A brief guide to grasp the basics of Twenty

What is Twenty

Discover Twenty, an open-source CRM, its features, benefits, system requirements, and how to get involved.

Create a Workspace

Follow a step-by-step guide on how to register on Twenty, choose a subscription plan, confirm your payment and set up your account, with additional advice on seeking assistance if needed.

Objects

Discover how to use standard and custom objects in your workspace.

Fields

Understand the role of fields and how to handle them.

Views, Sort and Filter

Find out how to create, manage and delete Object Views.

Table Views

Learn how to customize and navigate Table Views.

Kanban Views

Learn how to customize and navigate Kanban Views.

Import/Export Data

Learn the procedures for importing and exporting data.

Emails

Understand the concept of email synchronization in Twenty, including how to read synced emails, connect new mailboxes, and set sharing levels.

Notes

Explore how to efficiently manage notes within record pages in Twenty, including procedures for creating, formatting, commenting, saving, and deleting notes.

Tasks

Understand how to effectively manage tasks in Twenty, including tasks creation, viewing, editing, marking as complete, and deletion.

Integrations

Learn how to connect Twenty to your other tools.

API and Webhooks

Learn how to manage API keys and Webhooks in Twenty.

Glossary

Get familiar with essential terminology used in Twenty.

Tips

Discover tips and tricks for optimizing your experience, including user and workspace management, personalization settings, and navigation enhancements.

GitHub

Learn about the Twenty GitHub repository and the variety of resources it hosts including source code, documentation, and discussions.