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FAQ
Curious about CodeBlox? Find the answers to your most common questions about our no-code software.
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Can we set due dates, priorities, and reminders on tasks?
Yes. Every task in CodeBlox task management features supports due dates, priority levels, and automated reminder notifications. Your team gets alerted before a deadline approaches so nothing slips through the cracks and your task management setup drives accountability without requiring a manager to manually follow up on every item.
Do task management features support subtasks and nested work breakdown?
Yes. CodeBlox supports parent-child task relationships so your team can break down complex deliverables into manageable subtasks. Each subtask has its own assignee, due date, and status so your task management features give you complete visibility at both the summary level and the granular detail level.
Can we connect tasks to other records like projects, deals, or tickets?
Absolutely. CodeBlox task management features support full relational linking. Connect tasks to any parent record in any Blox so your team always has context for why a task exists, what it is connected to, and how completing it affects the broader project, deal, or service request it belongs to.
How do task management features handle recurring tasks?
CodeBlox supports recurring task generation through automation workflows. Set the frequency, the assignee, and the template and your task management features create and assign new tasks automatically on the schedule you define without anyone having to remember to create them manually.
Can we assign tasks to multiple team members at once?
Yes. CodeBlox task management features support multi-assignee fields on any task record. Each assigned team member receives a notification, the task appears in their personal work queue, and all assignees can update progress simultaneously so nothing gets missed when work involves more than one person.
Can starred items be shared with a team or are they always private?
Starred items are personal by default but workspace administrators can create shared pinned items that appear for specific roles or teams. This gives your starred items feature setup the flexibility to support both individual productivity and team-level quick access to critical shared resources.
Does the starred items feature sync across devices?
Absolutely. Your starred items are tied to your user account, not your device. Whether you access CodeBlox from a desktop browser, a mobile app, or a tablet, your starred items feature list is always identical and always up to date across every device you use.
Can we see which records are most frequently starred across the team?
Yes. Workspace administrators can view aggregate starred items feature usage data to understand which records, views, and dashboards are most important to the team. This insight helps operations and product teams prioritize what to optimize and surface more prominently in the navigation.
Can each team member star different items based on their own priorities?
Yes. CodeBlox starred items feature is personal by default. Each team member stars the records, views, and dashboards that are most relevant to their own work so everyone gets a personalized quick-access list without affecting what their colleagues see or how shared views are organized.
Does the starred items feature work across all Blox and record types?
Yes. CodeBlox starred items feature works across every Blox, every record type, every view, and every dashboard in your workspace. Any piece of content your team accesses regularly can be starred so the feature becomes more valuable the more your team uses the CodeBlox platform.
Do robust reporting features support drill-down from summary metrics to individual records?
Yes. Every summary metric in CodeBlox robust reporting features is clickable. Your team can drill from a high-level KPI down to the individual records that make up that number so leadership always has the context they need to act on what the data is telling them without requesting a follow-up report.
Can reports be scheduled and delivered automatically to stakeholders?
Yes. CodeBlox robust reporting features support scheduled report delivery with configurable frequency, recipient lists, and file format selection. The right data reaches the right people on the right schedule without anyone having to remember to run a report or manually forward an export.
Can non-technical team members build and manage their own reports?
Absolutely. The entire robust reporting feature set is visual and drag-and-drop. Operations, finance, HR, and sales teams configure, save, and share their own reports without any developer involvement and without affecting the underlying data model or anyone else's reporting configuration.
How do robust reporting features handle data from multiple Blox at once?
CodeBlox robust reporting features support cross-Blox reporting through relationships, lookups, and formula fields. You can pull metrics from your CRM, HR, finance, and project Blox into a single report view without duplicating data or building a separate integration layer.
Does the real-time updates feature affect performance for large workspaces?
No. CodeBlox real-time updates features use diff-based transmission that sends only what changed, not full record payloads. This keeps bandwidth usage low and performance fast even in large workspaces with thousands of active records and dozens of concurrent users making edits simultaneously.