> ## Documentation Index
> Fetch the complete documentation index at: https://terrascout.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating projects

> Organize records, conversations, updates, and members around a shared initiative

# Create a project after research identifies ongoing work

## 1. Choose New project

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

## 2. Add the objective and team

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

## 3. Add records

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

## 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.

## 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.

<Tip>
  A research request answers a question. A project coordinates the work that
  follows. Not every request needs a project.
</Tip>