Welcome to Flatplan’s supportpage.

Any additional questions? Email us at support@flatplanapp.com.

Flatplans (flatplans, pages, stories and comments)

How do I create a new flatplan?

Click the the “Dashboard” tab. In the right column click “Create a new flatplan”

Give your flatplan a title, deadline and a number of pages to start with.

How do I change settings like title, deadline and lables?

If you haven’t already select a flatplan, click the “Dashboard” tab and select the flatplan you wish to change.

Click on the “settings” button in the top right corner and select settings from the menu.

Change your settings and click “save”.

How can I archive a flatplan when it’s done?

Click on the “settings” button in the top right corner and select “settings” from the menu.

Under “Flatplan status” select “Archived” and click “Save” and you will be taken back to the Dashboard.

Where do I specify who can see which flatplan?

Click on the “settings” button in the top right corner and select settings from the menu. Note: Only Administrators can change permissions.

In the right column you’ll see a list of everyone subscribed to the flatplan. Check the box in front of each name to give them access to the flatplan. Uncheck to remove access. (People without access won’t see the project.)
Click “Update flatplan access” when your done to save.

How do I delete a flatplan?

Click on the “settings” button in the top right corner and select “settings” from the menu.

In the right column click “Yes, delete this flatplan”.

Settings

How do I change my account settings?

Click the «Account» tab. You can change both the account name, url and account owner from this page. Only the account owner can do this. After changing these settings you and everyone else that is currently logged in will have to re-login.

How do I set up Basecamp with Flatplan?

Basecamp is a great tool for managing your projects that we know a lot of people use. Basecamp integration allows Flatplan to post it’s deadline to a Basecamp project of your choosing as a milestone. If you a some point decide to change the deadline from within Flatplan, the milestone is automatically updated in Basecamp.

To active Basecamp, you must first enable the Basecamp API from your Basecamp Settingspage, then click on the “Account” tab in Flatplan. The click on the “Basecamp” tab.

Enter your Basecamp details and click “Save”.

To tie a flatplan to a Basecamp project, select a flatplan, click on the “settings” button in the top right corner and select settings from the menu.

Select the Basecamp project you want and click “Save”.

How can I add my company logo to my account?

Click on the “Account” and then on the “Appearance” tab as shown below.

Now, simply click on the “Choose file” button as shown below wait unitll the logo as been uploaded.
NOTE: The uploaded image must be a PNG, GIF or JPG and maximum 200 pixels by 200 pixels.

How do I change the color-scheme for my account?

Click on the “Account” and then on the “Appearance” tab as shown below.

Enter a RGB value in the “Main Color” color-field or use the color-picker that to select a color of your choosing and click the “Save” button.

Companies and People

What is an account owner and how can I change the account owner?

The account owner is the person who originally created your Flatplan account and is the only person who can change billing information and cancel accounts.

To change the account owner, the current account owner needs to click on the “Account” tab and select the new account owner.

How do I add a person or company?

To add a new person or company click the «people» tab. In the left column click the «create a new company» button.

Once you have created a company you can add people to it. Click the «people» tab. Find the company you want and click where it says «Add person to this company.»

How do I delete a company or person?

Click the «people» tab. Click the edit button next to the person or company that you want to delete.

In the top right corner click “Delete company” or “Delete person”.

Why can’t I edit some people’s details?

Users can only be edited by users with the required permission. By default this is the users themselves, administrators or account owners. So if you can’t edit a user, the most likely reason is that you don’t have the required permission.

I have lost my password. What do I do?

If you have lost your password there is only one thing to do. Go to the login-screen of your account, and click the link «Forgot your password?». Follow the instructions on the screen, and we’ll have you back on track in no time.

Miscellaneous

Formating text with Markdown

Markdown allows you to write using an easy-to-read, easy-to-write plain text format, that is converted HTML. This allows you to use rich text formatting, include images and create links. You can use markdown in story titles, story descriptions and when writing comments.

Here’s a few examples of how to use markdown:

Bold & Italics
To use bold or italic text, you use asterisks (*) and underscores (_)

\*single asterisks\* – produces italic text: single asterisks
\*\*double asterisks\*\* – produces bold text: single asterisks
\_single underscores\_ – produces italic text: single underscores
\_\_double underscores\_\_ – produces bold text: single underscores

Links
To link to website, image or document, use the following:
\[Example\]\(http://example.com\) – produces Example

More information
For more information about how to format your text using Markdown see here

Known issues

Supported browsers

At the moment we only have full support for the latest versions of Firefox, Safari, Internet Explorer and Google Chrome. We’re working hard to add support for Opera in the near future.

We have to draw the line somewhere, and we will not be adding support for Internet Explorer 6 and 7. These two versions of IE are too old and lack the capabilities that are required to make Flatplan the experience we want it to be.