Create a record
Create a record when a research finding becomes something your team should track, assign, revisit, or move through a workflow.From a record list
1
Choose the record type
Open Records and select the relevant type, such as an opportunity or
property.
2
Create the record
Choose New record and complete the fields that matter. Required fields
depend on the record type configured for your workspace.
3
Add context
Associate the record with a project or team and add property, owner, status,
assignment, or source details as appropriate.
From research or the map
When a result identifies a property or other spatial feature worth tracking, select it on the map and use the record action. Ploti carries the available feature context into the creation flow so you do not have to re-enter the location manually.Choose the right scope
- Workspace records are available across the organization according to access.
- Team records keep a workflow focused on a team.
- Project records appear alongside a project’s overview, updates, chats, and members.
Next step
Filter records
Build a working list or board from your records.