Category - Platform & Navigation
Learn to navigate TallyBoat and work with menus, tables, entities and workspaces across the Platform.
Understand the main interface areas and how the Sidebar opens over the current page.
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Understand global controls and the User Menu.
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Learn how to navigate TallyBoat pages, menus, tabs, panels and workspaces, and understand how the platform organizes information and everyday operations.
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Understand tables, views, filters and record actions.
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Understand Platform Modes as a flexible way to work with the same business entity in different operational contexts, illustrated through the Boat Workspace.
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Learn how to edit existing tables, create custom tables, manage columns, apply filters, save views and control table access in TallyBoat.
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Switch between supported table, card and calendar layouts in TallyBoat.
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Understand row selection and bulk actions in TallyBoat tables.
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Explore hierarchical records and Tree / Flat views in TallyBoat tables.
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