* Do multiple tabs and windows trigger the issue?
For persistent slowdowns, send us a **Spindump**. See [Capture diagnostic data](#capture-diagnostic-data) under *Reporting bugs* for steps.
</Accordion>
<Accordion title="Craft running slowly on Windows">
Check the following:
1. Which **Windows version** are you running?
2. Are you connected to a company network or VPN?
3. Does restarting the app restore normal performance?
4. Does restarting the computer restore normal performance?
If the issue persists, record a full-screen video of the problem and share it with support. See [Capture diagnostic data](#capture-diagnostic-data) under *Reporting bugs* for additional logs you can include.
</Accordion>
<Accordion title="Using Grammarly Desktop with Craft on macOS">
To use the Grammarly desktop app with Craft on macOS:
<Steps>
<Step title="Download Grammarly">
Get the desktop app from [grammarly.com/desktop](https://www.grammarly.com/desktop).
</Step>
<Step title="Launch Grammarly">
Open the app after installation.
</Step>
<Step title="Grant accessibility permission">
Follow the in-app guide to enable Grammarly in **System Settings → Privacy & Security → Accessibility**.
</Step>
<Step title="Restart Craft">
Quit and reopen the Craft app.
</Step>
</Steps>
The Grammarly widget should appear whenever you select a block.
</Accordion>
</AccordionGroup>
## Editing Issues
<AccordionGroup>
<Accordion title="Text reverts or disappears while typing">
Craft merges edits from every device that has a document open. Changes to different blocks are kept from both devices. When two devices change the same part of the same block before they have synced, the version on our servers is kept, so text typed on the other device can be replaced.
**What helps:**
1. Close the document on your other devices. On the Web app, close any extra browser tab showing it.
2. Let sync finish on each device before you continue editing. Check the sync status in **Settings → Diagnostics** on Mac, iPhone, and iPad.
3. Update every device to the latest version of Craft.
If text still disappears with the document open on a single device, we want to see it. Send us a screen recording, your app version, and your operating system version. See [Reporting bugs](#reporting-bugs).
</Accordion>
<Accordion title="Content flickers or flashes in the Web app">
If the Web editor redraws or flashes while you work, narrow down where it comes from:
1. Reload the page.
2. Open Craft in a private window with extensions disabled, to rule out an extension.
3. Update your browser to the current version.
4. Try a different browser to see whether the flickering follows.
If it continues, send us a screen recording, your browser and version, and a screenshot of the browser console. See [Capture diagnostic data](#capture-diagnostic-data).
</Accordion>
</AccordionGroup>
## macOS-Specific Issues
<AccordionGroup>
<Accordion title="Latest update not showing in App Store">
If you only see an **Open** button in the App Store instead of the update:
<Steps>
<Step title="Force quit the App Store" />
<Step title="Reopen the App Store" />
<Step title="Search for 'Craft Docs'" />
<Step title="Open the app details page">
Click the app title to enter the full detail view.
</Step>
<Step title="Check for the update button" />
</Steps>
</Accordion>
<Accordion title="Pop-up: 'Another Craft is already installed'">
This message appears when leftover files from a previous installation remain on your Mac. It typically happens when Craft was installed from multiple sources (e.g., both the App Store and Setapp).
<Steps>
<Step title="Delete Craft from Applications" />
<Step title="Clear container folders">
In Finder, go to **Go → Go to Folder** and paste these paths one at a time, then delete the contents:
```
~/Library/Group Containers/group.com.lukilabs.lukiapp.share/
~/Library/Containers/com.lukilabs.lukiapp
```
</Step>
<Step title="Sweep for leftovers">
If the message persists, search both **Group Containers** and **Containers** folders for any items containing `craft`, `lukilabs`, or `lukiapp` and delete them.
</Step>
<Step title="Reinstall Craft">
Install Craft fresh from your preferred source.
</Step>
</Steps>
</Accordion>
</AccordionGroup>
## iOS / iPadOS-Specific Issues
<AccordionGroup>
<Accordion title="Sharing files ends up as an unusable link">
You can share **text and links** to Craft via the Share Sheet. Sharing **photos or files** directly can result in an unusable link.
**Option 1: Copy and paste**
1. Choose **Copy** in the Share Sheet
2. Open Craft
3. Paste into the target document
**Option 2: Download and add**
1. Save the file to your device
2. In Craft, tap the **+** button at the bottom-left
3. Choose **Files**
4. Select the file
</Accordion>
</AccordionGroup>
## Windows and Web App Issues
<AccordionGroup>
<Accordion title="Can't access Craft on Web app or Windows">
On a company device or network, your company's proxy may be blocking access.
Ask your IT department to allow these domains:
* `api.craft.do`
* `docs.craft.do`
* `res.craft.do`
</Accordion>
<Accordion title="'You Are Offline' message">
This message means the app has lost its connection to the internet or our servers. It will automatically attempt to reconnect.
**What to do:**
* **Check your internet connection.** Make sure it's active and stable.
* **Pause editing.** Avoid making changes until the connection is restored, to prevent potential data loss.
* **Reload the page.** If your connection is stable and you have no unsaved changes, refresh the page.
The message disappears as soon as the connection is back.
</Accordion>
<Accordion title="Thumbnail failed to fetch data">
On the Web app, some pasted links (e.g., LinkedIn) may show **"Failed to fetch data"** instead of a thumbnail.
The third-party service we use to fetch link previews is blocked by some providers. This is an external issue we can't control directly.
**What still works:**
* Clicking the link opens it normally
* Only the **Web app** is affected
* Only **personal LinkedIn profile links** are affected
* **Company LinkedIn links** display correctly
* All LinkedIn thumbnails render correctly on **macOS, iOS, and iPad**
</Accordion>
<Accordion title="How to update Craft for Windows">
Craft for Windows checks for updates in the background and downloads them automatically. A banner appears in the app when a new version is ready, and the update is applied the next time you quit and reopen Craft.
If you installed Craft from the **Microsoft Store**, the Store handles the download. Craft then shows a banner asking you to restart.
<Info>
Closing the window is not the same as quitting. Craft keeps running in the system tray, so use **Quit Craft** from the tray icon to close it fully. See [Craft keeps running after I close the window](#craft-keeps-running-after-i-close-the-window).
</Info>
To update manually:
1. Uninstall Craft for Windows
2. Download the latest version from [craft.do/download](https://www.craft.do/download) or the [Microsoft Store](https://apps.microsoft.com/store/detail/craft/9P9K8RN4TV3H)
</Accordion>
<Accordion title="Craft keeps running after I close the window">
On Windows, the close (X) button hides the window and leaves Craft running in the system tray, at the right end of the taskbar. This is the intended behavior, and there is no setting to turn it off.
* **To quit Craft completely,** right-click the Craft icon in the system tray and choose **Quit Craft**.
* **To bring the window back,** click the tray icon, or choose **Open Craft** from its right-click menu.
<Info>
In versions before 3.4.0, opening Craft from the Start menu while it was minimized to the tray did not bring the window back, and the tray icon was the only way to restore it. Update to 3.4.0 or later if you see this.
</Info>
</Accordion>
<Accordion title="Sync troubleshooting on Windows">
Craft for Windows has no Diagnostics panel, so the sync actions described under [Sync Issues](#sync-issues) are not available. Work through these instead:
<Steps>
<Step title="Restart the app">
Quit from the system tray rather than closing the window, then reopen Craft.
</Step>
<Step title="Update to the latest version">
See [How to update Craft for Windows](#how-to-update-craft-for-windows).
</Step>
<Step title="Check for a VPN, proxy, or DNS filter">
Company VPNs, proxies, and DNS filtering are a frequent cause of sync failures on Windows. Disconnect and test again.
</Step>
<Step title="Confirm your account and sign-in method">
They have to match your other devices. See [Documents not syncing across devices](#documents-not-syncing-across-devices).
</Step>
<Step title="Ask IT to allow Craft's domains">
On a managed device, allow `*.craft.do`. Craft uses several subdomains for sync, resources, and content, so allowing only some of them leaves parts of the app broken.
</Step>
</Steps>
If sync still fails, send us a screen recording along with your Craft version and Windows version. See [Reporting bugs](#reporting-bugs).
</Accordion>
<Accordion title="'Disk space is critically low' or 'Couldn't save tab state'">
Craft for Windows shows these messages when it cannot write your window and tab layout to disk.
* **Disk space is critically low.** Craft has run out of room to write. Free up space on your system drive, then restart Craft.
* **Couldn't save tab state.** Another program has locked Craft's data files. Restart Craft, and restart Windows if it continues.
Both messages are about the saved tab layout rather than your documents. A full disk can still interrupt other writes, so free up space either way.
</Accordion>
</AccordionGroup>
## Subscription Issues
<AccordionGroup>
<Accordion title="Still seeing the block limit after upgrading">
If you recently upgraded but Craft still shows the free tier limit (1,500 blocks), the app may not have refreshed your subscription status yet.
1. Sign out of Craft (**Settings → Account → Sign Out**)
2. Close the app completely
3. Reopen Craft and sign back in
Your upgraded plan should now apply. If not, make sure you're signed in with the **same account** you used to purchase the subscription.
</Accordion>
</AccordionGroup>
## Data & Storage Issues
<AccordionGroup>
<Accordion title="Recently Deleted folder disappeared">
The **Recently Deleted** folder can disappear for two reasons:
1. The deleted documents are older than **30 days**
2. The content of the deleted folder was emptied manually
If you deleted something by accident, check the [Storage and Recovery](/en/account-and-subscription/storage-and-recovery) documentation for available options.
</Accordion>
<Accordion title="Error: External location already added">
If you keep getting **"External location already added"** when re-adding an external location, but it doesn't appear as a space:
<Steps>
<Step title="Sign out of Craft" />
<Step title="Sign back in" />
<Step title="Try adding the external location again" />
</Steps>
If the message persists:
1. Delete the Craft app from your device
2. Reinstall the app
3. Try adding the external location again
</Accordion>
<Accordion title="What an iCloud backup of your iPhone or iPad covers">
An iCloud device backup and Craft's own sync are two different things.
* **Craft sync** copies your documents to our servers. This is what restores your content when you sign in on a new device, and it is the path to rely on.
* **An iCloud device backup** backs up your device as a whole. It restores the whole device, not a single document, so you cannot pull one Craft document out of it.
For document-level recovery, use **Recently Deleted** and document history rather than a device backup. See [Storage and Recovery](/en/account-and-subscription/storage-and-recovery).
**External Storage** spaces kept in iCloud Drive are a separate case. See [iCloud sync issues with External Storage](#icloud-sync-issues-with-external-storage) below.
</Accordion>
<Accordion title="iCloud sync issues with External Storage">
The reliability and performance of **iCloud Drive** sync are outside our control. If syncing isn't working, these steps usually help.
<Warning title="Important">
We do not recommend using External spaces across multiple devices. It can lead to data conflicts and data loss. If you're unsure how to use your spaces, please contact support.
</Warning>
**Troubleshooting steps:**
1. **Trigger sync manually.** Open Finder (macOS) or the Files app (iOS) and navigate to your iCloud Drive folder.
2. **Edit a document.** Changing content kicks off syncing.
3. **Check internet access.** Use Wi-Fi or a fast cellular connection. Make sure your device is charged.
4. **Toggle Airplane Mode.** Reconnecting can restart iCloud Drive sync.
5. **Check cellular sync settings:**
* Enable **System Services** under **Settings → Cellular Data**
* Enable **Use Cellular Data** under **Settings → iCloud → iCloud Drive**
6. **Check battery level.** Low battery slows sync to preserve power.
7. **Check iCloud storage limit.** Sync stops if you've hit your storage quota.
8. **Restart your devices.** Ensures iCloud services are running.
9. **Verify iCloud is enabled:**
* **iOS:** Sign in to iCloud and enable iCloud Drive
* **macOS:** Sign in to iCloud and enable iCloud Drive in Apple ID settings
10. **Disable 'Optimize Mac Storage'.** With this on, your Mac offloads files to the cloud, which can cause missing files.
11. **Be patient.** First-time syncing can take up to a day.
12. **Sign out and back in.** If iCloud Drive is hanging, sign out of iCloud and back in.
13. **Set time automatically.** Make sure all devices have automatic time enabled.
14. **Update your OS.** Apple improves iCloud with each OS version.
15. **Check Apple's [System Status](https://www.apple.com/support/icloud/systemstatus/) page.**
</Accordion>
</AccordionGroup>
## Reporting bugs
If you've encountered a bug in Craft, we'd love your help tracking it down. Clear reports help us investigate and resolve issues faster.
### Before you report
* Make sure you're using the **latest version** of Craft
* Restart the app, or refresh the Web version
* If the issue persists, continue below
### What to include
<Steps>
<Step title="Confirm your version">
Mention the exact version number you're running.
</Step>
<Step title="Share your environment">
* **Device model** (e.g., MacBook Pro M2, iPhone 15, Windows laptop)
* **Operating system and version** (e.g., macOS Sequoia 15.4, iOS 18.5, Windows 11 23H2)
* **Platform** (desktop app, mobile app, or Web)
</Step>
<Step title="Describe the steps to reproduce">
List the exact actions that led to the problem. Example: *"Opened a document → added a new page → inserted an image → issue happened."*
</Step>
<Step title="Attach a screen recording">
Keep it short and focused on the issue, record the entire screen (not a crop), and use the highest resolution available. Screenshots also work for visual bugs and error messages. See [how to record your screen](#how-to-record-your-screen) below.
</Step>
<Step title="Attach a diagnostic file (if applicable)">
For crashes, freezes, or persistent sync issues, include a Spindump, sysdiagnose, or browser console log. See [Capture diagnostic data](#capture-diagnostic-data) below.
</Step>
</Steps>
### How to record your screen
<Tabs>
<Tab title="iPhone / iPad">
* Enable **Screen Recording** in **Settings → Control Center**
* Open Control Center and tap **Record**
* Stop the recording by tapping the red status bar
* [Apple's official guide](https://support.apple.com/en-us/HT207935)
</Tab>
<Tab title="macOS">
* Press **⌘ + Shift + 5**
* Choose **Record Entire Screen** or **Record Selected Portion**
* [Apple's official guide](https://support.apple.com/en-us/HT208721)
</Tab>
<Tab title="Windows">
* Press **Windows key + G** to open the Xbox Game Bar
* Use the **Capture** widget to record
* [Microsoft's official guide](https://www.microsoft.com/en-us/windows/learning-center/how-to-record-screen-windows-11)
</Tab>
</Tabs>
### Capture diagnostic data
For persistent crashes, freezes, or sync issues, our team may ask for a diagnostic file. The exact format depends on your platform, but the goal is always the same: capture what your system was doing when the problem happened.
<Tabs>
<Tab title="macOS">
A **Spindump** captures a snapshot of all running processes. It's the most useful file you can send us for hangs, beachballs, or slowness on macOS.
<Steps>
<Step title="Reproduce the issue">
Trigger the slow or unresponsive behavior in Craft, and leave it in that state.
</Step>
<Step title="Open Activity Monitor">
Find it in **Applications → Utilities**, or search with Spotlight (**⌘ + Space**).
</Step>
<Step title="Create the Spindump">
Click the three-dot menu **(⋯)** in the toolbar, then choose **Spindump**.
</Step>
<Step title="Save the file">
Wait a few seconds for the report to generate, then **Save** the file to your Desktop.
</Step>
<Step title="Send it to support">
Attach the `.txt` file to your support ticket along with a short description of what you did right before the issue.
</Step>
</Steps>
</Tab>
<Tab title="iOS / iPadOS">
A **sysdiagnose** is Apple's built-in diagnostic snapshot. It's the iOS equivalent of a Spindump.
<Steps>
<Step title="Trigger the sysdiagnose">
* **iPhone (Face ID):** Press and quickly release **Volume Up**, then **Volume Down**, then press and hold the **Side button** + **both Volume buttons** for about 1 second.
* **iPhone with Home button:** Press and hold the **Home button** + **both Volume buttons** for about 1 second.
* **iPad:** Press and hold the **Top button** + **both Volume buttons** for about 1 second.
You'll feel a short vibration. No notification appears, this is normal.
</Step>
<Step title="Wait for it to generate">
Wait about **10 minutes**. The system needs time to compile the report in the background.
</Step>
<Step title="Find the report">
Open **Settings → Privacy & Security → Analytics & Improvements → Analytics Data**. Scroll to find an entry starting with `sysdiagnose_` and today's date.
</Step>
<Step title="Share with support">
Tap the entry, tap the **share icon** at the top-right, and send it to support via Mail or Files.
</Step>
</Steps>
<Info>
The file is large (often 100+ MB). Sharing via Mail or AirDrop to your Mac, then attaching to a support email usually works best.
</Info>
</Tab>
<Tab title="Windows">
The quickest way to help us on Windows is a **screen recording** of the issue, plus your **system information**.
<Steps>
<Step title="Record the issue">
Press **Windows key + G** to open the Xbox Game Bar, then use the **Capture** widget to record. Keep the recording short and focused on the problem.
</Step>
<Step title="Grab your system info">
Open **Settings → System → About** and take a screenshot of the **Device specifications** and **Windows specifications** sections.
</Step>
<Step title="(Optional) Export Event Viewer logs">
For repeat crashes, open **Event Viewer** (search the Start menu), expand **Windows Logs → Application**, find the recent **Error** entries related to Craft, right-click → **Save All Events As…** and save as a `.evtx` file.
</Step>
<Step title="Send to support">
Attach the recording, screenshots, and any logs to your support ticket.
</Step>
</Steps>
</Tab>
<Tab title="Web">
For Web app issues, the **browser console** usually shows what went wrong.
<Steps>
<Step title="Open DevTools">
* **Chrome, Edge, Brave:** Press **F12** (Windows) or **⌘ + Option + I** (Mac)
* **Safari:** Enable the Develop menu first (**Safari → Settings → Advanced → Show Develop menu**), then press **⌘ + Option + C**
* **Firefox:** Press **F12** (Windows) or **⌘ + Option + I** (Mac)
</Step>
<Step title="Switch to the Console tab">
Click **Console** at the top of the DevTools panel.
</Step>
<Step title="Reproduce the issue">
With the Console open, repeat the steps that caused the problem so any errors are captured.
</Step>
<Step title="Send a screenshot">
Take a screenshot of the Console showing any red error messages, and include your browser and version (e.g., Chrome 124, Safari 17).
</Step>
</Steps>
</Tab>
</Tabs>
### What happens after you report
* **One-off issues:** We log it and monitor for related cases
* **Reproducible bugs:** We escalate internally for investigation and resolution
Thank you for taking the time to report bugs. Your input helps us make Craft better for everyone.
***
## Still need help?
If you can't find a solution here, we're here to help:
<Columns>
<Card title="Contact Support" href="https://support.craft.do/hc/en-us/requests/new">
Get help directly from our support team
</Card>
<Card title="Getting Help" href="/en/introduction/help">
Learn about all the ways to get support and share feedback
</Card>
</Columns>
# Team Collaboration
Source: https://craft-support.mintlify.app/en/share-and-publish/share/teams
Add and manage team members across your Craft team and individual spaces.
Craft makes it easy to invite team members to collaborate within your organization. With Family, Team, or Business subscriptions, you can create a shared environment for teamwork and maintain visibility across projects.
<Info title="Subscription Requirement">
Adding team members requires a **Family, Team, or Business** subscription. The Plus plan is designed for solo users only.
</Info>
## Understanding Teams and Spaces
In Craft, there's an important distinction between **Teams** and **Spaces**:
* **Team** — The overall organization or group that shares a subscription
* **Space** — An individual workspace within a team for organizing projects, departments, or areas of work
**You must invite someone to your Team first.** Only after they've joined your Team can you add them to specific Spaces.
## Opening Settings
All team and space management happens inside **Settings**. The entry point depends on your platform — follow the instructions for yours:
<Tabs>
<Tab title="Mac">
Click the **Space name** at the top of the sidebar to open Settings.
<Frame>
<img alt="Click the Space name in the sidebar" />
</Frame>
</Tab>
<Tab title="Web / Windows">
<Steps>
<Step title="Open the Space dropdown">
Click the **Space name** in the top-left corner.
</Step>
<Step title="Select Settings">
Click **Settings** at the bottom of the dropdown.
<Frame>
<img alt="Space dropdown with Settings option" />
</Frame>
</Step>
</Steps>
</Tab>
<Tab title="iOS">
<Steps>
<Step title="Tap the Space icon">
Tap the **Space icon** in the top-left corner.
<Frame>
<img alt="Space icon in the top-left corner" />
</Frame>
</Step>
<Step title="Open Settings">
Tap **Settings**.
</Step>
</Steps>
</Tab>
<Tab title="Android">
<Steps>
<Step title="Tap your profile picture">
Tap your **profile picture** in the top-right corner.
</Step>
<Step title="Open Settings">
Tap **Settings**.
<Frame>
<img alt="Profile menu with Settings option" />
</Frame>
</Step>
</Steps>
</Tab>
</Tabs>
Once Settings is open, use the instructions below for the task you want to accomplish.
## Adding Members to Your Team
Team members have access to your account and can utilize the benefits of your subscription.
<Steps>
<Step title="Go to My Teams">
Select the **My Teams** tab from the left sidebar.
</Step>
<Step title="Open Members & Invites">
Under the team you want to manage, click **Members & Invites**.
</Step>
<Step title="Send invitations">
Click **Invite to Team** and enter the email addresses you'd like to invite.
</Step>
</Steps>
<Frame>
<img alt="Team settings panel showing Members & Invites option" />
</Frame>
Once invited, team members receive an email notification with instructions to join your team.
## Adding Members to Spaces
After someone accepts your team invitation, you can add them to specific spaces where they'll collaborate.
<Steps>
<Step title="Switch to the target space">
Use the space selector at the top of the left sidebar to switch to the space you want to manage.
</Step>
<Step title="Open Members & Invites">
Under **Space Settings**, select **Members & Invites**.
</Step>
<Step title="Add members">
Click **Add Members to Space** and select the team members you want to add.
</Step>
</Steps>
<Frame>
<img alt="Add Members to Space interface" />
</Frame>
## Space Member Permissions
Once members are added to a space, you can assign them one of two roles:
* **Owner** — Can change space settings and invite new members to the space
* **Member** — Can access and work in the space but cannot change settings or invite others
You can change a member's role or remove them from the space at any time using the three-dot menu (⋯) next to their name.
<Frame>
<img alt="Space member permissions showing Owner and Member roles" />
</Frame>
## Removing Team Members
You can remove members from either your entire Team or from a specific Space.
### Removing from a Space
Removing someone from a space only affects that specific space — they remain a team member and can still access other spaces they've been added to.
<Steps>
<Step title="Switch to the target space">
Use the space selector at the top of the left sidebar to switch to the space you want to manage.
</Step>
<Step title="Open Members & Invites">
Under **Space Settings**, select **Members & Invites**.
</Step>
<Step title="Open the member's menu">
Locate the member you want to remove and click the three-dot menu (⋯) on the right side of their row.
<Frame>
<img alt="Space Members & Invites panel with the three-dot menu next to a member" />
</Frame>
</Step>
<Step title="Remove from Space">
Select **Remove from Space** from the menu.
</Step>
</Steps>
### Removing from Your Team
Removing someone from your team removes them from all spaces and revokes their access to team benefits.
<Steps>
<Step title="Go to My Teams">
Select the **My Teams** tab from the left sidebar. Each of your teams is listed with its management options.
</Step>
<Step title="Open Members & Invites">
Under the team you want to manage, click **Members & Invites**.
</Step>
<Step title="Open the member's menu">
Locate the member you want to remove and click the three-dot menu (⋯) on the right side of their row.
</Step>
<Step title="Remove from Team">
Select **Remove from Team** from the menu.
</Step>
</Steps>
<Warning title="Team Owner Required">
Only team owners or admins can remove members. This action cannot be undone — the removed person will lose access to all team spaces immediately.
</Warning>
***
<CardGroup>
<Card title="Sharing Documents" href="/en/share-and-publish/share">
Learn how to share individual documents with collaborators
</Card>
<Card title="Spaces" href="/en/organize-and-find/spaces">
Understand how to organize content across multiple spaces
</Card>
</CardGroup>