> For the complete documentation index, see [llms.txt](https://help.transform.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.transform.ai/getting-started/understanding-the-interface.md).

# Understanding the Interface

### Overview

This page covers navigation, scope, and core UI patterns. Transform is organized by scope: **Account → Organization → Project**.

{% columns %}
{% column %}
**What is covered**

* Scope and breadcrumbs
* Moving between Organizations and Projects
* Finding work with search and views
  {% endcolumn %}

{% column %}
**At a glance**

* **Time:** \~5 minutes
* **Access:** Any Teammate
  {% endcolumn %}
  {% endcolumns %}

{% hint style="info" %}
Screenshot placeholder: full Transform interface with callouts for breadcrumbs, global search, left nav, and view selector.
{% endhint %}

### Key Concepts

* **Scope**: current level in the Account → Organization → Project hierarchy
* **Views**: different ways to see the same data (List, Board, Gantt)
* **Detail panel**: side panel for reviewing and editing items

### How It’s Used

Use this page during onboarding. Use it when diagnosing navigation or “wrong scope” issues.

### Benefits

* Faster navigation and fewer context mistakes
* Better adoption of views and filtering for daily work

### Setup Steps

### Quick orientation

{% stepper %}
{% step %}

### Confirm scope

Most pages live at one of these levels:

* **Account:** global configuration and admin
* **Organization:** client or department container
* **Project:** where requirements, tasks, tests, and artifacts live

{% hint style="info" %}
Screenshot placeholder: breadcrumbs or scope indicator showing current level (Account vs Organization vs Project).
{% endhint %}
{% endstep %}

{% step %}

### Switch organizations and projects

Use breadcrumbs and selectors to move between scopes.

When in doubt, return to **Organizations** and open the correct Project again.

{% hint style="info" %}
GIF placeholder: switch Organization → switch Project → show breadcrumbs updating.
{% endhint %}
{% endstep %}

{% step %}

### Use global search

Use search when item location is unknown.

* [Using Global Search](/getting-started/using-global-search.md)

<figure><img src="/files/WlifW9hITSwUtZWxg6Dm" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Learn the left navigation

The left nav changes based on scope.

Expect different options at Account vs Organization vs Project level.

{% hint style="info" %}
Screenshot placeholder: side-by-side of left nav at Organization level vs Project level.
{% endhint %}
{% endstep %}

{% step %}

### Use views + the detail panel

Views control how the same data is displayed.

Start with List, then try Board and Gantt.

* [Working with Views](/getting-started/working-with-views.md)

{% hint style="info" %}
Screenshot placeholder: view selector showing List/Board/Gantt, plus filter/sort/group controls.
{% endhint %}

{% hint style="info" %}
GIF placeholder: click an item in a list → detail panel opens on the right → edit a field → close panel.
{% endhint %}
{% endstep %}
{% endstepper %}

### Main navigation

{% columns %}
{% column %}

#### Left navigation

Use the left panel to move between major areas.

Common entries:

* **Organizations / Projects** (depending on scope)
* **Blueprints**
* **Transformations / Work**
* **Settings** (scope-specific)

{% hint style="info" %}
Screenshot placeholder: left navigation with key sections labeled.
{% endhint %}
{% endcolumn %}

{% column %}

#### Top bar

Use the top bar for global actions.

* **Search** (global)
* **Notifications**
* **Profile menu** (preferences, sign out)
* **Help**

{% hint style="info" %}
Screenshot placeholder: top bar with Search, Notifications, Profile menu, and Help labeled.
{% endhint %}
{% endcolumn %}
{% endcolumns %}

### Scope levels: account, organization, project

#### Account level

Account is the top-level container.

Typical actions:

* Create and manage organizations
* Manage account-wide settings (admins)

{% hint style="info" %}
Screenshot placeholder: account home showing the Organizations list/grid.
{% endhint %}

#### Organization level

Organizations usually map to a client, department, or business unit.

Typical actions:

* Create and manage projects
* Manage Organization teammates (if enabled)

{% hint style="info" %}
Screenshot placeholder: organization page showing the Projects list and org header.
{% endhint %}

#### Project level

Projects (transformations) are where day-to-day delivery happens.

Typical actions:

* Work on requirements, tasks, testing, and artifacts
* Track status, activity, and decisions

{% hint style="info" %}
Screenshot placeholder: project home/dashboard showing left nav and a work list.
{% endhint %}

### Key interface elements

#### Views toolbar

Use the toolbar to change the view configuration.

Common controls:

* **View selector** (List / Board / Gantt)
* **Filter**, **Sort**, **Group**
* **Columns** (show/hide fields)

{% hint style="info" %}
Screenshot placeholder: views toolbar with the main controls labeled.
{% endhint %}

Related:

* [Filtering and Sorting Data](/getting-started/filtering-and-sorting-data.md)

#### Detail panel

Click almost any row to open the detail panel.

It keeps the list visible while reviewing and editing.

{% hint style="info" %}
Screenshot placeholder: list view on the left + open detail panel on the right.
{% endhint %}

#### Breadcrumbs

Breadcrumbs keep context visible.

Use breadcrumbs to jump back up the scope tree.

{% hint style="info" %}
Screenshot placeholder: breadcrumb trail showing Organization → Project → Section.
{% endhint %}

#### Activity and history

Use activity signals to answer “what changed?” quickly.

Related:

* [Comments and History](/collaboration-and-automation/comments-and-history.md)

### Tips and shortcuts

* Use **Cmd/Ctrl + K** for search (fastest navigation).
* Use **Esc** to close panels and dialogs.
* Use the browser **Back** button.
* Create a Save View for repeatable review lists.

Related: [Saved Views and Templates](/getting-started/save-views-and-templates.md)

### Best Practices

* Use breadcrumbs to confirm Organization and Project context.
* Use views for repeatable work lists and reviews.
* Keep shared views stable and predictable.

### Summary

Next steps:

* Vocabulary: [Key Concepts and Terminology](/getting-started/key-concepts-and-terminology.md)
* Search: [Using Global Search](/getting-started/using-global-search.md)
* Views: [Working with Views](/getting-started/working-with-views.md)
* Save Views: [Saved Views and Templates](/getting-started/save-views-and-templates.md)


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