Numeric allows you to add multiple entities to your workspace to provide additional levels of organization to your checklist. Checklist tasks can be tagged to one or more entities indicating which of the entities defined in your workspace is connected to a task.

Adding Entities

1. Head into the Checklist and click the 3-dot menu at the top right of the page and choose Manage entities

2. Click Add Entity

3. Type in a name for your new entity and an abbreviation

4. Hit “Create entity” to save

5. The new entity is now available to be added to any tasks!

Renaming or Deleting Entities

Entities that have been manually added to your workspace can be renamed or deleted.

1. Head into the Checklist and click the 3-dot menu at the top right of the page and choose Manage entities

2. Hover on the entity and two options ("Edit" and "Delete")will appear on the right most side of the entity

Adding Entities to Checklist Tasks

Once you have created entities (either manually or through a GL integration), you can tag checklist tasks and journal entries using these entities.

Individual Entity Assignment

1. Click on the name of a task or journal entry in the checklist to open the sidebar

2. Within the sidebar, select the + Entity field (see screenshot below)

   

   3. Select one or more entities from the resulting menu and select "Save"

Bulk Entity Assignment

You can also update entity assignments in Numeric using the Bulk editing feature. Refer to this help center article for additional details:📄 Making Bulk Edits

Organizing by Entity

To organize your checklist by entity, utilize the "View" button in the top right of the checklist and select "Group By: Entity".