getting started

The editor at a glance (Input, Formula, Output, Lead, Settings)

Updated 2026-06-22

This article orients you in the Numio editor — the left-nav tabs, the canvas and settings panels, the live preview, and the desktop-only requirement.

Desktop only

Projects can only be edited on desktop. If you open the editor on a phone or small tablet, Numio shows a "Projects can only be edited on desktop" screen instead. The editor itself is a wide, multi-column workspace, so a roomy browser window helps.

The left navigation rail

A dark vertical rail runs down the left edge. The Numio mark at the top returns you to your workspace dashboard. Below it are the editor's tabs:

  • Input — build the controls your visitor interacts with (number fields, sliders, dropdowns, selections, toggles, plus text and divider layout blocks).
  • Formula — the embedded spreadsheet where your numbers and formulas live, and where you assign blocks to cells.
  • Output — build the result blocks your visitor sees after calculating (numbers, charts, text, images, dividers, and logic).
  • Lead — set up lead capture on the results screen (form, link, or image).
  • Settings — project-wide options: name, theme, fonts, corner radius, wallpaper, workspace icon, and the Numio watermark toggle. Settings sits at the bottom of the rail.

Click a tab to switch views. The selected tab is highlighted.

The layout: canvas, settings panel, and preview

Most tabs use a three-part layout from left to right:

  1. The list / side panel — on Input and Output, this column lists the blocks in that view with an + Add control. On Lead and Settings, it holds that section's options.
  2. The block settings panel — when you select a block (click it or choose Edit from its menu), a floating settings card slides in beside the list. It holds every control for that block. Close it to return to the list.
  3. The preview pane — the right side shows a live render of your calculator. As you change inputs and settings, the preview updates so you can see exactly what visitors will get.

On the Formula tab, the preview area is replaced by the spreadsheet itself, with an Import Excel control for bringing in a file.

Managing a block

Every block has a menu (the three-dot icon). It offers:

  • Edit — open the block's settings panel.
  • Duplicate — copy the block.
  • Delete — remove the block.

The top bar

Above the working area is a bar with:

  • A back arrow to your dashboard.
  • The project name, editable inline — click it and type.
  • A share icon (enabled once the project is published).
  • A Publish button (enabled once you have unsaved changes to publish).

Where to go next