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Properties are Macro’s unified system for attaching structured fields to entities. The same machinery powers a document’s metadata, a task’s status and assignee, an email thread’s custom fields, and a CRM contact’s phone number — so the type system, editors, and behaviors below apply everywhere properties appear.

Supported types

Every entity that supports properties supports the same data types:
  • STRING (text) — e.g. phone, job title, department, notes.
  • NUMBER — e.g. revenue, employee count, ARR.
  • BOOLEAN — toggles.
  • DATE — e.g. last contacted, contract/renewal date.
  • SELECT_STRING — single/multi-select with string options (custom option colors/icons).
  • SELECT_NUMBER — single/multi-select with numeric options.
  • ENTITY — a reference to another entity (User, Company, Contact, Document, Project, Channel, Chat, Task, Thread).
  • LINK — URLs (website, LinkedIn, etc.).

System vs. custom

A property is either system (built-in and non-removable — like a task’s Status) or custom (something you add). Properties can also be flagged as metadata, which keeps them out of the main views. Editors come in three forms: inline (click-to-edit in a list or pill), popover (a focused dialog), and modal (batch editing across several fields).

Pinned properties

Pinning a property promotes it so its value renders as a pill — under a document or task title, for example — for quick scanning and editing. Defaults are per block type: tasks pin Status, Priority, and Assignees out of the box.

Built-in fields by block

Some blocks ship with their own system properties:
  • Tasks — Status, Priority, Assignees, Due Date, Parent Task / Subtasks, Depends On, Effort, Story Points, and Relevant Documents. See Tasks.
  • CRM contacts & companies — Email, Name, Company, interaction timestamps, Domains, Email Sync, and more.

Agent access

Agents read and write properties through the MCP entity tools — GetEntityProperties to read, SetEntityProperty to update (status, assignee, dates, custom fields), and ListEntities to browse. See the tool reference.