Get started with Terra

Install Terra, open a Library, then write, format, link, tag and find your first notes. About fifteen minutes from download to a working Library.

Terra keeps your notes as plain Markdown files in a folder on your Mac. You write in a rich editor, and Terra saves ordinary text files that any other app can open.

This quickstart takes you from a fresh install to a few linked, tagged notes you can find again in seconds. The example is a small project: you're launching a pocket guide to the birds of the lower valley, and the plan lives in Terra.

Step 1Install and open Terra

  1. Download Terra for Mac and move Terra to your Applications folder.
  2. Open Terra.
  3. If a banner says Sign in to edit your notes., click Sign in. Your browser opens so you can sign in. When the page says Signed in., come back to Terra. Until you sign in, notes open read-only.

Step 2Open or create a Library

A Library is the folder Terra treats as your collection of notes. It can be a new, empty folder or a folder of Markdown files you already have, such as an Obsidian vault.

  1. On the Open a library screen, click Choose folder.

    The Open a library screen: the heading, the line Select your Terra library, and a Choose folder button.
  2. Pick a folder:

    • To start fresh: Pick a folder on your machine, click New Folder, name it (for example Notes) and click Open.
    • To use files you already have, select its folder and click Open. Terra maintains your work structure.
  3. Terra opens the Library on All notes.

Terra adds a hidden .terra folder, where it keeps its search index and this Library's settings, and an Inbox folder for new notes. Next time, Terra reopens this Library on its own. To switch Libraries later, press ⌘O.

The Terra window: the sidebar on the left, the list of notes beside it, and the Field guide launch plan note open on the right under the toolbar.
Terra's main window

The sidebar is sectioned and includes surfaces such as All notes, Tasks and Calendar, then your own databases, saved views and folders. The file list shows a filter view of the picked surface in the sidebar. The open file or database fills the rest of the window. Find your way around is the full tour.

Step 3Write your first note

  1. Press ⌘N, or choose File › New Note. New notes always start in your Library's Inbox folder.

  2. Click Untitled and type a title: Field guide launch plan. Path preview shows the file name Terra will use.

    A new note with Field guide launch plan typed as its title. Below the title, Path preview reads Inbox/field-guide-launch-plan.md, while the path property still says Inbox/untitled.md.
    While you type a title, Path preview shows the file name it will get.
  3. Press Return. Terra renames the file to match: Inbox/field-guide-launch-plan.md.

There's no Save button. Terra saves as you type.

Step 4Format as you type

Terra's principal data format is Markdown, formatted inside the file.

  1. Click below the properties and type the first line, with two asterisks on each side of the date: **June 14**. Once the last asterisk is recognized this text turns bold.

  2. Press Return and type ## . The line becomes a heading after you type the space after ##.

  3. Press Return, type [ ] and a space. The brackets turn into a checkbox.

  4. Press Return for each new to-do.

  5. Click the last checkbox to tick it off.

    The note body: a sentence ending in a bold June 14, the heading This week, and three to-dos, the last one checked.
    Markdown marks become formatting as you type.

In the file, Terra saves standard Markdown:

Our bird guide goes on sale at the library on **June 14**.

## This week

- [ ] Confirm the print run with Harbor Press
- [ ] Send review copies to the birding club
- [x] Sign off the final proof of the map pages

You can read more about recognized markdown in basic formatting syntax

Step 5Add a Sprout

A Sprout is Terra's word for a callout.

  1. Type /sprout and press Return.

  2. Type what the sprout should say.

  3. Click Note at the top of the Sprout and type title.

  4. Click the icon at the Sprout's top left and choose Tip to change its class.

    A green Tip Sprout titled Bring the proofs, with the line Harbor Press needs the signed map pages back by May 20.
    A Tip Sprout. The icon at its top left changes the kind.

In the file, a Sprout is a quote with its kind in brackets.

> [!tip] Bring the proofs
> Harbor Press needs the signed map pages back by May 20.

The / menu inserts other blocks too, such as tables, code blocks and dividers. The + button (Insert block) in the editor toolbar opens the same menu.

You can read more about sprouts in Sprouts.

A link lets you jump from one note to another, and Terra keeps track of the links pointing back. See Links and backlinks.

  1. Make a second note: press ⌘N.

  2. Go back to the plan: press ⌘[, or click it in the note list.

  3. Click at the end of the first line, press Return and type Quotes are in @pri. A list of matching notes appears.

    The plan note with Quotes are in @pri typed on the second line, and a popover listing Printer quotes under Note.
    Type @ and a few letters of a note's title.
  4. Under Note, pick Printer quotes. The link shows as a chip with the note's title. Click it to open the note.

  5. Open Printer quotes. Above its text, Backlinks (1) shows that one note links here. Click it to see which.

In the file, the link is a wiki-link: [[Printer quotes]]. If you rename Printer quotes later, Terra updates the link in every note that uses it.

Step 7Tags

Tags group files across your library.

  1. Click # (Tag note) in the editor toolbar.

  2. Type launch and choose Create tag launch. The tag appears in the note's tags row.

    The Tag note picker open under the editor toolbar, with launch typed and the option Create tag launch.
    Type a new tag's name, or pick one you've used before.
  3. Open Printer quotes and tag it launch as well. This time, launch is in the list.

  4. Right-click either #launch pill and choose Open tag page to see every note with that tag.

You can also tag from the text: type #launch followed by a space and it becomes a tag.

Step 8Find it again

  1. Press ⌘P (Go to file) and type a few letters of a title, such as quot. Press Return to open the top match.

    The Go to file box with quot typed and Printer quotes, in Inbox, as the only match.
    Go to file matches note titles as you type.
  2. To search what's inside your notes, press ⇧⌘F or click Search in the toolbar. Try tag:launch, or a phrase in quotes. Find anything in your Library shows what else it can do.

  3. Press ⌘K for the command palette. It runs any command by name, opens notes, and answers questions such as how do I split a pane? from Terra's Help.

Troubleshooting

My new note isn't in the folder I wanted

New notes always start in Inbox. To file one, click ⋯ (Note actions) at the bottom right of the note and choose Move note, then a folder. You can also drag the note from the note list onto a folder in the sidebar.

I can read my notes but can't type

Terra opens notes read-only when you're signed out or your trial or subscription has ended. The banner at the top says which, with a button to fix it: Sign in, Subscribe, Renew or Try again. If the banner says This Library was last edited by a newer Terra. Update to edit., update Terra on this Mac.

Where to go next