User Guide

Everything you need to know, explained simply

What is Web of Facts?

Web of Facts is like a digital bulletin board where you can pin items (people, places, things) and draw lines between them to show how they're connected.

Think of it as a visual way to organize information that shows relationships โ€” who knows whom, what's stored where, how things depend on each other.

What Can You Use It For?

๐Ÿ‘จโ€๐Ÿ‘ฉโ€๐Ÿ‘งโ€๐Ÿ‘ฆ Family Trees

Show who is related to whom, across generations

โœˆ๏ธ Travel Planning

Connect destinations, hotels, flights, and activities

๐Ÿ  Home Inventory

Track what's in each room for insurance or moving

๐Ÿ‘ฅ Team Organization

Show who reports to whom and how teams connect

๐Ÿ–ฅ๏ธ IT Networks

Document servers, devices, and how they connect

๐Ÿ“‹ Project Planning

Track what depends on what and who's responsible

Quick Reference Card

Print this or keep it handy while learning!

Common Actions

Add something new Click "Add Entity" or double-click empty space
Connect two things Hold Shift and drag from one to another
Edit something Click on it โ†’ edit in the panel on the right
Delete something Click to select, then press Delete
Move something Click and drag it to a new spot
Zoom in/out Use your mouse scroll wheel
Move the view Click and drag on empty space
Find something Type in the search box at top
Save your work It saves automatically! Click "Sync" for backup

Keyboard Shortcuts

Key What It Does
? Show all keyboard shortcuts
Ctrl/Cmd + Z Undo last action
Ctrl/Cmd + Y Redo last undone action
Ctrl/Cmd + S Save/Sync to server
Ctrl/Cmd + F Focus on search box
Ctrl/Cmd + A Select all items
Delete or Backspace Remove selected item(s)
Escape Clear selection, close panel, clear search
Shift + Click Add/remove item from selection
Shift + Drag Draw a connection between items
D Toggle dark mode
Scroll Wheel Zoom in and out

Core Concepts

There are just three main ideas to understand:

โฌค Entities (Your Items)

An entity is anything you want to track โ€” a person, place, thing, or idea. Each one appears as a colored shape on your canvas.

Examples: "John Smith", "Paris", "Laptop", "Summer Vacation"

โ†’ Relationships (Connections)

A relationship is a line connecting two entities, showing how they relate to each other.

Examples: "is married to", "located in", "reports to", "depends on"

๐Ÿ“ Projects (Workspaces)

A project is a complete workspace for one topic. Keep separate projects for different purposes.

Examples: "Smith Family Tree", "2024 Europe Trip", "Home Inventory"

๐Ÿ’ก Tip Think of entities as sticky notes and relationships as the strings connecting them on a bulletin board.

Creating Your First Project

  1. Log in to your account
    (Or create one if you're new โ€” it only takes a minute)
  2. Click "New Project"
    You'll see this button on your Projects page
  3. Choose a template
    Pick one that matches what you want to track:
    • General Purpose โ€” flexible for anything
    • Network/IT โ€” for computers and infrastructure
    • Home Inventory โ€” for tracking possessions
    • Travel Planner โ€” for trip planning
    • Capability Map โ€” for business capabilities and applications
    • Genealogy โ€” for family trees and ancestry
    • Org Chart โ€” for organizational hierarchies and reporting lines
  4. Name your project
    Use something descriptive like "Smith Family Tree" or "Living Room Inventory"
  5. Choose who can see it
    • Private โ€” only you
    • Organization โ€” your team members
    • Public โ€” anyone with the link
  6. Click "Create"
    Your project opens and you're ready to start!

Adding Items (Entities)

The Quick Way: Double-Click

  1. Double-click anywhere on the empty canvas
  2. Select the type from the dropdown (Person, Place, etc.)
  3. Fill in the details โ€” fields with a red * are required
  4. Click "Save" โ€” your item appears on the canvas!

Alternative: Use the Button

Click the "Add Entity" button in the sidebar, then follow steps 2-4 above.

Right-Click Method

Right-click anywhere on the canvas and choose "Add Entity Here".

๐Ÿ’ก Tip: Cloning Need to add several similar items? Right-click an existing one and choose "Clone" to make a copy, then just edit the differences.

Connecting Items (Relationships)

The Quick Way: Shift + Drag

  1. Hold the Shift key
  2. Click on the first item and drag to the second item
  3. Release โ€” a form appears
  4. Select the relationship type (e.g., "is parent of", "located in")
  5. Click "Save"

Alternative: Use the Button

  1. Click "Add Relationship" in the sidebar
  2. Click the first item (where the connection starts)
  3. Click the second item (where it ends)
  4. Select the type and click "Save"
๐Ÿ“ Note Relationships have a direction โ€” there's a "from" and a "to". The arrow shows which way it goes. "John โ†’ is parent of โ†’ Mary" means John is Mary's parent.

Undoing Mistakes

Made a mistake? No problem! Web of Facts keeps track of your recent actions.

How to Undo

How to Redo

You can undo up to 50 recent actions, including:

Dark Mode

Prefer a darker interface? It's easy to switch!

How to Toggle Dark Mode

Your preference is automatically saved โ€” next time you visit, you'll see your preferred theme.

Working with Multiple Items

Need to work with several items at once? Use multi-selection!

Selecting Multiple Items

What You Want How To Do It
Add item to selection Hold Shift and click the item
Select all items Click "Select All" or press Ctrl+A
Clear selection Click "Clear Selection" or press Escape

Bulk Actions

When you have multiple items selected, a toolbar appears with these options:

๐Ÿ’ก Tip Bulk delete can be undone! If you accidentally delete multiple items, just press Ctrl+Z to bring them back.

Generating Reports

Create printable summaries and analysis of your project data.

How to Generate a Report

  1. Open your project
  2. Click the "Reports" button in the sidebar
  3. Select a report type from the dropdown
  4. The report generates automatically

Available Reports

Printing and Exporting

Dashboard Overview

The Dashboard gives you a quick summary of all your projects at a glance.

What You'll See

Collapsing the Dashboard

If you prefer more space for your project list, click "Hide" to collapse the dashboard. Click "Show" to expand it again. Your preference is remembered!

Saving Your Work

Good News: It's Automatic!

Your work saves to your browser every 2 seconds. You don't need to do anything โ€” just work, and it's saved.

For Extra Safety: Sync to Server

Click the "Sync to Server" button to upload your work. This:

โš ๏ธ Important If you want others to see your changes, or you're switching to a different computer, always Sync first!

What If My Browser Crashes?

Don't worry! When you reopen your project, you'll be asked if you want to recover your auto-saved work. Just click "Yes" and everything will be restored.

Sharing with Others

Step 1: Set Project Visibility

Visibility Who Can See It
Private Only you (and people you specifically invite)
Organization Everyone in your team/organization
Public Anyone with the link (view only)

Step 2: Add Specific People (Optional)

  1. Click "Manage Permissions" in the sidebar
  2. Enter the person's email address
  3. Choose their permission level:
    • Viewer โ€” can look but not change anything
    • Editor โ€” can make changes
    • Owner โ€” full control (can delete, share with others)
  4. Click "Grant Permission"

Import & Export

Exporting Your Data

Click "Export/Print" in the sidebar to see your options:

Format Best For
Spreadsheet (.xlsx) Opening in Excel, sharing data, making reports
Image (SVG) Documents, presentations (stays sharp when resized)
Image (PNG) Quick sharing, social media, email
Database file Complete backup of everything

Importing from a Spreadsheet

  1. Prepare your spreadsheet in Excel or Google Sheets with column headers matching the field names
  2. Click "Import Spreadsheet" in the sidebar
  3. Select your file
  4. Review the preview โ€” check what will be added or changed
  5. Click "Apply Changes"
๐Ÿ“ Note Column headers in your spreadsheet must exactly match field names. If import isn't working, double-check your headers.

Troubleshooting

"I can't find my project"

"My changes aren't showing for my teammate"

"I accidentally deleted something"

"The canvas looks empty"

"I can't edit the project"

Glossary

Term What It Means
Entity Any item in your project (person, place, thing, event)
Relationship A connection between two entities
Project A complete workspace containing related entities and relationships
Template A pre-configured starting point with common entity types
Organization A team or group that can share projects
Sync Uploading your local changes to the server
Canvas The main work area where your diagram appears
Properties Panel The editing area on the right side of the screen