Interface overview
Slant’s interface has two main areas:- Sidebar — Navigation and quick access on the left
- Main panel — Content and workspace on the right
Sidebar
The sidebar is your navigation hub. It’s organized into these sections:Workspace switcher
At the top of the sidebar, click your workspace name to:- Switch between books (if you have access to multiple)
- Access account settings
- Open workspace settings (if you’re an admin)
- Sign out
Quick actions
Below the workspace switcher, you’ll find quick action buttons:| Button | Description |
|---|---|
| Quick note | Create a new note instantly |
| Quick task | Add a task without leaving your current view |
| Instant meeting | Start or log a meeting immediately |
Main navigation
The primary navigation includes:- Dashboard — Your daily overview with tasks, meetings, and recent activity
- Clients — Your active client households
- Prospects — Potential clients you’re cultivating
- Contacts — Professional relationships (CPAs, attorneys, referrals)
- Tasks — All tasks across your book
- Calendar — Your meetings and appointments
- Projects — Multi-step client projects
- Opportunities — Sales pipeline tracking
- Chat — AI assistant
Lists section
At the bottom of the sidebar, you’ll see your custom lists. Lists are saved views that help you focus on specific groups of records.Main panel
The main panel displays the content you’re working with. Its layout changes based on what you’re viewing:List views
When viewing clients, prospects, contacts, or tasks, you’ll see:- Toolbar — Filtering, sorting, and bulk action options
- Data table — Your records in a customizable table
- Selection tools — Checkboxes for bulk operations
Detail views
When viewing a single record (like a client), you’ll see:- Header — Name, quick info, and action buttons
- Activity feed — Recent interactions, emails, and meetings
- Sidebar panels — Tasks, notes, and related information
Split views
Some features use a split layout:- Calendar — Weekly/monthly view with meeting details panel
- Projects — Kanban board with project details panel
- Opportunities — Pipeline stages with opportunity details
Keyboard shortcuts
Speed up your workflow with these keyboard shortcuts:| Shortcut | Action |
|---|---|
| Cmd/Ctrl + K | Open global search and command palette |
| Shift + T | Create a new task |
| Shift + N | Create a new note |
| Escape | Close current panel or deselect |
| / | Focus search |
Dashboard
Your dashboard is your home base in Slant. It shows:Today's meetings
Upcoming meetings for the day with quick access to join or view details
Tasks due
Tasks due today and overdue items that need attention
Recent emails
Recent inbound emails from clients and contacts
Team activity
What your team has been working on (meetings, tasks, notes)
Search
Slant’s global search helps you find anything quickly:1
Open search
Press Cmd/Ctrl + K or click the search icon in the sidebar.
2
Type your query
Search for clients, contacts, tasks, or use natural language queries.
3
Select a result
Use arrow keys to navigate results, then press Enter to open.
- Client and prospect names
- Contact names
- Task titles
- Meeting titles
- Email content
- Note content
Customizing your view
Column customization
In list views, you can customize which columns are displayed:1
Open column settings
Click the Columns button in the toolbar.
2
Toggle columns
Check or uncheck columns to show or hide them.
3
Reorder columns
Drag columns to change their order.
Filtering
Filter your data to focus on what matters:1
Click Filter
Click the Filter button in the toolbar.
2
Add conditions
Select a field, operator, and value for your filter.
3
Apply the filter
Your view updates to show only matching records.
Saving views
Save your filters and column settings as a custom view:1
Set up your view
Apply the filters and columns you want.
2
Save the view
Click Save view and give it a name.
3
Access saved views
Your saved views appear in the sidebar under the relevant section.
Getting help
If you need help while using Slant:- AI Chat — Ask the AI assistant questions about your data or how to do something
- Help center — Click the ? icon to access documentation
- Support — Contact our team at [email protected]
Contact support
Get help from the Slant team