Overview: Data Automation with Magic Columns
Magic Columns that help automate data entry for you. These special columns can be added from the same menu as a Custom Column, but they make it easier for you to track data as the system records it for you!
The information in Magic Columns are usually non-editable and get automatically generated by Streak itself. If you remove a Magic Column you will not lose the data stored in it.
Adding Magic Columns
You create a new Column by clicking the + button towards the far right-hand side of the Pipeline, or right-clicking on an existing Column header and selecting Insert Column from the Column menu.
Magic Column Options
Creation Data Columns- acts as a reference for who created a Box, how much time the Box has spent in the Pipeline and the Box's recent update activity.
Freshness Column- an indicator of how long ago a Box was updated, relative to the other Boxes in your Pipeline.
Summary Column- the condensed form of email, file, comment, Task, Call Log, and Meeting Notes Count. Extremely helpful to see the Box's activity at a glance.
Email Data Columns- information is extracted from the emails add to the Box to surface email correspondence dates, volume, and included email addresses.
Stage Data Columns- provides information on which Boxes are progressing along the Pipeline.
Task Data Columns- surfaces details on a Box's Tasks such as Tasks counts, Task assignees, and Task due dates.
Comments Count Column- an indicator of the number of Comments added to a Box from Team collaborators.
Contact Data Column- identifies the last contact type between Email, Call, or Meeting.
Call log / Meeting Note Data Column- surfaces details on a Box's Call Logs and Meeting Notes such as total count and duration.
Follower Count Column- the number of collaborators following the Box. Distinguishes projects multiple people are working on.
File Count Column- useful for finding files added to your Box.
ID Column- a unique ID generated for that particular Box. Useful for when you need automatic unique values to distinguish Boxes.