Desktop items & menus

The desktop and every Finder window hold the same four kinds of item, select and move them the same way, and share one right-click menu system.

Items#

• Folder colours: blue, indigo, purple, pink, red, orange, yellow, green, teal and graphite. Paper colours: yellow, pink, blue, green, purple, orange and graphite.
• A name is up to 80 characters.
• Make items from the + panel, the desktop's right-click menu or Finder's Add menu, or by dragging: a sidebar link onto the desktop makes a shortcut, a link out of a page window (a list's name, a person's) saves that record, and files from the computer upload.
• Icons sit on a grid that fills columns top to bottom, then left to right. Icon size sets the cell: Small 88 × 92 px, Medium 100 × 104 px (the default), Large 112 × 116 px. Clean up and Clean up by name tidy it, and icons step aside for widgets placed on the desktop.
• A new desktop is empty and says so: "Make this desktop yours", with New folder, Add items and Upload files.

Finder#

A folder opens in a Finder window: a sidebar tree (Favorites: Desktop and Trash; Folders; Shared with me), the path with Back and Forward, a search across everything inside, six views and a Preview pane.

• The view is remembered per folder.
• Preview opens a 300 px column on the right of every view but Gallery. It needs 320 px left for the view, so a narrow window keeps it closed.
• The Sidebar switch at the start of the toolbar slides the tree shut so the view takes the whole window; below 640 px the tree folds into a strip of places.
• ⌘-double-click / Ctrl-double-click a folder, or Open in new window, opens it in a second Finder window.

Selecting#

Every surface (the desktop and each Finder window) keeps its own selection.

• Dragging any selected item drags the whole selection: onto a folder, a Finder window, a kanban column, the Trash or another place on the desktop, where the icons keep their arrangement around the one under the pointer. A folder's contents travel with it.
• With several selected, the menu offers Open N items (each in its own window), New folder with N items, Move to and Move N items to Trash. Enter opens them all.

Renaming#

• F2 (also after a band that caught one item), the menu's Rename, or a slow click on the name of the only selected item, as in Finder: 550 ms after the click, the name becomes a field. A double-click opens instead, and any press or key before the moment is up cancels it.
• Enter keeps the new name; Escape or an empty name cancels.
• An item shown in two places at once (on the desktop and in a Finder window) renames in the first. Folders shown only in Finder's sidebar or path rename through a small dialog.

Trash and undo#

• Move to Trash (Delete, or ⌘⌫ / Ctrl Backspace; plain ⌫ does nothing, as in Finder) hides an item and everything inside it. Several items go with one Undo.
• Put Back restores it. If its folder is still in the Trash, it comes back to the desktop.
• Empty Trash and Delete Immediately remove only shortcuts, folders and the member's own files, never workspace records.
• ⌘Z / Ctrl Z undoes the last 30 desktop edits in this tab, a reset included, while the desktop shows and the main window is not in front.
• Deleting files (or notes' whiteboards) for good cannot be undone: an Empty Trash or Delete Immediately that includes them is left out of the history, and undoing an earlier edit never brings them back. Text typed into a sticky note is kept the same way.
• One Customize… session, or one drag across the colour picker, is one undo step.
• A shared folder has no Trash: removing an item removes it for everyone, with an Undo in the toast.

“N more”#

When the desktop holds more icons than it has cells (about thirty on a laptop screen with the widget bar shown), its last cell holds an N more tile instead of a pile only the top of which could be clicked. The tile opens Finder on the Desktop, which lists everything.

Right-click menus#

One menu at a time, at the pointer, on glassMenu glass. It springs open from the pointer, its entries settling in a quick stagger, and fades out on close.

• The desktop: New folder (⌥N), Add items…, Upload files…, New sticky note, New whiteboard, Add widget… · Change wallpaper…, Clean up, Clean up by name, Hide/Show widget bar, Show widget bar on hover, Select all (⌘A), Tile windows · Undo (⌘Z), Open Trash.
• A folder: Open, Add items…, Upload files…, New folder inside, New sticky note inside, New whiteboard inside, Share…, Folder settings… · Rename (F2), Move to ▸, View as ▸, Folder icon ▸, Folder colour · Move to Trash (⌘⌫).
• A shortcut: Open, Open in new window, Open in main window, Copy link · Rename (F2), Move to ▸, Add note… · Move to Trash (⌘⌫). A record's shortcut adds the app's Smart actions between Copy link and Rename (in Sales OS: Send email…, Create task…, Follow up, Debrief, Explain). A link to an outside page opens in a new tab, so it has one Open instead of three.
• Several items: Open N items, New folder with N items, Move to ▸, Move N items to Trash.

A submenu opens beside its row, on the right, or on the left when there is no room. The pointer opens it without moving focus; the keyboard moves focus into it.

• When the chosen action takes away the icon focus would return to (Move to Trash, Move to), focus goes to its desktop or Finder surface, so the arrows keep working.
• A press outside the menu, a resize or leaving the browser window closes it.
• On touch screens, a long press opens it. A right-click in a text field (a sticky note's) keeps the browser's own menu.

Guidelines#

Use a folder per account, territory or deal, shortcuts for the records and pages inside, and sticky notes for what has no page of its own.

Behaviour: items are links, never copies, so permissions stay with the pages. Every action has a menu entry, and every menu works from the keyboard.

Don't add menu entries that only the pointer can reach, put a destructive entry anywhere but last, or make Trash delete workspace records: it only removes the member's own items.