Settings
Every Settings page: account, billing, appearance, entities, tasks, the detail panel, AI and connections.
Settings has its own sidebar of pages in four groups. Changes save automatically and stay in step across your open tabs and devices. These pages explain each one.
- 1 Settings overview How Settings is laid out, how changes save, and which page holds what.
- 2 Account and organisation Change your name, email and password, see your organisation, get a copy of your data or delete your account.
- 3 Plans and billing What the Free and Pro plans include, how the free trial works, and how to upgrade or cancel.
- 4 Appearance, navigation and notifications Theme, text size, density and interface touches; your startup page and sidebar; and where reminders are set.
- 5 Entities, content types and grid Name and colour your entities, tell the AI what counts as work, set status workflows and prompts, choose badge colours and what lists show.
- 6 Tasks and detail panel settings Every option on Settings > Tasks and Settings > Detail panel, including how the AI writes.
- 7 AI search and relationships The Advanced settings: how much AI search reads, and the prompts that link related entries.
- 8 Device keys, integrations and downloads The Config settings: device keys for your apps and API tools, whether your plan includes the AI, and where to download the extension and the desktop app.