Help Center
Workspaces & Dashboard
Navigate workspaces, dashboards, inbox items, views, and notifications.
Create and manage saved viewsSaved views let you keep a useful table arrangement without changing the underlying records.Find and organize recordsUse search for matching text, filters for field conditions, sort for order, and grouping for visual buckets.Open notifications and related recordsNotifications are concise pointers, not copies of the underlying work.Switch workspacesSwitching workspaces replaces the active data, role, settings, connectors, and event stream.Understand the dashboardThe Dashboard is a live overview of the active workspace.Use My inboxMy inbox collects work that needs attention while preserving each item’s source.Use Quick Add and keyboard shortcutsQuick Add and keyboard shortcuts reduce navigation for frequent actions.View the Activity LogThe Activity Log is the workspace-wide audit trail for meaningful changes.
