An editor mode is how you work on a tab right now. There are three: Diagram, Draw and Workshop. A mode decides which tools are in front of you. You choose it when a tab is new and empty; once something is on the tab, the tab keeps its mode. To work on the same ideas another way, add a tab in the other mode.
Three words describe how canvases and tabs differ, and they mean different things:
- Mode is how a tab is worked on. It belongs to the tab, so everyone on the tab is in the same mode.
- Kind is what a tab is. Almost every tab is a general tab that works in every mode; the Event Storming board is the one tab with its own kind, its own notation and no modes.
- Template is what a canvas was made from. A flowchart or a retrospective is a general tab made from a template, never a kind of tab of its own. See Templates.
The Three Modes
- Diagram: shapes, arrows, the palette and snapping. The palette offers Shapes, Write, Draw, Diagrams, Concepts, Layout, Icons, Tech and Media, and shapes snap into line with alignment guides. This is where every new canvas starts unless its template says otherwise.
- Draw: pens, the eraser and shape recognition, for sketching by hand. The palette strip gives way to Draw's own tools: Select, three markers, Text, the Path tool, the Eraser (whole strokes or just part of one) and your pinned shapes, in a dock across the top. See Draw Mode.
- Workshop: running a session with your team, such as a retro, a town hall or a workshop. The palette adds Stickers, Data, Ask and Session (timers, votes, polls, reveals, quizzes and the rest of the session kit), and the bottom-right corner gains the Timer, Vote and Poll buttons. See Workshop Mode.
Every mode is on for everyone, with nothing to turn on in Settings.
Slides, articles and other pages are made in livedocuments, livediagram's sister app for documents, and logos, wireframes and photos in livedesign, its sister app for design. Boards of cards, spreadsheets, dashboards and forms are made in liveplanner, its sister app for planning work. A tab that was in Plan before Plan moved to liveplanner now opens in Diagram, keeping any ordinary elements it had; its boards, cards, sheets and forms are no longer shown.
Choosing a Mode
You choose a tab's mode while the tab is empty, on its start (Start Diagramming, Start Drawing or Start a Workshop). The mode switch sits at the top of the start's list and shows the mode you are in. Press it to open the mode menu: the three modes down the left, the current one ticked, and beside them a preview of the mode under your pointer, with a picture, a line on what it is for and its main tools. Choosing a mode in the list (a click, or Enter on the highlighted one) switches the tab and its start at once; Escape or a click elsewhere closes the menu without switching. On a narrow screen the preview is left out and each mode shows its line under its name.
Shift+D moves an empty tab to the next mode: Diagram, then Draw, Workshop and back to Diagram. The preview shows ⇧D on the mode it leads to, and screen readers announce the mode you land in ("Draw mode"). Shift+D is listed under Settings › Keyboard, and it stops working with every other shortcut when you turn shortcuts off.
Once a tab has something on it, it keeps its mode. There is no mode switch beside the menu button and no mode in the tab menu, and Shift+D does nothing. To carry on in another mode:
- Add a tab in that mode. A new tab opens in the mode of the tab you were on, on its start, where you can pick another mode before you begin.
If you empty a tab (with Clear in its tab menu), its start comes back and you can choose again.
One Mode for Everyone
- The mode belongs to the tab. Everyone on a tab works in the same mode at once, so what you see always matches what your collaborators see.
- Switching switches everyone. When you choose a new mode for an empty tab, everyone on it follows straight away, and a message tells them who switched ("Ada switched this tab to Draw."). Anything they were typing is kept.
- Undo switches back. Switching is one step in your undo history: Undo puts the tab back in the mode it was in, exactly as it was, for everyone, and Redo switches again.
- The tab pill shows the tab's mode. Each tab in the tab bar starts with the icon of its mode, the same icon the start's switch uses.
- A tab opens in its mode, for everyone, Diagram unless something set it otherwise.
- New canvases open in the mode you choose in the New Canvas wizard, and new tabs open in the mode of the tab you were on, on that mode's own start (a Draw tab's + makes a Draw tab on Start Drawing), unless the template you pick opens somewhere else: Blank Whiteboard opens in Draw, and Blank Workshop and the session templates (the retrospectives, Town Hall Q&A, Lean Coffee, Crazy Eights and Meeting Agenda, plus the boards with a dot vote: Affinity map, Prioritization matrix and Risk matrix) in Workshop.
- In the Explorer, the Opens in filter finds canvases by the mode they were created to open in. See Filters.
On a Phone
A phone chooses a mode the same way, from the switch at the top of an empty tab's start. On a phone every mode starts on the Hand tool, so a drag moves the canvas.
Who Can Switch
- Editors of a general tab get the start's switch and Shift+D while the tab is empty.
- People who can only view a tab follow its mode, with no switch, and Shift+D does nothing.
- On a locked tab nobody can switch: the tab stays in its mode until it is unlocked.
- Event Storming boards have no modes: they keep their own tools and notation, and show no switch.
Templates and Modes
An empty tab opens on its mode's start (Start Diagramming, Start Drawing, Start a Workshop), where that mode's templates are, and the mode switch at the top of the start's list changes the tab's mode before you begin. Every template opens in one mode. A start's search also finds the other modes' templates, each card saying which mode it opens in, and choosing one switches the tab there. Each start's Recommended leads with a blank of its mode, to start from nothing. See Finding Templates for a Mode.
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