Records and fields

A record holds the details of one task, project, client, or other item in a table. Fields describe the record. The same record appears in every view of that table.

Open a record

Select a row or card to open Peek. To use the full page, choose Open as full page. The record page can show its title, Properties, body, comments, Activity, time, files, and related records. Which sections appear depends on the record and your access.

Edit a record

To change the title: select the title and enter the new text. To edit a property, select its value and choose or enter a replacement. Changes save automatically. If a save fails, the field shows Not saved and offers Retry.

To add a description, select the body and enter text. Use the editor’s slash menu to add a supported block. To comment, open the comments area and write a message. You can mention a teammate when the control offers them.

Open linked records and subtasks

When a linked record opens in a preview, open another linked record from there to stack its preview. Use the breadcrumb or previous and next controls to return to an earlier record. Choose Open full page to leave the preview stack.

Records can also have subtasks. Expand or collapse the Subtasks section to review them. The parent record shows the subtasks’ progress.

Add fields

To add a field to a table: 1. Open the table. 2. Select Create field. 3. Enter a Field name, choose a Field type, and set its options. New fields can appear in the table and be used in other views.

Respect access

Fields you can read but not edit appear as read-only. A field hidden by your access rules may be absent or marked hidden for your role. Guests do not see internal comments or fields the workspace has not shared with them.

Review record activity

Open the Activity tab to see recent changes to a record and when they happened. The list shows who made each change when your access allows it. It names fields you can currently see, but does not show old field values. You need access to the record to see its activity.