Manage Items
Items are the primary records in a pipeline, each representing a deal, ticket, candidate, or other entity moving through your workflow.
Creating an item
- Click the "+ Add Item" button on your dashboard
- If you have multiple blueprints, pick one
- Fill in the fields
- Click Save
Your new item appears as a card in the first stage. Each item receives an automatically generated short ID for easy reference.
If your pipeline has duplicate detection enabled, Slate checks for matches before creation and may show a warning dialog with potential duplicates.
Viewing an item
Hover over a card to see a quick summary of the item's key fields. Click a card to open the full detail view, which includes:
| Overview | Summary of the item with key fields, assignees, and linked contact |
| Fields | All field values with inline editing |
| Activity | Notes, calls, emails, meetings, and conversation messages |
| Proposals | Linked proposals (if enabled) |
| Invoices | Linked invoices (if enabled) |
| Tasks | Tasks linked to this item |
| Automations | Active automation instances running on this item |
| Progression Logs | History of stage and status changes over time |
Editing an item
Fields are editable inline within the detail view. Changes persist automatically.
Moving items between stages
Items progress through statuses and stages:
| Next button | In the detail view, use the next button to progress through statuses and stages in order |
| Drag and drop | On the board, drag a card and drop it into another stage column |
Assigning team members
Click the assignee area on a card (or in the detail view) to assign team members. You can:
- Assign multiple people
- Set a primary assignee
- Self-assign with one click
Adding activity
In the item detail view, use the activity form to log:
| Notes | Free-text updates |
| Calls | Log a phone call with outcome |
| Emails | Record email interactions |
| Meetings | Log meetings |
Deleting items
Open the item detail and use the delete option. Deleted items can be restored from Settings → Company Settings → Deleted Items within 7 days. After that, they are permanently removed.
Filtering items
Use the toolbar above your board:
| My Items | Toggle to show only items assigned to you |
| Search | Find items by name or short ID |