User guide

How StoryTrellis works

A complete reference for how each part of the app behaves, whether you're evaluating the tool or already working in it.

On this page Getting startedThe gridLinks & attachmentsWikiSection NotesCanvasDraft editorResearchSearchEverything else

Getting started

Sign up and you're in a 7-day trial, no card required. Create a project and you'll choose its hierarchy: how many structural levels your story has and what they're called (Act, Chapter, Scene, Beat is the default). Pick the depth carefully, it's fixed once the project exists; the level names stay editable in Settings.

Your first visit includes a short tutorial checklist. It checks itself off as you hit real milestones (editing a cell from a derived view, snapshotting an article, embedding an entity on a canvas), and you can dismiss it or bring it back from project settings. When the trial ends, your account switches to read-only: editing stops, but viewing and exporting keep working.

The grid

The spreadsheet is the project's source of truth. Rows are your story's structure; columns are what you're tracking; a cell records what that column's element does at that point in the story.

The Wonderful Wizard of Oz Spreadsheet Overlay
Overview
Character Dorothy
Object The Silver Shoes
Ch. 1 · The Cyclone
A cyclone carries the house from Kansas to Oz.
Sc. 1.1 The gray prairie
The farm, the family, and Toto.
Emotion:cheerful
Goal:play with Toto
-
Sc. 1.2 Carried away
The cyclone lifts the house with Dorothy inside.
Emotion:frightened, then asleep
-
Ch. 2 · The Council with the Munchkins
The Witch of the North sends Dorothy to the Emerald City.
Sc. 2.1 The house lands
The house sets down on the Wicked Witch of the East.
Emotion:amazed by the bright country
Status:on the feet of the dead witch
Causes

Rows

Right-click a row header to add a child or a sibling above or below; the toolbar's Add Row button does the same with a level picker. Double-click a header to rename it (rows without names show automatic labels like "Act 1" or "Chapter 2"). Drag the handle that appears on hover to reorder. The triangle beside a name collapses its children; Expand All and Collapse All live in the toolbar. Deleting a row cascades: its descendants, their cells, and any links in or out go with it, after a confirmation.

Columns and column types

Every column has a type (character, location, theme, or anything you define) which sets its color and its cell shape. A type either declares structured fields, so each cell is a set of labeled values ("Emotion: cornered. Goal: hide the letter."), or it declares none and cells are freeform rich text. The toolbar's Column Types button (and the Settings page) manages them: name, color, cell fields, and the wiki fields that appear on the column's derived page. Link types have their own toolbar button.

Add columns from the toolbar, rename with a double-click, reorder by dragging, resize by dragging the header's right edge (widths persist). Shift-click headers to select several at once. Right-click for hide and delete; a chip in the toolbar tracks anything hidden so it never gets lost.

Cells

Click a cell to edit. Structured cells show each field as an inline editor, Tab moves between them. Freeform cells open a rich-text editor (bold, italic, highlights, headings, lists, quotes). Changes save on blur or Ctrl+Enter; Esc reverts. Every cell also carries a separate notes document for commentary that doesn't belong in the content itself, marked by a note icon when present. Empty cells aren't stored at all, so a large sparse grid stays fast.

Focus and filtering

Right-click a row and choose "Show only rows with content" to collapse the grid to that row's populated descendants (content means notes or links, not bare cells); the same exists for columns. One content filter is active at a time and an indicator chip clears it. Hiding is separate and sticky: hidden rows and columns stay hidden until you unhide them from the toolbar chip. Column grouping visually clusters columns by type.

Wiki

Every column is a wiki page, derived, not copied. The page has a meta rail (portrait, type badge, appearance counts, a table of contents), the wiki fields your column type defines, then Appearances: every row where the column has content, in story order. Relations lists every story link the column takes part in.

Wiki Characters
Character

Dorothy

Description · A young farm girl from Kansas, carried to Oz by a cyclone with her dog Toto.
Wants · To get back to Kansas, because Aunt Em and Uncle Henry will worry about her.
Arc · Follows the road of yellow brick to the Emerald City. The shoes could take her home the whole time; hold that for the last chapter.
Appearances 14
1.1 · Scene The gray prairie
Emotion: cheerful. Goal: play with Toto before the storm arrives.
2.2 · Scene The Witch of the North's gifts
Goal: get back to Kansas. She is given the silver shoes and a protective kiss.
Parallels Sc. 1.1 × Dorothy

Wiki fields are editable right on the page and write back to the column, so the wiki and the grid always agree. Click the portrait area to give a character or place an image. Because the page is a view of the column rather than a separate document, there's nothing to keep in sync by hand.

Section Notes

Every row at your chosen level becomes a chapter-notes page: the row plus everything nested inside it, rendered as one readable document with a meta rail (position, ancestor chain, elements present). Which level gets pages is a project setting; the default is the second level, so with Act / Chapter / Scene you get one page per chapter.

Section Notes Part I
Part I: Kansas to Oz
2 · Chapter The Council with the Munchkins 3 elements · 2 scenes

The house lands in Munchkin Country and kills the Wicked Witch of the East. The Witch of the North gives Dorothy the silver shoes and sends her to the Emerald City.

2.1 · Scene The house lands in Munchkin Country
Dorothy Character
Emotion: amazed by the bright country
Goal: work out where she is
The Silver Shoes Object
Status: still on the feet of the dead witch
The Munchkins Group
Situation: freed by the death of the witch
2.2 · Scene The Witch of the North's gifts
Dorothy Character
Goal: get back to Kansas
The Silver Shoes Object
Status: handed to Dorothy

Cells are editable inline here, same as in the grid. If a derived view is where you happen to be when you notice the fix, you make the fix there.

Canvas

An infinite board for relationship maps, timelines, and working out ideas spatially. It has the standard drawing tools: rectangles, ellipses, diamonds, lines, freehand drawing, text, and frames, with solid or hand-drawn fill styles. Arrows bind to shapes at connection points and stay attached through moves and rotation.

You can also place your story itself on the board. Insert an entity as a lightweight card (name and type badge) or as a full embed. A row embed shows its cells; a cell embed shows its content. Embeds are live and editable in place, and they expose connection points, so an arrow can run from one specific cell to another across the board.

Part I: Kansas to Oz
how does she get home? ask the Wizard the silver shoes
Sc. 2.2 × Dorothy cell
Emotion
homesick, but resolved to walk
Goal
reach the Emerald City and ask for help
Ch. 2: The Council with the Munchkins row
RowDorothySilver ShoesMunchkins
Sc. 2.1amazedon the dead witchfreed, grateful
Sc. 2.2homesickhanded to Dorothysee her off
Dorothy column
Sc. 1.1
Emotion: cheerful · Goal: play with Toto
Sc. 1.2
Emotion: frightened, then asleep
Sc. 2.1
Emotion: amazed by the bright country
Sc. 2.2
Emotion: homesick, resolved
Minimap
52%+
Canvas shortcuts
ToolsV select · H pan · P draw · R rectangle · O ellipse · D diamond · L line · A arrow · T text · F frame · E eraser
NavigateSpace+drag pans · wheel zooms · Shift+0 100% · Shift+1 zoom to fit · Shift+2 zoom to selection
EditCtrl+Z/Y undo/redo · Ctrl+D duplicate · arrows nudge, Shift+arrows nudge 10px · Ctrl+[/] layer order
Help? opens the full shortcuts overlay

A minimap sits bottom-right (click to jump, drag to pan). The dot grid appears past 75% zoom, snap-to-grid is a toggle, backgrounds are configurable, and the whole board exports to PNG.

Draft editor

Prose lives in pages, organized into drag-and-drop folders. The editor is clean rich text: headings, lists, quotes, code blocks, highlights. Type / for the block menu and @ to mention any row or cell, which inserts a live reference back into your planning. Selecting text raises a small formatting toolbar.

Draft Chapter One

Chapter 1: The Cyclone

Dorothy lived in the midst of the great Kansas prairies, with Uncle Henry, who was a farmer, and Aunt Em, who was the farmer's wife. Their house was small, for the lumber to build it had to be carried by wagon many miles.

There was no garret at all, and no cellar, except a small hole dug in the ground, called a cyclone cellar, where the family could go in case one of those great whirlwinds arose, mighty enough to crush any building in its path.

It was reached by a trap door in the middle of the floor, from which a ladder led down into the small, dark hole

A word-count bar under the editor tracks the page and the whole manuscript, each with an optional target and progress bar. Focus mode takes the page full-screen: narrow column, typewriter scrolling that keeps the caret centered, and a sprint readout of session time and words written. Esc exits.

Snapshots preserve a page's state before a big revision. Take one at any point (with an optional label); each shows its word-count change against the previous. Restoring an old snapshot first captures your current state automatically, so a restore can always be undone. Pages export to Word (.docx).

Beta readers

When a draft is ready for outside eyes, create a share link. It opens a clean, read-only web view of your manuscript that requires no account, with its own light and dark reading modes. Each link carries a label so you can tell readers apart, and any link can be revoked. Readers select text and leave comments anchored to the passage under their name; those comments arrive in the editor's comments inbox, where you can work through and resolve them.

Research

Three ways in: paste a public URL, upload a PDF (up to 50MB), or snapshot a web page, which extracts the article and renders it as a clean reader-mode PDF you own a copy of, safe from link rot. URL-only documents display read-only; snapshot them later to unlock annotation.

Research 2 documents
Cyclones of the Great Plains PDF
III. The Storm Cellar

On the open prairie a cyclone can be seen from miles away, a dark funnel reaching from the storm cloud to the ground.

Settlers dig storm cellars beneath their houses; when the funnel passes over, the wind and the sudden drop in pressure can lift a light frame building whole from its foundation.

→ use this for the Sc. 1.2 house lift

PDFs open in a full annotation viewer: color-coded highlights, sticky notes, free text, pen drawing, shapes. Everything you annotate is searchable. Documents organize into the same folder system as draft pages, and attachments tie a source to the exact scenes and cells it informs. Projects carry a 1 GiB storage allowance for uploads, snapshots, and images.

Everything else

Split screen. Open a second panel beside the first: grid on the left, the chapter's notes or a wiki page on the right, each panel remembering its own view and selection.

Themes. Ten built-in themes, light and dark. The theme follows you across the app and persists per browser.

Export. Draft pages, wiki pages, and section-notes pages export to Word (.docx) from their view's Export menu. Canvases export to PNG.

Project settings. Rename the project and its hierarchy levels, manage column and link types, choose the Section Notes level, switch themes, and re-enable the tutorial.

Billing. The trial runs 7 days without a card. Afterward, subscribing keeps editing on; an expired account drops to read-only with export intact, and never silently deletes anything.

Try it on your story Free for 7 days, no card required.