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Navigation and organization

Caplo separates top-level navigation from content organization.

Use the top navigation to move between Diagrams, Repository, Reports, and Settings. Use the Overview panel to find, create, organize, and reopen your saved work.

Overview​

The Overview panel contains the items you return to often:

  • Diagrams
  • Saved repository views
  • Saved custom reports
  • Folders

Open the Overview from the menu button or the Caplo logo in the global header. The Overview is available across the product, so you can open it from Repository, Reports, Settings, or a diagram without losing the mental map of your workspace.

Left side of Caplo showing the Overview entrypoints and open Overview panel

Open and close panels​

Caplo uses collapsible panels so you can focus on the current task:

  • Open or close the Overview from the global header.
  • Expand or collapse the Personal and Shared sections in the Overview.
  • Expand or collapse folders in the Overview tree.
  • On diagram pages, use the page-header buttons to show or hide the left entity panel and the right properties panel.

Personal and Shared​

Overview items live under Personal or Shared.

  • Personal is for your private drafts and working views.
  • Shared is for content the workspace can use.

Folders stay within their Personal or Shared area. Individual diagrams, saved views, and reports can be moved when you are ready to share them.

Folders and sorting​

Use folders when a workspace has many diagrams, reports, or repository views. Keep folder names audience-oriented, such as “Application portfolio,” “Finance domain,” or “Migration planning.”

You can sort Overview items alphabetically or by last updated date. Directories stay grouped before individual items so the tree remains easy to scan.

Page headers and breadcrumbs​

Each main page has its own header with local context and actions. Breadcrumbs describe where you are in the current route, not necessarily where the item lives in the Overview folder tree.

For example, a saved repository view may appear inside a folder in Overview, while the Repository page header focuses on the active view and available actions.

Route context is not folder location

Use breadcrumbs to understand the current page or saved item you opened. Use the Overview tree to understand folder organization and where content lives for your team.

Switching workspaces​

If you belong to multiple workspaces, use the workspace switcher in the Overview header. After switching, Caplo reloads the workspace-specific repository, diagrams, reports, and settings.