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Usage Guide

Learn how to use plumio effectively for your note-taking needs.

First Time Setup​

Creating Your Admin Account​

  1. Navigate to your plumio instance (e.g., http://localhost:3000)
  2. You'll be prompted to create an admin account
  3. Enter your desired username and a strong password
  4. Click "Create Account"
Password Requirements

Use a strong password with at least 12 characters, including uppercase, lowercase, numbers, and special characters.

Writing Notes​

Creating a New Note​

  1. Select an organization from the sidebar
  2. Click the "+" button
  3. Start writing in the editor
  4. Your note is automatically saved

Markdown Editing​

plumio supports full markdown syntax:

Headings​

# Heading 1

## Heading 2

### Heading 3

Text Formatting​

**Bold text**
_Italic text_
~~Strikethrough~~
`Inline code`

Lists​

- Bullet point
- Another point
  - Nested point

1. Numbered list
2. Second item
3. Third item
[Link text](https://example.com)
![Image alt text](https://example.com/image.jpg)

Code Blocks​

```javascript
function hello() {
  console.log("Hello, world!");
}
```

Tables​

| Header 1 | Header 2 |
| -------- | -------- |
| Cell 1   | Cell 2   |
| Cell 3   | Cell 4   |

Task Lists​

- [x] Completed task
- [ ] Incomplete task
- [ ] Another task

Math Equations​

Inline math: $E = mc^2$

Block math:

$$
\int_{-\infty}^{\infty} e^{-x^2} dx = \sqrt{\pi}
$$

Import & Export​

Exporting Notes​

Export your notes for backup or migration.

The export zip file contains:

  • All folders
  • All notes in markdown format
  • A metadata.json file with note/folder metadata (color, favorite)

Importing Notes​

Supported import formats:

  • plumio JSON exports
  • ZIP archives with markdown files
  • Other third party exports that follow the same structure (Obsidian works for example)
File filtering

When importing a backup, only .md files and folders will be imported. Any hidden or other file types will be ignored.

User Management (Admin)​

Creating Additional Users​

As an admin:

  1. Go to Settings → Admin Panel
  2. Click "Create User"
  3. Enter username and password
  4. Assign role (User or Admin)
  5. Click "Create"

User Roles​

Admin

  • Full access to all features
  • Can create and delete users
  • Can manage current organization
  • Access to admin panel

Adding Users to Organizations​

Adding users to organizations can be done through the Organization Panel inside the settings. Users can be added through their username.

Settings​

Backup Strategy​

  1. Enable Automated Backups (see Configuration guide)
  2. Export Regularly as additional backup
  3. Test Restore Process periodically
  4. Keep Backups Off-site for disaster recovery

Next Steps​