# Blue Documentation

> Blue is a process management platform that helps teams create, manage, and scale their workflows. This documentation covers all features including workspaces, records, views, custom fields, dashboards, automations, integrations, and user management.

## Product Updates

- [Changelog](https://blue.app/changelog): Latest updates, with older entries loaded on scroll
- [JSON Feed](https://blue.app/changelog/feed.json): Full changelog for automated checks. Compare stable item IDs to find new entries.
- [RSS Feed](https://blue.app/changelog/rss.xml): Full changelog for feed readers and automation

The feeds are public and require no JavaScript or authentication. Use conditional HTTP requests with ETag or Last-Modified for scheduled checks.

## Getting Started

- [Welcome](/docs/start-guide/welcome): Getting started with Blue and an overview of the platform
- [Core Concepts](/docs/start-guide/concepts): Understanding organisations, workspaces, records, lists, fields, views, and user roles
- [Download Apps](/docs/start-guide/download-apps): Blue is available on Web, MacOS, Windows, iOS, and Android
- [Billing](/docs/start-guide/billing): Manage your Blue subscription, plans, and payments
- [White Label](/docs/start-guide/white-label): Configure your Blue instance with your own brand, domain, and emails

## Workspaces

- [Introduction](/docs/workspaces/index): Workspaces form the fundamental framework for organizing users and data
- [Records](/docs/workspaces/records): Records are the fundamental building blocks in Blue that can represent anything
- [Documents](/docs/workspaces/documents): Collaborative rich text documents for planning and knowledge management
- [Templates](/docs/workspaces/templates): Reuse workspace structures to kickstart new initiatives
- [Wiki](/docs/workspaces/wiki): Centralized knowledge base for SOPs, policies, guidelines, and best practices
- [Sidebar Folders](/docs/workspaces/shared-sidebar-folders): Organise your workspaces into shared folders visible across your organisation
- [Activity](/docs/workspaces/activity): Blue records all actions across all workspaces and records for compliance
- [Archiving Workspaces](/docs/workspaces/archiving-workspaces): Freeze workspaces once they are completed for compliance
- [Chat](/docs/workspaces/chat): Create on-topic chat discussions in each workspace
- [Copying Workspaces](/docs/workspaces/copying-workspaces): Make perfect copies of workspaces in Blue
- [Turning Features On/Off](/docs/workspaces/featuresonoff): Toggle workspace features on or off for all users
- [File Management](/docs/workspaces/file-management): Upload, preview, download, and organize files with up to 5GB per file
- [Forms](/docs/workspaces/forms): Public forms for external users to submit information like helpdesk tickets or inquiries
- [Search](/docs/workspaces/search): Lightning-fast search-as-you-type results across all records and workspaces

## Records

- [Introduction](/docs/records/introduction): Records are the core building blocks that allow you to track anything
- [Lists](/docs/records/lists): Manage and categorize records efficiently with up to 100,000 records per list
- [Assignees](/docs/records/assignees): Assign users to records for responsibility and accountability
- [Dates](/docs/records/dates): Associate key dates and times with records for scheduling and tracking
- [Tags](/docs/records/tags): Flexible, color-coded categorization system for records
- [Fields on Front of Cards](/docs/records/card-fields): Configure which fields appear on board cards for at-a-glance information
- [Activity](/docs/records/activity): Immutable activity logs within each record providing a detailed audit trail
- [Comments](/docs/records/comments): Context-rich discussions integrated directly into individual records
- [Reminders](/docs/records/reminders): Schedule email or push notification reminders for any record
- [Repeat](/docs/records/repeat): Automatically recreate records on a defined schedule
- [Dependencies](/docs/records/dependencies): Connect records together to create structured workflows with blocking relationships
- [Cover Images](/docs/records/cover-images): Display visual previews on record cards from descriptions, comments, or custom fields
- [Duplicate Detection](/docs/records/duplicate-detection): Prevent duplicate records by detecting similar titles with fuzzy matching
- [Printing Records](/docs/records/printing-records): Generate customized PDF documents directly from your records
- [AI Content Summarization](/docs/records/ai-content-summarization): Use AI to summarize comment threads and generate action items
- [Copying Records](/docs/records/copying-records): Duplicate records within or across workspaces with full control over included data
- [Moving Records](/docs/records/moving-records): Move records and all associated information between lists or across workspaces

## Views

- [Board](/docs/views/kanban-board): Full-featured kanban board view for process-based work
- [Database](/docs/views/database): Spreadsheet-style interactive table for managing large datasets
- [Calendar](/docs/views/calendar): Visual overview of records in a calendar format with month and week views
- [Timeline and Gantt Charts](/docs/views/timeline-gantt-charts): Gantt-style timeline with drag-to-schedule, swim lanes, dependencies, and critical paths
- [Map](/docs/views/map): Interactive world map plotting records with location data
- [Filters](/docs/views/filters): Narrow down records shown in any view based on tags, assignees, dates, and custom fields
- [Saved Views](/docs/views/saved-views): Save filters, sort order, and view settings for quick reuse

## Custom Fields

- [Introduction](/docs/fields/introduction): Create custom data structures to match your organizational requirements
- [Single Line Text](/docs/fields/single-line-text): Unformatted text strings for capturing structured text data
- [Multiple Line Text](/docs/fields/multiple-line-text): Rich text field for longer, multi-paragraph content
- [Number](/docs/fields/number): Capture numeric data values with optional min/max boundaries
- [Currency](/docs/fields/currency): Store monetary values with support for 60+ global currencies
- [Percent](/docs/fields/percent): Capture and display percentage values with a visual progress bar
- [Single Select](/docs/fields/single-select): Dropdown list of options for categorical data
- [Multiple Select](/docs/fields/multiple-select): Dropdown allowing multiple selections per record
- [Checkbox](/docs/fields/checkbox): Boolean checkbox for approvals, toggles, and automation triggers
- [Date](/docs/fields/date): Associate key dates and times with records using an interactive date picker
- [Star Rating](/docs/fields/star-rating): Capture ratings and scores using a star-based rating system
- [URL / Link](/docs/fields/url-link): Store clickable links and web addresses with standard and button display modes
- [Phone Number](/docs/fields/phone-number): Store phone numbers with country code support and one-click calling
- [Email](/docs/fields/email): Store validated email addresses with one-click compose and automation integration
- [Country](/docs/fields/country): Associate records with countries using a searchable dropdown with flags
- [Location / Map](/docs/fields/location-map): Capture geographic coordinates and display locations on interactive maps
- [File](/docs/fields/file): Upload and attach files directly to records with preview and download support
- [Formula](/docs/fields/formula): Create calculations based on existing data with support for math functions
- [Unique ID](/docs/fields/unique-id): Auto-generated unique identifiers with random or sequential numbering
- [Reference](/docs/fields/reference): Link records across different projects with searchable dropdowns
- [Lookup](/docs/fields/lookup): Import and display data from referenced records in other projects
- [Duration](/docs/fields/duration): Track the time between two specified events in your records
- [Button](/docs/fields/button): Create clickable buttons that trigger automation actions
- [Time In List](/docs/fields/time-in-list): Automatically track how long a record has been in each list

## Dashboards

- [Introduction](/docs/dashboards/introduction): Build live dashboards combining real-time data from multiple workspaces
- [Stat Cards](/docs/dashboards/stat-cards): Display real-time calculated values and key metrics
- [Bar Graphs](/docs/dashboards/bar-graphs): Analyze and compare values across categories visually
- [Pie Charts](/docs/dashboards/pie-charts): Visualize proportional data across categorized records

## Automations

- [Introduction](/docs/automations/introduction): Powerful event-based, scheduled, and conditional automations with unlimited triggers
- [Triggers](/docs/automations/triggers): Events and conditions that activate automations
- [Actions](/docs/automations/actions): Operations performed automatically when an automation is triggered
- [Email Automations](/docs/automations/actions-dir/email-automations): Automatically send personalized emails using record data and merge tags

## Integrations

- [API](/docs/integrations/api): Full GraphQL API with 100% feature coverage
- [Webhooks](/docs/integrations/webhooks): Real-time outgoing webhooks to send data to other systems
- [Zapier](/docs/integrations/zapier): Connect Blue to thousands of apps via Zapier webhooks
- [Make.com](/docs/integrations/make): Native integration with Make.com for no-code automation across 2,000+ apps
- [Pabbly Connect](/docs/integrations/pabbly-connect): Connect Blue with popular apps via Pabbly Connect
- [GitHub](/docs/integrations/github): Connect Blue workspaces with GitHub repositories
- [Google Maps](/docs/integrations/googlemaps): Use Google Maps for map views with detailed maps and accurate location data
- [Calendar Sync](/docs/integrations/calendar-sync): Sync your Blue calendar to Google Calendar, Outlook, and iCal
- [CSV Import](/docs/integrations/csv-import): Migrate data from other systems with support for up to 200,000 records
- [CSV Export](/docs/integrations/csv-export): Download data from Blue into CSV files for storage and analysis

## User Management

- [Introduction](/docs/user-management/introduction): User permissions set at the project level for tight security and access control
- [Signing In](/docs/user-management/signing-in): Sign in with magic links, one-time passwords, Google, Microsoft, or password
- [Profile Settings](/docs/user-management/profile-settings): Customize your experience with personal details, regional settings, and appearance
- [Notifications](/docs/user-management/notifications): Configure email and push notifications per event type and per workspace
- [@mentions](/docs/user-management/mentions): Notify users and groups directly in comments and descriptions
- [Organisation Administrator](/docs/user-management/organisation-administrator): Top-level admin role with full control over organisation settings and billing
- [Project Administrator](/docs/user-management/roles/project-administrator): Highest-privilege role within a project with complete control over settings
- [Team Member](/docs/user-management/roles/team-member): Collaborative role with project creation and editing permissions
- [Client](/docs/user-management/roles/client): External stakeholder role for feedback and limited record management
- [Comment Only](/docs/user-management/roles/comment-only): Participate in discussions without record management permissions
- [View Only](/docs/user-management/roles/view-only): Read-only access to all project data without modification ability
- [Custom User Roles](/docs/user-management/roles/custom-user-roles): Create tailored permission structures with granular field-level and tag-level access control