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Every entry has a type — note, task, project, and so on — and the catalog of types belongs to your workspace. Owners shape it under Settings → Entries, which only Owners can open.

The catalog

Types are grouped into sections:

Restyle any type

Open a type to change its Appearance:
  • Name — how the type is labeled everywhere.
  • Description — one line shown in the New entry picker and to the agent.
  • An icon and an accent color.
Click Save appearance to apply. Changes show up everywhere the type appears — the New entry picker, views, and entry pages.

Turn a type off

Every type outside Core has an Available for new entries switch. Turning it off removes the type from the New entry picker and the New menu, so no one creates new entries of that type. Existing entries keep working exactly as before — nothing is hidden or deleted. A turned-off type shows a Disabled badge in the catalog.

Show a type on the calendar

The Show on calendar switch decides whether entries of that type are plotted on the Calendar view by their date.

Set a starting template

New entry scaffold is the text a new entry of that type starts with — headings or prompts your team fills in. Edit it and click Save scaffold.

Add a custom type

Add your own types for the things your team tracks — a “Campaign” or a “Vendor”, for example. In the Custom section, click New type, then give it a Name, a Description, an icon and color, and the Fields it needs. Each field has a key and a type: Mark a field Required field if every entry must fill it in.

Edit fields

  • On built-in types, the built-in fields are fixed.
  • On fields you add, the key and type are fixed once the field is saved. You can still edit its other settings — for example, add options to a select field. An option that entries already use can’t be removed.

Unregistered types

If some of your entries use a type your workspace has no definition for — for example, from imported content — they’re listed under Unregistered. For each one, choose Register as custom type to add it to the catalog, or Retype… to convert those entries to a type you already have.

Remove a custom type

A custom type’s Danger zone offers two ways out:
  • Unregister entry type — removes the type’s definition but leaves every entry untouched.
  • Delete type — converts the type’s existing entries to another type of your choice (note by default), then removes the type, so no entries are lost. If some of those entries are in folders you can’t access, the type can be turned off but not deleted.
Only custom types can be deleted.