Create a project
From Projects, choose New project.
Start with a clear objective
Give the project a descriptive title and summary. A good project describes a business initiative rather than a temporary filter—for example, “Northern Wake County urgent care expansion.”
Add ownership and structure
Depending on your workspace configuration, add:
- Project lead and members
- Team access
- Status and priority
- Start and target dates
- Project type, risk, budget, or other configured fields
After creation
Use the project navigation to:
- Review the overview and core fields
- Post updates and comments
- Open project chats
- Create or associate records
- Filter, save, and map project record views
Create the research request before the project when you are still deciding
whether an opportunity exists. Create the project when the work needs ongoing
coordination.
