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77 lines
3.2 KiB
Plaintext
77 lines
3.2 KiB
Plaintext
---
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title: Layout
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description: How to navigate, browse, and view records in Twenty.
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icon: "table-columns"
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---
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import { VimeoEmbed } from '/snippets/vimeo-embed.mdx';
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## The main layout
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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.
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<img src="/images/user-guide/home/main-layout.png" style={{width:'100%'}}/>
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<span id="navigation-bar" />
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## Sidebar
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The left sidebar gives you:
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- **Workspace switcher** — switch between workspaces or create a new one (top dropdown)
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- **Search** — press `/` to focus instantly, searches across all objects
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- **Settings** — access from the top left
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- **Favorites** — pinned views, unique per user
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- **Object shortcuts** — quick access to People, Companies, Opportunities, etc.
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- **Workflows** — create automations
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Drag items to reorder, create folders to group related objects, hide what you don't use.
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Use the collapse button at the top of the sidebar, or choose **Collapse sidebar** from the command menu (`Cmd+K` on Mac or `Ctrl+K` on Windows). When collapsed, use **Expand sidebar** to show it again.
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<img src="/images/user-guide/home/navigation-bar.png" style={{width:'100%'}}/>
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## Command menu
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Press `Cmd+K` (Mac) or `Ctrl+K` (Windows) — or click the three dots in the top right. From here you can:
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- Create new records
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- Import and export data via CSV
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- Create new views
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- Access deleted records (Twenty supports soft and hard deletes)
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- See keyboard shortcuts for navigating your workspace
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<img src="/images/user-guide/home/command-menu.png" style={{width:'100%'}}/>
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## Search
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Accessible via the Command Menu, the top of the sidebar, or by pressing `/`. Search works across all objects.
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<img src="/images/user-guide/home/search-bar.png" style={{width:'100%'}}/>
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## Side panel
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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.
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<img src="/images/user-guide/home/side-panel.png" style={{width:'100%'}}/>
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## Views
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Every object supports multiple views — unlimited per object. Use the dropdown at the top left to switch between them.
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- **Table** — spreadsheet-style rows and columns, with grouping, inline editing, and column customization
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- **Kanban** — drag-and-drop cards organized by a select field, ideal for pipelines
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- **Calendar** — records plotted by a date field for time-based planning
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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.
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<img src="/images/user-guide/home/view-menu.png" style={{width:'100%'}}/>
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## Record pages
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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.
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<Card title="Full Layout guide" icon="arrow-right" href="/user-guide/layout/overview">
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Sidebar, views, record pages — detailed reference and how-tos.
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</Card>
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<VimeoEmbed videoId="1185511790" title="Layout" />
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