Quick Tour

Welcome to PraxisNote! This guide walks you through the essentials so you can start capturing notes, tracking tasks, and organizing meetings right away.

First Login

When you open PraxisNote, you’ll be prompted to sign in. PraxisNote supports Google authentication for a seamless login experience.

Tip

If you’re running a self-hosted instance with mock authentication enabled, you can use the dev toolbar at the top of the screen to switch between test users.

The Sidebar

The left sidebar is your primary navigation hub. It gives you quick access to every feature:

• Home — your dashboard with a daily summary and recent activity
• Tasks — kanban-style task board with priorities and due dates
• Notes — rich text editor for capturing ideas and meeting notes
• Meetings — calendar-synced meeting management with transcript analysis
• Tags — unified tag hub for organizing across all features
• Insights — behavioral analytics from meeting transcripts

On desktop, you can collapse the sidebar to a slim icon-only rail by clicking the chevron at the top. On mobile, tap the hamburger menu to open the sidebar as an overlay.

Create Your First Task

1. Click Tasks in the sidebar.
2. Click the New Task button at the top of the page.
3. Type a title for your task (e.g., “Review project proposal”).
4. Press Enter or click away — the task is saved automatically.
5. Your new task appears in the To Do column.

Task States

Tasks follow a simple three-state workflow:

State	Meaning
To Do	Not started yet
In Progress	Currently being worked on
Done	Completed

Drag a task between columns to change its state, or use the context menu (three dots) on any task card.

Priority Levels

Set priority on any task to help focus your attention:

• Critical — urgent, needs immediate attention
• High — important, do soon
• Medium — normal priority (default)
• Low — nice to have, do when time allows

Create Your First Note

1. Click Notes in the sidebar.
2. Click the New Note button.
3. Start typing in the editor — your note saves automatically.
4. Use the toolbar to format text, add headings, or insert checklists.

Tip

Checkboxes in notes can be synced with your task board. When you check off a checkbox that’s linked to a task, the task is marked as done automatically.

Organize with Tags

Tags work across tasks, notes, and meetings. Create a tag once and apply it anywhere:

1. Open any task, note, or meeting.
2. Click the tag icon or use the tag input field.
3. Type a tag name (e.g., “project-alpha”) and press Enter.
4. Visit the Tags page in the sidebar to see all your tags and where they’re used.

What’s Next?

Now that you know the basics, explore these guides for deeper coverage:

• Tasks — full guide to the kanban workflow, due dates, comments, and drag-and-drop
• Notes — rich text editing, slash commands, and PDF export
• Meetings — calendar sync and transcript analysis
• Keyboard Shortcuts — speed up your workflow