Project Navigation Bar

Icon

Name

Action

Project Page

Shows list of projects.

Notes

Opens Note feature.

Highlights

Opens Highlights feature.

Tags

Opens Tags feature.

Charts

Opens Charts feature.

Insights

Opens Insights feature.

Ideas

Opens Ideas feature.

Customers

Opens Customers feature.

Settings

Opens Settings feature.

Support

Opens Support website.


Common Action Icons

Icon

Name

Action

Expand Menu

Opens menu/ sidebar.

Collapse Menu

Closes menu/ sidebar.

Add

Adds to an entity.

More

Opens more actions.

Filter

Opens filter modal.

Delete

Triggers deletion of item.


Notes Feature Icons

Icon

Name

Action

Create Highlight

Creates highlight for selected text.

Channels

Groups notes.

Star

Stars selected notes.

Customer

Links customer's profile.

Tags

Add tags to highlights.

Ideas

Add ideas to highlights.

Labels

Add labels to notes.


Highlights Feature Icons

Icon

Name

Action

Starred

Filters starred highlights.

Untagged

Filters untagged highlights.

Tag

Manage linked tags.

Insights

Manage linked insights.

Ideas

Manage linked ideas.


Tags Feature Icons

Icon

Name

Action

Categories

Groups tags.

Pin

Pins or unpins the Uncategorized Tags column.

Edit

Edit tag details.


Charts Feature Icons

Icon

Name

Action

Filtered Highlights

Expands filtered highlights modal.

Bar Graph

View data in bar graph format.

Pie Chart

View data in pie chart format.


Insights Feature Icons

Icon

Name

Action

Collections

Groups insights.

Ideas

Add ideas to highlights.

Labels

Add labels to notes.


Ideas Feature Icons

Icon

Name

Action

Theme

Add themes to idea.

Status

Add statuses to idea.

Roadmap

Add idea to roadmap.

Tag

Add tags to idea.


Customer Feature Icons

Icon

Name

Action

Segments

Groups customers.


Next Up: Introduction to Filters

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