- Add product tour video - Add new graphic design assets --------- Co-authored-by: claude[bot] <41898282+claude[bot]@users.noreply.github.com> Co-authored-by: Etienne <etiennejouan@users.noreply.github.com>
74 lines
3.0 KiB
Plaintext
74 lines
3.0 KiB
Plaintext
---
|
|
title: Layout
|
|
description: How to navigate, browse, and view records in Twenty.
|
|
icon: "table-columns"
|
|
---
|
|
|
|
import { VimeoEmbed } from '/snippets/vimeo-embed.mdx';
|
|
|
|
## The main layout
|
|
|
|
The center of the screen is where your records live — people, companies, opportunities, tasks, notes, dashboards, workflows, and any custom objects. You view, edit, and delete records here, and create new views.
|
|
|
|
<img src="/images/user-guide/home/main-layout.png" style={{width:'100%'}}/>
|
|
|
|
## Navigation bar
|
|
|
|
The left sidebar gives you:
|
|
- **Workspace switcher** — switch between workspaces or create a new one (top dropdown)
|
|
- **Search** — press `/` to focus instantly, searches across all objects
|
|
- **Settings** — access from the top left
|
|
- **Favorites** — pinned views, unique per user
|
|
- **Object shortcuts** — quick access to People, Companies, Opportunities, etc.
|
|
- **Workflows** — create automations
|
|
|
|
Drag items to reorder, create folders to group related objects, hide what you don't use.
|
|
|
|
<img src="/images/user-guide/home/navigation-bar.png" style={{width:'100%'}}/>
|
|
|
|
## Command menu
|
|
|
|
Press `Cmd+K` (Mac) or `Ctrl+K` (Windows) — or click the three dots in the top right. From here you can:
|
|
- Create new records
|
|
- Import and export data via CSV
|
|
- Create new views
|
|
- Access deleted records (Twenty supports soft and hard deletes)
|
|
- See keyboard shortcuts for navigating your workspace
|
|
|
|
<img src="/images/user-guide/home/command-menu.png" style={{width:'100%'}}/>
|
|
|
|
## Search
|
|
|
|
Accessible via the Command Menu, the top of the navigation bar, or by pressing `/`. Search works across all objects.
|
|
|
|
<img src="/images/user-guide/home/search-bar.png" style={{width:'100%'}}/>
|
|
|
|
## Side panel
|
|
|
|
Click a record to open the side panel on the right — a quick overview of the record's key information without leaving the current page. Click **Open** to go to the full record page.
|
|
|
|
<img src="/images/user-guide/home/side-panel.png" style={{width:'100%'}}/>
|
|
|
|
## Views
|
|
|
|
Every object supports multiple views — unlimited per object. Use the dropdown at the top left to switch between them.
|
|
|
|
- **Table** — spreadsheet-style rows and columns, with grouping, inline editing, and column customization
|
|
- **Kanban** — drag-and-drop cards organized by a select field, ideal for pipelines
|
|
- **Calendar** — records plotted by a date field for time-based planning
|
|
|
|
Each view saves its own filters, sorting, and field visibility. Share views with your workspace or keep them private. Favorite views for fast access from the sidebar.
|
|
|
|
<img src="/images/user-guide/home/view-menu.png" style={{width:'100%'}}/>
|
|
|
|
## Record pages
|
|
|
|
When you open a record, the detail page is built from configurable **tabs** and **widgets**. Add, remove, reorder, and resize widgets on a grid — fields, related records, emails, timeline, tasks, notes, files, charts, iframes, and more. Each object type has its own layout.
|
|
|
|
<Card title="Full Layout guide" icon="arrow-right" href="/user-guide/layout/overview">
|
|
Navigation, views, record pages — detailed reference and how-tos.
|
|
</Card>
|
|
|
|
<VimeoEmbed videoId="1185511790" title="Layout" />
|
|
|