Research MateHelp

Keyboard shortcuts

You get every key that does something, by where you are. On a Mac, read Ctrl as Cmd. A text field that has focus keeps its keys, so click the shape you want on the canvas first if a key does nothing.

Anywhere in an organisation

KeyWhat it does
Tab (first press on a page)Shows Skip to content. Press Enter to jump past the top bar.

The project tree

The tree is one Tab stop: Tab into it, then use the arrow keys.

KeyWhat it does
↑ / ↓Move to the row above or below
Home / EndFirst or last row
→ / ←Open or close a section
EnterOpen the page
F2Rename the row (documents, themes, insights, boards)
Enter on a Deleted rowRestore it

Naming something

KeyWhat it does
Enter or F2, on a name you have tabbed toStart renaming it
EnterSave the name
EscCancel

Clicking away saves. A blank name changes nothing.

A transcript

KeyWhat it does
TabReach the transcript
Shift+arrow keysExtend a selection, once one has started. Without a mouse that needs your browser's caret browsing (F7 in most browsers)
EnterHighlight the selection
EscHide the button
← / → on an end dotMove that end by a word
Enter / Esc on an end dotSave / put it back

A prototype

KeyWhat it does
V, F, L, R, T, ISelect, Frame, Line, Box, Text, Icon tool
EscBack to Select, or abandon the shape you are drawing
Enter, with a shape selectedGo one level in and select everything there
Tab / Shift+Tab, with a shape selectedSelect the next / previous shape at that level
Shift+Enter, with a shape selectedGo one level up
Esc, with a shape selectedClear the selection. Press Esc, then Tab, to move on from the canvas
Shift+clickAdd a shape to the selection, or take it out
Double-clickGo one level in, or edit a selected box or text
Drag on empty canvasSelect every shape the band touches
Shift+drag on empty canvasAdd what the band touches to the selection (prototype boards)
Two-finger scroll, or the mouse wheelMove the view. Shift+wheel moves it sideways on Windows
Pinch, or Ctrl/Cmd+wheelZoom around the pointer
Space+drag, or middle-button dragMove the view, in any tool and over shapes too
PageUpOpen the previous page of the board
PageDownOpen the next page of the board
Alt+dragDrag out a copy, leaving the original
Right-click, or Ctrl+click on a MacOpen the right-click menu: Copy, Cut, Paste here, Replace with clipboard, Duplicate, Delete, Bring forward, Send backward and Zoom to selection; on empty canvas, Paste here and Fit to view. See Use the right-click menu
Esc, with that menu openClose it. The board's keys, such as Backspace and Ctrl/Cmd+Z, do nothing while it is open
Ctrl/Cmd+DDuplicate
Ctrl/Cmd+C, Ctrl/Cmd+X, Ctrl/Cmd+VCopy, cut, paste. Paste lands at the pointer, or the middle of the view if the pointer is off the canvas
Backspace / DeleteDelete the selection, or the selected guide
Ctrl/Cmd+ZUndo
Ctrl+Y or Ctrl/Cmd+Shift+ZRedo
← / →, or ↑ / ↓, on a selected shape in a frame with Flex layout onMove it earlier or later in the frame: ← / → for a Row, ↑ / ↓ for a Column
Shift+A, with a shape or shapes selectedAdd flex layout to a plain frame, or wrap the selection in a new flex frame
Alt+Shift+A (Option+Shift+A on a Mac), with a flex frame selectedRemove its flex layout. Every shape stays where it is drawn
Enter / Shift+Enter, in a box's labelSave / start a new line
Esc, in a box's labelCancel
Enter, in a textStart a new line
Esc or Ctrl/Cmd+Enter, in a textSave. Ctrl/Cmd+Enter saves a box's label too
↑ / ↓ / Home / End, in the layers listMove between rows
→ / ← on a frame in the layers listOpen or close it
Enter or Space on a layers rowSelect that shape

Paste, duplicate and Alt+drag make at most 500 shapes at once.

Process diagrams, service blueprints, journey maps and affinity boards

KeyWhat it does
S / D / TProcess diagrams and service blueprints: add a step / decision / start or end. On a journey map, S adds a step and E an emotion
Q / C / NAffinity boards: add quotes from the project / a cluster / a note
Enter, with a step selectedRename it. Affinity cards don't rename with Enter
Backspace / DeleteDelete the selected steps, cards and arrows. A cluster refuses it
Drag on empty canvasSelect the steps and cards the band touches, not only those that fall wholly inside it, the same as on a prototype board
Shift+drag on empty canvasSame as drag: the band replaces the selection, unlike on a prototype board
Two-finger scroll, or the mouse wheelMove the view. Shift+wheel moves it sideways on Windows
Pinch, or Ctrl/Cmd+wheelZoom around the pointer
Space+drag, or middle-button dragMove the view
Ctrl/Cmd+clickAdd a step or card to the selection, or take it out
TabMove focus between steps and arrows
Enter or SpaceSelect the one with focus
EscDeselect it
← / → / ↑ / ↓Move the selected step a few pixels. The move is saved. Hold Shift for four times as far
Enter / Esc, in a step's nameSave / cancel

These boards have no undo: see Save, name and restore versions.

Zoom on a board

These work on every kind of board, outside a text field. The zoom % at the bottom of the board has the same choices in its menu.

KeyWhat it does
Shift+1Fit the whole board
Shift+2Zoom to the selection
Shift+0Zoom to 100%
+ / -Zoom in / out
? (Shift+/)Open the shortcuts sheet for the board you are on: the main keys for that kind of board. This page has them all

The AI assistant

On every kind of board.

KeyWhat it does
Ctrl/Cmd+JOpen or close the Ask AI panel. It does nothing while you type in a field outside the panel, such as a step's name
Enter, in MessageSend
Shift+Enter, in MessageNew line
Esc, with focus in the panelClose it and return to Ask AI

Present

Present has its own list: see Present your prototype, or press ? while presenting.

More detail