Quick Tour

Welcome to Samvise! This quick tour will help you understand the main areas of the interface and how to navigate the app.

Dashboard Overview#

When you first log in, you'll see your dashboard—the central hub for managing your tasks and schedule.

The dashboard is divided into several key areas:

• Sidebar - Navigation menu on the left
• Task List - Your tasks in the center
• Calendar View - Visual timeline on the right
• AI Rail - AI assistant panel on the right (toggle with ])
• Top Bar - User menu, settings, and notifications

Sidebar Navigation#

The sidebar is your primary navigation tool. Click any item to switch views:

Tasks - View and manage all your tasks in a list format

Calendar - Full calendar view with both your scheduled tasks and Google Calendar events

Schedule - See your upcoming scheduled blocks and what you'll be working on

Settings - Configure your account, preferences, time windows, and integrations

AI Chat - Open the AI assistant to create tasks and get scheduling help (also accessible via keyboard shortcut)

Task List View#

The task list shows all your tasks in an organized format:

Filter Bar - Filter by status (Active, Completed, All), priority, or time window

Sort Options - Sort by priority, due date, created date, or manually

New Task Button - Click to create a new task quickly

Task Rows - Each task shows:

• Title
• Priority badge (Low / Medium / High)
• Due date and time estimate
• Time window assignment
• Scheduled status

Inline Actions - Click a task to open its details, or use quick actions:

• Check the box to mark complete (an Undo button appears in case you didn't mean it)
• Edit or delete from the task's menu

Calendar View#

The calendar view gives you a visual overview of your schedule:

View Modes - Switch between Day, Week, or Month views

Your Events - Google Calendar events appear in their original colors

Scheduled Tasks - Tasks scheduled by Samvise appear in the "App Schedule" calendar

Busy Blocks - Grayed-out areas show when you're unavailable

Drag and Drop - Manually reschedule tasks by dragging them to new time slots

Resize Blocks - Adjust task duration by dragging the edges

Click Events - Click any event or task block to see details or edit

AI Chat Panel#

The AI chat assistant is accessible from any dashboard page:

Open Chat - Click the AI rail on the right or press ]

Message Input - Type natural language commands at the bottom

Fresh by Default - Opening chat starts a new conversation; previous chats live in the history list

Actions with Undo - Reversible actions run with an Undo button; destructive actions ask for confirmation first

Example commands to try:

• "Add a task to review the budget by Friday"
• "What should I work on today?"
• "Move my meeting prep to tomorrow afternoon"
• "Show me all high-priority tasks"

Top Bar#

The top bar provides quick access to important features:

Search - Search tasks by title or description

Notifications - Bell icon shows upcoming deadlines and scheduling updates

User Menu - Click your avatar to access:

• Account settings
• Keyboard shortcuts
• Sign out

Mobile Responsive Design#

On smaller screens, the layout adapts automatically:

• Sidebar collapses into a hamburger menu
• Calendar and task list stack vertically
• Chat panel slides in from the side
• All features remain accessible

Keyboard Shortcuts#

Learn these shortcuts to work faster (press ? anytime to see the full list):

• ] - Toggle the AI chat panel
• Cmd/Ctrl + K - Open the command palette
• N - Create new task
• G then T / C / W / P / S - Go to Tasks / Calendar / Time Windows / Projects / Settings
• Esc - Close modals or panels

Next Steps#

Now that you're familiar with the interface, continue to the next section to create your first task and see the scheduler in action.