What is a View
Views let you capture and revisit the exact data, filters, and layout you care about — whether that’s a table of records, a graph of relationships, or results from Terminal.
They’re your personal or shared snapshots of how you explore your Workspace Data / Network.
View navigation
Explore your View
Open a View to see its connected data and relationships at a glance.
The top navigation bar gives you access to:
Overview – Review high-level goals, descriptions, and ownership
Records – Explore the people, organizations, and events that define your View
Each section helps you understand your network and progress from a different perspective.
Overview section
The Overview tab is your View’s home base — displaying its title, description, and current status.
Records section
Records can be viewed in two modes:
Table view
A sortable, filterable list of all records in your View.
Sort by: Name, Type, or Last Updated
Filter by record type: People, Organizations, or Events
Click any record to open a preview panel with key details
Use Table View to quickly browse and manage large sets of records.
Graph view
A dynamic visualization of how records connect.
Each node represents a record; lines show relationships
Zoom, pan, and filter by record type for clarity
Click nodes to view record insights and relationships
Use Graph View to uncover collaboration patterns and network dynamics.
Switch between Table and Graph modes with a single toggle.