snapshot of https://github.com/twentyhq/twenty.git (main, 2026-09-17; blobs > 131072B omitted)

packages/twenty-docs/user-guide/views-pipelines/capabilities/calendar-view.mdx

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+---
+title: Calendar View
+description: Display records with date fields on a calendar.
+---
+
+## About Calendar View
+
+Calendar view displays your records on a calendar based on a date field. Each record appears as an event on the corresponding date.
+<img src="/images/user-guide/views/calendar-view-zoom.png" style={{width:'100%'}}/>
+
+## Creating a Calendar View
+
+1. Navigate to an object with date fields
+2. Click the view dropdown → **+ Add view**
+3. Name your view and click **Create**
+4. Open the **Options** on the right
+5. Select **Calendar** as the layout
+6. Choose the **date field** to use for positioning records
+7. Click **Update view**
+
+## Configuring the Calendar
+
+### Choose the Date Field
+Under **Options**, select which date field determines where records appear on the calendar.
+
+### Display Fields
+Configure which fields show on each calendar event:
+1. Click **Options → Fields**
+2. Toggle fields on/off
+3. Drag to reorder
+
+## Use Cases
+
+- **Meetings and calls**: View upcoming appointments
+- **Deadlines**: Track due dates and close dates
+- **Events**: Plan and visualize scheduled activities
+- **Follow-ups**: See when tasks are due
+
+## Related
+
+- [Views Overview](/user-guide/views-pipelines/overview) — creating and managing views
+- [Filters and Sorting](/user-guide/views-pipelines/capabilities/filters-and-sorting) — filtering calendar data

packages/twenty-docs/user-guide/views-pipelines/capabilities/fields-and-columns.mdx

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+---
+title: Fields & Columns
+description: Choose which fields to display and how to organize them.
+---
+
+## Selecting Fields to Display
+
+Each view can show a different set of fields. Customize what's visible to focus on the information that matters.
+
+### Show or Hide Fields
+
+1. Click **Options** in the top right
+2. Click **Fields**
+3. Click the **eye icon** next to each field to show/hide it
+
+### Reorder Fields
+
+Change the order fields appear in your view:
+1. Click **Options → Fields**
+2. Drag fields up or down
+3. Changes save automatically
+
+## Field Display by View Type
+
+### Table Views
+- Fields appear as columns
+- Resize columns by dragging borders
+
+### Kanban Views
+- Fields appear on cards
+- Reorder via Options → Fields
+- Use Compact view to hide all fields
+
+### Calendar Views
+- Selected fields show on calendar events
+- Configure via Options → Fields
+
+## Best Practices
+
+- **Show only what's needed** — too many fields clutter the view
+- **Put important fields first** — most-used columns on the left
+- **Create multiple views** — different field sets for different purposes
+- **Use field visibility per view** — same object, different focus
+
+## Related
+
+- [Table Views](/user-guide/views-pipelines/capabilities/table-views) — list view features
+- [Kanban Views](/user-guide/views-pipelines/capabilities/kanban-views) — card-based views
+

packages/twenty-docs/user-guide/views-pipelines/capabilities/filters-and-sorting.mdx

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+---
+title: Filters & Sorting
+description: Filter and sort records to find exactly what you need.
+---
+
+## Filtering Data
+
+Filters help you focus on specific records by showing only those that match your criteria.
+
+### Adding a Filter
+
+1. Click the **Filter** button in the toolbar
+2. Select the field to filter by
+3. Choose the operator (equals, contains, etc.)
+4. Enter the filter value
+5. Click **Apply**
+
+### Filter Operators
+
+| Field Type | Available Operators |
+|------------|---------------------|
+| Text | Equals, Contains, Starts with, Ends with, Is empty |
+| Number | Equals, Greater than, Less than, Is empty |
+| Date | Equals, Before, After, Is empty |
+| Select | Equals, Is any of, Is empty |
+| Checkbox | Is true, Is false |
+| Relation | Equals, Is empty |
+
+### Multiple Filters
+
+Combine multiple filters to narrow down results:
+- All filters are applied with AND logic
+- Each additional filter further restricts results
+
+### Removing Filters
+
+- Click the **X** on individual filter chips
+- Click **Clear all** to remove all filters
+
+## Sorting Data
+
+Sorting determines the order records appear.
+
+### Adding a Sort
+
+1. Click the **Sort** button in the toolbar
+2. Select the field to sort by
+3. Choose ascending (A-Z, 0-9) or descending (Z-A, 9-0)
+4. Click **Apply**
+
+### Multiple Sorts
+
+Add multiple sort levels:
+- First sort is primary
+- Subsequent sorts apply within groups of equal values
+
+### Quick Column Sorting
+
+Click any column header to sort:
+- First click: Ascending
+- Second click: Descending
+- Third click: Remove sort
+
+## Saving Filter and Sort Settings
+
+Filters and sorts are saved with the view:
+1. Configure your filters and sorts
+2. Click **Save** to update the current view
+3. Or click **Save as new view** to create a variant
+
+## Related
+
+- [Table Views](/user-guide/views-pipelines/capabilities/table-views) — group by feature
+- [Views Overview](/user-guide/views-pipelines/overview) — building and managing views
+

packages/twenty-docs/user-guide/views-pipelines/capabilities/kanban-views.mdx

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+---
+title: Kanban Board Views
+description: Learn how to use Kanban views to visualize and manage your workflows.
+---
+
+import { VimeoEmbed } from '/snippets/vimeo-embed.mdx';
+
+## About Kanban Views
+
+Kanban views visually map out process flows, where each column stands for a distinct stage and each card represents a record.
+
+## Move Cards between Stages
+
+You can move each card between stages as it goes through your workflow by clicking and holding a card, then dragging it to the next stage.
+
+<VimeoEmbed videoId="927888627" title="Video demonstration" />
+
+## Add and Delete Stages
+
+You can tailor your workflow to suit your needs using stages, each of which represents a value in a Select field:
+
+### Add Stages
+
+To add a stage, access the Select field settings by navigating to Settings > Data Model, selecting your object, and then selecting the field your Kanban board depends on.
+
+<VimeoEmbed videoId="927890428" title="Video demonstration" />
+
+### Remove Stages
+
+To remove a stage, hover over the stage name or the `⋮` icon, click `Edit from settings` in the Select field settings, and then click **Delete** next to the relevant stage.
+
+## Display Fields
+
+You can configure your Kanban board to display some fields and hide others. To show or hide a field, click on **Options** on the top right, then on **Fields** to bring up the list of options, and click the eye icon next to the field to show or hide it.
+
+You can also rearrange the order of fields by holding down the field name and dragging it to where you want it.
+
+<img src="/images/user-guide/kanban-views/filter.png" style={{width:'100%'}}/>
+
+## Compact view
+
+You can hide all the fields and get an overview of all records at a glance. To enable:
+1. Click **Options** on the top right
+2. Turn on the toggle for **Compact view**
+
+<img src="/images/user-guide/kanban-views/compact-view.png" style={{width:'100%'}}/>
+
+## Column Aggregations
+
+Each column in a Kanban view can display aggregated values at the top, helping you understand your data at a glance.
+
+### Available Aggregations
+
+| Aggregation | Description |
+|-------------|-------------|
+| **Count** | Number of records in the column |
+| **Sum** | Total of a numeric field (e.g., deal amounts) |
+| **Average** | Average value of a numeric field |
+| **Min** | Lowest value |
+| **Max** | Highest value |
+
+### Configuring Aggregations
+
+1. Click on the number displayed next to the Stage value, at the top of a column
+2. Select the aggregation type
+3. Choose the field to aggregate
+
+**Example:** Show total deal value per stage by aggregating the Amount field with Sum.
+
+## When to Use Kanban Views
+
+Kanban views are ideal for:
+- **Sales pipelines**: Track deals through stages from lead to close
+- **Project management**: Monitor tasks through workflow states
+- **Recruitment**: Track candidates through hiring stages
+- **Any staged process**: Visualize any workflow with defined stages
+
+## Best Practices
+
+### Organize Your Stages
+- **Limit stages**: 5-7 stages is ideal for visibility
+- **Clear naming**: Use descriptive stage names
+- **Logical order**: Arrange stages in process order
+
+### Optimize Card Display
+- **Show key fields**: Display only the most important information
+- **Use Compact view**: For high-level overviews
+- **Color coding**: Use stage colors to quickly identify status
+
+### Maintain Data Quality
+- **Update regularly**: Keep cards moving through stages
+- **Archive completed**: Move closed items out of active view
+- **Review stale cards**: Follow up on cards stuck in stages

packages/twenty-docs/user-guide/views-pipelines/capabilities/table-views.mdx

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+---
+title: Table Views
+description: Display your data in a spreadsheet-like list format.
+---
+
+## About Table Views
+
+Table views display records in rows with customizable columns—like a spreadsheet. This is the default view type for most objects.
+<img src="/images/user-guide/table-views/table-view.png" style={{width:'100%'}}/>
+
+## Features
+
+### Column Configuration
+- Show or hide columns (fields)
+- Resize column widths
+- Reorder columns by dragging
+
+### Group By a Select Field
+
+Organize records into collapsible groups based on a field of select type.
+<img src="/images/user-guide/table-views/table-group-by.png" style={{width:'100%'}}/>
+
+1. Click **Options**
+2. Select **Group**
+3. Choose a Select field
+4. Configure group order under **Options → Group → Sort**:
+   - **Alphabetical** or **Reverse alphabetical**
+   - **Manual order**: Drag groups under "Visible groups" to reorder
+   - Click the **eye icon** next to a group to hide it
+
+**Use cases:**
+- Group Companies by Type
+- Group Opportunities by Stage
+- Group Tasks by Status
+
+<Note>
+**For best performance, limit to 10-15 visible groups per view.** If you need more groups, consider using a Dashboard instead.
+</Note>
+
+### Column Widths
+
+Resize columns to show more or less content:
+1. Hover between two column headers
+2. Click and drag the column border
+3. Release to set the new width
+
+## When to Use Table Views
+
+Table views work best for:
+- **Browsing large datasets** — scan many records quickly
+- **Data entry** — edit multiple records efficiently
+- **Detailed analysis** — see many fields at once
+- **Sorting and filtering** — find specific records
+
+## Related
+
+- [Fields and Columns](/user-guide/views-pipelines/capabilities/fields-and-columns) — configuring which fields to display
+- [Filters and Sorting](/user-guide/views-pipelines/capabilities/filters-and-sorting) — narrowing down records
+

packages/twenty-docs/user-guide/views-pipelines/capabilities/view-settings.mdx

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+---
+title: View Settings
+description: Manage view visibility, naming, icons, and organization.
+---
+
+## View Visibility
+
+Control who can see your custom views.
+
+### Visibility Options
+
+| Setting | Who Can See |
+|---------|-------------|
+| **Workspace** | All workspace members |
+| **Unlisted** | Only you |
+
+### Changing Visibility
+
+1. Open the view
+2. Click **Options → Visibility**
+3. Select **Workspace** or **Unlisted**
+
+<Note>
+The default "All [Object Name]" views cannot have their visibility changed.
+</Note>
+
+## Rename a View
+
+1. Open the view dropdown
+2. Click the **⋮** menu next to the view
+3. Select **Edit**
+4. Enter the new name
+
+## Change View Icon
+
+1. Open the view dropdown
+2. Click the **⋮** menu next to the view
+3. Select **Edit**
+4. Click the icon to change it
+
+## Reorder Views
+
+Change the order views appear in the dropdown:
+1. Open the view dropdown
+2. Drag views by their handle
+3. Drop in the desired position
+4. Order saves automatically
+
+## Favorite a View
+
+Pin frequently used views for quick access:
+1. Open the view dropdown
+2. Click the **⋮** menu next to a view
+3. Select **Add to favorites**
+
+Favorited views appear in a dedicated section for easy access.
+
+## Delete a View
+
+1. Open the view dropdown
+2. Click the **⋮** menu next to the view
+3. Select **Delete**
+4. Confirm deletion
+
+<Warning>
+Deleted views cannot be recovered.
+</Warning>
+
+## Related
+
+- [Views Overview](/user-guide/views-pipelines/overview) — creating views
+- [How to Restrict Access](/user-guide/views-pipelines/how-tos/restrict-access-to-your-view) — step-by-step guide
+