Complete User Guide

LifeDesk
User Manual

Everything you need to organise your life, build better habits, manage money, and let AI handle your inbox.

Version 2.0 ยท May 2026 ยท lifedesk-web.vercel.app

Contents

01

Getting Started

LifeDesk works on any device โ€” open your browser and you're ready. No download required for the web version.

๐ŸŒ Open LifeDesk

Go to lifedesk-web.vercel.app in any browser (Chrome, Safari, Edge, Firefox). On mobile, tap the browser menu and choose "Add to Home Screen" to install it like a native app.

On Android Chrome: tap the three-dot menu โ†’ "Add to Home Screen". On iPhone Safari: tap the Share icon โ†’ "Add to Home Screen".

๐Ÿ”‘ Sign In or Sign Up

1
Enter your emailType your email address on the login screen. No password required.
2
Check your inboxYou'll receive a "magic link" email. Click it โ€” you're in instantly.
3
Complete onboardingChoose your name and time zone. LifeDesk is ready to use.
ExampleYou type dilan@example.com โ†’ receive email "Sign in to LifeDesk" โ†’ click the button โ†’ you're signed in on this device permanently.

๐Ÿ“ฑ Navigation

On mobile: Two rows of tabs at the bottom of the screen give you instant access to 10 main features. Tap "More" for all remaining features.

On desktop: A sidebar on the left shows all features. Click any item to navigate.

02

Dashboard

Your command centre. The Dashboard shows you today's most important information the moment you open the app.

Free

๐Ÿ“… Today View

The Dashboard pulls together your reminders due today, habits to complete, upcoming events, and any AI briefing โ€” all in one screen. You don't need to visit every section to know what needs attention.

Real exampleIt's Monday morning. Your Dashboard shows: "3 habits to complete today", "Team meeting at 2pm", "Invoice follow-up reminder", and "AI Briefing: your week ahead". Everything important, one glance.

๐Ÿค– AI Morning Briefing Pro

Each morning, the AI reads your reminders, habits, and calendar, then writes you a personalised briefing. Think of it as a smart assistant who reviewed your schedule overnight.

The AI briefing costs 1 credit. Pro users get 200 credits/month โ€” enough for a daily briefing every day plus plenty for email drafts.
03

Notes

A powerful rich-text editor for capturing anything โ€” meeting notes, ideas, journal entries, recipes, research. Notes are searchable and organised by category.

Free (50 notes) Basic: Unlimited

โœ๏ธ Creating a Note

1
Tap the + buttonIn the Notes tab, tap the blue + button or "New Note".
2
Write your titleThe first line becomes the note title automatically.
3
Format as you goUse the toolbar for bold, italic, headings, bullet lists, and more.
Example"Meeting with Client" โ†’ type agenda items as a bulleted list โ†’ the note saves automatically as you type. No save button needed.

๐Ÿ“Œ Pin, Archive, and Organise

Pin important notes to the top. Archive notes you don't need daily but want to keep. Use categories (Personal, Work, Ideas, etc.) to filter quickly.

Press and hold a note on mobile (or right-click on desktop) to see options: pin, archive, change category, or delete.
04

Habit Tracker

Build consistency with daily habit tracking, visual streaks, and weekly progress heatmaps. Research shows tracking habits makes you 2ร— more likely to stick with them.

Basic+

โž• Adding Your First Habit

1
Tap "Add Habit"Use the + button or "Add Habit" at the bottom of the list.
2
Name it clearlyBe specific: "Run 20 minutes" works better than "Exercise".
3
Pick an emoji and colourVisual cues help your brain recognise habits faster.
ExampleA user sets up: ๐Ÿ’ง Drink 8 glasses (blue), ๐Ÿƒ Run 20 min (orange), ๐Ÿ“š Read 15 min (green), ๐Ÿ’Š Take vitamins (yellow). Each morning, they check off each one โ€” the streak counter keeps them motivated.

๐Ÿ”ฅ Streaks & Progress Ring

The flame icon (๐Ÿ”ฅ) next to each habit shows your current streak in days. The ring at the top of the page shows today's completion percentage. Aim for the ring to be fully filled before the end of the day.

Seven dots next to each habit show the past week โ€” filled means completed that day. This gives you an instant weekly overview without opening any reports.

05

Projects & Kanban Board

Manage work projects, personal goals, or any multi-step plan with a visual Kanban board. See every task and its status at a glance.

Basic+

๐Ÿ“‹ Creating a Project

1
Tap Projects โ†’ New ProjectGive it a name, choose a colour, and optionally set a due date.
2
Add columns (stages)Default columns: To Do โ†’ In Progress โ†’ Done. Add custom columns like "Review" or "Blocked".
3
Add tasksTap + in any column. Drag tasks between columns as work progresses.
Example: Website LaunchColumns: Backlog | Design | Development | Testing | Live. Each task (Design Homepage, Write Copy, Set Up Hosting) moves right as it's completed. Everyone on the project sees the same board.

๐Ÿ“ฑ Mobile tip

On mobile, tap a project from the list to open its board. Use the โ† back button to return to your project list. The board scrolls horizontally to show all columns.

06

Budget & Expense Tracker

Take control of your spending. Set monthly budgets by category and log expenses as they happen โ€” LifeDesk shows you exactly where your money goes.

Basic+

๐Ÿ’ฐ Setting Up Your Budget

1
Open Budget tabYou'll see categories like Food, Transport, Bills, Entertainment.
2
Set monthly limitsTap any category and enter your monthly budget. E.g., Food: LKR 30,000.
3
Log every expenseTap + and enter amount, category, and optional note. Takes 5 seconds.
ExampleRavi sets a food budget of LKR 30,000. By week 2, the bar shows 60% spent. He realises he's eating out too much and adjusts โ€” saving LKR 8,000 that month.

๐Ÿ“Š AI Budget Advisor Pro

The AI analyses your spending patterns and gives personalised advice. "Your food spending is 40% above budget. Your top 3 expenses are restaurants, delivery apps, and supermarket." Then it suggests specific actions.

07

Calendar

A full calendar view of your reminders and events. Switch between day, week, and month views. All reminders you create appear automatically.

Free

๐Ÿ“… Creating Events

Tap any date to create a reminder for that day. The Calendar syncs with your Reminders โ€” every reminder appears on the Calendar automatically. Use the month view to see which days are busy at a glance.

08

Timer, Stopwatch & Alarms

Four powerful tools in one: Focus Timer (Pomodoro), Stopwatch with laps, Alarms, and World Clocks.

Free

โฑ๏ธ Focus Timer (Pomodoro)

Choose a preset (Pomodoro 25+5, Long Focus 50+10, Short Sprint 15+3, Deep Work 90+20) or set custom work/break times. The ring shows your progress. When the session ends, a tone plays and the break countdown begins automatically.

ExampleWriter sets Deep Work: 90 minutes writing, 20 minutes rest. The ring fills as the 90 minutes passes. At the end, a triple-tone plays and a 20-minute break begins. Sessions completed today: shown in the counter.

๐Ÿ Stopwatch & Laps

Tap Stopwatch tab. Start/Stop/Lap buttons. The Lap list shows each split time, highlights the fastest lap (green) and slowest (red). Total elapsed time shows at top with centiseconds.

โฐ Alarms

Create named alarms with repeat days. Each alarm shows the next trigger time. Toggle on/off without deleting. Alarms play a three-tone sound and send a browser notification if you've granted permission.

09

Document Vault

Store, organise, and access important documents โ€” passport scans, insurance policies, contracts, certificates. Set expiry alerts so nothing lapses.

Basic: 5 GB Business: 50 GB

๐Ÿ—‚๏ธ Uploading Documents

Tap + in the Documents tab. Choose a file from your device (PDF, JPG, PNG, Word, etc.). Add a name, category (Personal, Work, Legal, Medical), and optional expiry date. The document is encrypted and stored securely.

Set an expiry alert for your passport, driving licence, insurance, or visa. LifeDesk will remind you 90, 30, and 7 days before they expire.
10

AI Email Inbox

Read and reply to your Gmail inside LifeDesk. AI drafts professional replies for you in one tap โ€” saving 30+ minutes every day.

Pro & Business only

๐Ÿ”— Connecting Gmail (3 steps)

1
Open AI Email in the More menuTap the "More" button in the bottom nav and choose "AI Email".
2
Tap "Connect Gmail โ€” it's free"You'll be taken to Google's login page. Log in with your Gmail account.
3
You're done!LifeDesk returns automatically with your inbox loaded. The connection is permanent โ€” no need to reconnect.
ExamplePriya taps "AI Email" โ†’ sees the Connect Gmail screen โ†’ taps the green button โ†’ logs into Gmail โ†’ immediately sees her last 25 emails inside LifeDesk. She taps an email from a client, taps "AI Draft", and a professional 80-word reply appears in 3 seconds. She reads it, adjusts one sentence, and sends. Total time: 45 seconds.

๐Ÿค– AI Reply Drafting (5 credits)

Open any email. Tap the purple "AI Draft" button. Claude reads the full email and writes a professional, context-aware reply. You can edit it freely before sending. If the draft isn't right, edit or tap AI Draft again.

The AI considers the email's context, your tone, and writes in your voice. It's much faster than typing from scratch โ€” even if you change half the words.

๐Ÿ” Search & Filter

Use the search bar at the top of the inbox to find any email. Type a name, subject, or keyword. Filter to Inbox, Unread, Starred, or Sent using the dropdown. Tap Refresh to pull in the latest emails.

11

AI Assistant

Your personal AI that knows your context โ€” ask it anything about your tasks, finances, habits, or schedule. Also generates your daily morning briefing.

Pro & Business

๐Ÿง  What you can ask

QuestionWhat AI does
"What should I focus on today?"Reviews your tasks, habits, and reminders
"Summarise my spending this month"Analyses your budget entries
"Am I on track with my habits?"Checks your 7-day completion rate
"Write a follow-up email to a client"Drafts an email (you provide the context)
"What are my overdue tasks?"Lists tasks past their due date
14

Affiliate Programme

Share LifeDesk and earn 40% of every subscription you refer โ€” every single month. This section shows you everything: how it works, how to share, and how to get paid.

Free to join

๐Ÿ’ฐ How the commission works

When someone signs up using your link and subscribes, you earn 40% of their plan price every month they stay subscribed. There's no cap.

PlanSubscriber paysYou earn10 subscribers
Basic$4/mo$1.60/mo$16/mo
Pro$10/mo$4.00/mo$40/mo
Business$20/mo$8.00/mo$80/mo
ScenarioAmara tells 20 people about LifeDesk. 8 sign up for Pro ($10/mo). She earns 8 ร— $4 = $32 every month without doing anything else. After a year: $384 passive income โ€” from one round of sharing.

๐Ÿ”— Getting your link

1
Tap "Earn 40%"This tab is in Row 2 of the mobile bottom navigation.
2
Tap "Join Affiliate Programme"Your unique link is generated instantly, for free.
3
Share it anywhereTap the WhatsApp, LinkedIn, Facebook, or Twitter buttons. Or copy and paste it anywhere.

๐Ÿ“Š Tracking & Payouts

The Affiliate tab shows real-time clicks, sales, and total earned. Set your payout method (PayPal or bank transfer). Payments are made when your balance reaches $20.

15

Plans & Billing

LifeDesk has four tiers to match every need. Start free, upgrade when you're ready.

๐Ÿ“‹ Plan Comparison

FeatureFreeBasic $4Pro $10Business $20
Notes, Tasks, Projectsโœ“ (50 items)โœ“ Unlimitedโœ“โœ“
Habit Trackerโ€”โœ“โœ“โœ“
Budget Trackerโ€”โœ“โœ“โœ“
Document Vaultโ€”5 GB5 GB50 GB
AI credits/monthโ€”52001,000
AI Email Inboxโ€”โ€”โœ“โœ“
AI Morning Briefingโ€”โ€”โœ“โœ“
AI Modelโ€”โ€”Claude HaikuClaude Sonnet
Upgrade and downgrade any time from the Plans & Billing page (in the More menu on mobile). Your data is never deleted when you downgrade.