--- title: How to set up your kinds of outreach url: https://tideswell.xyz/docs/workspace-admin/outreach-types description: Name the kinds of outreach your team tracks, give each a colour, and set the order of the columns on the Outreach board. --- > Documentation index: fetch https://tideswell.xyz/llms.txt to discover every page before exploring further. # How to set up your kinds of outreach **Settings › Outreach types** is where an admin names the kinds of outreach the team tracks. Each kind becomes a column on the **Customers › Outreach** board and an option in the **Kind** pill on every outreach. covers working that list. A new workspace starts with one kind, General. Everything else on the list is yours to name. ## Before you start [#before-you-start] **Settings** sits at the foot of the menu for admins of the workspace, and this is one of its rows. Saving the list needs the **Define Objects** row in **Settings › Permissions**, which admins have by default (see ). ## What should the kinds be? [#what-should-the-kinds-be] The reasons your shop reaches out to customers, in your own words. Fairgreen Golf Co. might add Warranty and Delivery, so a repair call and a lost parcel sit in different columns. A handful of kinds is plenty: each one is a column somebody has to scan. ## How do you add one? [#how-do-you-add-one] 1. Press **Add outreach type**. 2. Type its name in the **Type name** box. 3. Pick one of the six swatches under **Colour**. It becomes the dot on the board column and in the **Kind** picker. 4. Use the up and down arrows at the start of the row to put the column where you want it. 5. Press **Save outreach types**. "Outreach types saved" confirms it. Nothing changes for the team until you save, so you can add, rename and reorder several kinds first and save once. ## How do you rename or reorder one? [#how-do-you-rename-or-reorder-one] Click into a name and type over it, or move a row with its arrows, then press **Save outreach types**. The board's columns follow the order on this screen, top to bottom. Renaming keeps every outreach filed under that kind, because the kind is the same and only its name changes. That makes a rename the right move when a kind is nearly right. ## What happens to General? [#what-happens-to-general] General stays on the list in every workspace, because it is where outreach lands when nobody picks a kind. Rename it to suit your team. Its remove button is greyed out, and hovering it reads "Existing outreach is filed under this type." ## How do you remove a kind? [#how-do-you-remove-a-kind] Move its outreach to another kind first, then press the **×** at the end of its row and save. Open and finished outreach both count. While anything is still filed under a kind, its **×** is greyed out and hovering it says how many items are left. To move them, drag their cards to another column on the board (turn on **Show done** to include finished ones), or change **Kind** on each row.