Sidekick Note

Getting started

Tour of the screen

One annotated screenshot of the web app and one of the Chrome Side panel, with the name of every part.

Last updated · 4 min read

Every part of Sidekick Note has one name. We use the same names in the app, in these guides and when we answer your messages — so “click Save now in the Status bar” always means the same button. The full list is in UI names (glossary).

The web app

The Sidekick Note web app with numbered callouts on every part of the screen
The web app in Modern Light, with a note open and the AI tab in the Right panel. Click to open full size.
  1. 1. Sidebar — the left column. Fold it to the Icon rail with ⌘\Ctrl\. At the bottom, the Account row shows who is signed in — click it for Settings, your IDUnify account and Sign out.
  2. 2. Views — All notes · Pinned to pages · Starred · Recent · Trash.
  3. 3. Notebooks — your notebooks; + adds one; 🔒 marks a private notebook.
  4. 4. Status block — sync state, number of devices, protection and theme.
  5. 5. ? (Help menu) — help center, the guided tour, keyboard shortcuts, what’s new. Next to Lock and Settings.
  6. 6. Note list — the notes of the view or notebook you picked. Fold it with ⌘⇧\CtrlShift\.
  7. 7. List header — title, count, + New and the fold button «.
  8. 8. Note card — one note: title, first words, time, tags.
  9. 9. Note bar — notebook and tag chips, ☆ star, and the note’s buttons: Rename · Export · Share · Trash.
  10. 10. Mode switch — Write · Split · Read (Rich comes later). ⌘ECtrlE switches Write ⇄ Read.
  11. 11. Toolbar toggle (Aa) — shows the formatting Toolbar.
  12. 12. Right panel toggle (◨) — opens or folds the Right panel (⌘⇧ECtrlShiftE).
  13. 13. Note menu (⋯) — Plain text, Copy as…, Print, Never send to AI, Move…
  14. 14. Editor — the writing area.
  15. 15. Status bar — Encrypted · Markdown · line and column · words · Saved · Synced.
  16. 16. Save now — sends your changes to the cloud at once (⌘SCtrlS).
  17. 17. Right panel — Preview, Outline, Properties, Backlinks and AI; » folds it, ⤢ pops it out wider.
  18. 18. Panel tabs — switch between the Right panel’s tabs.
  19. 19. AI header — model picker, + New chat, 🕘 History, 🔒 privacy, Credits meter, ⋯.
  20. 20. Credits meter — AI credits left this month; click it for your IDUnify AI credits page.
  21. 21. Thread — the conversation with the AI about this note.
  22. 22. Action card — the result of an AI menu (⌘JCtrlJ) action, with what changed.
  23. 23. Composer — the bottom of the AI tab: Context chips, Input box, Send / Stop and the hint line.
  24. 24. Context chips — exactly what is sent with your message: This note, Selection, @notes, Image.

The Chrome Side panel

“Side panel” always means the Chrome extension — the column Chrome opens beside the web page. (In the web app the right column is the Right panel.)

The Sidekick Note Side panel beside a web page with numbered callouts
The Side panel beside a web page. Click to open full size.
  1. 1. Panel header — logo “SIDEKICK NOTE” and icons: ✎ note, ⌕ notes + search, ✦ AI chat, 🌐 page AI, ⚙ settings, ? help.
  2. 2. Pinned box — “📌 Pinned to this page”: notes pinned to this page or site come first; + note here makes one.
  3. 3. Note — the open note — the same Editor and Write / Read as the web app.
  4. 4. Tools row — summarise page · → markdown · calc · json · page info · uuid.
  5. 5. Status bar — sync state, Save now and OPEN IN APP ↗.

The Side panel also has a 📄 Templates button next to the view icons: new note from a template, save a note as a template, card presets, template links and packs (Templates). In the web app the same commands are in the Command palette (⌘KCtrlK).

Pop-ups you will meet

Pop-ups and overlays
#NameWhat it is
⌘KCommand paletteJump to notes, actions, tools, themes.
⌘JAI menuAI actions on the selection or the note.
–Change previewAny AI edit: the difference in the Editor + Preview bar (Accept · Reject · Try again · Stop).
–Smart paste offerPasting messy text: “Format as Markdown?”
–Image dialog🖼 / paste: upload, link, screenshot.
–Share dialogShare: two Share ways — 🌐 Publish link (default) and 🔒 Private link.
–Publish linkA web page at my.sidekicknote.com with a link preview; can be updated and turned off.
–Private linkThe end-to-end encrypted copy (app.sidekicknote.com/x#…): no preview, cannot be turned off.
–Link optionsKeep updated · Show in search engines · Allow Duplicate · Show my name · Look · Link expires · Password · Custom address · Preview image.
–Link previewIn the Share dialog: how the link will look as a chat / social card.
–Preview imageThe link’s picture in chats: Auto · Pick an image · Upload · Generated card.
–Published pageThe public page of a Publish link: cover, icon, title, the note, Duplicate to my Sidekick.
–Password pageA protected Publish link asks for its password first.
–Theme pickerSettings → Theme / ⌘K “theme”: theme cards.
–Unlock cardA locked private notebook: passphrase or recovery code.
–Toast / BannerA short message / a message strip at the top.
?Help menuHelp center, Tour of the screen, Keyboard shortcuts (⌘/), What’s new.
–Guided tour5 steps with a spotlight: Sidebar → Note list → Editor + Mode switch → Right panel / AI → Status bar + Save now.
⌘/Shortcuts overlayEvery keyboard shortcut, with a filter and a Mac / Windows switch.
–Tour inviteFirst run only: “New here?” — Take the tour or Not now.

More: UI names (glossary) · Keyboard shortcuts · Themes & layout

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