Project Board, Knowledge Base & Visual Editor

Solaris includes three powerful productivity tools built directly into your workspace: a Kanban-style Project Board, a Wiki-powered Knowledge Base, and an Interactive Visual Editor. This guide covers how to use each one.

Project Management Dashboard

Access: Click the blue clipboard icon in your sidebar → "Project Board"

Getting Started

1. Create your first task: Click "New Task" in the top-right
2. Fill in details: Title (required), description, priority, due date, labels
3. Watch it appear: Your task shows up in the "To Do" column by default

Kanban Board Workflow

• 5 columns: Backlog → To Do → In Progress → Review → Done
• Drag & drop: Click and hold any task card to move it between columns
• Quick add: Click the "+" button in any column header to create tasks directly there

Task Cards

• Priority colors: Critical (red), High (orange), Medium (yellow), Low (blue)
• Labels: Organize with tags like "bug", "feature", "urgent"
• Subtasks: Track progress with checklist items (shows X/Y completed)
• Due dates: Orange warning when overdue, green when on track
• Assignee: User (you) or AI for AI-assisted tasks

Task Details

Click any task card to open the detail panel:

• Edit everything: Title, description, status, priority, assignee, due date, estimated hours
• Subtask management: Add/remove checklist items, mark complete/incomplete
• Linked files: Shows associated project files
• Linked conversations: Connects to specific AI chat sessions

List View

Toggle between Kanban (grid) and List (table) views in the top-right corner. List view shows:

• All tasks in a sortable table
• Status badges, priority colors, due dates, labels
• Click any row to open task details

Data Storage

• Tasks are saved in .solaris/tasks/ as JSON files
• Each task gets a unique ID: task-slug-timestamp.json
• Automatic saving when you create, edit, or move tasks

Knowledge Base & Wiki

Access: Click the amber book icon in your sidebar → "Knowledge Base"

Creating Pages

1. New Page: Click "New Page" in the top-right
2. Choose template: Blank, Meeting Notes, Project Brief, or Research Notes
3. Set details: Title, folder organization, tags
4. Start writing: Markdown editor opens automatically

Markdown Features

• Headings: # H1, ## H2, ### H3
• Lists: - bullet points or * bullets
• Horizontal rules: ---
• Wiki links: [[Page Name]] creates clickable links to other pages

Wiki Links (Powerful!)

• Create links: Type [[Project Alpha]] anywhere in your content
• Auto-navigation: Click any wiki link to jump to that page
• Backlinks: Each page shows "Pages that link here" automatically
• Bidirectional: Links work both ways without manual management

Organization

• Folders: Organize pages in folders like "meetings", "projects", "research"
• Tags: Add multiple tags like "project, q1, important"
• Search: Use the search bar to find pages by title or tags
• Filter: Filter by folder to browse specific sections

Editor Modes

• Edit mode: Write in markdown with live preview of wiki links
• Preview mode: See rendered markdown with clickable links
• Toggle: Switch between Edit/Preview with the toolbar button

Templates

• Meeting Notes: Date, attendees, agenda, discussion, action items, decisions
• Project Brief: Overview, goals, timeline, resources, risks, related pages
• Research Notes: Topic, findings, sources, questions, next steps
• Blank: Clean slate for any content type

Data Storage

• Pages saved in .solaris/wiki/ as .md files
• YAML frontmatter stores metadata (title, tags, status, dates)
• _meta/links.json tracks all wiki connections
• Folder structure preserved in file system

Interactive Visual Editor

Access: Click the rose pen icon in your sidebar → "Visual Editor"

Creating Designs

1. New Design: Click "New Design" in the top-right
2. Choose size: Pick from presets (Instagram, Twitter, Facebook, etc.) or Custom
3. Set details: Name, tags, dimensions
4. Start designing: Canvas editor opens with your chosen size

Drawing Tools

• Select Tool: Click objects to select, drag to move, use property panel to edit
• Rectangle Tool: Click and drag to create rectangles
• Circle Tool: Click and drag to create ellipses
• Text Tool: Creates text boxes (double-click to edit text content)

Canvas Controls

• Zoom: Use zoom buttons (25% to 400%) or mouse wheel
• Colors: Fill color and stroke color pickers in toolbar
• Undo/Redo: Full history support for all actions
• Delete: Select object and press Delete button or use property panel

Property Panel

When you select an object, the right panel shows:

• Position: X, Y coordinates
• Size: Width, Height
• Appearance: Rotation, opacity, fill color, stroke color
• Text options: Font size (for text objects)
• Real-time updates: Changes apply instantly to canvas

Canvas Presets

Quick start with common sizes:

• Instagram Post: 1080×1080 (square)
• Instagram Story: 1080×1920 (vertical)
• Twitter/X Post: 1200×675 (landscape)
• Facebook Cover: 820×312 (wide)
• YouTube Thumbnail: 1280×720 (16:9)
• LinkedIn Banner: 1584×396 (wide)
• A4 Poster: 2480×3508 (print)
• Presentation: 1920×1080 (16:9)
• Custom: Set your own dimensions

Export Options

• PNG Export: Click Download button to save as PNG image
• Automatic thumbnails: Generated when you save projects
• High quality: Full resolution export at canvas size

Project Gallery

• Grid view: See all your designs with thumbnails
• Project cards: Show name, dimensions, last updated, tags
• Quick actions: Open to edit or delete projects
• Search/Filter: Find designs by name or tags

Data Storage

• Projects saved in .solaris/canvas-projects/ as JSON files
• Includes: metadata, canvas size, background, all objects, thumbnail
• Objects stored as arrays with position, size, style properties

Feature Interactions

Cross-Feature Workflows

1. Project → Wiki: Link project tasks to wiki documentation pages
2. Wiki → Visual: Create visual designs for wiki pages (diagrams, mockups)
3. Visual → Project: Attach design files to project tasks
4. AI Integration: Use AI chat to generate content for any feature

Mutual Exclusion

• Only one hub can be active at a time
• Opening a new hub automatically closes others
• Switching between chat sessions closes all hubs
• Keeps interface clean and focused

File System Integration

All features store data in your project's .solaris/ directory:

.solaris/
├── tasks/           # Project Management
├── wiki/            # Knowledge Base
└── canvas-projects/ # Visual Editor

Tips & Best Practices

Project Management

• Use labels consistently: "bug", "feature", "urgent", "review"
• Break down large tasks: Use subtasks for complex work
• Set realistic due dates: Helps prioritize work
• Link to conversations: Connect tasks to AI discussions about them

Knowledge Base

• Create link networks: Use [[Page Name]] extensively
• Organize with folders: Keep related pages together
• Use templates: Start with Meeting Notes or Project Brief templates
• Tag everything: Makes search and filtering powerful

Visual Editor

• Start with presets: Use social media sizes for quick designs
• Use layers concept: Create background shapes first, then details
• Experiment with colors: Fill and stroke colors create visual hierarchy
• Export frequently: Save your work as you go

General

• Save automatically: All features auto-save when you make changes
• Use keyboard shortcuts: Enter to submit forms, Escape to close modals
• Check file system: Data persists even if you close the app
• Combine features: Use all three together for complete project management

Getting Started Workflow

1. Open a project in Solaris
2. Create a project board for your tasks
3. Set up a wiki for documentation and notes
4. Design visuals for presentations or mockups
5. Link everything together with wiki links and task associations
6. Use AI chat to generate content, ideas, or solve problems

You now have a complete productivity suite built into Solaris.

Troubleshooting

Tasks not saving?

• Check you have a project open (working directory set)
• Verify .solaris/tasks/ folder exists
• Try refreshing the hub (close and reopen)

Wiki links not working?

• Make sure target page exists
• Check spelling in [[Page Name]] matches exactly
• Use lowercase and hyphens for page IDs automatically

Canvas export blurry?

• Increase zoom level before exporting
• Use appropriate canvas size for your needs
• Check you're using the Download button, not screenshot

Features not showing?

• Ensure you have a project directory open
• Restart the app if features are unresponsive
• Check Settings → Logs for any errors

Need help? Use the AI chat to ask questions about any feature, or visit the Getting Started Guide for initial setup instructions.