Objects & Records

Objects let you define and manage structured data for your organization. Create objects for Contacts, Candidates, Invoices, or any other records you need. Records link to Tasks, Projects, and Objectives, and Workflows can create, update, and query them.

Use cases

  • CRM: Contacts, Companies, Deals
  • HR: Candidates, Employees, Job Postings
  • Finance: Invoices, Expenses, Budgets
  • Operations: Assets, Inventory Items, Vendors

Creating an object

Managing objects requires a workspace admin.

  1. Go to Settings › Objects or navigate to /settings/objects
  2. Click New object
  3. Enter a name and pick an icon and color
  4. Optionally set singular/plural labels, a number prefix (e.g. CON), and a URL slug
  5. Choose sidebar visibility, then click Create Object

Object settings

Each object has a few core settings:

  • Number prefix: used for auto-numbered records (e.g. CON-001). Without a prefix, records are numbered #1, #2, and so on.
  • Primary field: the title shown in lists and links. Defaults to the first text field.
  • Status field: a dropdown or text field treated as the record's status.
  • Date field: a date field used by date-based views.
  • Labels: singular/plural labels shown throughout the UI.
  • Sidebar navigation: Hidden (default — reachable from Data › All objects and search), Global (always visible in the sidebar), or Contextual (visible when browsing a linked project or team). Pin to sidebar shows the type in the Pinned section.

Adding fields

  1. Open your object from the list
  2. Click Add field
  3. Configure the field:
    • Field name: identifier using lowercase letters, numbers, and underscores (e.g. company_name)
    • Label: human-readable name (e.g. "Company Name")
    • Type: choose from available field types
    • Hint: optional help text shown to users
  4. Set type-specific options, the Required toggle, and display options
  5. Click Add field to save

Note: field names cannot be changed after creation. Deleting a field archives it — existing data is preserved and archived fields can be restored later.

Field types

Type Description Configuration options
Text Single-line or multi-line text Max length, multiline toggle
Number Numeric values Min/max values, decimal places
Date A calendar date —
Date & time A date with a time —
Checkbox Yes/no toggle —
Dropdown Pick from predefined options Options list, allow multiple
Rich Text Formatted long-form text —
People Reference one or more people Allow multiple
Formula Read-only value computed from other fields Expression (e.g. {amount} * (1 + {tax_rate})), result format: number, currency, or percentage

To reorder Dropdown options, edit the field and use the Move up or Move down buttons beside an option, then save. The buttons work with the keyboard (Tab to a button and press Enter or Space). Values and labels stay the same. Single-select sorting follows this order, with unknown and empty values last. Record table groups also follow option order, followed by empty and unknown groups. Descending sorting reverses the configured options.

Display and filtering

Each field has display options:

  • Show in list to include in table views
  • Searchable to include in search
  • Filterable to expose as a filter
  • Width to control the column size in tables

Text, number, date, checkbox, dropdown, rich text, people, and formula fields can be used as filters.

Creating records

  1. Open Data › All objects in the sidebar to see all objects, or open a placed object directly
  2. Click Add [type] (e.g. "Add Contact")
  3. Fill in the fields and save

Records are assigned a sequential number per type, formatted with the prefix when one is set (e.g. CON-001).

Forms on dashboards

Add a Form widget to a dashboard to create records from a validated form. Pick an object (task, project, objective, or a custom type) and optionally a subset of its fields; submitting the form creates the record.

Linking records

Records, tasks, projects, and other items connect through relationships:

  1. Open the Linked sidebar tab on a record, project, or objective page (on a task, add the Relationships widget to the sidebar first)
  2. Click Link a relationship
  3. Choose what to attach — a Rollout record, a website URL, or an external item — and how it relates

Links appear grouped by relationship kind and show on both linked items.

Workflow integration

Use record nodes in your workflows to automate data management:

Triggers

  • Record created — starts a workflow when a record is created
  • Record updated — starts a workflow when a record is updated

Both work for tasks, projects, and custom objects, with optional filters such as object, project, and status changes.

Actions

  • Save to workspace — create a task, project, or custom record when no selector is supplied. An exact ref updates only an existing record; an opaque top-level upsert_key matches or creates one. Custom record key fields do not implicitly select a record for update.
  • Archive record — archive records of one Object
  • Link resources — link or unlink two records, external items or URLs

Use the Query workspace node to search for records, tasks, and other data sources with filter syntax.

Best practices

  • Plan your schema before creating fields
  • Use clear naming for both field names and labels
  • Mark essential fields as required to ensure data quality
  • Configure display options for list views and filters

Troubleshooting

Cannot find my object in the sidebar

  • New objects default to Hidden visibility — set sidebar visibility to Global or pin it, or open it from Data › All objects
  • Check that the object is not archived

Field validation errors

  • Verify required fields are filled
  • Check number fields are within min/max bounds
  • For dropdowns, ensure the value matches one of the defined options

Links not appearing

  • Both items must belong to the same workspace
  • Try refreshing the page after creating a link