Templates First: Start with template gallery—faster than building from scratch
Think Relational: Use relationship fields to connect data, not duplicate it
Tag Early: Add tags when creating records, not later in bulk
Use Integration Data: Don't manually enter platform data—use integrations
Context Matters: Fill in description/notes—future you will thank present you
File Organization: Attach all relevant files to record rather than storing separately
Status Workflow: Use Draft → Active → Archived workflow consistently
Relationship Fields Required: Every recordset needs at least one User, Record, or Recordset field
Regular Archives: Move completed work to Archived status to keep active lists clean
Search is Powerful: Use search across all fields to quickly find what you need
Need Help?
Check Actions Guide for creating tasks from records
See Dashboard Guide for using record data in analytics
Review Goals Guide for linking records to objectives
Click on the messenger in the bottom right corner or email [email protected]