Records

Learn what records contain and rename them to match the terminology used in your workspace.

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

Workspace Owners and Project Administrators can change record terminology.

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

Rename Records

  1. Open Workspace Settings > Records.
  2. Enter a singular name and a plural name.
  3. Save the change. Blue applies the terminology throughout the workspace.

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