Use records inside a project
A project brings together the records, members, chats, and updates that support one initiative. Records keep their structured fields while gaining the project’s context.Add or create a record
Open the project’s Records section, choose a record type, and create a record. When creating from the project, Ploti associates the new record with that project automatically. You can also associate an existing record with a project from its details or relationship fields when the record already exists elsewhere in the workspace.Work with project views
Filter and save views within the project to create focused lists such as:- Candidates awaiting zoning review
- Owners requiring outreach
- Properties with unresolved utility data
- Shortlisted sites grouped by status