Workspace Overview
Understand the structure and layout of your Coherence workspace
Workspace Overview
Your workspace is your team's home in Coherence. This guide explains the key areas and how to navigate effectively.
The Interface
Coherence's interface is designed for speed and clarity:
Sidebar
The left sidebar is your primary navigation:
- Modules - Your data types (Contacts, Companies, custom modules)
- Views - Saved views for each module
- Favorites - Quick access to frequently used items
- Settings - Workspace and personal configuration
Main Area
The center of the screen shows your current view:
- Table view - Spreadsheet-like grid
- Kanban view - Drag-and-drop cards
- Calendar view - Date-based layout
- List view - Simple list format
Record Panel
When you click a record, the detail panel slides in from the right:
- Header - Record name and key info
- Fields - All data for this record
- Activity - Timeline of emails, changes, and notes
- Related - Linked records from other modules
Navigation Tips
Keyboard Shortcuts
| Shortcut | Action |
|---|---|
⌘K / Ctrl+K | Open command bar |
⌘/ / Ctrl+/ | Show all shortcuts |
N | Create new record |
S | Search |
Esc | Close panel/modal |
Command Bar
Press ⌘K to open the command bar for quick actions:
- Search for anything
- Create new records
- Navigate between modules
- Run common actions
Quick Search
Click the search icon or press S to search across:
- All records
- Email content
- Notes and activities
Customizing Your Workspace
Sidebar Order
Drag modules in the sidebar to reorder them. Your most-used modules should be at the top.
Favorites
Star any record, view, or filter to add it to your Favorites section for quick access.
Personal Views
Create personal views that only you can see, perfect for your unique workflows.
Next: Learn how to navigate efficiently and use search.