Working with records

Open, read, create, and edit the records behind your daily work — tasks, projects, customers, anything.

Everything in ObjectOS is a record — a task, a project, a customer, an invoice. This page shows you how to open a record, read its page, create new ones, and edit many at once.

Opening a record

In any list, the record's title is a link — click it to open the record page. To get back, use the back link at the top of the record (for example < All Tasks), or the breadcrumb in the top-left corner.

Anatomy of a record page

From top to bottom, a record page shows:

Element	What it is
Back link	Returns you to the list you came from (e.g. < All Tasks)
State pipeline bar	Only on objects with a workflow — chevron stages showing where the record is in its process
Highlights strip	The record's key fields at a glance (e.g. Project, Assignee, Priority, Due Date, Progress)
Action buttons	Actions defined for this record, such as Log Time
Field sections	The rest of the fields, grouped into cards (e.g. Overview, Schedule, Details)
Show N empty fields	A toggle at the end of a section — empty fields are collapsed by default to keep the page short

Reading the state pipeline

When an object has a workflow, the bar at the top shows every stage as a chevron: completed stages carry a checkmark (✓ Backlog → ✓ To Do → ✓ In Progress), and the current stage is highlighted. One glance tells you how far along the record is.

Tip: If a record looks sparse, click Show N empty fields — the fields exist, they just have no value yet.

Creating a record

Click + New at the top of any list. A modal opens (for example "Create Task — Add a new Task to your database"). Inside the form:

You'll see	How it works
Fields marked `*`	Required — you can't save without them
Select… pickers	Lookup fields that point to another record (a Project, a User). Type to search, or use the table-browse button to pick from a full list.
Dropdowns	Choice fields like Status or Priority — pick one value
Date pickers	Click a date field to pick a day from a calendar

Finish with Create, or Cancel to discard.

Editing records inline

You don't have to open every record to change it. In a grid view, turn on the Edit inline toggle in the toolbar — cells become editable, so you can fix a status, reassign a task, or update a date directly in the list, spreadsheet-style.

Every row in a grid has a ⋮ Actions menu at its end. It holds the actions available for that single record — a quick alternative to opening the record first.

Selecting many records at once

Each grid row starts with a checkbox:

Tick the rows you want (or the header checkbox for the whole page).
The object's bulk actions — buttons like Reassign… at the top of the list — now apply to everything you selected.

Tip: Bulk actions differ per object; they're the buttons next to + New and Import in the list header.

The list header, in full

Above every list you'll find:

Button	What it does
+ New	Create a record (the modal described above)
Import	Bring in records from a file instead of typing them one by one
Custom bulk actions	Object-specific operations like Reassign…, applied to your selection
Bell-off toggle	Mute notifications for this object — see Notifications

Where to go next

I want to…	Read
Change how the list itself looks — filter, group, switch to kanban	Using views
See totals and trends instead of rows	Dashboards
Approve a record waiting on me	Approvals
Control which updates reach me	Notifications
Back to the Console tour	Using ObjectOS