Documentation

Getting Started

Creating Your Account

To get started with FixPin, you'll need to create an account. Click the Get Started button on the homepage and sign up using your email address or a social login provider.

Your First Team

After signing up, you'll be prompted to create your first team. Teams are the foundation of FixPin's organization structure. Each team can have multiple projects and members.

1. Navigate to your Dashboard
2. Click Create Team
3. Enter a team name (e.g., "Marketing Team" or "Product Development")
4. Click Create to finish

Creating Your First Project

Once you have a team, create a project to start tracking work. Projects contain your kanban boards and organize related issues.

1. Go to your team page
2. Click New Project
3. Enter a project name and optional description
4. Click Create Project

Teams

Teams are collaborative workspaces where you organize projects and work together with colleagues. Each team has its own set of projects, members, and settings.

Team Roles

FixPin uses role-based access control to manage what team members can do:

Switching Teams

If you belong to multiple teams, you can switch between them from the sidebar navigation. Click on any team name to view its projects and issues.

Projects

Projects are containers for related work. Each project has its own kanban board, issues, tags, and feedback widget.

Project Settings

Each project can be customized with:

• Name and Description: Help team members understand the project's purpose
• Tags: Create custom tags to categorize issues (e.g., "bug", "feature", "urgent")
• Widget Token: A unique identifier for the feedback widget

Managing Projects

To edit or delete a project, navigate to the project page and click the settings icon. Only team Owners and Admins can modify project settings.

Kanban Board

The kanban board is where you visualize and manage your workflow. Issues move through columns representing different stages of completion.

Workflow Stages

FixPin uses five workflow stages:

Drag and Drop

Move issues between columns by dragging and dropping them. Click and hold an issue card, then drag it to the desired column. The issue's status will update automatically.

Filtering Issues

Use the filter options at the top of the board to filter issues by assignee or tags. This helps you focus on specific work or team member tasks.

Issues

Issues represent individual tasks, bugs, or features that need to be tracked and completed.

Creating Issues

There are multiple ways to create issues:

• Click the + button at the top of any kanban column
• Use the New Issue button in the project header
• Convert feedback submissions into issues

Issue Fields

Each issue includes:

Comments

Add comments to issues to discuss progress, ask questions, or provide updates. All team members can view and add comments to issues in their projects.

Feedback Widget

The feedback widget allows users to submit visual feedback directly from your website. It captures screenshots, device information, and user comments automatically.

Installing the Widget

Add the feedback widget to your website with a single script tag:

<script
  src="https://fixpin.app/feedback-widget.js"
  data-project-token="YOUR_PROJECT_TOKEN"
></script>

Replace YOUR_PROJECT_TOKEN with your project's unique widget token, found in your project settings.

How It Works

1. Users click the feedback button on your website
2. They can click anywhere on the page to pin their feedback
3. A screenshot is automatically captured
4. Users add their comment and submit
5. Feedback appears in your FixPin project's feedback panel

Captured Information

The widget automatically captures:

• Screenshot with pin location marker
• Page URL
• Browser and operating system
• Screen resolution
• Timestamp

Converting Feedback to Issues

Review incoming feedback in the Feedback panel of your project. Click Convert to Issue to create a new issue from feedback, automatically transferring the screenshot, URL, and device information.

Team Management

Manage your team members, roles, and invitations from the team settings page.

Inviting Team Members

To invite new members to your team:

1. Navigate to your team and click Members in the navigation
2. Click Invite Member
3. Enter the email address of the person you want to invite
4. Select their role (Admin or Member)
5. Click Send Invitation

The invited person will receive an email with a link to join your team. Invitations expire after 7 days.

Managing Members

Team Owners and Admins can:

• Change member roles
• Remove members from the team
• Cancel pending invitations
• Resend invitation emails

Settings

Customize your FixPin experience through the Settings page.

Account Settings

From the Settings page, you can:

• Update your display name
• Change your email address
• Update your password
• Manage notification preferences

Dark Mode

Toggle between light and dark mode using the theme switcher in the header. Your preference is saved and persists across sessions.