Working with records
Everything you need to take action on a record.
Last updated
Everything you need to take action on a record.
Last updated
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.
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.