# Basic actions you need to know

Most daily work in Ninox comes down to a few simple actions. Once these feel familiar, moving around the product becomes much easier.

## **Find where you need to work**

You usually start in the navigation on the left.

<figure><img src="/files/EMr1Jw4I87ECDKjfa9vW" alt=""><figcaption></figcaption></figure>

Use the **Global menu** 1️⃣ if you need to switch to a different workspace or organization. Use **Home** 2️⃣ to return to the current workspace, and open the app you need from the app list. Inside the app, move between tables or pages with the navigation in the app itself.

Exactly how this looks depends on how the builder of the app you use has designed it, but the basic flow stays the same: first open the right workspace, then open the right app, then go to the table or page where your work is waiting.

## **Find, review, and update records**

Often you work in a table. This is where you search for records, scan lists, and update information.

<figure><img src="/files/Dz4eBFYXnmnVMJ2t5KLz" alt=""><figcaption></figcaption></figure>

The tools above the table help you find, organize, and update records:

* **Search in records** is best for quick lookups.
* **Hidden columns** helps when the table feels too busy.
* **Import/export** lets you bring data in or download it.
* **Inline editing** switches between editing in the grid and in the form view.
* **Add record** creates a new record, if your role allows it.

When you open a record, you either work directly in the table or in the **form view** at the side. If **Inline editing** is turned on, you can edit directly in the grid. If it is turned off, Ninox opens the record in the form view instead. The form view gives you more space and context, so it is often easier when you want to focus on one item properly.

<figure><img src="/files/YSwDgAkuTpQrR90TrSnd" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
What you can open, edit, create, or delete depends on your permissions and on how your workspace is set up.
{% endhint %}

## **Keep important things close**

Some areas in Ninox help you stay organized beyond the current table. Access them from the <i class="fa-house">:house:</i> **Home** button.

<figure><img src="/files/xXdNIrzgJMxDnRk0nTRf" alt=""><figcaption></figcaption></figure>

### Use bookmarks

Use **Bookmarks** to keep important records close and get back to them fast.

On the **Bookmarks** screen, bookmarked records appear as cards.

<figure><img src="/files/C04luWjCjNQWylMHhKB8" alt=""><figcaption></figcaption></figure>

Open a card to open the **form view** and keep working. Remove a bookmark with the **X** on the card or by clicking the **star icon** again in the **form view**. This removes only the bookmark. The record stays in your database.

To bookmark a record while working in a table:

1. Open the record in the **form view**.
2. Click the **star icon** at the top.
3. Open **Home** and select **Bookmarks** to find it again.

Learn more in [**Bookmarks**](/getting-started/builder-getting-started/intro-to-the-ninox-ui/workspace-home-inbox-documents-bookmarks-and-history.md#bookmarks).

### Keep track of your documents

Open **Documents** from **Home** when you need one place to store, find, and reuse files in the current workspace.

<figure><img src="/files/Yd1AfJuAEfbmboCKqqED" alt=""><figcaption></figcaption></figure>

This screen helps you keep workspace files organized, easy to search, and available to everyone who needs them. You can upload files, organize them in folders, search by file name, and download files again when you need them. The file list helps you scan what is stored in the workspace.

You can also move files, rename them, and delete them when they are no longer needed. Deleted files move to the **Recycle bin**, where you can restore them or remove them permanently.

Learn more in [**Documents**](/getting-started/builder-getting-started/intro-to-the-ninox-ui/workspace-home-inbox-documents-bookmarks-and-history.md#documents).

### Check the history

Open **History** from **Home** when you need one place to review recent changes across the workspace.

<figure><img src="/files/ldih4IrlRw0EdkyV8nZ7" alt=""><figcaption></figcaption></figure>

This screen helps you follow activity, understand who changed what, and check when it happened.

You can search entries and narrow the list by date or user. The newest activity appears first, which makes recent changes easy to review.

History shows when records were created, updated, or deleted. Open an entry to review the record in the **form view** without leaving **History**.

Learn more in [**History**](/getting-started/builder-getting-started/intro-to-the-ninox-ui/workspace-home-inbox-documents-bookmarks-and-history.md#history).


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