Help Center

Find all the relevant information to work effectively in Relate!

Create

Create your first base elements in Relate

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Create a project

Click on the button 'Create a Project' or drag the first icon in the creation menu in the first layer of your workspace using the left button of your mouse. Give it a title and a description and choose where to store your data.

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Create a concept

Create a concept by clicking in the workspace and start writing or drag the first icon in the creation menu in the workspace using the left button of your mouse.

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Move a concept

Move a concept by dragging it with the left mouse button (if it is selected, the text zone will not work for moving).

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Create an annotation

You can create an annotation by dragging the second icon from the creation menu into your workspace using the left button of your mouse.

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Copying

Copy an item (including a concept-space) by dragging its Linker to a place in space and holding 'Ctrl' key down.

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Create an instance (Reuse a concept)

Right-click on the selected concept, click on 'Copy entity', then right-click in the workspace and select 'Reuse concept'. Or select the concept, 'Ctrl+C' on the keyboard, then click in the workspace and 'Alt+V'.

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Create a linked concept

Create a linked concept by dragging the Linker of a concept to a place in space (the symbol on top-left corner of concept).

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Create a link

Create a link between items by dragging the Linker of first item on the other item (the symbol on top-left corner of concept).

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Annotate a link

Annotate a link by selecting it and then clicking on '???' to start writing.

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Draw and erase

Click on the pen icon in the left side toolbar to open the drawing menu. Select the trait type, the color, the thickness, and the opacity. To erase, select the eraser button.

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Adding an image

Add an image by copying it, then right-click in the space where you want it, and choose 'Paste' or 'Ctrl+V' on the keyboard.

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Create a group

Click and drag with the left mouse button to select a group of elements. Then click on the 'Create a group from selection' button in the edition bar that appears at the top.

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Create a project category

Click on the button 'Create a category' or right-click in the workspace and select 'New Category'. Give it a title and drag and drop projects inside to organsie them.

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Adding a website

Add a website by copying its URL, then right-click in space where you want it, and choose 'Paste' or use 'Ctrl+V' on the keyboard.

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Add a document

Add a document by dragging it from your file explorer into your workspace. To open it, double-click the avatar or click the 'open in new tab' button in the top right corner of the file.

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Add a Youtube video

Add a Youtube video by copying its URL, then right-click in the workspace where you want it and choose 'Paste' or use 'Ctrl+V' on the keyboard. Play the video directly in Relate and choose its size freely.

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Add a Google Doc

Add a Google Doc by copying the share link accessible to all, then right-click in the workspace where you want it and choose 'Paste' or use 'Ctrl+V' on the keyboard. Read, comment and edit directly in Relate and choose its size freely.

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Add a Genially

Add a Genially project by copying its URL, then right-click in the workspace where you want it and choose 'Paste' or use 'Ctrl+V' on the keyboard. Interact with it directly in Relate and choose its size freely.


Collaborate

Collaborate with other users

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Share a project with a code

Right-click on the project and select 'Share with code'. Choose the rights of access, the code's expiration and personalize your code if needed.

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Add a person to the project

Click on the People Search icon on the top right of the workspace, and start typing the user's name. Select the user's avatar and drag it into the project to add them as a collaborator.

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Show the autors

Click on your avatar on the top left of the space to open the left side menu. Switch on the mode 'Show autors'.


Navigate in the platform

Learn how to get around in relate

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Navigating in a space

Navigate inside a space by zooming in or out of the space area or by double clicking with the left button in the space area or use the breadcrumb at the top of the space. For project, the space area is the image. Double click with the right button to exit.

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Moving

Move in the space by maintaining the right button pressed and moving your mouse (or 2 finger on the trackpad).

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Centering

Make the space nicely placed, to see everything, by double clicking with left button (or double tap with one finger) in the current space.

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Zoom

Zoom in and out of a space by scrolling with your mouse (or moving up/down with 2 finger on the trackpad).

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Center on a concept

Double-click with the left mouse button (or double tap with one finger) on a concept to center it in the viewport.

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Undo or redo an action

Use the arrows in the left side menu do undo or redo an action.

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Workspace division

Open the left side menu by clicking on your avatar on the top left of the screen and select the division type that you want for your space.

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Change the visual style

Click on your avatar on the top left of the space to open the left side menu. Switch from light to dark from there, or open the Preference menu to change the color theme, the light mode or the roudness of the interface.


Edit and personalize

Edit your concepts and personalize your concept spaces

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Delete or edit a concept

Delete or Edit options (color, importance) are in the menu that appears when you select the item (concept, text, image, link, anything).

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Edit text

Edit text by double clicking with left button on the text to make the text edition tool appear.

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Expand a concept

Expand a concept by selecting it and clicking on the bottom right corner or dragging the bottom right corner to the desired size or use the resize tools in the right side menu.

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Edit a link

Click on the link to reveal the edition menu on top. Change the color, choose it's orentation and make it curvy or straight.

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Move a group selection

Select multiple concepts and move them by clicking on one of the concepts in the group and dragging the selection with the left button.

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Reparent

Select one or multiple concepts and move them inside another concept-space by clicking on one of the concepts in the group and dragging the selection with the left button.

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Edit the project's image

Choose an image on the Web or on your computer, right-click 'Copy image', then select the project, right click and select 'Use Clipboard Image'.

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Modify the subtype of concept

Select a concept and click on the gear icon in edition bar on top of the concept or in the tool bar on the top right of the space to open the right side menu. Choose a subtype in the dropdown menu.