change log, user guide, and readme updates for v1 launch (#12860)

### Summary 
- Minor updates to the user guide with clarification on product
functionality as per user confusion
- Updates to existing documentation about past features to reflect
current functionality (favorites, side panel controls, etc)
- Updated README with product hunt banner and new features for v1
release

---------

Co-authored-by: Vicky Wang <vw92@cornell.edu>
This commit is contained in:
Vicky Wang
2025-06-25 10:19:04 +02:00
committed by GitHub
parent 3595c650a2
commit 378e7cf6f1
28 changed files with 98 additions and 82 deletions

106
README.md
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@ -1,5 +1,17 @@
<br />
<p align="center">
<a href="https://www.producthunt.com/products/twenty-crm">
<picture>
<source media="(prefers-color-scheme: dark)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/refs/heads/DO-NOT-MERGE-UNTIL-LAUNCH-v1-updates/packages/twenty-website/public/images/readme/product-hunt-banner-dark.png" />
<source media="(prefers-color-scheme: light)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/refs/heads/DO-NOT-MERGE-UNTIL-LAUNCH-v1-updates/packages/twenty-website/public/images/readme/product-hunt-banner-light.png" />
<img src="./packages/twenty-website/public/images/readme/product-hunt-banner-light.png" alt="Product Hung Banner" />
</picture>
</a>
</p>
<br />
<p align="center">
<a href="https://www.twenty.com">
<img src="./packages/twenty-website/public/images/core/logo.svg" width="100px" alt="Twenty logo" />
@ -8,16 +20,16 @@
<h2 align="center" >The #1 Open-Source CRM </h2>
<p align="center"><a href="https://twenty.com">🌐 Website</a> · <a href="https://twenty.com/developers">📚 Documentation</a> · <a href="https://github.com/orgs/twentyhq/projects/1"><img src="./packages/twenty-website/public/images/readme/planner-icon.svg" width="12" height="12"/> Roadmap </a> · <a href="https://discord.gg/cx5n4Jzs57"><img src="./packages/twenty-website/public/images/readme/discord-icon.svg" width="12" height="12"/> Discord</a> · <a href="https://www.figma.com/file/xt8O9mFeLl46C5InWwoMrN/Twenty"><img src="./packages/twenty-website/public/images/readme/figma-icon.png" width="12" height="12"/> Figma</a></p>
<p align="center"><a href="https://twenty.com">🌐 Website</a> · <a href="https://twenty.com/developers">📚 Documentation</a> · <a href="https://github.com/orgs/twentyhq/projects/1"><img src="./packages/twenty-website/public/images/readme/planner-icon.svg" width="12" height="12"/> Roadmap </a> · <a href="https://discord.gg/cx5n4Jzs57"><img src="./packages/twenty-website/public/images/readme/discord-icon.svg" width="12" height="12"/> Discord</a> · <a href="https://www.figma.com/file/xt8O9mFeLl46C5InWwoMrN/Twenty"><img src="./packages/twenty-website/public/images/readme/figma-icon.png" width="12" height="12"/> Figma</a></p>
<br />
<p align="center">
<a href="https://www.twenty.com">
<picture>
<source media="(prefers-color-scheme: dark)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/v0.12.0/packages/twenty-docs/static/img/preview-dark.png" />
<source media="(prefers-color-scheme: light)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/v0.12.0/packages/twenty-docs/static/img/preview-light.png" />
<img src="./packages/twenty-docs/static/img/preview-light.png" alt="Companies view" />
<source media="(prefers-color-scheme: dark)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/refs/heads/DO-NOT-MERGE-UNTIL-LAUNCH-v1-updates/packages/twenty-website/public/images/readme/github-cover-dark.png" />
<source media="(prefers-color-scheme: light)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/refs/heads/DO-NOT-MERGE-UNTIL-LAUNCH-v1-updates/packages/twenty-website/public/images/readme/github-cover-light.png" />
<img src="./packages/twenty-website/public/images/readme/github-cover-light.png" alt="Cover" />
</picture>
</a>
</p>
@ -43,100 +55,68 @@ We built Twenty for three reasons:
<br />
# What You Can Do With Twenty
We're currently developing Twenty's beta version.
Please feel free to flag any specific needs you have by creating an issue.
Below are a few features we have implemented to date:
+ [Add, filter, sort, edit, and track customers](#add-filter-sort-edit-and-track-customers)
+ [Create one or several opportunities for each company](#create-one-or-several-opportunities-for-each-company)
+ [See rich notes tasks displayed in a timeline](#see-rich-notes-tasks-displayed-in-a-timeline)
+ [Create tasks on records](#create-tasks-on-records)
+ [Navigate quickly through the app using keyboard shortcuts and search](#navigate-quickly-through-the-app-using-keyboard-shortcuts-and-search)
+ [Personalize layouts with filters, sort, group by, kanban and table views](#personalize-layouts-with-filters-sort-group-by-kanban-and-table-views)
+ [Customize your objects and fields](#customize-your-objects-and-fields)
+ [Create and manage permissions with custom roles](#create-and-manage-permissions-with-custom-roles)
+ [Automate workflow with triggers and actions](#automate-workflow-with-triggers-and-actions)
+ [Emails, calendar events, files, and more](#emails-calendar-events-files-and-more)
## Add, filter, sort, edit, and track customers:
## Personalize layouts with filters, sort, group by, kanban and table views
<p align="center">
<picture>
<source media="(prefers-color-scheme: dark)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/v0.12.0/packages/twenty-docs/static/img/index-dark.png" />
<source media="(prefers-color-scheme: light)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/v0.12.0/packages/twenty-docs/static/img/index-light.png" />
<img src="./packages/twenty-docs/static/img/visualise-customer-light.png" alt="Companies view" />
<source media="(prefers-color-scheme: dark)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/refs/heads/DO-NOT-MERGE-UNTIL-LAUNCH-v1-updates/packages/twenty-website/public/images/readme/views-dark.png" />
<source media="(prefers-color-scheme: light)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/refs/heads/DO-NOT-MERGE-UNTIL-LAUNCH-v1-updates/packages/twenty-website/public/images/readme/views-light.png" />
<img src="./packages/twenty-website/public/images/readme/views-light.png" alt="Companies Kanban Views" />
</picture>
</p>
## Create one or several opportunities for each company:
## Customize your objects and fields
<p align="center">
<picture>
<source media="(prefers-color-scheme: dark)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/v0.12.0/packages/twenty-docs/static/img/kanban-dark.png" />
<source media="(prefers-color-scheme: light)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/v0.12.0/packages/twenty-docs/static/img/kanban-light.png" />
<img src="./packages/twenty-docs/static/img/follow-your-deals-light.png" alt="Opportunities view" />
<source media="(prefers-color-scheme: dark)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/refs/heads/DO-NOT-MERGE-UNTIL-LAUNCH-v1-updates/packages/twenty-website/public/images/readme/data-model-dark.png" />
<source media="(prefers-color-scheme: light)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/refs/heads/DO-NOT-MERGE-UNTIL-LAUNCH-v1-updates/packages/twenty-website/public/images/readme/data-model-light.png" />
<img src="./packages/twenty-website/public/images/readme/data-model-light.png" alt="Setting Custom Objects" />
</picture>
</p>
## Track deals effortlessly with the email integration:
## Create and manage permissions with custom roles
<p align="center">
<picture>
<source media="(prefers-color-scheme: dark)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/v0.12.0/packages/twenty-docs/static/img/emails-dark.png" />
<source media="(prefers-color-scheme: light)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/v0.12.0/packages/twenty-docs/static/img/emails-light.png" />
<img src="./packages/twenty-docs/static/img/emails-light.png" alt="Emails" />
<source media="(prefers-color-scheme: dark)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/refs/heads/DO-NOT-MERGE-UNTIL-LAUNCH-v1-updates/packages/twenty-website/public/images/readme/permissions-dark.png" />
<source media="(prefers-color-scheme: light)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/refs/heads/DO-NOT-MERGE-UNTIL-LAUNCH-v1-updates/packages/twenty-website/public/images/readme/permissions-light.png" />
<img src="./packages/twenty-website/public/images/readme/permissions-light.png" alt="Permissions" />
</picture>
</p>
## Tailor your data model to meet business needs:
## Automate workflow with triggers and actions
<p align="center">
<picture>
<source media="(prefers-color-scheme: dark)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/v0.12.0/packages/twenty-docs/static/img/data-dark.png" />
<source media="(prefers-color-scheme: light)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/v0.12.0/packages/twenty-docs/static/img/data-light.png" />
<img src="./packages/twenty-docs/static/img/data-light.png" alt="Data model" />
<source media="(prefers-color-scheme: dark)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/refs/heads/DO-NOT-MERGE-UNTIL-LAUNCH-v1-updates/packages/twenty-website/public/images/readme/workflows-dark.png" />
<source media="(prefers-color-scheme: light)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/refs/heads/DO-NOT-MERGE-UNTIL-LAUNCH-v1-updates/packages/twenty-website/public/images/readme/workflows-light.png" />
<img src="./packages/twenty-website/public/images/readme/workflows-light.png" alt="Workflows" />
</picture>
</p>
## See rich notes displayed in a timeline:
## Emails, calendar events, files, and more
<p align="center">
<picture>
<source media="(prefers-color-scheme: dark)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/v0.12.0/packages/twenty-docs/static/img/notes-dark.png" />
<source media="(prefers-color-scheme: light)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/v0.12.0/packages/twenty-docs/static/img/notes-light.png" />
<img src="./packages/twenty-docs/static/img/notes-light.png" alt="Rich notes" />
<source media="(prefers-color-scheme: dark)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/refs/heads/DO-NOT-MERGE-UNTIL-LAUNCH-v1-updates/packages/twenty-website/public/images/readme/plus-other-features-dark.png" />
<source media="(prefers-color-scheme: light)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/refs/heads/DO-NOT-MERGE-UNTIL-LAUNCH-v1-updates/packages/twenty-website/public/images/readme/plus-other-features-light.png" />
<img src="./packages/twenty-website/public/images/readme/plus-other-features-light.png" alt="Other Features" />
</picture>
</p>
## Create tasks on records
<p align="center">
<picture>
<source media="(prefers-color-scheme: dark)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/v0.12.0/packages/twenty-docs/static/img/tasks-dark.png" />
<source media="(prefers-color-scheme: light)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/v0.12.0/packages/twenty-docs/static/img/tasks-light.png" />
<img src="./packages/twenty-docs/static/img/create-tasks-light.png" alt="Tasks" />
</picture>
</p>
## Navigate quickly through the app using keyboard shortcuts and search:
<p align="center">
<picture>
<source media="(prefers-color-scheme: dark)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/v0.12.0/packages/twenty-docs/static/img/keyboard-dark.png" />
<source media="(prefers-color-scheme: light)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/v0.12.0/packages/twenty-docs/static/img/keyboard-light.png" />
<img src="./packages/twenty-docs/static/img/keyboard-dark.png" alt="Keyboard shortcuts" />
</picture>
</p>
## Connect your CRM to all your tools through our APIs and Webhooks.
<p align="center">
<picture>
<source media="(prefers-color-scheme: dark)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/v0.12.0/packages/twenty-docs/static/img/api-dark.png" />
<source media="(prefers-color-scheme: light)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/v0.12.0/packages/twenty-docs/static/img/api-light.png" />
<img src="./packages/twenty-docs/static/img/api-light.png" alt="API" />
</picture>
</p>
<br />
# Stack
@ -167,7 +147,3 @@ Below are a few features we have implemented to date:
- Join our [Discord](https://discord.gg/cx5n4Jzs57)
- Improve translations on [Crowdin](https://twenty.crowdin.com/twenty)
- [Contributions](https://github.com/twentyhq/twenty/contribute) are, of course, most welcome!