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Profiles

Keep Work, Personal and any profile you create separate, and switch between them from the sidebar.

Profiles keep different parts of your life apart. Everyone starts with Work and Personal, and you can add your own, such as a side project, a volunteer role or a second job. Threads, notes, tasks, meetings, captures and research each belong to one profile.

Switch profiles

The profile menu sits near the top of the sidebar.

  1. Click the profile menu. It shows the profile you are in now.
  2. Pick All profiles to see everything, or pick one profile to see only its items.

The profile menu open in the sidebar

The Dashboard, thread list, notes, tasks, meetings, captures, research and search all follow your choice. When the sidebar is collapsed, the menu shows only the current profile's icon; hover it to see the name.

Create a profile

  1. Open the profile menu and click New profile….
  2. Type a name, then pick a color and an icon.
  3. Click Create profile. Sylva switches to the new profile right away.

The New profile window

You can have up to 25 profiles, archived ones included.

Rename or archive a profile

  1. Open the profile menu and click Rename or archive….
  2. Click the pencil next to a profile to change its name, color or icon, then click Save.
  3. Click the archive button to hide a profile from the menu.

The Profiles window with rename and archive buttons

Archiving never deletes anything. The profile's items stay where they are and still show under All profiles. Archived profiles are listed at the bottom of the same window; click Restore to bring one back. You always keep at least one profile, and profiles cannot be deleted.

Choose a profile for an item

Anywhere you used to pick Work or Personal, you now pick from your profiles:

  • Quick Capture and the Share form show your profiles as buttons above the text. Pick one before saving.
  • New threads, tasks, notes, voice notes and meeting recordings start in the profile you are viewing. If you are on All profiles, they use your default profile from Settings > Search & Context.
  • To move an existing thread, task, note, voice note or meeting, open its menu and pick another profile.

Items for every profile

Some things apply everywhere. Soul observations, knowledge base documents, people and projects Sylva knows about, and sparks can be set to All profiles. They show up whichever profile you are in.

The same holds for any note, thread, research item or collection that has no profile: it shows in every profile. The number badges beside Tasks and Sparks in the sidebar count only the profile you are in, so each badge matches the list it opens.

Sylva's soul system learns how you like to work and talk. When it answers you, it uses the observations for the current profile plus the ones marked All profiles. A thread in your Work profile draws on Work and All profiles observations; a thread in a profile you created draws on that profile's observations and All profiles ones. Observations Sylva picks up from a conversation take the profile of the thread they came from. When you add one yourself on the Soul page, choose the profile or All profiles before saving.

Tags work the same way: a tag can belong to one profile or to all of them.

Branding per profile

Each profile can have its own brand name, colors and logo for exports. Set them under Settings > Branding, one tab per profile.

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