How to create and edit a record in

Notice: This guide is about creating records manually. If you want to create records using integrations, you can find more information in this category. If the record is created manually, it is always set to high priority in the prioritization. For more information on prioritization, see this article.

For the majority of modules, records are added by pressing the “new …. ” button located on the right side of the control bar.

This button is always named after the particular module and view.


Then the record creation window is opened. In this window, only the most necessary information is filled in to create the record (see a screenshot from the Tasks module).


Editing mode

After creating a record (in this case a task), the record detail is opened. In order to record the record, the edit mode must be enabled. The detailed information you add to the record is called items. When you are satisfied with your edits, you can exit edit mode by clicking the blue button SAVE (where the EDIT button with pencil used to be).