Learn how to read and understand a work item in Luklak. We’ll break down the different parts of an Object screen, including its fields, activity log, and connections.
🧊 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.Object
Screen: A Visual Breakdown🧊 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.
Opportunity Name
: The title of the work.Project Value
: A key financial number.Assigned To
: The person responsible for this Opportunity
.Estimated Close Date
: The deadline or target date.Related Contact
: A link to the main client contact associated with this deal.Workflow
. The highlighted step shows you the object’s current stage.
Opportunity
is currently in the PROPOSAL SENT
stage.NEGOTIATION
).Object
. It is the “single source of truth” that ensures everyone is on the same page.
CONSULTING
to PROPOSAL SENT
.”