Quickstart
1) Open the app
- Go to epicsandstories.com (opens in a new tab).
- Log in using the email OTP flow (a 6-digit code is sent to your inbox).
2) Create a board
- From the dashboard, click Create new board.
- Give it a name, e.g. "Activation funnel revamp".
3) Add your first notes
- Use Add note from the bottom toolbar, or double-click anywhere on the canvas.
- Suggested starter notes:
- Epic — what are we building?
- Stories — what users need
- PRD Outline — constraints and requirements
- Feedback — quotes and themes
- Decisions — what was agreed and why
4) Edit notes
- Click a note to open it in the document editor.
- Add Markdown content: headings, lists, checkboxes, links, and code blocks.
- Use the WYSIWYG rich editor or switch to plain Markdown.
5) Use AI to generate content
- Click Ask AI in the bottom toolbar to open the board-level chat.
- In an open note, type
/generate-prd,/generate-epic, or/generate-storyto run a structured generation. - Drag and drop a document (PDF, DOCX, TXT, or MD) onto the Upload modal to generate notes from it.
6) Organise with phases
- Use the Phase Manager at the bottom of the left sidebar to assign notes to PM lifecycle phases (Ideation → Research → Definition → Delivery → Launch).
- The current phase is shown above the canvas as a guide.
7) Export your board
- Click Export in the board header to download a Markdown
.mdfile representing the whole board. - Commit it to Git, attach it to a PRD, or share it with your team.
8) Import a board
- Click Import in the board header and drop an exported
.mdfile. - The import preview shows the board name, note count, and a sample of note titles.
- You can import partially if the file contains some recoverable content.
Keyboard shortcuts
| Action | Shortcut |
|---|---|
| Search notes | Ctrl / Cmd + F |
| Open note overlay | Enter (when note selected) |
| Delete selected note | Delete |
| Undo last delete | Ctrl / Cmd + Z |
| Pan canvas | Click and drag on empty space |
Next steps
- Boards and Notes — Full reference for notes and metadata
- Import and Export — Markdown format details
- AI Overview — How AI assistance works