> ## Documentation Index
> Fetch the complete documentation index at: https://docs.get-clara.tech/llms.txt
> Use this file to discover all available pages before exploring further.

# Layout

> How to navigate, browse, and view records in Clara.

## The main layout

The center of the screen is where your records live — people, companies, opportunities, tasks, notes, dashboards, workflows, and any custom objects. You view, edit, and delete records here, and create new views.

<img src="https://mintcdn.com/clara-1b8b12e1/nw6qFuBqeI4qyyh5/images/user-guide/home/main-layout.png?fit=max&auto=format&n=nw6qFuBqeI4qyyh5&q=85&s=cb70d79097227b65151a75d0b4a4bec3" style={{width:'100%'}} width="1920" height="972" data-path="images/user-guide/home/main-layout.png" />

## Navigation bar

The left sidebar gives you:

* **Workspace switcher** — switch between workspaces or create a new one (top dropdown)
* **Search** — press `/` to focus instantly, searches across all objects
* **Settings** — access from the top left
* **Favorites** — pinned views, unique per user
* **Object shortcuts** — quick access to People, Companies, Opportunities, etc.
* **Workflows** — create automations

Drag items to reorder, create folders to group related objects, hide what you don't use.

<img src="https://mintcdn.com/clara-1b8b12e1/nw6qFuBqeI4qyyh5/images/user-guide/home/navigation-bar.png?fit=max&auto=format&n=nw6qFuBqeI4qyyh5&q=85&s=ad204de28c1d53d4ef1824e1247bd527" style={{width:'100%'}} width="1914" height="966" data-path="images/user-guide/home/navigation-bar.png" />

## Command menu

Press `Cmd+K` (Mac) or `Ctrl+K` (Windows) — or click the three dots in the top right. From here you can:

* Create new records
* Import and export data via CSV
* Create new views
* Access deleted records (Clara supports soft and hard deletes)
* See keyboard shortcuts for navigating your workspace

<img src="https://mintcdn.com/clara-1b8b12e1/nw6qFuBqeI4qyyh5/images/user-guide/home/command-menu.png?fit=max&auto=format&n=nw6qFuBqeI4qyyh5&q=85&s=825d7bc1655e84854253b9c1270663c9" style={{width:'100%'}} width="1914" height="966" data-path="images/user-guide/home/command-menu.png" />

## Search

Accessible via the Command Menu, the top of the navigation bar, or by pressing `/`. Search works across all objects.

<img src="https://mintcdn.com/clara-1b8b12e1/nw6qFuBqeI4qyyh5/images/user-guide/home/search-bar.png?fit=max&auto=format&n=nw6qFuBqeI4qyyh5&q=85&s=ac82ef993237fe662a26682a127ad702" style={{width:'100%'}} width="1914" height="966" data-path="images/user-guide/home/search-bar.png" />

## Side panel

Click a record to open the side panel on the right — a quick overview of the record's key information without leaving the current page. Click **Open** to go to the full record page.

<img src="https://mintcdn.com/clara-1b8b12e1/nw6qFuBqeI4qyyh5/images/user-guide/home/side-panel.png?fit=max&auto=format&n=nw6qFuBqeI4qyyh5&q=85&s=294ca0a10dd02aedab514b24d58a874b" style={{width:'100%'}} width="1914" height="966" data-path="images/user-guide/home/side-panel.png" />

## Views

Every object supports multiple views — unlimited per object. Use the dropdown at the top left to switch between them.

* **Table** — spreadsheet-style rows and columns, with grouping, inline editing, and column customization
* **Kanban** — drag-and-drop cards organized by a select field, ideal for pipelines
* **Calendar** — records plotted by a date field for time-based planning

Each view saves its own filters, sorting, and field visibility. Share views with your workspace or keep them private. Favorite views for fast access from the sidebar.

<img src="https://mintcdn.com/clara-1b8b12e1/sHXKG8rWt8DAIbvx/images/user-guide/home/view-menu.png?fit=max&auto=format&n=sHXKG8rWt8DAIbvx&q=85&s=2ecca1bb654beb56c7790ae7452816ad" style={{width:'100%'}} width="1914" height="966" data-path="images/user-guide/home/view-menu.png" />

## Record pages

When you open a record, the detail page is built from configurable **tabs** and **widgets**. Add, remove, reorder, and resize widgets on a grid — fields, related records, emails, timeline, tasks, notes, files, charts, iframes, and more. Each object type has its own layout.

<Card title="Full Layout guide" icon="arrow-right" href="/user-guide/layout/overview">
  Navigation, views, record pages — detailed reference and how-tos.
</Card>
