DEXIMIND Help Center: Complete UI Reference Guide
The official help guide for using DEXIMIND effectively.
DEXIMIND UI Reference Guide - Complete Help Documentation š DEXIMIND UI Reference Guide - Complete Help Documentation =========================================================== šÆ Welcome to DEXIMIND --------------------- DEXIMIND is an AI-powered project management platform that combines conversational AI with structured task management. Chat naturally about your projects, and watch as AI transforms your ideas into organized, actionable activities. š Getting Started ----------------- Creating Your First Activity ---------------------------- Option 1: Manual Creation ā¢ š„ļø Desktop: Double-click empty space in the left panel ā¢ š± Mobile: Long-press empty area in the left panel ā¢ š Menu: Click Menu (ā®) ā Activity ā "Create New Activity" Option 2: AI-Assisted (Recommended) ā¢ Chat with AI about your project goals ā¢ Pin key messages using the pin icon (š) ā¢ Click the Analyze button ā¢ AI automatically creates structured activities š„ļø Interface Overview --------------------- Three Main Panels ----------------- Left Panel - Activity Tree ā¢ Display all your activities and sub-tasks ā¢ Hierarchical project structure ā¢ Color-coded status visualization Right Panel - Dual View ā¢ Chat View: Conversations with AI assistant ā¢ Gantt View: Timeline visualization with task bars (desktop only) Bottom Panel - AI Chat Input ā¢ Message input area ā¢ Attachment controls ā¢ Voice input option ā¢ Send and action buttons šļø UI Controls & Buttons ------------------------ Header Controls (Top Right) --------------------------- š Undo / Redo Button ā¢ Location: Top right corner ā¢ Function: Revert or reapply last activity changes ā¢ Shortcuts: Ctrl+Z - Undo | Ctrl+Y - Redo ā® Three-Dots Menu ā¢ FILES: Import/export workspace data (JSON format) ā¢ ACTIVITY: Open Activity Manager ā¢ MY ACCOUNT: View credits, plan, version, manage subscriptions ā¢ LOG OUT: Sign out (shows connected email) š Gantt Chart / Chat Toggle ā¢ Location: Top right corner ā¢ Function: Switch between Gantt timeline and chat view ā¢ Shortcut: Ctrl+Shift+V ā¢ Note: Gantt view only enabled when activity tree is displayed š Analyze Button ā¢ Icon: Graph-of-nodes symbol ā¢ Function: Process pinned messages and activities to create/update project structure and content ā¢ Requirements: At least one message must be pinned ā¢ Visual Indicator: Glowing effect while analyzing š Home Button ā¢ Location: Top left corner ā¢ Function: Return to Home view (activity overview) ā¢ Shortcut: Escape key ā Back Button ā¢ Location: Top left, next to Home ā¢ Function: Navigate one step back in tree view Chat Input Controls (Bottom Right) ---------------------------------- āļø Send Button ā¢ Send current message ā¢ Shortcut: Enter (send) | Shift+Enter (new line) š¤ Voice Input Button ā¢ Start/stop voice recording for speech-to-text ā¢ Transcribed text appears in message input ā¢ Shortcut: Ctrl+Shift+M š Pin Button ā¢ Opens Pinned Activities menu ā¢ Manage pinned activities list ā¢ "Clear" button for bulk un-pin ā¢ Pro Tip: Double right-click (or double right-swipe on mobile) pins activity and all descendants š Attach Files Button ā¢ Attach files to conversation ā¢ Supported formats: JPG, PDF, Word, Excel, PowerPoint, TXT ā¢ Files sent with next message for AI analysis Message Controls ---------------- On Each Chat Message: š Pin Button (top right) ā¢ Pin/unpin individual messages ā¢ Pinned messages included in Analyze context šļø Bin Button (top right) ā¢ Available on: AI assistant messages only ā¢ Function: Delete message permanently ā¢ Note: User messages cannot be deleted this way š Copy Button (top right) ā¢ Copy message content to clipboard ā¢ Preserves both plain text and HTML formatting š Speaker Button (top right) ā¢ Text-to-speech playback ā¢ Click again to stop ā¢ Icon shows playing state when active Activity Rectangle Controls --------------------------- š Speaker Button ā¢ Text-to-speech for activity title and details ā¢ Click to play/stop šØ Color Band ā¢ Colored band on left edge of activity rectangle ā¢ Click to open color palette ā¢ Choose custom colors for visual organization š Yellow Frame Highlight ā¢ Appears when: Activity newly created or recently edited ā¢ Purpose: Quick visual identification of changes ā¢ Removed by: Hovering (desktop), swiping left (mobile), or opening activity edit š» Desktop Interactions ---------------------- Navigation & Activity Management -------------------------------- Double-Click Empty Left Pane ā¢ Opens Activity modal with creation option Double-Click Activity Rectangle ā¢ Opens full tree view for that activity Hover Over Activity Rectangle ā¢ Shows tooltip with activity details (title, dates, description) Left-Click Activity Rectangle ā¢ Opens Activity Edit window Right-Click Activity Rectangle ā¢ Toggles pin/unpin state Activity Edit Window -------------------- When you click an activity, the edit window displays: š Activity Status ā¢ Change status: Open, Closed, Cancelled, etc. ā¢ Status updates activity color automatically š Activity Details ā¢ Large text area for comprehensive information ā¢ Include: description, objectives, PDCA, actions, risks, contacts, roles, emails, reference docs ā¢ Manual editing or AI-assisted content š "Starts After" Button ā¢ Set task dependencies ā¢ Links activities in sequential order ā¢ Visualized as white dependency lines in Gantt chart š Completion Ratio, Budget, and Cost ā¢ Numeric fields for progress tracking ā¢ Financial monitoring capabilities ā¢ Manual entry or AI-assisted input ā¢ Reflected on Gantt bars š Events (Manage Events Button) ā¢ Add milestones, field visits, key deliverables ā¢ Displayed as diamonds on Gantt chart ā "Add Child" and "Select Parent" Buttons ā¢ Add Child: Create sub-task under current activity ā¢ Select Parent: Choose/change parent activity in hierarchy šļø Delete Button ā¢ Permanently remove activity (scroll down in edit window to find) Tree View Controls ------------------ +/ā Expand/Collapse Signs ā¢ Single Click: Expand/collapse direct children ā¢ Double-Click: Expand all descendants Click-and-Drag Left Pane ā¢ Vertical scroll through activity tree ā¢ Grab-and-drag scroll method Gantt Chart Interactions ------------------------ Double-Click Calendar Zone ā¢ Toggle between daily and weekly time units ā¢ Setting is saved automatically Click-and-Drag Date Indicator Line ā¢ Reposition vertical date line ā¢ Tooltip shows corresponding date ā¢ Synced across chart Drag Gantt Bar Center ā¢ Move entire task to new dates ā¢ Start and end dates update automatically ā¢ Dependent activities adjust based on "Starts After" links Drag Gantt Bar Edges ā¢ Left Edge: Change start date (end fixed) ā¢ Right Edge: Change end date (start fixed) ā¢ Duration updates automatically Right-Click Gantt Bar ā¢ Pin/unpin activity Hover Over Gantt Bar ā¢ Tooltip shows: dates, title, leader, completion ratio, budget, cost Left-Click Gantt Bar ā¢ Opens Activity Edit window Horizontal Scroll ā¢ Drag calendar zone to view more dates Drag Pane Resizer ā¢ Adjust width between left and right panels š± Mobile Device Interactions ---------------------------- Touch Gestures -------------- Long-Press Empty Left Pane ā¢ Opens Activity creation modal Long-Press Activity Rectangle ā¢ Opens tree view for that activity Swipe Left on Activity Rectangle ā¢ Shows activity details tooltip ā¢ Swipe left again on tooltip to hide Tap Activity Rectangle ā¢ Opens Activity Edit window Swipe Right on Activity Rectangle ā¢ Toggles pin/unpin state Tap +/ā Signs ā¢ Single Tap: Expand/collapse direct children ā¢ Long-Press: Expand all descendants Touch-and-Drag Left Pane ā¢ Vertical scroll through activity tree ā ļø Gantt View Not Available on Mobile ā¢ Screen space limitations ā¢ Use desktop/tablet for Gantt features š¤ AI & Analyze Feature ---------------------- How Analyze Works ----------------- The Analyze button is DEXIMIND's powerful AI engine that transforms conversations into structured project activities. Workflow: ā¢ š¬ Chat naturally with AI about your project ā¢ š Pin key messages containing actionable information ā¢ šÆ Click Analyze to process and structure ā¢ ā Review automatically created/updated activities What Gets Analyzed? ------------------- ā¢ ā Pinned chat messages ā¢ ā Pinned activities ā¢ ā Attached documents (PDF, Word, Excel, etc.) Smart AI Capabilities --------------------- ā¢ Understands context from natural conversation ā¢ Recognizes relationships between tasks ā¢ Extracts deadlines and dependencies ā¢ Updates existing activities instead of duplicating ā¢ Structures information into parent-child hierarchies Pinning Best Practices ---------------------- Pin Messages That: ā¢ ā Describe project goals and objectives ā¢ ā List specific tasks or deliverables ā¢ ā Mention deadlines and timelines ā¢ ā Specify dependencies or sequences ā¢ ā Contain budget or resource information Don't Pin: ā¢ ā General conversation or greetings ā¢ ā Questions already answered ā¢ ā Information already structured in activities When to Click Analyze --------------------- ā¢ ā After meaningful project discussion ā¢ ā When you've refined key details ā¢ ā After attaching important documents ā¢ ā Not after every single message Pro Tip: Let conversations develop, pin strategically, then analyze. The AI is smart enough to update incrementally! š Activity Management --------------------- Creating Activities ------------------- Manual Creation Steps: ā¢ Double-click empty space (desktop) or long-press (mobile) ā¢ Click "Create New Activity" button ā¢ Fill in activity details ā¢ Save AI-Assisted Creation: ā¢ Describe what you need in chat ā¢ Pin the message ā¢ Click Analyze ā¢ AI creates structured activities automatically Building Hierarchy ------------------ Parent-Child Relationships: ā¢ Break large projects into manageable phases ā¢ Create sub-tasks under parent activities ā¢ Unlimited nesting depth Methods: ā¢ Use "Add Child" button in Activity Edit window ā¢ Use "Select Parent" to reassign activities ā¢ Let AI structure hierarchy through Analyze Activity Properties ------------------- Essential Fields: ā¢ š Title: Activity name ā¢ š Start Date: When activity begins ā¢ š End Date: When activity completes ā¢ š¤ Leader: Person responsible ā¢ š Status: Open, Closed, Cancelled, etc. Advanced Fields: ā¢ š Completion Ratio: Progress percentage (0-100%) ā¢ š° Budget: Planned cost ā¢ šµ Cost: Actual spending ā¢ š Starts After: Dependency linking ā¢ š Events: Milestones and key dates ā¢ š Details: Comprehensive description and notes Activity Colors --------------- ā¢ Click the colored band on activity rectangle ā¢ Choose from color palette ā¢ Visual organization and categorization ā¢ Status changes may update colors automatically š Gantt Chart & Scheduling -------------------------- Accessing Gantt View -------------------- ā¢ Click Gantt/Chat toggle button (top right) ā¢ Or press Ctrl+Shift+V ā¢ Desktop only (not available on mobile) Gantt Features -------------- Visual Elements: ā¢ š Task Bars: Horizontal bars showing activity duration ā¢ š Event Diamonds: Milestones and key deliverables ā¢ āŖ Dependency Lines: White lines connecting related tasks ā¢ š Date Indicator: Vertical line showing current position Time Scale: ā¢ Toggle between daily and weekly views ā¢ Double-click calendar header to switch ā¢ Preference saved automatically Editing in Gantt ---------------- Moving Activities: ā¢ Drag task bar center to reposition dates ā¢ All dates shift together Changing Duration: ā¢ Drag left edge to adjust start date ā¢ Drag right edge to adjust end date Dependencies: ā¢ Set via "Starts After" in Activity Edit ā¢ Dependent tasks adjust automatically when predecessor changes Progress Visualization: ā¢ Completion ratio displayed on bars ā¢ Budget and cost information visible š° Cost & Budget Tracking ------------------------ Adding Financial Data --------------------- In Activity Edit Window: ā¢ š° Budget Field: Planned/estimated cost ā¢ šµ Cost Field: Actual spending ā¢ Manual entry or AI-assisted input Cost Rollup ----------- ā¢ Child activity costs automatically sum to parent ā¢ Track spending by project phase ā¢ Monitor total project budget ā¢ Ask AI for cost summaries and reports Financial Reporting ------------------- Ask DEXIMIND to generate: ā¢ Budget vs. actual reports ā¢ Cost breakdown by phase ā¢ Spending summaries ā¢ Export to Excel for detailed analysis š Files & Attachments --------------------- Attaching Files --------------- Methods: ā¢ Click paperclip icon (š) next to message input ā¢ Drag and drop files onto chat input zone Supported Formats: ā¢ š PDF ā¢ š Word (.doc, .docx) ā¢ š Excel (.xls, .xlsx) ā¢ š½ļø PowerPoint (.ppt, .pptx) ā¢ š¼ļø JPG images ā¢ š TXT plain text AI Document Analysis -------------------- The AI can: ā¢ ā Read and summarize documents ā¢ ā Extract tasks and action items ā¢ ā Identify deadlines and responsibilities ā¢ ā Suggest project structure based on content Example Workflow: ā¢ Attach project proposal document ā¢ Ask: "Please review this document and create activities" ā¢ Pin the message ā¢ Click Analyze ā¢ AI extracts and structures information š Reports & Document Generation ------------------------------- Creating Reports ---------------- Simply ask the AI to generate reports in your preferred format: Word Documents: ā¢ "Create a project status report in Word" ā¢ Formatted, professional documents ā¢ Include activities, timelines, progress Excel Spreadsheets: ā¢ "Generate a task list in Excel" ā¢ Structured data tables ā¢ Budget tracking, timelines, resources PowerPoint Presentations: ā¢ "Create a project overview presentation" ā¢ Visual slides with key information ā¢ Great for stakeholder updates PDF Reports: ā¢ "Generate a PDF project summary" ā¢ Professional, shareable format ā¢ Comprehensive documentation Export Options -------------- Workspace Export: ā¢ Click Menu (ā®) ā FILES ā Workspace Export ā¢ JSON format backup ā¢ Complete project data ā¢ Import on any device Custom Exports: ā¢ Ask AI for specific formats ā¢ Filter by status, date, or criteria ā¢ Downloadable files š¤ Voice Interface ----------------- Voice Input ----------- Activation: ā¢ Click microphone button (š¤) ā¢ Or press Ctrl+Shift+M How It Works: ā¢ Click to start recording ā¢ Speak your message ā¢ AI transcribes speech to text ā¢ Text appears in message input ā¢ Click again (or Stop button) to finish Best For: ā¢ š¬ Hands-free brainstorming ā¢ š Quick capture during meetings ā¢ š Ideas while on the go Text-to-Speech -------------- Listen to Messages: ā¢ Click speaker icon (š) on any message ā¢ AI reads message aloud ā¢ Click again to stop playback š Search & Filtering -------------------- Searching Activities -------------------- Access Search: ā¢ Double-click empty left panel space ā¢ Or click Menu (ā®) ā Activity ā¢ Search field appears at top of window Search Features: ā¢ Find activities by title ā¢ Locate specific tasks quickly ā¢ Filter large project lists Filtering by Status ------------------- Current Method: ā¢ Ask AI to generate Excel report ā¢ Export with all activity data ā¢ Use Excel's filtering features Alternative: ā¢ Ask AI to list activities by specific status ā¢ "Show me all Open activities" ā¢ "List Closed tasks from last month" š¾ Saving & Syncing ------------------ Auto-Save --------- ā¢ ā Automatic: Every change saved instantly ā¢ ā Local Backup: Workspace exported to downloads folder ā¢ ā No Manual Save: Never lose work Important: Clean your downloads folder periodically! Cross-Device Sync ----------------- ā¢ ā Cloud Synced: Access from any device ā¢ ā Real-Time: Changes appear everywhere instantly ā¢ ā Multi-Platform: Desktop, laptop, tablet, phone Backup & Restore ---------------- Manual Backup: ā¢ Click Menu (ā®) ā FILES ā Workspace Export ā¢ Save JSON file securely ā¢ Store external backup copy Restore: ā¢ Click Menu (ā®) ā FILES ā Workspace Import ā¢ Select saved JSON file ā¢ Workspace restored completely š Web Research Feature ---------------------- AI Internet Access ------------------ The AI can search the web for: ā¢ š° Current information and news ā¢ š Industry data and statistics ā¢ š Research on specific topics ā¢ š Best practices and methodologies How to Use: ā¢ Simply ask questions requiring up-to-date info ā¢ "What are current trends in [topic]?" ā¢ "Research best practices for [activity]" Cited Information: ā¢ AI provides sourced data ā¢ Helps inform project planning ā¢ Validates assumptions āļø Account Settings ------------------- My Account Dashboard -------------------- Access: Click Menu (ā®) ā MY ACCOUNT Sections: "Back to app" Button ā¢ Return to DEXIMIND interface Available Credits ā¢ View remaining credits ā¢ Credits are DEXIMIND's token units Plan ā¢ Current subscription plan name Build ā¢ DEXIMIND version number Manage Subscriptions ā¢ Upgrade or downgrade plan ā¢ Subscribe to new features Cancel Subscription ā¢ Cancel current plan āØļø Keyboard Shortcuts --------------------- Speed up your workflow with these shortcuts: ā¢ Ctrl+Z ā Undo last change ā¢ Ctrl+Y ā Redo last undone change ā¢ Ctrl+Shift+V ā Toggle Gantt/Chat view ā¢ Ctrl+Shift+M ā Toggle voice input (start/stop) ā¢ Escape ā Return to Home view ā¢ Enter ā Send message ā¢ Shift+Enter ā New line in message input š Workflow Best Practices ------------------------- Recommended Workflow -------------------- 1. Brainstorm First ā¢ Chat naturally with AI about project goals ā¢ Discuss objectives, constraints, deliverables ā¢ Don't worry about structure yet 2. Pin Strategically ā¢ Mark only messages with actionable information ā¢ Focus on tasks, deadlines, dependencies ā¢ Quality over quantity 3. Analyze & Structure ā¢ Click Analyze when ready ā¢ Review AI-generated activities ā¢ Refine as needed 4. Manual Refinement ā¢ Adjust dates in Gantt view ā¢ Add detailed descriptions ā¢ Set dependencies and budgets 5. Iterate ā¢ Continue chatting for new insights ā¢ Pin and analyze incrementally ā¢ AI updates existing activities intelligently Pro Tips š” ---------- š¹ Strategic Pinning ā¢ Only pin actionable information ā¢ Unpin outdated conversations ā¢ Keep context focused š¹ Hybrid Approach ā¢ Use AI for initial structure ā¢ Refine manually for precision ā¢ Best of both worlds š¹ Hierarchical Thinking ā¢ Break large projects into phases ā¢ Use parent-child structure ā¢ Manageable chunks š¹ Document Integration ā¢ Attach reference files early ā¢ Let AI extract information ā¢ Faster project setup š¹ Voice for Speed ā¢ Capture ideas during meetings ā¢ Hands-free brainstorming ā¢ Quick thought recording š¹ Be Explicit ā¢ State exactly what you want ā¢ "Update Activity A and create Activity B under Activity C" ā¢ Clear instructions = better results š Troubleshooting ----------------- Analyze Button Not Working -------------------------- Problem: Clicking Analyze does nothing Solution: ā¢ ā Ensure at least one message is pinned ā¢ ā Check that pinned messages contain actionable information ā¢ ā Try pinning an activity along with messages AI Not Creating Expected Activities ----------------------------------- Problem: Results don't match expectations Solutions: ā¢ š Be more specific in chat messages ā¢ š Clearly describe tasks and relationships ā¢ š Mention deadlines explicitly ā¢ š Pin a message that explicitly states what you want done ā¢ š Click Undo and try again with clearer instructions ā¢ š Import last saved backup if needed (Menu ā FILES ā Import) Undo/Redo Recovery ------------------ If Something Goes Wrong: ā¢ Click Undo button (top right) ā¢ Or press Ctrl+Z ā¢ Previous state restored from backup If Undo Isn't Enough: ā¢ Import last auto-saved workspace ā¢ Menu (ā®) ā FILES ā Workspace Import ā¢ Select recent JSON from downloads folder Gantt View Not Visible ---------------------- Problem: Can't see Gantt chart Check: ā¢ ā Are you on desktop? (Not available on mobile) ā¢ ā Is activity tree open? (Gantt requires active tree) ā¢ ā Have you clicked Gantt toggle button? Voice Input Not Working ----------------------- Check: ā¢ š¤ Browser permissions for microphone access ā¢ š¤ Microphone connected and working ā¢ š¤ Try pressing Ctrl+Shift+M instead of button š„ Collaboration & Sharing ------------------------- Current Sharing Capabilities ---------------------------- Activity Leader Field: ā¢ Assign activities to team members ā¢ Leader name recognized by AI ā¢ Appears in reports and exports Export & Share: ā¢ Generate reports for stakeholders ā¢ Export to Word, Excel, PDF, PowerPoint ā¢ Email or share files externally š± Mobile & Accessibility ------------------------ Mobile Browser Support ---------------------- ā¢ ā Web-Based: Works on any mobile browser ā¢ ā Responsive Design: Adapts to screen size ā¢ ā Touch Gestures: Optimized for mobile interaction Mobile Limitations ------------------ ā¢ ā No Gantt View: Use desktop for timeline features ā¢ ā All Other Features: Fully functional Desktop Recommended For ----------------------- ā¢ š Gantt chart interaction ā¢ š±ļø Complex drag-and-drop ā¢ šļø Large project visualization ā¢ āØļø Keyboard shortcuts š” Advanced Tips --------------- Using DEXIMIND as General AI Assistant -------------------------------------- Beyond Project Management: ā¢ š¬ Brainstorm ideas without creating projects ā¢ š Research topics ā¢ āļø Draft content ā¢ š¤ Answer questions ā¢ š Analyze data When Ready to Structure: ā¢ Pin relevant messages ā¢ Click Analyze ā¢ Convert ideas to actionable activities Combining Manual and AI Workflows --------------------------------- Scenario 1: AI-First ā¢ Brainstorm with AI ā¢ Analyze to create structure ā¢ Manually refine details Scenario 2: Manual-First ā¢ Create basic structure manually ā¢ Chat with AI for suggestions ā¢ Analyze to enhance and expand Scenario 3: Hybrid ā¢ Manually create major phases ā¢ AI fills in detailed tasks ā¢ Iterate between both approaches DEXIMIND vs Traditional PM Tools -------------------------------- DEXIMIND Advantages: ā¢ š¤ Conversational AI: Brainstorm naturally, structure automatically ā¢ š Ideation to Execution: Seamless transition from ideas to tasks ā¢ šÆ AI-Augmented: Intelligent assistance at every step ā¢ š Document Analysis: Extract tasks from files automatically Traditional Tools: ā¢ Manual task entry only ā¢ No AI assistance ā¢ Separate brainstorming and execution tools š Contact Support ----------------- Need Help? ---------- Get Assistance: ā¢ š Click "Contact Us" link in page footer ā¢ š Visit www.deximind.dev and click "Contact" (top right) ā¢ š§ Reach out for technical support or questions Before Contacting: ā¢ ā Check this guide for answers ā¢ ā Try Undo/Redo for mistakes ā¢ ā Review troubleshooting section š Summary --------- DEXIMIND combines the power of AI conversation with structured project management. Instead of just tracking tasks, you brainstorm with AI first, then automatically convert those conversations into organized, actionable activities. Key Takeaways: ā¢ š¬ Chat naturally about your project ā¢ š Pin strategically for context ā¢ š Analyze intelligently to structure ā¢ šÆ Refine iteratively for perfection Start your project journey today with AI-powered assistance every step of the way! --- Keywords: DEXIMIND, project management software, AI project planning, Gantt chart, task management, AI assistant, activity tracking, project collaboration, voice input, document analysis, budget tracking, project scheduling, AI-powered PM tool, conversational project management