Getting Started
Learn how to use Fieki with this guide. Fieki is currently in early access. We are working hard on a better on-boarding experience.

If you read this guide, you probably just signed up. You can update your personal information and upload your profile picture in the settings.

How do I invite people to collaborate?

Go to settings and click on "Invite new users". Add email addresses of the people you want to invite. One address per line.

If you have already created workspaces, you can set up permissions for those people directly in the invitation form. Otherwise, you will be able to manage permissions when adding or editing a workspace.

Data in Fieki will automatically update every minute, this way you will see almost in real-time what your colleagues are doing and work with them more efficiently.

How do I manage workspaces and groups?

You can create workspaces and groups by clicking on the "Add" button and selecting what you want to create.

You can specify who has access to workspaces. People with the "Contributor" role can create cards and comment. Those with "Editor" role can also manage groups. The purpose of the workspaces is to separate knowledge from different teams, different products, etc.

Groups have to be related to a workspace and inherit permissions from it. Groups can also be related to another group within the selected workspace. If a group has multiple children, it will be displayed alongside its children when clicking on it, display a board of cards. Finally you can change the position of a group by dragging and dropping a group in the sidebar as long as it is on the same level and inside the same workspace. Check out our templates to see how you can use workspaces and groups your use case.

How do I manage cards?

When creating a card, the only required field is the name/summary. You can add just a few words, but also add more content to it. Check out our templates to see how you can format names/summaries.

If no groups are attributed to the card, it will only be visible in the inbox therefore visible to everyone. Cards can be dragged and dropped inside groups and also between groups, but not in the inbox not the workspaces where the cards are sorted automatically by date. Start dragging by holding the "Move" button next to "Open" and "Options" when over a card.

Once a card is created, you can have discussions on them with other members. Just click on "Write a reply..." and start the discussion.

You can add a description in addition to the name/summary to put more details. You can create rich documents like if you were in Google Docs or Dropbox Paper, so you don't have to use another app for that!

How do I format text?

Name/Summary, description, and replies have a visual editor in order to format your text and create rih documents. You have a toolbar at the bottom of the editor where you have basic formatting features, as well as file and image uploading, and text highlighting. Other features are only available with shortcuts at the moment:

  • Pressing Cmd+b (macOS) or Ctrl+b will make the selected text bold;
  • Pressing Cmd+i (macOS) or Ctrl+i will make the selected text italic;
  • Pressing Cmd+u (macOS) or Ctrl+u will underline the selected text;
  • #, ##, or ### followed by a Space at the start of a line will create a heading;
  • Pressing > followed by a Space at the start of a line will create a blockquote;
  • Pressing ``` following by Enter at the start of a line will create a code clock;
  • -, +, or * followed by a Space at the start of a line will create a unorderd list;
  • Pressing a number followed by a dot (e.g. 1.) then Space at the start of a line will create an ordered list;
  • Pasting a link will add the link to the editor. Pasting the link when text is selected will add a link to the text.

In addition to those shortcuts, here is how you can manage lists:

  • Pressing Enter insert a new list item;
  • Pressing Shift+Enter split the block in the list item;
  • Pressing Tab increase the depth of the item (creates a sub-list);
  • Pressing Shift+Tab decrease the depth of the item;
  • Pressing Delete (macOS) or Backspace at the start, remove the list item (or the list).

And how to manage blockquotes:

  • Pressing Enter in an empty block of a blockquote, exits the blockquote;
  • Pressing Backspace at the start of a block in a blockquote, unwraps from the blockquote.

And finally how to manage code blocks:

  • Pressing Enter insert a new line starting with the right indentation;
  • Pressing Tab insert the right indentation if selection is collapsed or indent all lines in selection;
  • Pressing Delete remove the indentation before cursor if possible;
  • Pressing Cmd+Enter (macOS) or Ctrl+Enter exits the code block;
  • Pressing Cmd+a (macOS) or Ctrl+a selects all the text in the block.

How do I create tasks?

Any card can be converted into a task. In order to do that, you need to click on the circle next to the name of the card after its creation:

Task Edition

Instead of typical checkboxes, tasks have multiple states: todo, in progress, paused, blocked, done. It allows you to notify your teammates on different situations:

  • To Do: nobody is working on the task yet;
  • In Progress: the task is being worked on at the moment;
  • Paused: the task is not being worked on. This state can be used if the work is being tested for example;
  • Blocked: the person in charge of the task has a problem with it;
  • Done: the work is done.

There is also one thing I like to do for my own tasks in addition to those tasks. I am using highlights on the visual editor to highlight more details about the state of the task. Check out our templates to see how to use highlighted text to add more context to tasks.

How do I use the search?

You can search with the field at the top. You can filter the results by tags, members, and types of cards with the buttons next to the search field.

When you are in the inbox, the search will be done on all accessible workspaces. On a workspace, it will be done on all its groups. When a group with children is selected, Fieki searches on the groups and the children. Finally on a group without children, search will be ran only on this group.