Custom Terminology

Rename workspaces for your organization and records for each database to match the terms that your team uses.

Custom terminology changes the workspace and record labels that people see in Blue. For example, you can rename workspaces to Projects and the records of one database to Tasks.

Workspace name (organization-wide)

An organization administrator can change the workspace label for the entire organization.

  1. Open the organization Settings > General.
  2. Find Workspace Terminology.
  3. Enter the Singular form, such as Project or Client.
  4. Enter the Plural form, such as Projects or Clients.
  5. Select Save. Blue applies the label to every workspace in the organization.

All organization members see the label. Blue uses it in menus, buttons, and dialogs, such as Delete Project in place of Delete Workspace. To restore the default, select Reset to default.

Record name (per database)

A Workspace Owner or Project Administrator can change the record label for one database.

  1. Open the workspace Settings.
  2. Select Databases at the top of the settings menu.
  3. In the Database list, choose the database.
  4. Select Records.
  5. In Terminology, enter the Singular form, such as Task, Ticket, or Lead.
  6. Enter the Plural form, such as Tasks, Tickets, or Leads.
  7. Select Update.

The card shows a preview, such as Add task and Send tasks. Each database can use a different record label. For example, a Deals database can use Deals while a Contacts database uses Contacts.

In the database, Blue uses the label in the toolbar, such as the record count and the Filter tasks… placeholder.

Behavior

  • Workspace terminology applies to every member and workspace in the organization.
  • Record terminology applies only to the database where you configure it.
  • API field names, URLs, and developer identifiers keep Blue’s standard terms. Custom terminology changes only labels that users see.