Editor and Sidebar
Document-centric editor
The document-centric editor is the primary surface for deeply editing a note's content or a Jira work item. It replaces scrolling through a cluttered canvas for focused reading and writing.
Why it exists
Canvas cards are great for spatial organisation, but they are limited for:
- Long-form content
- Structured editing (headings, task lists, code blocks)
- Inline AI enhancements
- Copy/paste and formatting operations
Editor modes
| Mode | Description |
|---|---|
| Rich editor (WYSIWYG) | TipTap-based editor over Markdown. Default mode for notes and Jira items. |
| Plain Markdown | Auto-resizing textarea for raw Markdown editing. Keyboard shortcuts: Tab (indent), Ctrl+B (bold), Ctrl+I (italic), Ctrl+K (link). |
Document tabs
The editor area has two tabs:
| Tab | Contents |
|---|---|
| Document | Shows the active note editor or Jira item editor |
| Push to Jira | Shows the Jira work items table |
Sidebar shell
The left sidebar has three tabs:
Board tab
- Board name and note count
- Quick tips
Jira Backlog tab
- Full Jira work item generation workflow
- Step-by-step AI generation (Ideas → Epics → Stories → Tasks)
- Table view of all work items
Notes Directory tab
- Full tree of all notes (organised by relationships)
- Unlinked notes appear as root items
- Full-text search at the top
- Multi-select with
Ctrl / Cmd + Click - Click a note to scroll the canvas to it
Phase status widget
At the bottom of the sidebar, the Phase Manager shows all board phases and allows:
- Clicking a phase to set it as the current phase
- Double-clicking a phase name to rename it inline
- Adding a new phase with the
+button - Deleting a phase with the
×hover button (minimum 1 phase enforced)
Bottom toolbar
The fixed bottom toolbar includes:
| Button | Action |
|---|---|
| Add Note | Creates a new note at a default canvas position |
| Add Work Item | Creates a new Jira work item and opens it in the editor |
| Delete | Deletes the active document or all multi-selected items |
| AI Review | Runs AI analysis on the active/selected items |
| Toggle Subagent | Shows or hides the floating AI subagent chat panel |
| Ask AI | Opens the board-level AI chat panel |
See also
- Search — Full-text search in the Notes Directory
- Jira Backlog — Work item generation workflow
- AI Overview — AI subsystems