Think of an
🧊 Object as a smart, digital index card for a single piece of work. Whether it’s a client deal, a design task, or a project, everything you need to know about it lives on this one screen.This guide will walk you through the different parts of an Object screen, using a sales Opportunity from the LAIKA system as our example.The Object Screen: A Visual Breakdown
When you click on any 🧊 Object, you’ll see a detailed view like the one below. We can break it down into three main areas: the Details, the Workflow Status, and the Activity History.
1. The Main Details: Key Information at a Glance
The top section of the screen contains the most important data fields for the object. This is where you find the core facts about the work item.Opportunity Name: The title of the work.Project Value: A key financial number.Assigned To: The person responsible for thisOpportunity.Estimated Close Date: The deadline or target date.Related Contact: A link to the main client contact associated with this deal.
2. The Workflow Status: Where is this in the process?
Just below the title, you’ll see a visual representation of the business process, orWorkflow. The highlighted step shows you the object’s current stage.
- You can see this LAIKA
Opportunityis currently in thePROPOSAL SENTstage. - When the work is done and you’re ready to move it forward, you will simply click on the next stage in the workflow (e.g.,
NEGOTIATION).
3. Activity & Chat: The Full History
The bottom section is a complete, chronological log of everything that has ever happened to thisObject. It is the “single source of truth” that ensures everyone is on the same page.
- Activity: The system automatically logs important changes, like “System updated Status from
CONSULTINGtoPROPOSAL SENT.” - Chat: This is where your team collaborates. You can see comments, ask questions, and @mention teammates to get their attention, keeping all communication in the context of the work itself.