diff --git a/packages/twenty-docs/docs.json b/packages/twenty-docs/docs.json index 9092b34278..0b53864f47 100644 --- a/packages/twenty-docs/docs.json +++ b/packages/twenty-docs/docs.json @@ -164,6 +164,7 @@ "group": "CRM Automations", "pages": [ "user-guide/workflows/how-tos/crm-automations/send-email-alerts-with-tasks-due", + "user-guide/workflows/how-tos/crm-automations/notify-teammates-of-note-to-review", "user-guide/workflows/how-tos/crm-automations/display-number-of-emails-received", "user-guide/workflows/how-tos/crm-automations/formula-fields", "user-guide/workflows/how-tos/crm-automations/display-related-record-data", @@ -322,7 +323,7 @@ "user-guide/settings/capabilities/profile-settings", "user-guide/settings/capabilities/experience-settings", "user-guide/settings/capabilities/domains-settings", - "user-guide/settings/capabilities/releases-settings" + "user-guide/settings/capabilities/updates-settings" ] }, { @@ -604,6 +605,7 @@ "group": "CRM Automations", "pages": [ "l/fr/user-guide/workflows/how-tos/crm-automations/send-email-alerts-with-tasks-due", + "l/fr/user-guide/workflows/how-tos/crm-automations/notify-teammates-of-note-to-review", "l/fr/user-guide/workflows/how-tos/crm-automations/display-number-of-emails-received", "l/fr/user-guide/workflows/how-tos/crm-automations/formula-fields", "l/fr/user-guide/workflows/how-tos/crm-automations/display-related-record-data", @@ -762,7 +764,7 @@ "l/fr/user-guide/settings/capabilities/profile-settings", "l/fr/user-guide/settings/capabilities/experience-settings", "l/fr/user-guide/settings/capabilities/domains-settings", - "l/fr/user-guide/settings/capabilities/releases-settings" + "l/fr/user-guide/settings/capabilities/updates-settings" ] }, { @@ -1044,6 +1046,7 @@ "group": "CRM Automations", "pages": [ "l/ar/user-guide/workflows/how-tos/crm-automations/send-email-alerts-with-tasks-due", + "l/ar/user-guide/workflows/how-tos/crm-automations/notify-teammates-of-note-to-review", "l/ar/user-guide/workflows/how-tos/crm-automations/display-number-of-emails-received", "l/ar/user-guide/workflows/how-tos/crm-automations/formula-fields", "l/ar/user-guide/workflows/how-tos/crm-automations/display-related-record-data", @@ -1202,7 +1205,7 @@ "l/ar/user-guide/settings/capabilities/profile-settings", "l/ar/user-guide/settings/capabilities/experience-settings", "l/ar/user-guide/settings/capabilities/domains-settings", - "l/ar/user-guide/settings/capabilities/releases-settings" + "l/ar/user-guide/settings/capabilities/updates-settings" ] }, { @@ -1484,6 +1487,7 @@ "group": "CRM Automations", "pages": [ "l/cs/user-guide/workflows/how-tos/crm-automations/send-email-alerts-with-tasks-due", + "l/cs/user-guide/workflows/how-tos/crm-automations/notify-teammates-of-note-to-review", "l/cs/user-guide/workflows/how-tos/crm-automations/display-number-of-emails-received", "l/cs/user-guide/workflows/how-tos/crm-automations/formula-fields", "l/cs/user-guide/workflows/how-tos/crm-automations/display-related-record-data", @@ -1642,7 +1646,7 @@ "l/cs/user-guide/settings/capabilities/profile-settings", "l/cs/user-guide/settings/capabilities/experience-settings", "l/cs/user-guide/settings/capabilities/domains-settings", - "l/cs/user-guide/settings/capabilities/releases-settings" + "l/cs/user-guide/settings/capabilities/updates-settings" ] }, { @@ -1924,6 +1928,7 @@ "group": "CRM Automations", "pages": [ "l/de/user-guide/workflows/how-tos/crm-automations/send-email-alerts-with-tasks-due", + "l/de/user-guide/workflows/how-tos/crm-automations/notify-teammates-of-note-to-review", "l/de/user-guide/workflows/how-tos/crm-automations/display-number-of-emails-received", "l/de/user-guide/workflows/how-tos/crm-automations/formula-fields", "l/de/user-guide/workflows/how-tos/crm-automations/display-related-record-data", @@ -2082,7 +2087,7 @@ "l/de/user-guide/settings/capabilities/profile-settings", "l/de/user-guide/settings/capabilities/experience-settings", "l/de/user-guide/settings/capabilities/domains-settings", - "l/de/user-guide/settings/capabilities/releases-settings" + "l/de/user-guide/settings/capabilities/updates-settings" ] }, { @@ -2364,6 +2369,7 @@ "group": "CRM Automations", "pages": [ "l/es/user-guide/workflows/how-tos/crm-automations/send-email-alerts-with-tasks-due", + "l/es/user-guide/workflows/how-tos/crm-automations/notify-teammates-of-note-to-review", "l/es/user-guide/workflows/how-tos/crm-automations/display-number-of-emails-received", "l/es/user-guide/workflows/how-tos/crm-automations/formula-fields", "l/es/user-guide/workflows/how-tos/crm-automations/display-related-record-data", @@ -2522,7 +2528,7 @@ "l/es/user-guide/settings/capabilities/profile-settings", "l/es/user-guide/settings/capabilities/experience-settings", "l/es/user-guide/settings/capabilities/domains-settings", - "l/es/user-guide/settings/capabilities/releases-settings" + "l/es/user-guide/settings/capabilities/updates-settings" ] }, { @@ -2804,6 +2810,7 @@ "group": "CRM Automations", "pages": [ "l/it/user-guide/workflows/how-tos/crm-automations/send-email-alerts-with-tasks-due", + "l/it/user-guide/workflows/how-tos/crm-automations/notify-teammates-of-note-to-review", "l/it/user-guide/workflows/how-tos/crm-automations/display-number-of-emails-received", "l/it/user-guide/workflows/how-tos/crm-automations/formula-fields", "l/it/user-guide/workflows/how-tos/crm-automations/display-related-record-data", @@ -2962,7 +2969,7 @@ "l/it/user-guide/settings/capabilities/profile-settings", "l/it/user-guide/settings/capabilities/experience-settings", "l/it/user-guide/settings/capabilities/domains-settings", - "l/it/user-guide/settings/capabilities/releases-settings" + "l/it/user-guide/settings/capabilities/updates-settings" ] }, { @@ -3244,6 +3251,7 @@ "group": "CRM Automations", "pages": [ "l/ja/user-guide/workflows/how-tos/crm-automations/send-email-alerts-with-tasks-due", + "l/ja/user-guide/workflows/how-tos/crm-automations/notify-teammates-of-note-to-review", "l/ja/user-guide/workflows/how-tos/crm-automations/display-number-of-emails-received", "l/ja/user-guide/workflows/how-tos/crm-automations/formula-fields", "l/ja/user-guide/workflows/how-tos/crm-automations/display-related-record-data", @@ -3402,7 +3410,7 @@ "l/ja/user-guide/settings/capabilities/profile-settings", "l/ja/user-guide/settings/capabilities/experience-settings", "l/ja/user-guide/settings/capabilities/domains-settings", - "l/ja/user-guide/settings/capabilities/releases-settings" + "l/ja/user-guide/settings/capabilities/updates-settings" ] }, { @@ -3684,6 +3692,7 @@ "group": "CRM Automations", "pages": [ "l/ko/user-guide/workflows/how-tos/crm-automations/send-email-alerts-with-tasks-due", + "l/ko/user-guide/workflows/how-tos/crm-automations/notify-teammates-of-note-to-review", "l/ko/user-guide/workflows/how-tos/crm-automations/display-number-of-emails-received", "l/ko/user-guide/workflows/how-tos/crm-automations/formula-fields", "l/ko/user-guide/workflows/how-tos/crm-automations/display-related-record-data", @@ -3842,7 +3851,7 @@ "l/ko/user-guide/settings/capabilities/profile-settings", "l/ko/user-guide/settings/capabilities/experience-settings", "l/ko/user-guide/settings/capabilities/domains-settings", - "l/ko/user-guide/settings/capabilities/releases-settings" + "l/ko/user-guide/settings/capabilities/updates-settings" ] }, { @@ -4124,6 +4133,7 @@ "group": "CRM Automations", "pages": [ "l/pt/user-guide/workflows/how-tos/crm-automations/send-email-alerts-with-tasks-due", + "l/pt/user-guide/workflows/how-tos/crm-automations/notify-teammates-of-note-to-review", "l/pt/user-guide/workflows/how-tos/crm-automations/display-number-of-emails-received", "l/pt/user-guide/workflows/how-tos/crm-automations/formula-fields", "l/pt/user-guide/workflows/how-tos/crm-automations/display-related-record-data", @@ -4282,7 +4292,7 @@ "l/pt/user-guide/settings/capabilities/profile-settings", "l/pt/user-guide/settings/capabilities/experience-settings", "l/pt/user-guide/settings/capabilities/domains-settings", - "l/pt/user-guide/settings/capabilities/releases-settings" + "l/pt/user-guide/settings/capabilities/updates-settings" ] }, { @@ -4564,6 +4574,7 @@ "group": "CRM Automations", "pages": [ "l/ro/user-guide/workflows/how-tos/crm-automations/send-email-alerts-with-tasks-due", + "l/ro/user-guide/workflows/how-tos/crm-automations/notify-teammates-of-note-to-review", "l/ro/user-guide/workflows/how-tos/crm-automations/display-number-of-emails-received", "l/ro/user-guide/workflows/how-tos/crm-automations/formula-fields", "l/ro/user-guide/workflows/how-tos/crm-automations/display-related-record-data", @@ -4722,7 +4733,7 @@ "l/ro/user-guide/settings/capabilities/profile-settings", "l/ro/user-guide/settings/capabilities/experience-settings", "l/ro/user-guide/settings/capabilities/domains-settings", - "l/ro/user-guide/settings/capabilities/releases-settings" + "l/ro/user-guide/settings/capabilities/updates-settings" ] }, { @@ -5004,6 +5015,7 @@ "group": "CRM Automations", "pages": [ "l/ru/user-guide/workflows/how-tos/crm-automations/send-email-alerts-with-tasks-due", + "l/ru/user-guide/workflows/how-tos/crm-automations/notify-teammates-of-note-to-review", "l/ru/user-guide/workflows/how-tos/crm-automations/display-number-of-emails-received", "l/ru/user-guide/workflows/how-tos/crm-automations/formula-fields", "l/ru/user-guide/workflows/how-tos/crm-automations/display-related-record-data", @@ -5162,7 +5174,7 @@ "l/ru/user-guide/settings/capabilities/profile-settings", "l/ru/user-guide/settings/capabilities/experience-settings", "l/ru/user-guide/settings/capabilities/domains-settings", - "l/ru/user-guide/settings/capabilities/releases-settings" + "l/ru/user-guide/settings/capabilities/updates-settings" ] }, { @@ -5444,6 +5456,7 @@ "group": "CRM Automations", "pages": [ "l/tr/user-guide/workflows/how-tos/crm-automations/send-email-alerts-with-tasks-due", + "l/tr/user-guide/workflows/how-tos/crm-automations/notify-teammates-of-note-to-review", "l/tr/user-guide/workflows/how-tos/crm-automations/display-number-of-emails-received", "l/tr/user-guide/workflows/how-tos/crm-automations/formula-fields", "l/tr/user-guide/workflows/how-tos/crm-automations/display-related-record-data", @@ -5602,7 +5615,7 @@ "l/tr/user-guide/settings/capabilities/profile-settings", "l/tr/user-guide/settings/capabilities/experience-settings", "l/tr/user-guide/settings/capabilities/domains-settings", - "l/tr/user-guide/settings/capabilities/releases-settings" + "l/tr/user-guide/settings/capabilities/updates-settings" ] }, { @@ -5884,6 +5897,7 @@ "group": "CRM Automations", "pages": [ "l/zh/user-guide/workflows/how-tos/crm-automations/send-email-alerts-with-tasks-due", + "l/zh/user-guide/workflows/how-tos/crm-automations/notify-teammates-of-note-to-review", "l/zh/user-guide/workflows/how-tos/crm-automations/display-number-of-emails-received", "l/zh/user-guide/workflows/how-tos/crm-automations/formula-fields", "l/zh/user-guide/workflows/how-tos/crm-automations/display-related-record-data", @@ -6042,7 +6056,7 @@ "l/zh/user-guide/settings/capabilities/profile-settings", "l/zh/user-guide/settings/capabilities/experience-settings", "l/zh/user-guide/settings/capabilities/domains-settings", - "l/zh/user-guide/settings/capabilities/releases-settings" + "l/zh/user-guide/settings/capabilities/updates-settings" ] }, { @@ -6639,7 +6653,7 @@ }, { "source": "/user-guide/settings/releases-settings", - "destination": "/user-guide/settings/capabilities/releases-settings" + "destination": "/user-guide/settings/capabilities/updates-settings" }, { "source": "/user-guide/settings/settings-faq", diff --git a/packages/twenty-docs/images/user-guide/workflows/reviewer-field-for-note.png b/packages/twenty-docs/images/user-guide/workflows/reviewer-field-for-note.png new file mode 100644 index 0000000000..60507d940c Binary files /dev/null and b/packages/twenty-docs/images/user-guide/workflows/reviewer-field-for-note.png differ diff --git a/packages/twenty-docs/navigation/base-structure.json b/packages/twenty-docs/navigation/base-structure.json index bc3b8cf9ee..790982463a 100644 --- a/packages/twenty-docs/navigation/base-structure.json +++ b/packages/twenty-docs/navigation/base-structure.json @@ -151,6 +151,7 @@ "label": "CRM Automations", "pages": [ "user-guide/workflows/how-tos/crm-automations/send-email-alerts-with-tasks-due", + "user-guide/workflows/how-tos/crm-automations/notify-teammates-of-note-to-review", "user-guide/workflows/how-tos/crm-automations/display-number-of-emails-received", "user-guide/workflows/how-tos/crm-automations/formula-fields", "user-guide/workflows/how-tos/crm-automations/display-related-record-data", @@ -329,7 +330,7 @@ "user-guide/settings/capabilities/profile-settings", "user-guide/settings/capabilities/experience-settings", "user-guide/settings/capabilities/domains-settings", - "user-guide/settings/capabilities/releases-settings" + "user-guide/settings/capabilities/updates-settings" ] }, { diff --git a/packages/twenty-docs/navigation/navigation-schema.json b/packages/twenty-docs/navigation/navigation-schema.json index bc3b8cf9ee..790982463a 100644 --- a/packages/twenty-docs/navigation/navigation-schema.json +++ b/packages/twenty-docs/navigation/navigation-schema.json @@ -151,6 +151,7 @@ "label": "CRM Automations", "pages": [ "user-guide/workflows/how-tos/crm-automations/send-email-alerts-with-tasks-due", + "user-guide/workflows/how-tos/crm-automations/notify-teammates-of-note-to-review", "user-guide/workflows/how-tos/crm-automations/display-number-of-emails-received", "user-guide/workflows/how-tos/crm-automations/formula-fields", "user-guide/workflows/how-tos/crm-automations/display-related-record-data", @@ -329,7 +330,7 @@ "user-guide/settings/capabilities/profile-settings", "user-guide/settings/capabilities/experience-settings", "user-guide/settings/capabilities/domains-settings", - "user-guide/settings/capabilities/releases-settings" + "user-guide/settings/capabilities/updates-settings" ] }, { diff --git a/packages/twenty-docs/user-guide/calendar-emails/capabilities/mailbox.mdx b/packages/twenty-docs/user-guide/calendar-emails/capabilities/mailbox.mdx index 4183413e0d..e5e68b552e 100644 --- a/packages/twenty-docs/user-guide/calendar-emails/capabilities/mailbox.mdx +++ b/packages/twenty-docs/user-guide/calendar-emails/capabilities/mailbox.mdx @@ -43,6 +43,14 @@ Depending on your mailbox settings, you might see: ## Email Sync Behavior +### Sync Rate +Twenty imports emails at approximately **400 messages per minute**. This rate is currently limited by Gmail API rate limiting (and applies similarly to other providers). + +For reference: +- 1,000 emails → ~2.5 minutes +- 10,000 emails → ~25 minutes +- 50,000 emails → ~2 hours + ### What Gets Synced - **External Emails**: All emails with contacts outside your organization - **Automatic Linking**: Emails connect to existing People and Company records @@ -54,10 +62,10 @@ Depending on your mailbox settings, you might see: - **Group Emails**: Distribution lists and group emails are excluded - **Excluded Folders**: Folders you've chosen not to sync (configured under Settings → Accounts → Email) -### Selective Folder Sync (Lab Feature) +### Selective Folder Sync Control which email folders sync with Twenty: -1. Enable `Message Folder` in Settings → Releases → Lab -2. Configure folders under Settings → Accounts → Email +1. Go to **Settings → Accounts** and select your connected email account +2. Configure folders under the Email section 3. Choose specific folders to include or exclude (Inbox, Sent, Archive, custom folders) diff --git a/packages/twenty-docs/user-guide/calendar-emails/how-tos/connect-several-mailboxes-per-user.mdx b/packages/twenty-docs/user-guide/calendar-emails/how-tos/connect-several-mailboxes-per-user.mdx index c526e2d2d1..90d7087b75 100644 --- a/packages/twenty-docs/user-guide/calendar-emails/how-tos/connect-several-mailboxes-per-user.mdx +++ b/packages/twenty-docs/user-guide/calendar-emails/how-tos/connect-several-mailboxes-per-user.mdx @@ -23,7 +23,7 @@ Twenty supports **unlimited email accounts per user**. This is useful if you man Each connected mailbox has its own settings: - **Email visibility**: Choose what teammates can see - **Contact auto-creation**: Enable/disable per mailbox -- **Folder selection**: Choose which folders to sync (Lab feature) +- **Folder selection**: Choose which folders to sync ## How Emails Appear diff --git a/packages/twenty-docs/user-guide/calendar-emails/how-tos/i-dont-see-emails-on-records.mdx b/packages/twenty-docs/user-guide/calendar-emails/how-tos/i-dont-see-emails-on-records.mdx index 5d3605473b..06f989175f 100644 --- a/packages/twenty-docs/user-guide/calendar-emails/how-tos/i-dont-see-emails-on-records.mdx +++ b/packages/twenty-docs/user-guide/calendar-emails/how-tos/i-dont-see-emails-on-records.mdx @@ -6,11 +6,12 @@ description: Troubleshooting missing emails on records. ## Common Reasons ### 1. Initial Sync Still in Progress -Email sync takes time, especially for large mailboxes. -- **Calendar sync**: Completes in minutes -- **Email sync**: Can take several hours for large mailboxes +Email sync takes time, especially for large mailboxes. Twenty imports emails at approximately **400 messages per minute** (limited by Gmail API rate limiting). -**Solution**: Wait up to a few hours for the initial import to complete. +- **Calendar sync**: Completes in minutes +- **Email sync**: Depends on mailbox size (e.g., 10,000 emails ≈ 25 minutes, 50,000 emails ≈ 2 hours) + +**Solution**: Wait for the initial import to complete. You can estimate timing based on your mailbox size. ### 2. Contact Doesn't Exist in Twenty Emails only appear on existing People records. If the contact wasn't created yet: diff --git a/packages/twenty-docs/user-guide/calendar-emails/how-tos/limit-emails-imported.mdx b/packages/twenty-docs/user-guide/calendar-emails/how-tos/limit-emails-imported.mdx index eee2ecec25..20a53c47d0 100644 --- a/packages/twenty-docs/user-guide/calendar-emails/how-tos/limit-emails-imported.mdx +++ b/packages/twenty-docs/user-guide/calendar-emails/how-tos/limit-emails-imported.mdx @@ -11,9 +11,7 @@ By default, Twenty syncs all external emails from your connected mailbox. You ca Control which email folders sync with Twenty: -1. Go to **Settings → Releases → Lab** -2. Enable **Message Folder** -3. Return to **Settings → Accounts** +1. Go to **Settings → Accounts** 4. Select your connected email account 5. Choose which folders to sync: diff --git a/packages/twenty-docs/user-guide/calendar-emails/overview.mdx b/packages/twenty-docs/user-guide/calendar-emails/overview.mdx index 3bd2528362..c875364435 100644 --- a/packages/twenty-docs/user-guide/calendar-emails/overview.mdx +++ b/packages/twenty-docs/user-guide/calendar-emails/overview.mdx @@ -30,11 +30,10 @@ image: /images/user-guide/emails/emails_header.png ### SMTP/CalDAV Setup (Other Providers) For other email and calendar providers: -1. Go to **Settings → Releases → Lab** to enable the feature -2. Return to **Settings → Accounts** -3. Configure SMTP settings for email -4. Configure CalDAV settings for calendar -5. Test the connection +1. Go to **Settings → Accounts** +2. Configure SMTP settings for email +3. Configure CalDAV settings for calendar +4. Test the connection ### Multiple Mailboxes - **Unlimited Accounts**: Connect multiple email accounts per user @@ -64,10 +63,9 @@ Choose different levels of visibility for your emails: When enabled, contacts are automatically linked to their Company records based on their email domain. If the company doesn't exist yet, Twenty creates it for you. -### Control which emails get sync with Message Folder Selection (Lab Feature) +### Control which emails get synced with Message Folder Selection Control which email folders sync with Twenty: -1. Go to **Settings → Releases → Lab** and enable **Message Folder** -2. Return to **Settings → Accounts** and select your connected email account +1. Go to **Settings → Accounts** and select your connected email account 3. Choose which folders to sync: - **Inbox**: Primary incoming emails - **Sent**: Outgoing emails you've sent @@ -114,7 +112,7 @@ Choose what will be visible to other users in your workspace: **Updates every 5 minutes**: Both email and calendar data sync automatically every 5 minutes after the initial import. -**Initial sync timing**: Calendar sync completes quickly (usually within minutes), while email sync takes longer for large mailboxes—up to a few hours depending on volume. Don't worry if you see contacts from calendar events appearing before your email contacts; this is normal behavior. +**Initial sync timing**: Calendar sync completes quickly (usually within minutes), while email sync takes longer for large mailboxes. Twenty imports emails at approximately **400 messages per minute** (limited by Gmail API rate limiting), so a mailbox with 10,000 emails takes about 25 minutes. Don't worry if you see contacts from calendar events appearing before your email contacts; this is normal behavior. ## Next Steps diff --git a/packages/twenty-docs/user-guide/dashboards/overview.mdx b/packages/twenty-docs/user-guide/dashboards/overview.mdx index 9923ba7bd5..2c8dd1be49 100644 --- a/packages/twenty-docs/user-guide/dashboards/overview.mdx +++ b/packages/twenty-docs/user-guide/dashboards/overview.mdx @@ -8,6 +8,10 @@ image: /images/user-guide/reporting/pie-chart.png Dashboards + +Dashboards are currently in beta. Activate them under **Settings → Updates → Early Access**. + + ## Understanding Dashboards Dashboards in Twenty provide a visual way to track your key performance metrics and gain insights from your CRM data. diff --git a/packages/twenty-docs/user-guide/getting-started/capabilities/glossary.mdx b/packages/twenty-docs/user-guide/getting-started/capabilities/glossary.mdx index 8e5107ced7..8599f09665 100644 --- a/packages/twenty-docs/user-guide/getting-started/capabilities/glossary.mdx +++ b/packages/twenty-docs/user-guide/getting-started/capabilities/glossary.mdx @@ -32,9 +32,6 @@ Favorites are records you've marked for quick access, appearing in your sidebar ## Field A field refers to a specific area where particular data is stored for an entity. -## Integration -Integrations are built-in tools that allow you to link Twenty with other software or systems. - ## Iterator An Iterator is a workflow action that loops through an array of items, executing subsequent actions for each item in the list. diff --git a/packages/twenty-docs/user-guide/getting-started/how-tos/configure-your-workspace.mdx b/packages/twenty-docs/user-guide/getting-started/how-tos/configure-your-workspace.mdx index f4a80b75ff..ba85b32d85 100644 --- a/packages/twenty-docs/user-guide/getting-started/how-tos/configure-your-workspace.mdx +++ b/packages/twenty-docs/user-guide/getting-started/how-tos/configure-your-workspace.mdx @@ -29,7 +29,7 @@ If you have not done so when creating your workspace, connect your **Google or M - Keep communication history visible for your team **Using another provider?** -You can add another mailbox via SMTP or another calendar via CalDAV. You will need to activate the feature under Settings → Releases → Lab, and then go back to the Settings → Accounts tab. +You can add another mailbox via SMTP or another calendar via CalDAV. Go to **Settings → Accounts** to configure. ### Import data via csv Use the Command menu (```Cmd + K``` or ```Ctrl + K```) to import People, Companies, Opportunities, or any custom objects via CSV. diff --git a/packages/twenty-docs/user-guide/getting-started/how-tos/navigate-around-twenty.mdx b/packages/twenty-docs/user-guide/getting-started/how-tos/navigate-around-twenty.mdx index 2bd11f2d25..9f2e116dbd 100644 --- a/packages/twenty-docs/user-guide/getting-started/how-tos/navigate-around-twenty.mdx +++ b/packages/twenty-docs/user-guide/getting-started/how-tos/navigate-around-twenty.mdx @@ -18,7 +18,6 @@ On the left side, from the top to the bottom, you'll be able to: - Have direct access to your **Favourites views**. Favourites are unique for each user. - Switch between different objects - **Create automations** using workflows -- Reach out to Support and open our User Guide. @@ -71,7 +70,9 @@ Open your Settings from the top left to: - Invite team members and manage user roles - Edit your profile and workspace preferences - Configure billing and monitor workflow credits usage -- Discover the latest releases and upcoming features (under Releases → Lab tab) +- Discover and enable upcoming features (under Updates → Early Access) +- **Access Support** to reach out via live chat +- **Open the Documentation** to browse the User Guide and developer docs If you do not see all those sections under Settings, reach out to your workspace administrator - some of them have restricted access. diff --git a/packages/twenty-docs/user-guide/settings/capabilities/releases-settings.mdx b/packages/twenty-docs/user-guide/settings/capabilities/releases-settings.mdx deleted file mode 100644 index 96a8dd0e80..0000000000 --- a/packages/twenty-docs/user-guide/settings/capabilities/releases-settings.mdx +++ /dev/null @@ -1,30 +0,0 @@ ---- -title: Releases Settings -description: Enable experimental features in Twenty. ---- - -## About Releases Settings - -The Releases section allows you to enable experimental features before they're generally available. - -## Lab Features - -Lab features are experimental capabilities that are still being developed. They may change or be removed without notice. - -### How to Enable Lab Features -1. Go to **Settings → Releases** -2. Find the feature you want to enable -3. Toggle it on -4. The feature will be available immediately - - -Lab features are experimental and may not work as expected. Use them with caution in production environments. - - -## Feature Feedback - -Your feedback helps improve Twenty: -- Report issues with experimental features -- Share how you're using new features -- Suggest improvements via the community Discord - diff --git a/packages/twenty-docs/user-guide/settings/capabilities/updates-settings.mdx b/packages/twenty-docs/user-guide/settings/capabilities/updates-settings.mdx new file mode 100644 index 0000000000..ad70cd5cea --- /dev/null +++ b/packages/twenty-docs/user-guide/settings/capabilities/updates-settings.mdx @@ -0,0 +1,34 @@ +--- +title: Updates Settings +description: Enable Early Access features in Twenty. +--- + +## About Updates Settings + +The Updates section allows you to enable Early Access features before they're generally available. + +## Early Access Features + +Early Access features are capabilities that are still being tested before general availability. + +**Currently in Early Access:** +- **Dashboards** — Visual reporting and analytics + +### How to Enable Early Access Features +1. Go to **Settings → Updates** +2. Navigate to the **Early Access** section +3. Find the feature you want to enable +4. Toggle it on +5. The feature will be available immediately + + +Early Access features may change based on user feedback. Your input helps us improve Twenty! + + +## Feature Feedback + +Your feedback helps improve Twenty: +- Report issues with Early Access features +- Share how you're using new features +- Suggest improvements via the community Discord + diff --git a/packages/twenty-docs/user-guide/settings/how-tos/settings-faq.mdx b/packages/twenty-docs/user-guide/settings/how-tos/settings-faq.mdx index 8b4abb8106..755b83c176 100644 --- a/packages/twenty-docs/user-guide/settings/how-tos/settings-faq.mdx +++ b/packages/twenty-docs/user-guide/settings/how-tos/settings-faq.mdx @@ -151,19 +151,19 @@ You can configure approved access domains so team members with company email add -## Lab Features +## Early Access Features - -Lab features are experimental capabilities being tested before general release. They may change or be removed without notice. + +Early Access features are capabilities being tested before general release. Currently, only **Dashboards** are in Early Access. They may change based on user feedback. - -Lab features are functional but may have bugs or unexpected behavior. Use them cautiously in production environments. + +Early Access features are functional but may change based on user feedback. They are safe to use but may evolve before general availability. - -1. Go to **Settings → Releases → Lab** + +1. Go to **Settings → Updates → Early Access** 2. Find the feature you want 3. Toggle it on 4. The feature becomes available immediately diff --git a/packages/twenty-docs/user-guide/workflows/capabilities/use-iterator.mdx b/packages/twenty-docs/user-guide/workflows/capabilities/use-iterator.mdx index 0c75432256..f2d92d3106 100644 --- a/packages/twenty-docs/user-guide/workflows/capabilities/use-iterator.mdx +++ b/packages/twenty-docs/user-guide/workflows/capabilities/use-iterator.mdx @@ -6,9 +6,6 @@ image: /images/user-guide/workflows/workflow.png Iterator lets you loop through an array of records and perform actions on each one. It's essential for workflows that need to process multiple records returned by Search Records or received via webhooks. - -Iterator is currently in beta. Activate it under **Settings → Releases → Lab**. - ## When to Use Iterator diff --git a/packages/twenty-docs/user-guide/workflows/how-tos/crm-automations/notify-teammates-of-note-to-review.mdx b/packages/twenty-docs/user-guide/workflows/how-tos/crm-automations/notify-teammates-of-note-to-review.mdx new file mode 100644 index 0000000000..3d72f22456 --- /dev/null +++ b/packages/twenty-docs/user-guide/workflows/how-tos/crm-automations/notify-teammates-of-note-to-review.mdx @@ -0,0 +1,126 @@ +--- +title: Notify Teammates of a Note to Review +description: Send automatic email notifications when assigning a colleague to review a note. +--- +import { VimeoEmbed } from '/snippets/vimeo-embed.mdx'; + + +**Tagging teammates directly in notes is not yet supported.** This feature is planned for the second half of 2026. In the meantime, this workflow provides a practical workaround. + + +## The Challenge + +You want to tag a colleague in a note so they receive a notification to review it. Today, Twenty doesn't support @mentions in notes or tasks. + +## The Workaround + +Instead of tagging in the note text, you can: +1. Create a **Reviewer** relation field on the Notes object +2. Assign the reviewer when creating or editing the note +3. A workflow automatically sends an email to the reviewer with a link to the note + + +**Limitation**: This approach allows assigning one reviewer per field. If you need to notify multiple people, create additional relation fields (e.g., Reviewer 1, Reviewer 2). This won't scale well if you need to tag many collaborators at once. + + + +## Step-by-Step Setup + +### Step 1: Create the Reviewer Field + + +1. Go to **Settings → Data Model → Notes** +2. Click **Add Field** +3. Configure: + +| Setting | Value | +|---------|-------| +| **Name** | Reviewer | +| **Type** | Relation | +| **Related Object** | Workspace Member | +| **Relation Type** | Many Notes → One Workspace Member | + +4. Save the field + +### Step 2: Create the Workflow + + + + +#### Create the Workflow Trigger + +1. Go to the main view and create a new workflow +2. Select **Record Updated** as the trigger +3. Choose **Note** as the object and specify the Reviewer field. +4. This will trigger whenever the reviewer of a note is updated. + +#### Add a Filter to Check Reviewer Was Just Assigned + +Add a **Filter** action to ensure the workflow only continues when a reviewer is assigned: + +| Condition | Value | +|-----------|-------| +| **Reviewer** | is not empty | + +#### Search for the Workspace Member + +1. Add a **Search Records** action +2. Select **Workspace Member** (under Advanced Objects) +3. Add a filter: + +| Condition | Value | +|-----------|-------| +| **ID** | equals `{{note.reviewerId}}` | + +This retrieves the full workspace member record, including their email address and name. + +#### Send the Notification Email + +1. Add a **Send Email** action +2. Configure: + +| Field | Value | +|-------|-------| +| **To** | Search Record → First Workspace Member → User Email | +| **Subject** | A note needs your review | +| **Body** | See example below | + +**Email body example:** + +```text +Hi {{searchRecord.firstWorkspaceMember.name.firstName}}, + +You've been assigned to review a note. + +View the note here: +https://yourSubDomain.twenty.com/object/note/{{recordIsUpdated.id}} + +Best, +Twenty +``` + + +Replace `yourSubDomain` with your actual Twenty workspace subdomain. + + +#### Test and Activate + +1. Click **Test** to run the workflow manually +2. Create or edit a note and assign a reviewer +3. Check the reviewer's inbox for the notification email +4. Activate the workflow + +## Usage + +Once set up, your team can use this workflow by: +1. Creating a new note (or editing an existing one) +2. Selecting a colleague in the **Reviewer** field +3. The colleague automatically receives an email with a direct link to the note + +## Related + +- [Workflow Triggers](/user-guide/workflows/capabilities/workflow-triggers) +- [Send Emails from Workflows](/user-guide/workflows/capabilities/send-emails-from-workflows) +- [Create Custom Fields](/user-guide/data-model/how-tos/create-custom-fields) +- [Create Relation Fields](/user-guide/data-model/how-tos/create-relation-fields) +