Schema Design
Start simple, add fields as needed
Use descriptive field names
Make only essential fields required
Use select fields (not text) for consistent values
Plan relationships between recordsets
Data Entry
Use consistent formatting
Fill required fields completely
Add context/notes for future reference
Tag immediately for easier finding
Attach relevant files at creation
Organization
Create separate recordsets for distinct data types
Use tags for cross-cutting categories
Archive old records rather than deleting
Keep active recordsets focused and clean
Relationships
Link related data via relationship fields
Use User fields for ownership and assignment
Connect recordsets to build relational database
Don't duplicate data—link to it instead
Maintenance
Regularly review and archive old records
Update statuses as work progresses
Clean up unused tags periodically
Verify integration recordsets are syncing
Team Collaboration
Use User fields to assign ownership
Add context so others understand the record
Tag records by team or department
Share recordsets relevant to team members
