Our iOS and Mac apps adopt a few common patterns to make them easy to understand and use:

  1. Accordion Views
  2. Topic & Data Items
  3. Expanded Cells



The following screenshots show the accordion views for Contacts.

The same applies to various other accordion views for items like Project, Task, Event, Asset, etc.

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“Topic items” like projects, trips, visits, events, services, etc. allow items to be attached to. Also, “Topic item” types have their own colors
“Data items” can be associated Topic items.

Currently, notes are the only exception – they serve both as topic and data items.

All “Topic Item” detail views look very similar. The below screenshot shows the detail view of a Project “Topic Item”:

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Notice that the “Topic Item” can contain other data items like tasks, checklists, appointments, expenses, services, etc.

The below screenshots show the Task “Data Item” detail view that shows that the no other items can be contained in this “Data Item”.

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Here are some examples (Trip, Event, Project, Contact, and Asset) of the Topic Object pattern:








The expanded cells view is available for most views. The single tap, by default, brings up the expanded cell that shows the various action buttons. This is a powerful way to access most of the actions associated with an item.

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