Introduction

Records are the main items that you track in a Blue workspace. Each record lives in a database. The database’s fields store the record’s values, such as dates, assignees, tags, and files. Each record can also have checklists and comments.

Use records for two main purposes:

• Track work: Store the status and details of a work item, sales deal, support request, or other process item.
• Organize information: Put records in lists that represent categories or process stages, such as “Open Leads” and “Closed Deals.”

Record features

• Lists are the options of a select field. They represent stages such as “To Do,” “In Progress,” and “Completed,” and appear as board columns.
• Fields store values such as dropdown selections, numbers, and dates. For example, add a “Lead Score” number field.
• Tags label records with categories such as “Urgent” or “Bug.”
• Comments keep discussions and threaded replies on the record.
• Attachments store files, images, and videos on the record.
• Automations respond when records are created, changed, or deleted. For example, send an email when Blue creates a high-priority record.
• Dependencies define the order in which linked records must be completed.
• Cover Images show images on record cards.
• Reminders send personal notifications at a scheduled time.

Example workflows

Work management

Create a record for each work item. Add assignees, due dates, and attachments, then move records through lists such as “Backlog,” “In Progress,” and “Live.”

Sales pipeline

Create a record for each lead or opportunity. Store the deal value, lead score, and next step in fields.

Move records between lists such as “Open Deals” and “Closed Won” as their status changes.

Support requests

Create a record for each customer issue. Assign a member, ask questions in comments, and store the status in a field.

Use tags such as “Bug” and “Question” to categorize requests.

Recruitment

Create a record for each candidate and store application details in fields. Move records through “Applied,” “Phone Screen,” and “Final Round.”

Use an email automation to notify a candidate when their record moves to another list.