The fundamental building blocks of Blue. Track tasks, customers, deals, tickets — anything your business needs in one flexible system.

Use Custom Fields to make Records tailored for your organization.

Blue has dozens of fields available to ensure you can match your specific data type.

Go beyond the spreadsheet.

We get it — everyone is different. That's why Blue offers multiple options for viewing your data, from traditional databases to calendars, gantt charts, maps, lists, and kanban boards.

Create standardized processes with Boards.

Organize your workplace quickly and easily with process boards — ensuring steps are clear and simple to follow.

Manage data at scale with Visual Database.

Eliminate the tedious details and explore your database. Visualize and dissect your data quickly to find what you need.

Ensure you're always up to date with Calendars.

Plan your projects and processes with Blue calendars to get a clear overview of what's happening in your organization — then identify bottlenecks before they arise.

Monitor everything with Activity & Audit Trails.

Blue creates transparency on what's happened. Monitor activities across workspaces and hold people responsible.

Frequently asked questions

Records Basics

A record is the fundamental unit of data in Blue. It can represent anything - a task, customer, deal, employee, asset, or any other business entity you need to track. Each record can have multiple custom fields to capture specific information relevant to your use case.
Records provide a structured way to organize all your business data in one place. Instead of scattered spreadsheets and disconnected tools, records give you a single source of truth with consistent structure, searchability, and relationships between different data types.
Key features include 24 custom field types, multiple view options (Board, Calendar, Database, Timeline, Map, List), unlimited records per workspace, drag-and-drop organization, advanced filtering and search, and comprehensive audit trails for every change.

Use Cases

Create records for tasks with custom fields for assignees, due dates, priorities, and status. Use Board view for kanban-style workflows, Calendar view for scheduling, and Timeline view for project planning. Set up automations to notify team members and update related records.
Absolutely. Create records for deals with fields for deal value, stage, probability, and contact information. Use Board view to visualize your pipeline stages, set up automations for follow-ups, and create dashboards to track sales metrics and forecasts.
Records work perfectly for support tickets. Add fields for ticket priority, category, customer information, and resolution status. Use automations to assign tickets, send notifications, and escalate based on SLA rules. Track response times and satisfaction with built-in reporting.
Yes, records are ideal for recruitment. Track candidates with fields for resume, interview notes, ratings, and hiring stage. Use Board view to move candidates through your hiring pipeline, automate communication, and collaborate with hiring teams on feedback.

Technical Questions

Yes, Blue offers extensive integration options. Connect with 5,000+ tools through Zapier, Make.com, and other platforms. Use our GraphQL API for custom integrations, webhooks for real-time updates, and CSV import/export for data migration.

Ready to get back to work? Ready to organize your data with Records?

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