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Organize an initiative with a project

Projects provide a shared home for work that spans multiple records or conversations. Use one for a market expansion, development opportunity, client assignment, diligence process, or another objective your team manages over time.

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What a project brings together

Work with project-scoped record lists and saved views. Records can represent properties, opportunities, owners, contacts, or workspace-specific types.
Keep project conversations accessible from the same context as the records and objective they support.
Post progress updates, status signals, and comments for stakeholders.
Assign a project lead and members responsible for the work.
Review relevant field, membership, update, and status changes over time.

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Research requests and projects

A research request is the evidence-producing workflow; a project is an organizational container. Create records from important research findings and associate them with a project. Keep the original request or artifact linked when the provenance matters.

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Next steps

Create a project

Set the objective, scope, and team.

Manage project records

Build focused lists and map project records.