Find your way around the screen

Surfaces · updated 29 September 2026

Learn the parts of the screen once, and you know your way around the whole app.

What is on this page

  1. Open the app with your licence code
  2. Use the top bar
  3. Move between the steps
  4. Use the bar at the bottom
  5. Check the steps marked for review
  6. Go to any screen with the keyboard
  7. Open the More menu
  8. See what each banner means
  9. See which windows the app opens
  10. See what a new plan looks like
  11. Switch to dark mode

Open the app with your licence code

What you see first

Before you unlock
  1. Paste the code from your Gumroad receipt into Your licence code.
  2. Press Unlock.

Your beta password works in the same box until 5 November 2026.

The code screen with one field and the Unlock button
The code screen. One field, one button.

The app keeps your code in this browser, so you enter it once.

A wrong code gives a message under the field. You also get a hint when your capitals key is on.

If you cannot find your Gumroad receipt, get the code again at gumroad.com/license-key-lookup with the email you bought with.

Use the top bar

What is in the top bar

There on every screen

The top bar has four buttons: Send feedback, Save, Load and More.

A mode button, Essentials or Full, sits next to More. It goes away 14 days after you turn on Full Mode.

Next to the mark you see a beta chip and the version. Press the version for What is new, which lists what changed since your last visit.

The full changelog lists every release.

The top bar with the mark, the version and the buttons
The top bar on a computer.

In the corner of the screen you find Saved on this device and Not backed up yet. Press it to see your options to back up your plan.

The save note in the corner of the screen
The save note. It shows where your plan is right now.

Move between the steps

What the row of steps does

There on every screen

The row under the top bar takes you through the plan: Values, Purpose, Life Areas, Vision, Summit Goals, Execute, Habits and Insights.

Strengths joins the row in Full Mode. Wall of Wins joins it after your first win.

Press a step to go there. A finished step gets a green tick, and the step you are on is filled in.

The row of steps with Values active and the later steps dimmed
Early on: only Values is active.
The row of steps with Execute active and green ticks on the earlier steps
Later: green ticks fill in behind you.

On a narrow screen the row scrolls sideways. The left and right arrow keys move you between steps while the row has the keyboard focus.

Use the bar at the bottom

What comes next

Bottom of the screen

The bar at the bottom of the screen shows what to do next, with a button that takes you there.

Before you have Summit Goals it follows your setup. After that it shows the next thing due in your rhythm.

Press Open to go to that step. When you are already there, the button is off.

When earlier steps change, a Review chip shows up on the bar. Press it for the list of steps to look at again.

Check the steps marked for review

What the amber dot means

Three places at the same time

Change your values or your life areas after later steps have content, and the app marks those later steps for review.

You see the mark in three places:

  1. An amber dot on the step in the row.
  2. A Review chip on the bar at the bottom.
  3. A note at the head of each marked step, with a button back to what you changed.

Nothing changes on its own. Read a marked step, close its note, and the dot goes.

Go to any screen with the keyboard

How the Jump to any screen window works

From anywhere
  1. Press Ctrl+K or Cmd+K.
  2. Type a few letters of a step, such as values or habits.
  3. Press Enter.
The Jump to any screen window with a search field and a list of steps
The Jump to any screen window, open over the app.

The window closes when you pick a step, and Escape closes it too.

Open the More menu

What is in the menu

Top bar, three dot button
The More menu on a computer with its four groups
The More menu on a computer, in four groups.

On a phone the More sheet shows four groups: Plan and export, Your data, App and Help and legal. Save, Load and Try the demo are in its Your data group.

See what each banner means

When each banner shows

Top of the screen
The demo banner with the Back to my data button
The demo banner, the one you see most.

See which windows the app opens

How a window behaves

Escape closes them

A window covers the app and keeps the keyboard until you close it. Escape closes it, and so does the cross.

See what a new plan looks like

What a step shows before you fill it

Your first days

The app opens on Values, with the welcome guide over it. Purpose, Life Areas, Vision, Summit Goals and Execute stay grey until you finish the step before them. Habits and Insights are open from the first day.

← swipe through the first screens →
The Values step on a new plan, with the welcome guide over it
The app opens on Values, with the welcome guide over the card game.
The step strip on a new plan: Values open, the next five steps grey, Habits and Insights open
The step strip on a new plan: Values is open, the next five steps are grey until their turn, Habits and Insights are open.

Switch to dark mode

How to turn dark mode on

Colour themes, light or dark
  1. Open Settings, then the Appearance tab.
  2. Switch Dark mode on.

Every colour theme has a dark version. Dark mode keeps the theme you picked.

← light and dark →
The Execute screen in dark mode
Execute in dark mode.
The Habits screen in dark mode
Habits in dark mode.

The change shows at once and stays the next time you open the app.


Print a step, or save it as a PDF

Where the print button is

Corner of every step

Each step has a small printer button in its corner. Press it and the app builds a paper layout from your data, then opens the print window.

In that window your browser can save the layout as a file instead of printing it.

The printout is white paper with near black ink, whatever theme you use on screen.


Where to go next