Marketing improvements 3 (#3175)
* Improve marketing website * User guide with icons * Add TOC * Linter * Basic GraphQL playground * Very basic contributors page * Failed attempt to integrate REST playground * Yarn * Begin contributors DB * Improve contributors page
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---
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title: Custom Objects
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sidebar_position: 1
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sidebar_custom_props:
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icon: TbAugmentedReality
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position: 1
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icon: IconAugmentedReality
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---
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---
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title: Notes
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sidebar_position: 1
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sidebar_custom_props:
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icon: TbNote
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position: 1
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icon: IconNote
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---
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import PostImage from '@theme/PostImage';
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Easily create a note to keep track of important information.
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@ -13,7 +11,7 @@ Easily create a note to keep track of important information.
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To attach a note to the record, go to the <b>Notes</b> tab of a record page and click on `+ New Note`. You can also format, comment, and upload images to your notes.
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<img src="images/user-guide/create-new-note-light.png" style={{width:'100%', maxWidth:'800px'}}/>
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<img src="/images/user-guide/create-new-note-light.png" style={{width:'100%', maxWidth:'800px'}}/>
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## Format Notes
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---
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title: Opportunities
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sidebar_position: 1
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sidebar_custom_props:
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icon: TbTargetArrow
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position: 1
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icon: IconTargetArrow
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---
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import PostImage from '@theme/PostImage';
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All opportunities are presented in a Kanban board, where each column represents the stage of your workflow and each card represents a record. For each card, you can list the amount, close date, probability, and the point of contact. You can also move each card between stages as it goes through your workflow.
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<img src="/images/user-guide/all-opportunities-light.png" style={{width:'100%', maxWidth:'800px'}}/>
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---
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title: Tasks
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sidebar_position: 1
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sidebar_custom_props:
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icon: TbChecklist
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position: 1
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icon: IconChecklist
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---
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import PostImage from '../../../components/PostImage'
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You can find all the tasks from across your workspace in the <b>Tasks</b> window in your sidebar. You can also find a dedicated tab for Tasks on each record so you can add and edit tasks directly from each record. Alternatively, you can click on the `+` button on the top right of each record page and then click on <b>Task</b> to create a new task.
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---
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title: Get started
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displayed_sidebar: userSidebar
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sidebar_class_name: hidden
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sidebar_position: 0
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sidebar_custom_props:
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icon: TbUsers
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isSidebarRoot: true
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position: 0
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icon: IconUsers
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---
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# Welcome to Twenty's User Guide
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The purpose of this user guide is to help you learn how you can use Twenty to build the CRM you want.
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## Quick Search
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---
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title: Connect Twenty and Zapier
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sidebar_position: 3
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sidebar_custom_props:
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icon: TbBrandZapier
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title: Connect Zapier
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position: 3
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icon: IconBrandZapier
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---
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:::caution
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<div class="warning">
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Twenty integration is currently being registered in the public Zapier repository, you may not find it until the publishing process is complete.
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</div>
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:::
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Sync Twenty with 3000+ apps using [Zapier](https://zapier.com/), and automate your work. Here's how you can connect Twenty to Zapier:
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@ -21,7 +19,7 @@ Sync Twenty with 3000+ apps using [Zapier](https://zapier.com/), and automate yo
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6. Enter your API key and click on 'Yes, Continue to Twenty.'
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<div style={{textAlign: 'center'}}>
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<img src="/images/user-guide/connect-zapier.png" alt="Connect Twenty to Zapier" />
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<img src="/images/user-guide/connect-zapier.png" alt="Connect Twenty to Zapier" style={{width:'100%', maxWidth:'800px'}}/>
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</div>
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You can now continue creating your automation!
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---
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title: Generating an API Key
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sidebar_position: 2
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sidebar_custom_props:
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icon: TbApi
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title: API Keys
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position: 2
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icon: IconApi
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---
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To generate an API key:
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@ -14,11 +13,9 @@ To generate an API key:
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5. Hit save to see your API key.
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6. Since the key is only visible once, make sure you store it somewhere safe.
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:::caution Note
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<div class="warning">
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Since your API key contains sensitive information, you shouldn't share it with services you don't fully trust. If leaked, someone can use it maliciously. If you think your API key is no longer secure, make sure you disable it and generate a new one.
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:::
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</div>
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## Regenerating API key
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---
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title: Glossary
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sidebar_position: 3
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sidebar_custom_props:
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icon: TbVocabulary
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position: 3
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icon: IconVocabulary
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---
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### Company & People
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---
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title: Tips
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sidebar_position: 1
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sidebar_custom_props:
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icon: TbInfoCircle
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icon: IconInfoCircle
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---
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## Update workspace name & logo
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