Working with an open item

Open anything — a note, a file, a user test, a page entity, a to-do — and it opens in the same detail shell. The body is on the left, and everything you can do with the item is on the properties rail beside it. Once you know the rail, every item type works the same way.

The properties rail

The rail carries the item's fields and controls in consistent rows:

• Assign — attach the item to an activity or a milestone.
• Label — apply labels from the shared library.
• Schedule, Status, Priority, People — the same plan fields milestones and activities use. Research and experience items carry them too, so a piece of evidence can be tracked like the work it belongs to, and the list filters can find it that way.
• Maturity — how settled the item is, recorded in its history when it changes.

Three inline actions

Every item offers the same three actions on the rail:

They are the item-level counterparts of the actions in the text-selection bubble, so the same three moves are available whether you have highlighted a sentence or you are looking at the whole item.

The Graph panel

The Graph panel shows how the item is connected, in two directions: Came from for what fed into it, and Also affects for what it feeds.

• Follow the thread. Expand a link to see that item's own links nested underneath, and keep going. You can walk several hops back through the provenance of a claim without leaving the panel or losing your place.
• Land on the passage, not the page. A link anchored to a highlight opens the source at the exact excerpt rather than the top of the document.
• Change a relation inline. Each link row has a relation dropdown — pick a different link type without a separate edit step. Notes on links are editable in place, and broken links are flagged so you can remove them.
• Read the decisions. Version history entries that carry a maturity change or a status change appear in the thread as Decision rows, so the chronology shows not just what connects to what, but when someone concluded something. See Change notes & history.

The overflow menu

The ⋮ menu in the detail header holds the whole-item actions:

• Favourite — pins the item to the top of the default list ordering. See Filtering, sorting, and favourites.
• Version history — every revision, with the change note behind it and the option to restore.
• Download — export the item, with a submenu of formats and a line explaining what each one is best for.
• Refresh — re-read the item from its source, where it has one.
• Delete — with a confirmation naming what is about to go.

Fields are quiet until you use them

Inputs, text areas, and selects across Crux are borderless by default: they read as plain text until you hover or focus them. A detail pane full of fields therefore reads as a document rather than a form, and the editable parts announce themselves as soon as you reach for them.

Next

• Filtering, sorting, and favourites
• Change notes & history
• The research graph