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    • February 2025
    • March 2025
    • April 2025
      • Rich Text Fields in Checklist
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      • Feature Enhancements
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  1. User Guide
  2. Data & process management

Working with records

Everything you need to take action on a record.

Last updated 25 days ago

Records are where real work happens in Unifize. This section covers how to manage and interact with active records—helping you drive action, set priorities, and keep tasks on track.

Explore

From setting deadlines to flagging what needs attention, this section helps you get the most out of every record you touch.

Set timelines and urgency levels to keep workflows aligned and accountable.

Due dates & priorities of a record