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
This commit is contained in:
Félix Malfait
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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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---
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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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You'll see a search bar at the top of your sidebar. You can also bring up the command bar with the `cmd`/`ctrl` + `k` shortcut to navigate through your workspace, and find people, companies, notes, and more.
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The command bar also supports other shortcuts for navigation.
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## Create Pre-filtered Views
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Twenty allows you to add filters to see data that meets certain criteria and hides the rest. You can apply multiple filters at once.
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To create a filter in your workspace, click Filter at the top right and select the attribute you'd like to filter your records by. Create your filter and then save changes in a new view by clicking `+ Create view`.
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The filtered view is now available to your whole team.
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## Add Stages For Opportunities
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You can also add more stages to the opportunities board.
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On the <b>Opportunities</b> page, click on <b>Options</b>, <b>Stages</b>, then `+ Add Stage`.
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You can also edit the stage by clicking on the name.
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## Create Notes and Tasks For Each Record
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You can attach notes and tasks to each record. With Notes, you can keep a record of any observations, comments, and interactions, and keep track of all items that require action with Tasks.
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There are multiple ways to create notes and tasks. Learn more about [Notes](./basics/notes.mdx) and [Tasks](./basics/tasks.mdx).
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## Upload Files For Each Record
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You can also upload and attach files for each record. To do so, expand a record, and head over to the <b>Files</b> tab. You'll then see the `+ Add file` button.
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<img src="/images/user-guide/attach-files-to-records-light.png" style={{width:'100%', maxWidth:'800px'}}/>
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## Add Records To Favorites
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You can add records to your favorites for quick access. To do so, expand the record you want to add, and click on the heart icon on the top right. You'll now be able to see your favorite records in your sidebar right above your workspace.
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<img src="/images/user-guide/view-favorite-records-light.png" style={{width:'100%', maxWidth:'800px'}}/>
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## Import data
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You can easily import People and Companies data into Twenty from other apps using a .csv, .xslx, or .xsl file. In the <b>Companies</b> or <b>People</b> page, click on <b>Options</b> and then on <b>Import</b>.
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Upload your file, match the columns, and validate the data to import it.
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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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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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