Collapsing and expanding the sidebar
On desktop, click the collapse button at the top of the sidebar to make more room for your records. Hover over the button to see the Collapse sidebar tooltip. When collapsed, the button’s tooltip changes to Expand sidebar. You can also open the command menu withCmd+K (Mac) or Ctrl+K (Windows), search for sidebar, and choose Collapse sidebar or Expand sidebar. The command reflects the sidebar’s current state and closes the command menu after you select it.
Reordering items
The order of items in the Workspace section is shared across the workspace. With the Layouts permission, hover over Workspace and click the wrench icon to enter sidebar customization mode. Drag and drop items to change their positions, then save your changes. Items in Favorites are personal to each user and can be reordered by dragging and dropping them without entering customization mode.Folders
Group related items into folders. For example, you might create a “Sales” folder containing your pipeline views, a “Support” folder for tickets, or an “Operations” folder for internal objects. To create a folder, right-click in the sidebar or use the+ button.
Hiding objects
Objects you don’t use can be hidden from the sidebar. They’re not deleted — they’re just out of the way. You can show them again anytime from Settings → Data Model.Favorites
Pin views, records, or searches to the Favorites section at the top of the sidebar for one-click access. Favorites are personal — each user manages their own.Custom links
Add links to external tools directly in the sidebar. Useful for linking to your wiki, dashboards in other tools, or any URL your team uses regularly.Command menu
PressCmd+K (or Ctrl+K) to open the command menu — a quick-access search bar for jumping to any record, view, or action without navigating the sidebar.
- Choose Copy link to page to copy the current page URL, including its view and tab, to your clipboard.
- Search for theme to switch to light, dark, or system appearance. The menu offers the themes you aren’t currently using, and your choice is saved to your profile.