Create a module

A module is one of your data tables: properties, deals, invoices. You build it once as a template, then attach it to the projects that need it.

The Modules page

Modules in the sidebar lists your templates, each with its input field count, when it was last updated, and how many projects use it. From here you open a template to edit, delete it, or press "Create New Module".

The Module Builder

The page is three columns:

Write the Module Name at the top, then add fields: drag a type from the toolbox onto the canvas, or click it. Each field you add opens its settings straight away.

Saving

A new module is saved with "Save module & publish", an existing one with "Save changes". The builder keeps a draft as you work ("Auto-saving…"), but what reaches your workspace is what you publish.

After saving

The template is ready. Attach it to a project from the project page, then finish shaping it:

• Field types
• Stages
• The record page
• Custom buttons