Right Sidebar
When you open a Heptabase tab, you can open the right sidebar from the top right corner of this tab, which will have all the tools that this tab can use. Here is an introduction to each tool:
-
References: When you open a tab, you can open multiple cards or webpages on the right side to cross-reference with the main content of the tab. For example, when you’re writing an article, you can open the knowledge cards that the article will refer to on the right side.

-
Insight: When you open a note card, if it contains a large amount of text (e.g., long articles, book excerpts, transcripts), you can use the AI Insight feature to quickly grasp all the key insights from the content. This feature breaks the original text into chunks of approximately 300 words and summarizes each chunk with one key insight. Each insight can be traced back to its original content blocks, and you can also drag these insights onto a whiteboard for further sense-making. This feature is currently in an early alpha phase, with limited usage quotas each month.

-
Table of Content: When you open a card or whiteboard tab, you can see the outline of this tab. For cards, this displays the hierarchical relationship of different titles; for whiteboards, this displays the hierarchical relationship of different sections.

-
Info: When you open a card tab, you can see the word count of the card, its creation time, backlinks from all paragraphs that mention this card, all whiteboards where this card appears, and all tags and properties that this card has.

-
Highlight: When you open a PDF card, you can see all the highlights and annotations of this card.

-
Task: When you open a Journal card, you can see all the todos that are due on this day and have not been completed yet.
