The Home dashboard is the main screen of XNote Web. It features a time-based greeting with your name (e.g., "Good Morning, John"), notebook/folder tabs with count badges, and sections for recordings, tasks, and upcoming events.
The top bar above the dashboard shows your remaining audio minutes (e.g. "150 min remaining") with a + Buy shortcut and a Share Feedback link. The Start Recording (BETA) button opens a menu with Add to live meeting (send a bot to a meeting that's happening now) and Schedule new meeting (set up a bot for an upcoming meeting); a direct in-browser Start recording option is marked Soon. Your account menu is at the far right.
On larger screens, the Note Taker panel on the right shows your meeting settings and upcoming/recent meetings (see 3.6.7).
The left sidebar is grouped into Voice, Organize, and Workflow sections for navigation (see 3.6.1).
3.6.1 Sidebar & Pen Connection
The left sidebar is always visible and is organized into labeled groups so related features stay together:
- (Top): Home and Search.
- Voice: Meetings, Meeting Status, Uploads, and Guide.
- Organize: Events, Tasks, Chat, and Shares.
- Workflow: Automations.
A red live indicator appears next to Meeting Status while a recording bot is active. The table below maps each menu item to the section that documents it:
At the bottom of the sidebar, a Pen Connection button shows the current status of your XNote Smart Pen.
Pen Connection States:
- Disconnected: A blue gradient button labeled "Connect Pen". Click to start scanning for your pen via Web Bluetooth (see 3.4).
- Connecting: The button shows a pulsing animation with a spinner icon and is disabled during the connection process.
- Connected: A green gradient button labeled "Pen Connected" with "XNote Smart Pen" subtitle. Click to expand a dropdown panel showing pen details and settings.
When connected, clicking the pen button opens a dropdown panel below it where you can view pen information and access pen settings (see 3.8.1).
Note: On mobile-width screens, the sidebar collapses to a narrow icon-only bar (64px). The pen button is hidden on mobile-width screens.
3.6.2 Notebooks View
Notebooks are displayed as a responsive grid of cards. Each card shows:
- Notebook type badge (Mini / Standard / Large)
- Title
- Page count (e.g., "24 / 192 pages")
- Primary star icon (filled blue if primary, hollow if not)
- Pin indicator (blue border and ring if pinned)
Pinned and primary notebooks appear first in the grid, followed by most active.
Click a notebook to open it. Click "+ New Notebook" (dashed border card) to create a new one (see 3.7.2). Click "View All" to see all notebooks (see 3.7.1).
3.6.3 Folders View
Switch to the Folders tab using the tab buttons at the top of the section. A count badge shows the total number of folders.
Folders are displayed as horizontal scrollable cards showing:
- Folder emoji (or default folder icon)
- Folder name
- Page count
Click a folder to view its pages (see 3.15.3). Click "+ New Folder" to create a new one (see 3.15.1). Click "View All" to see all folders (see 3.15.2).
If no folders exist, a dashed card with "No folders yet" message and a "Create your first folder" button is displayed.
3.6.4 Recent Recordings
The "Recent Meetings" section shows your 5 most recent audio sessions in a responsive grid (up to 5 columns on wide screens).
Each card displays:
- Meeting provider logo (Google Meet, Zoom, Teams) or microphone icon
- Session title
- Status badge: Uploading, Transcribing, Summarizing, Completed, or Failed
- Duration and relative time (e.g., "2 hours ago")
- Action items count (if extracted)
The section header shows: microphone icon, "Recent Meetings" title, total recording count, and processing count if any sessions are currently uploading/transcribing/summarizing. Click "View all" to see all audio sessions.
When no recordings exist, three options are displayed:
- Record on phone (use the mobile app)
- Auto-record from calendar (connect Google Calendar)
- Send a bot (send bot to a meeting)
With "Send Bot" and "Connect Calendar" action buttons.
3.6.5 Tasks Overview
The Tasks section shows your incomplete tasks with a progress bar indicating overall completion percentage.
The header displays: checkmark icon, "Tasks" title, total task count, and completed count. Click "View all" to go to the full Tasks page (see 3.12).
Each task card shows:
- Task emoji or source icon
- Title/description (max 2 lines)
- Due date and priority indicator
- Checkbox to mark as complete
Tasks are displayed in a responsive grid (up to 5 columns).
When all tasks are completed, an "All caught up! No pending tasks right now." message is displayed.
3.6.6 Upcoming Events
On larger screens (desktop), upcoming events appear in a collapsible right sidebar (width: 400px). Toggle it using the tab button on the right edge of the screen, which shows a calendar icon and "X Upcoming" text when closed. A pulsing red indicator appears on the toggle if a recording bot is currently active.
The sidebar shows:
Header area:
- XNote logo with "Note Taker" label
- "How it works" info button (expands a 4-item guide explaining the auto-record feature)
- Close button
Settings (if Google Calendar is connected):
- Auto-record toggle: Enable or disable automatic recording for all meetings. Green when ON, gray when OFF.
- Language selector: Choose the default transcription language from 14+ options (including auto-detect).
- "Meeting Settings" link to calendar settings page.
Event list:
- Each event card shows: event name, start time, duration, provider logo (Meet/Zoom/Teams), and recording status badge.
- Events are ordered: Active recordings first, then scheduled, then completed/cancelled.
- Each event has a toggle to enable/disable recording for that specific event.
- Click an event to view its details (see 3.13.3).
If Google Calendar is not connected, a "Connect your calendar to see upcoming meetings" button appears instead.
3.6.7 Note Taker Panel
On the right side of the Home screen, the Note Taker panel manages how XNote captures your meetings. Open or close it with the tab on the right edge, which also shows a quick status such as "2 Upcoming" or a red "1 Live" when a bot is recording. Click How it works to open the Guide (see 3.9.10).
When your calendar is connected, the panel shows these settings (changes save automatically):
- Auto-Record: automatically sends a bot to every calendar meeting that has a video link.
- Language: the expected meeting language for transcription (default Auto-detect).
- Summary Template: the template used for AI summaries. Non-default templates are Pro and prompt an upgrade on the Free plan.
- Meeting Settings: opens the Meetings screen for auto-join, bot name, and sharing (see 3.9).
Below the settings, the panel lists your upcoming and recent meetings ("N Meetings"), each showing its time, status (e.g. Completed), and bot controls. Click a meeting to open its details, or View to open the recording. If no calendar is connected, the panel shows a "Let XNote Bot take your meeting notes" prompt with a Connect Google Calendar button (see 3.13.2).