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, categories, 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: Use field values to organize records into categories or process stages, such as “Open Leads” and “Closed Deals.”

Record features

• Select (single) fields store one process stage or category. The Board can show each option as a column.
• Fields store values such as dropdown selections, numbers, and dates. For example, add a “Lead Score” number field.
• Select (multi) fields store several labels or categories, such as “Urgent” and “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 stages 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.

Change a status field between stages 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 a Select (multi) field with options 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 changes stage.