Getting Started

Reference

Activity Log This page describes the activity log feature in Cerb, which provides an... Automations Automations are state machines written in KATA that transform an input dictionary... Buckets This page explains how group managers in Cerb can organize related tasks... Calendars This page provides information about the Calendars feature in Cerb, which allows... Cards This page explains the concept of "cards" in Cerb, which are popup... Classifiers This page provides an overview of the Classifiers plugin in Cerb, which... Comments This page explains the functionality of adding comments to records in Cerb,... Connected Accounts This page discusses the use of connected accounts in Cerb to enable... Connected Services This page details the functionality of connected services in Cerb, which facilitate... Contacts This page provides an overview of the concept of "Contacts" within Cerb,... Custom Fields This page provides an overview of custom fields in Cerb, detailing how... Custom Fieldsets This page explains the concept of custom fieldsets in Cerb, which allow... Dashboards This page provides an in-depth overview of Cerb's dashboard functionality, focusing on... Data Queries Retrieve complex data using simple text queries and prepare the results for... Groups This page explains the concept of organizing workers into groups within Cerb,... Interactions Interactions are interactive automations that use continuations to pause and resume a... KATA KATA is a human-friendly format for modeling structured data that is used... Maps Create interactive map visualizations with geospatial data. Metrics This page provides a comprehensive overview of the metrics system in Cerb,... Notifications Notifications keep the right people informed about recent activity on any record.... Organizations This page explains the concept of an organization within Cerb, describing it... Packages Packages are a blueprint for importing a related set of pre-configured records... Portals Portals provide a way to publicly and securely share Cerb data with... Profiles This page explains the concept of profiles in Cerb, where each record... Project Boards Project boards visually organize and automate a multi-step process. Queues Queues store a set of temporary messages from producers and distribute them... Records This page provides an overview of Cerb's record management system, which is... Record Links This page explains the concept of record links in Cerb, which describe... Record Types This page provides a comprehensive reference for the various record types available... Reminders This page provides an overview of the reminder feature in Cerb, which... Resources This page provides an overview of resources in Cerb, which are shared... Roles Permissions are granted to workers using roles. Search This page provides a comprehensive guide to using search queries in Cerb,... Sheets Tabular data visualization with a fully customizable text-based schema. Snippets This page explains the concept of snippets in Cerb, which allow workers... Tickets This page provides a comprehensive overview of the ticketing system in Cerb,... Toolbars This page provides a detailed overview of toolbars in Cerb, focusing on... Watchers This page explains the concept of "watchers" in Cerb, which refers to... Webhooks This page provides an overview of Cerb's webhooks plugin, which allows users... Workers This page describes the concept of "workers" in Cerb, who are the... Workflows This page provides an overview of Cerb's Workflow KATA, a feature introduced... Worklists This page provides a comprehensive overview of worklists in Cerb, highlighting their... Workspaces This page explains the concept of workspaces in Cerb, which are customizable...

Admin Guide

Developer Guide

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