How a workspace is organised

The sidebar on the left is the map of your workspace. The top part is your lists: the built-in ones (contacts, projects, tasks, calendar, messages, files, invoices, Money & health, cases) and the ones you added. Six show by default; the rest sit under More. You choose which show and in what order under Workspace settings, Manage Lists.

Below the lists are the studios: AI Studio (where Trig lives), Automation Studio (rules), Flow Questions (where a rule waits for a person), Forms, and whichever of Booking, Portals, Course Studio, Funding Studio, TG eSign, Lead Studio, TG Sites, Events, Matters and Listings your workspace has switched on.

At the bottom: Team, Workspace settings, Integrations and your Account.

Records and details#

Open any list and you see its records. Open a record and you see its details, its comments, its activity, and the things linked to it (a customer's projects and invoices, a project's steps). A field can be text, long text, a number, money, a date, a choice from a list, yes / no, a link, a phone number, an email, or a connection to a record in another list.

The built-in lists take added details exactly like the lists you create. If your customers need a "Referred by" detail, add it; it is then on every customer record, in every form and in every rule.

Words that change with your business#

You can rename any list to the word you use, under Workspace settings, Manage Lists.