Track the details your process actually uses.

Explore the details

Text, email, phone and URL fields

Collect short text, longer text, email addresses, phone numbers and web links with field types suited to each kind of information.

Numbers, money, dates, ratings and checkboxes

Use numeric, monetary, date, rating and checkbox fields to record comparable values instead of burying important details inside the description.

Dropdowns, labels and T shirt sizing

Define consistent options through dropdowns or labels, and use available T shirt sizing presets when the team estimates with a familiar scale.

People, teams, tasks and files

Choose supported people or teams, connect relevant tasks and collect files in structured fields where those references belong in the process.

Locations, drawn signatures and voting

Record a location, collect a drawn signature or use voting fields when the team needs those inputs alongside its task data.

Manual and automatic progress

Set a manual progress measure with an appropriate range or use supported automatic progress based on the task's recorded work.

Formulas and relationship rollups

Calculate values with supported formulas and roll up compatible information from related tasks, keeping the underlying fields available for checking.

Field buttons and actions

Add a button field for a supported action so a frequently repeated step can be started directly from the task's details.

Optional AI field suggestions

When AI is enabled and configured, request supported field suggestions such as summaries or classifications and check them against the task context.

Required values, defaults and validation

Make essential fields required, supply useful defaults and apply the validation supported by each type to improve the consistency of incoming information.

Scope, guest visibility and task types

Place fields at the appropriate workspace location and configure supported visibility or task type rules so the right people see relevant information.

Pinning, ordering, conversion and reuse

Keep useful fields prominent, arrange their order, reuse existing definitions and convert compatible types while preserving the values the conversion supports.