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Editor and Sidebar

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

ModeDescription
Rich editor (WYSIWYG)TipTap-based editor over Markdown. Default mode for notes and Jira items.
Plain MarkdownAuto-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:

TabContents
DocumentShows the active note editor or Jira item editor
Push to JiraShows 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:

ButtonAction
Add NoteCreates a new note at a default canvas position
Add Work ItemCreates a new Jira work item and opens it in the editor
DeleteDeletes the active document or all multi-selected items
AI ReviewRuns AI analysis on the active/selected items
Toggle SubagentShows or hides the floating AI subagent chat panel
Ask AIOpens the board-level AI chat panel

See also