Getting started
UI names (glossary)
The official name of every part of Sidekick Note — the words we use in the app, in these guides and in our replies.
One name per part, used everywhere: in the app’s buttons and tooltips, in these guides, and in our replies. When you write to us, using these names helps us find the problem quickly. To see where each part is, open Tour of the screen.
Web app
| # | Name | What it is |
|---|---|---|
| 1 | Sidebar | Left column. Folds to the Icon rail (⌘\). |
| 1a | Brand | Logo + “Sidekick Note” + fold button «. |
| 1b | Search box | “Search notes · #tag” (⌘K hint). |
| 1c | Views | All notes · Pinned to pages · Starred · Recent · Shared · Trash. |
| 1c+ | Shared view | Sidebar → Shared (🌐): all your publish links — Live / Snapshot, password, expiry, views; Copy · Open · Edit · Update now · Turn off. |
| 1d | Notebooks | Notebook list + ＋; 🔒 = private notebook. |
| 1e | Status block | Sync state · devices · protection · theme. |
| 1e+ | Account row | Bottom of the Sidebar: your picture and name. Click: name, e-mail, Settings, your IDUnify account, Sign out (it warns if changes are still waiting to sync). |
| 1f | Lock / Settings buttons | Bottom of the Sidebar, with ? (Help menu). |
| – | Icon rail | The folded Sidebar: one icon per view and action. |
| 2 | Note list | Middle column. Folds away (⌘⇧\). |
| 2a | List header | View or notebook title + count + ＋ New + fold «. |
| 2b | Note card | One row: (Note icon) title, snippet, time, tags. |
| 2c | Empty state | “No notes here yet.” / the Unlock card of a locked notebook. |
| 3 | Note bar | Top of the Editor: notebook chip, tag chips, ☆ star, Mode switch, Aa, ◨, ⋯, Rename · Export · Share · Trash. |
| 3b | Mode line | A line under the Note bar: "Opened in Split (your mode is Rich) …" — your chosen mode could not be used for this note, and why. |
| 3c | Song banner | A line under the Note bar: "This note looks like a song with chords" with Make a songbook card · Not for this note; after it, Undo. |
| 3a | Mode switch | Write · Split · Read · Rich (Rich is a beta: turn it on in Settings → Markdown). |
| 3b | Toolbar toggle (Aa) | Shows or hides the formatting Toolbar. |
| 3c | Right panel toggle (◨) | Opens or folds the Right panel. |
| 3d | Note menu (⋯) | More actions: Plain text, Never send to AI, Add icon…, Add cover…, Copy as…, Print, Move… |
| 4 | Editor | The writing area. |
| 4b | Note header | Top of the Editor: the Note cover (a wide band) and the Note icon (one emoji). “Add icon · Add cover” in Read and Split. |
| 4b | Note icon | One emoji for a note, shown in the Note header and on its Note card. |
| 4b | Note cover | A wide picture at the top of a note — from the Cover gallery or an image in the note. |
| 4c | Cover gallery | The cover picker: Gradients · Patterns · Retro, plus Images in this note. |
| 4d | Icon picker | Emoji groups + “Type or paste an emoji” + Remove. |
| 4a | Editor empty state | “No notes in … yet” + ＋ New note, when the picked view or notebook is empty. |
| 5 | Status bar | Bottom strip: Encrypted · Markdown · Ln/Col · words · Saved · Synced · Save now. |
| 5a | Save now | Sends your changes to the cloud at once (⌘S). |
| 6 | Right panel | Right column with Panel tabs: Preview · Outline · Properties · Backlinks · AI; » fold, ⤢ pop out, × close. |
| 6a | AI tab (AI chat) | The chat inside the Right panel. |
| 6b | AI header | Model picker · ＋ New chat · 🕘 History · 🔒 privacy · Credits meter · ⋯ |
| 6c | Thread | The conversation. An Action card = a ⌘J result in the thread. |
| 6d | Composer | Bottom of the AI tab: Context chips (This note, Selection, @note, Image, This page) · Input box · Send/Stop · Hint line. |
Pop-ups and overlays
| # | Name | What it is |
|---|---|---|
| ⌘K | Command palette | Jump to notes, actions, tools, themes. |
| ⌘J | AI menu | AI actions on the selection or the note. |
| – | Change preview | Any AI edit: the difference in the Editor + Preview bar (Accept · Reject · Try again · Stop). |
| – | Smart paste offer | Pasting messy text: “Format as Markdown?” |
| – | Image dialog | 🖼 / paste: upload, link, screenshot. |
| – | Share dialog | Share: two Share ways — 🌐 Publish link (default) and 🔒 Private link. |
| – | Publish link | A web page at my.sidekicknote.com with a link preview; can be updated and turned off. |
| – | Private link | The end-to-end encrypted copy (app.sidekicknote.com/x#…): no preview, cannot be turned off. |
| – | Link options | Keep updated · Show in search engines · Allow Duplicate · Show my name · Look · Link expires · Password · Custom address · Preview image. |
| – | Link preview | In the Share dialog: how the link will look as a chat / social card. |
| – | Preview image | The link’s picture in chats: Auto · Pick an image · Upload · Generated card. |
| – | Published page | The public page of a Publish link: cover, icon, title, the note, Duplicate to my Sidekick. |
| – | Password page | A protected Publish link asks for its password first. |
| – | Theme picker | Settings → Theme / ⌘K “theme”: theme cards. |
| – | Unlock card | A locked private notebook: passphrase or recovery code. |
| – | Toast / Banner | A short message / a message strip at the top. |
| ? | Help menu | Help center, Tour of the screen, Keyboard shortcuts (⌘/), What’s new. |
| – | Guided tour | 5 steps with a spotlight: Sidebar → Note list → Editor + Mode switch → Right panel / AI → Status bar + Save now. |
| ⌘/ | Shortcuts overlay | Every keyboard shortcut, with a filter and a Mac / Windows switch. |
| – | Tour invite | First run only: “New here?” — Take the tour or Not now. |
Chrome extension (Side panel)
Rule: “Side panel” always means the Chrome extension. The web app’s right column is the Right panel.
| # | Name | What it is |
|---|---|---|
| – | Side panel | The extension column beside the web page (Alt+S / ⌘⇧S). “Side panel” always means the extension. |
| – | Panel header | Logo “SIDEKICK NOTE” + icons (note, notes + search, AI chat, page AI, settings, ?). |
| – | Pinned box | “📌 Pinned to this page” — the notes of this page come first. |
| – | Tools row | Summarise page · → markdown · calc · json · page info · uuid. |
Admin pages
Only for the Sidekick Note team — see Admin pages & roles.
| # | Name | What it is |
|---|---|---|
| – | Top bar · Admin sidebar | Overview, Users, Plans, AI actions, Audit log. |
| – | Page header · KPI cards · Data table | The parts of every admin page. |
| – | User drawer | Side drawer with Profile, Role, Plan, Usage, Published links (Take down), Devices. |
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