Macro uses properties to attach structured data to any entity (email, task, doc, CRM record, etc.). The properties system is unified across Blocks, so you can organize different content types using the same fields, or create different fields for different content types.
On tasks, the default properties of Status, Priority, and Assignees are visible in this card to the right of the task. To add additional properties click Add property.
Supported types
Add property offers:
- Input
- Input (Number)
- Checkbox
- Date
- Time range
- Link
- Option
- Option (Number)
- User, Document, Channel, Project, Chat, Task, or Email
- Any Entity
Link, Option, Option (Number), and those entity types can be Single or Multi.
System vs. custom
A property is either system (built in and non-removable, like a task's Status) or custom (something you add).
Pinned properties
You can pin properties to show them in the card on the right, or in the unified list. If a property is more like hidden metadata that you don't need to see, leave it hidden. Otherwise, pin it. Each block type has its own defaults. For example, 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 Docs. See Tasks.
- Documents: Owner, Folder, Created and Updated timestamps, plus assignable fields like a linked Task and urgency. See Documents.
- CRM companies (Customers): Stage (Lead, Qualified, Demo, Trial, Negotiation, Customer, Churned), Owner (a person on your team), and Revenue, plus a Last Interaction timestamp that updates automatically from synced workspace emails.
- 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 MCP setup to connect your agent.