™How do I keep track of things?
Add a list, or add a detail to one
Track anything, and put any detail on any record.
Open Workspace settings, then Manage Objects. Press Add a list, give it a name and an icon, and it appears in your sidebar. You can nest a list under another one and reorder the sidebar from the same page.
To add a detail (a field) to any list, including Customers, Projects, Tasks, Invoices, Cases and Team, open that list under Manage Objects and press Add a detail. Choose the kind: text, a longer note, number, money, date, a choice from a list, yes/no, web address, phone, email, or a link to a record in another list.
Details can be grouped into sections and marked as required. They show on every record, in the form a portal person fills in, in rules, and to Trig.
Rename any list to the word your business uses. The built-in lists follow your words too: a consultant sees Clients, a tutor sees Students.