SlateDocs
Use Slate

The doc tree

The Docs tree nests groups and projects with docs as leaves; any doc can hold children to any depth. With a project picked it starts inside it; on All projects it shows every group and project. For Code see Files and Changes.

Overview#

Under the project picker, above the Docs and Code tabs, Overview shows a card per project, grouped as the tree: On their own, then each group by name (empty groups hidden). With no group at all, the cards stand without a heading.

  • Card picture: the project's README (first heading and paragraph), else its doc; with neither, the card has no picture.
  • Below: name, folder's branch, worktree count if more than one (still one card), last worked time. Green dot = a session is working in it.
  • Click a card to pick that project on Docs and Code: Overview keeps its one card, drawn larger; the side panel lists only it. Click that card to open the project's doc. The picker narrows Overview the same way.
  • Projects with no doc open lands here. No project: one sentence with a New project button; the side panel says nothing more.

Docs or Code#

The tabs under the picker choose what the side panel lists. A project opens on its doc. Code on the doc switches the panel to Code → Files with that project's files open. On Code, the doc icon at the end of a project's row returns to Docs. The choice lasts while the app is open; every launch starts on Docs.

Add a doc or project#

The side panel's + (title row, Docs and Code):

  • Blank doc (⌘N, caret in title).
  • Write it with AI… (⌘⇧G): an agent drafts from your description.
  • New project….

A doc goes in the picked project. On All projects Blank doc is off and says why (a doc lives in a project; pick one first). The tooltip names the destination: "New doc in slate". With no project, a top line says: A workspace holds your projects. A project is a folder you open. A group collects related projects. Each row's icon shows its type, changeable later (Typed Docs).

What the tree shows#

  • Breadcrumbs: Grandparent / Parent / Title. Icon: a Lucide name or an emoji.
  • Captured sessions are not rows; a project lists them under Sessions · N; Sessions lists all.
  • Notes are counted: a doc an agent wrote as a note is not a row. A doc holding some shows a Notes row with the count; it lists them in the main area, newest change first, with a title filter. They open, link and edit like any doc. A note holding docs stays a row.
  • Decisions are not in Docs: each is a memory listed in Memory. A decision holding docs stays a row.
  • Same-named projects show folder ends: lq Documents/lq, lq Private/lq.
  • No branch is a doc: a branch is a label on docs, sessions and memories made on it; the project holds them. Its worktree is read from git, and Sessions can start a session in it.

Order, move and group#

  • Order: docs keep your order.
  • Drag to reorder rewrites one row (fractional position); after about 52 drops into one gap, that parent's children are renumbered once. position is local, never pushed.
  • Move / nest: drag under a new parent. A group goes at the top; a project at the top or in a group; other drops are refused with the reason and nothing moves. Other docs go anywhere.
  • Group projects: shift-click two or more standalone projects, Group… on ⋯ or right-click, name it; they move in.

Trash#

Move to Trash keeps the doc recoverable: "Moved “Title” to Trash." with Undo; the open tab closes.

Trash lists each doc with when and from where ("Moved to Trash 2 days ago · from slate"), with a title filter.

  • Row: Restore, Delete forever… icon, shown on hover or focus.
  • Tick rows: Restore (N), Delete forever (N). Nothing ticked: Empty Trash, or Delete forever · N shown while the filter hides some. Delete forever always asks.
  • Widgets in Trash have their own Widgets heading with Restore and Delete forever….
  • Click a doc to read it, read-only, with a Restore bar. A link to a vanished doc says so and offers Open Trash.
  • Unreadable Trash: Try again.

Branches and worktrees#

  • Removed worktree: worktrees are made beside the git repository as <repo>-<branch> (Slate's tooling: <repo>.noindex/). A session captured after its folder is removed files under its project; a folder that still exists keeps its own name.
  • Ended branch: nothing changes; docs stay in the project's type folders and sessions in Sessions, labelled with the branch.

A project's docs by type#

Docs and Code share one skeleton: groups you made holding projects, and standalone projects. In Docs an open project has one folder per doc type it holds, with a count, in order: Plans, Designs, Meetings, Reviews, Test Plans, Bug Reports, Notes, General Docs.

  • Folders start closed and stay as left; the open doc opens its folder.
  • Inside, newest first: the ten most recent, then Show N older.
  • Every doc written in the project is there, whichever branch, whether or not git still has it. Hover a doc for its branch.
  • Code keeps Files and Changes, with a group's projects under its row.

Settings#

A group doc or standalone project has a Settings button in its header (a project in a group uses its group's). One sheet:

  • its folder; the agents and accounts it uses;
  • worktree commands: Set up, Preview, On remove, Carry over;
  • the Check command that decides a task is done; Autopilot; a Memory section.

Fields save on leaving; tools save with Save agents. Settings stay on this computer (they name local accounts and commands) and never travel with a shared workspace; only the Memory section is saved in the workspace. Accounts and models are set in Connect → Agents. A group's or project's tools override the workspace's; a new project asks for none.

A refused action#

A failed move, rename, duplicate, Move to Trash or restore (doc gone, workspace read-only, someone else's doc) shows a bottom message naming the doc and reason; the tree stays as it was. It closes after 8 seconds (waits while pointed at) or with ✕. The same message reports what you did elsewhere, with Undo when possible.

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