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Create a project after research identifies ongoing work

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1. Choose New project

Open Projects and choose New project. Give it a title that identifies the initiative or decision.

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2. Add the objective and team

Add a summary, project lead, members, team access, status, dates, and any configured business fields that matter.

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3. Add records

Create project records or associate existing workspace records. Use record types to distinguish opportunities, properties, owners, contacts, or other objects.

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4. Save project views

Filter the records for recurring reviews and save the configuration inside the project. You can open supported record views on the map.

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5. Keep the team aligned

Use project updates, comments, chats, and activity to preserve decisions. Link the originating research request or artifact when its evidence and caveats remain important.