Haruno Knowledge base

The menu bar and navigation

Where things are in the Windows app. The menu bar across the top, the project name menu, the chat panel button, and the navigation pane down the left side.

  • Mac appAvailable
  • Windows appAvailable

The Windows app has a menu bar along the top and a navigation pane down the left. The menu bar holds commands. The navigation pane switches between pages.

The menu bar

From the left: File, Edit, View, Playbooks, the name of your current project, and Help. On every page except Chat, a chat button sits at the right end.

MenuWhat is in it
FileNew Chat, New Temporary Chat, Open Folder…, Export chat…, Branch chat, Exit
EditCopy chat
ViewShow Preview panel, Show Activities panel, Show Browser panel, Show Chat Panel
PlaybooksManage Playbooks, then your Recent Playbooks
Project nameThe project folder, New project…, Rename…, Remove project…, and the list of your projects
HelpUser Guide, Keyboard shortcuts, About

Several entries show their shortcut keys on the right. Entries that do not apply right now are greyed out.

The File menu. Export chat… and Branch chat are grey because no conversation is open.
The File menu open under the menu bar, listing New Chat, New Temporary Chat, Open Folder, Export chat, Branch chat and Exit, with shortcut keys beside most of them.The File menu open under the menu bar, listing New Chat, New Temporary Chat, Open Folder, Export chat, Branch chat and Exit, with shortcut keys beside most of them.

File and Edit

  • New Chat starts a fresh conversation. New Temporary Chat starts one that is not kept.
  • Open Folder… opens a folder as a project. If no project uses that folder yet, a new one is made.
  • Export chat…, Branch chat and Copy chat work on the conversation that is open, so they stay grey until there is one.
  • Exit quits the app. See Closing the app.

View

The View menu shows and hides panels.

The View menu on the Chat page.
The View menu on the Chat page. Show Preview panel is grey, Show Activities panel has a tick, Show Browser panel is available and Show Chat Panel is grey.The View menu on the Chat page. Show Preview panel is grey, Show Activities panel has a tick, Show Browser panel is available and Show Chat Panel is grey.
  • Show Preview panel shows a document Haruno has written. It is grey until there is a document to show.
  • Show Activities panel lists the steps Haruno takes. It works on the Chat page.
  • Show Browser panel appears when the agent browser is switched on in Settings ▸ Connectors.
  • Show Chat Panel puts the chat beside whatever page you are on. On the Chat page it is grey, because the chat is already the page. The chat button at the right end of the menu bar does the same. Its tooltip reads Show Chat Panel, and Hide Chat Panel while the panel is open.

A tick means the panel is showing. Choosing a ticked entry puts the panel away.

Playbooks

A Playbook is a saved set of instructions you can use again. Manage Playbooks opens the place where you create, edit and delete them. Below it, Recent Playbooks lists the ones you used last. Choose one to use it in your chat.

The project name

Everything Haruno does belongs to a project: a name and a folder on your PC. The project name sits in the menu bar. Click it to see the folder, make a new project, rename or remove one, or switch to another.

The project menu. The folder shown here is a demo folder.
The project menu open under the project name. It shows the project folder, then New project, Rename and Remove project, and a list of projects with the current one greyed.The project menu open under the project name. It shows the project folder, then New project, Rename and Remove project, and a list of projects with the current one greyed.

Remove project… takes the project off your list. Its files and chat history are not deleted. Rename… changes the name, not the folder.

Help

User Guide opens the guide inside the app, see The in-app guide. Keyboard shortcuts shows the list, see Keyboard shortcuts. About opens the About page, see About.

The Help menu.
The Help menu open, listing User Guide, Keyboard shortcuts with its Ctrl+/ shortcut, and About.The Help menu open, listing User Guide, Keyboard shortcuts with its Ctrl+/ shortcut, and About.

The navigation pane

The pane starts narrow, with icons only. Press the three-line button at the top, or Ctrl+B, to open it and see the names. Drag its right edge to make it wider or narrower. Clicking the icon of the page you are already on also opens and closes it.

The navigation pane, open. The Portfolio entry and its company are demo data.
The navigation pane open. From the top: Portfolio with a company under it, Projects, Chat, Files, Source control, History, Hooks and Scheduled, then Settings and About at the bottom.The navigation pane open. From the top: Portfolio with a company under it, Projects, Chat, Files, Source control, History, Hooks and Scheduled, then Settings and About at the bottom.
ItemWhat it opens
PortfolioYour companies and their books. It sits at the top, with your companies listed under it while the pane is open. It appears once Haruno has finished setting it up, which can take a moment after the first start.
ProjectsYour list of projects.
ChatThe conversation.
FilesThe files in your project folder.
Source controlThe Git changes in your project folder. It appears only when the folder is a Git repository.
HistoryYour past chats, with search.
HooksWhat Haruno should do when something arrives from a connected account.
ScheduledTasks that run by themselves at times you choose.
SettingsThe settings.
AboutThe version and the update check.

Settings and About stay at the bottom, apart from the rest. A small number on Scheduled shows how many task results you have not seen yet. It clears when you open the page. When an update is ready to install, a Restart to update button appears above Settings.

Jump with the keyboard

Ctrl+1 opens Chat, Ctrl+2 Files, Ctrl+3 History, Ctrl+G Source control and Ctrl+, Settings. Ctrl+K jumps to History with the search box ready. You can change these keys in Settings ▸ Shortcuts.

Last updated · PR #2944 · View this version on GitHub

History (1 version)
  1. Internal knowledge base for staff: site, reader keys, assistant, 197 pages and the PR rule (#2944)
    PR #2944Commit a2a7836The page at this version
    What changed
    @@ -0,0 +1,90 @@
+---
+title: The menu bar and navigation
+summary: Where things are in the Windows app. The menu bar across the top, the project name menu, the chat panel button, and the navigation pane down the left side.
+feature: menus
+covers:
+  - windows-client/haruno-webview/web/src/components/AppShell.tsx
+  - windows-client/haruno-webview/web/src/components/ChatDock.tsx
+---
+
+The Windows app has a menu bar along the top and a navigation pane down the left. The menu bar holds commands. The navigation pane switches between pages.
+
+## The menu bar
+
+From the left: **File**, **Edit**, **View**, **Playbooks**, the name of your current project, and **Help**. On every page except Chat, a chat button sits at the right end.
+
+| Menu | What is in it |
+|---|---|
+| **File** | **New Chat**, **New Temporary Chat**, **Open Folder…**, **Export chat…**, **Branch chat**, **Exit** |
+| **Edit** | **Copy chat** |
+| **View** | **Show Preview panel**, **Show Activities panel**, **Show Browser panel**, **Show Chat Panel** |
+| **Playbooks** | **Manage Playbooks**, then your **Recent Playbooks** |
+| Project name | The project folder, **New project…**, **Rename…**, **Remove project…**, and the list of your projects |
+| **Help** | **User Guide**, **Keyboard shortcuts**, **About** |
+
+Several entries show their shortcut keys on the right. Entries that do not apply right now are greyed out.
+
+<Shot src="/m/d443d4bde3c2-windows-app-menu-file-light.png" dark="/m/22c1e4123473-windows-app-menu-file-dark.png" alt="The File menu open under the menu bar, listing New Chat, New Temporary Chat, Open Folder, Export chat, Branch chat and Exit, with shortcut keys beside most of them." caption="The File menu. Export chat… and Branch chat are grey because no conversation is open." />
+
+### File and Edit
+
+- **New Chat** starts a fresh conversation. **New Temporary Chat** starts one that is not kept.
+- **Open Folder…** opens a folder as a project. If no project uses that folder yet, a new one is made.
+- **Export chat…**, **Branch chat** and **Copy chat** work on the conversation that is open, so they stay grey until there is one.
+- **Exit** quits the app. See [Closing the app](/windows/app/closing-the-app/).
+
+### View
+
+The **View** menu shows and hides panels.
+
+<Shot src="/m/86fe04d57b6b-windows-app-menu-view-light.png" dark="/m/d779baf2124d-windows-app-menu-view-dark.png" alt="The View menu on the Chat page. Show Preview panel is grey, Show Activities panel has a tick, Show Browser panel is available and Show Chat Panel is grey." caption="The View menu on the Chat page." />
+
+- **Show Preview panel** shows a document Haruno has written. It is grey until there is a document to show.
+- **Show Activities panel** lists the steps Haruno takes. It works on the Chat page.
+- **Show Browser panel** appears when the agent browser is switched on in <Ui>Settings ▸ Connectors</Ui>.
+- **Show Chat Panel** puts the chat beside whatever page you are on. On the Chat page it is grey, because the chat is already the page. The chat button at the right end of the menu bar does the same. Its tooltip reads **Show Chat Panel**, and **Hide Chat Panel** while the panel is open.
+
+A tick means the panel is showing. Choosing a ticked entry puts the panel away.
+
+### Playbooks
+
+A Playbook is a saved set of instructions you can use again. **Manage Playbooks** opens the place where you create, edit and delete them. Below it, **Recent Playbooks** lists the ones you used last. Choose one to use it in your chat.
+
+### The project name
+
+Everything Haruno does belongs to a project: a name and a folder on your PC. The project name sits in the menu bar. Click it to see the folder, make a new project, rename or remove one, or switch to another.
+
+<Shot src="/m/5dd13b76d07e-windows-app-menu-project-light.png" dark="/m/8bbdcca3e96d-windows-app-menu-project-dark.png" alt="The project menu open under the project name. It shows the project folder, then New project, Rename and Remove project, and a list of projects with the current one greyed." caption="The project menu. The folder shown here is a demo folder." />
+
+**Remove project…** takes the project off your list. Its files and chat history are not deleted. **Rename…** changes the name, not the folder.
+
+### Help
+
+**User Guide** opens the guide inside the app, see [The in-app guide](/windows/app/in-app-guide/). **Keyboard shortcuts** shows the list, see [Keyboard shortcuts](/windows/app/keyboard-shortcuts/). **About** opens the About page, see [About](/windows/app/about/).
+
+<Shot src="/m/425a84eccde4-windows-app-menu-help-light.png" dark="/m/adaeef21cbbf-windows-app-menu-help-dark.png" alt="The Help menu open, listing User Guide, Keyboard shortcuts with its Ctrl+/ shortcut, and About." caption="The Help menu." />
+
+## The navigation pane
+
+The pane starts narrow, with icons only. Press the three-line button at the top, or **Ctrl+B**, to open it and see the names. Drag its right edge to make it wider or narrower. Clicking the icon of the page you are already on also opens and closes it.
+
+<Shot src="/m/39193b933ada-windows-app-nav-pane-light.png" dark="/m/3811a7f0d6f9-windows-app-nav-pane-dark.png" alt="The navigation pane open. From the top: Portfolio with a company under it, Projects, Chat, Files, Source control, History, Hooks and Scheduled, then Settings and About at the bottom." caption="The navigation pane, open. The Portfolio entry and its company are demo data." />
+
+| Item | What it opens |
+|---|---|
+| **Portfolio** | Your companies and their books. It sits at the top, with your companies listed under it while the pane is open. It appears once Haruno has finished setting it up, which can take a moment after the first start. |
+| **Projects** | Your list of projects. |
+| **Chat** | The conversation. |
+| **Files** | The files in your project folder. |
+| **Source control** | The Git changes in your project folder. It appears only when the folder is a Git repository. |
+| **History** | Your past chats, with search. |
+| **Hooks** | What Haruno should do when something arrives from a connected account. |
+| **Scheduled** | Tasks that run by themselves at times you choose. |
+| **Settings** | The settings. |
+| **About** | The version and the update check. |
+
+**Settings** and **About** stay at the bottom, apart from the rest. A small number on **Scheduled** shows how many task results you have not seen yet. It clears when you open the page. When an update is ready to install, a **Restart to update** button appears above **Settings**.
+
+<Callout variant="tip" title="Jump with the keyboard">
+**Ctrl+1** opens Chat, **Ctrl+2** Files, **Ctrl+3** History, **Ctrl+G** Source control and **Ctrl+,** Settings. **Ctrl+K** jumps to History with the search box ready. You can change these keys in <Ui>Settings ▸ Shortcuts</Ui>.
+</Callout>