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Documentation Index

Fetch the complete documentation index at: https://docs.slant.app/llms.txt

Use this file to discover all available pages before exploring further.

Home is your starting point in Slant. It gives you a snapshot of your day, surfaces action items, and keeps you connected to your team’s activity — all in one place. Every time you open Slant, you land on Home. From here you can see what’s on your calendar, which tasks need attention, review important emails, and track how your team is engaging with clients.

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Quick actions

Three buttons at the top of the page let you capture information without leaving Home:
  • Quick note — opens a new note immediately
  • Quick task — opens the task creation form
  • Start meeting — creates a new meeting on the spot

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Recently viewed households

The top-right corner shows avatars for the households you’ve viewed most recently. Hover over an avatar to see when you last visited, and click to jump straight to that client or prospect record.

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Tabs

Home is organized into three tabs:
  • Daily overview — today’s meetings, your tasks, important emails, and nudges
  • Team activity — a scorecard of your team’s outreach and a scrolling activity feed
  • Book chat — an AI assistant that can answer questions about your book’s data

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Reordering tabs

Admins can set the tab order that everyone on the team sees. Click the swap arrows icon to the right of the tabs to open the drag-and-drop editor, rearrange the tabs, then click Save. Click Reset to default to restore the original order.
Tab order is shared across your company — every advisor sees the same order. Only admins can change it; everyone else sees the saved order.

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Keyboard shortcuts

ShortcutAction
g then hGo to the home page

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FAQ

No. Home always opens to the Daily overview tab. Switching to another tab updates the URL, so you can bookmark a specific tab if you prefer to start there.
Yes. If you select All books from the book switcher, Home adapts to show meetings and tasks from every book you have access to. Some features — like important emails and book chat — are only available when viewing a single book.
Today’s meetings refresh automatically every 60 seconds. Other sections update when you interact with them or navigate back to Home.

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Next steps

Daily overview

See today’s meetings, tasks, emails, and nudges.

Team activity

Track your team’s outreach and review recent activity.

Book chat

Ask questions about your book’s data using AI.

Notifications

Stay on top of updates and alerts.