The detail panel

Click any entry and it opens in the detail panel on the right. This is where you read what you saved, see what the AI made of it, and change anything that needs changing.

Open and move around

• Click a row in a list or table, a card on the board, or an entry on the calendar.
• Press J for the next entry and K for the previous one, in the order the page shows them.
• The back arrow at the top left returns to the entry you came from.
• Press Esc or click the close button to close the panel.

On a tablet or phone, the panel opens over the page.

The top of the panel

The head of the panel shows where the entry lives, such as Tasks, and these buttons:

Below that is the title. Double-click it to edit. Press Enter or click away to save, or Esc to cancel. If the entry came from a web page, its site name sits under the title as a link.

The AI writes the title for notes, tasks and screenshots with generic names. You can switch that off in Settings > Detail panel.

Properties

Under the title is a list of properties. Most can be changed with a click.

Status, Column, Due and Waiting on show for tasks. Status also shows on any entry whose entity or topic has a status workflow. See Due dates, waiting on and links and Statuses and workflows.

Entity while the AI works

While the AI is still working on a new entry, Entity says Classifying… rather than Unclassified. Once the AI has finished, it shows what the AI chose, and you can change it.

Topics the AI added

Topics the AI added have a dashed outline and a small sparkle. Topics you add yourself have a solid outline, and the AI never changes them. Click the cross on a topic to remove it. A topic you remove stays removed: the AI will not add it back to that entry. See Topics.

Sharing

Only work entries can be shared with your organisation. If Keep entries private is on in Settings > Detail panel, Visibility always says Private. See Sharing with your organisation.

Sections

Below the properties are sections. Each one has a heading you can click to fold it away. Which ones you see depends on the entry.

My notes, AI summary, Selected text, Conversation and Email body have a copy button in their heading.

Editing your notes

1. Double-click your notes, or click Add notes if there are none.
2. Type. Links you paste become clickable.
3. Press Ctrl+Enter or click away to save. Press Esc to cancel.

If Auto-correct text on save is on in Settings > Detail panel, spelling and typos are fixed when you save.

Relationships

Relationships has two groups:

• Similar: entries the AI found that cover the same ground, with its reason.
• Linked: entries this one mentions, files attached to it, and entries saved at the same time.

Click a title to open that entry. If there are none yet, it says No connections yet.

Comments

Every entry can have comments, not just tasks. Each comment shows who wrote it and when.

1. Type in the comment box.
2. Type @ to link to another entry: pick it from the list that appears. The comment shows a link that opens that entry.
3. Press Enter to post. Shift+Enter starts a new line.

Point at your own comment to edit or delete it. When editing, Ctrl+Enter saves and Esc cancels.

Comments show newest first. The comment box sits next to the newest comment. Change the order in Settings > Detail panel > Comment order.

Who can do what:

• Your own entries: you can comment, edit your comments, and delete any comment on the entry.
• Entries a colleague shared with your organisation: the entry is read-only, but you can still comment. You can edit and delete your own comments, and nothing else on the entry changes.
• Private entries are never open to anyone else’s comments.

A comment is shown under the name on your profile, and other people also see the email you sign in with, so everyone can tell who wrote it. If an entry is unshared, or you leave the organisation, you can no longer see or add to its comments.

You can post up to 20 comments a minute, across all entries. Deleting a comment does not make room for another. A comment over the limit is removed, and its text goes back in the comment box so you can post it a little later.

The AI progress strip

When the AI is working on an entry, a strip at the foot of the panel shows its five steps: Title, Summary, Classification, Relationships and Similarity.

If a step fails, the strip says where it stopped, for example “AI processing stopped at summary.”, with a Run again button. The strip only appears while the AI is working or after a failure.

The More menu

Shared entries you do not own

Entries a colleague has shared with your organisation show Read-only under the title. You can read them and comment on them, but only the owner can edit or delete them.

Change what the panel shows

Settings > Detail panel lets you:

• show or hide each section, rename it and pick its colour;
• give sections a coloured background;
• show or hide the property rows and project buttons;
• set the comment order;
• switch AI titles, auto-correct and AI processing on or off;
• choose how the AI writes: UK English, US English or Keep my wording.

See Tasks and detail panel settings.

Related pages

• Lists, tables and boards
• How the AI files your entries
• Projects, knowledge and stars