Records

Learn what records contain and rename them in each database to match the terms that your team uses.

Records store the individual items that a workspace tracks. Each record belongs to a database. A record can represent a customer interaction, sale, project milestone, or inventory item.

Workspace Owners and Project Administrators can change record terminology. Each database has its own record name.

Kanban board with four lists of records, each representing a different kind of work item

Rename Records

  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 a Singular name and a Plural name.
  6. Select Update. Blue applies the name to the records of this database.

For example, you can use:

  • Task / Tasks
  • Assignment / Assignments
  • Step / Steps
  • Issue / Issues
  • Ticket / Tickets
  • Lead / Leads
  • Deal / Deals
  • Case / Cases
  • Opportunity / Opportunities
  • Client / Clients
  • Product / Products
  • Order / Orders

Terminology settings card with singular/plural record name fields and a live preview