Projects
Create a project
when:
- your team identifies a serious outreach target
- a relationship is starting to form
- someone on the team needs to own follow-up
- you want to track the target before a deal becomes active
💡Best practices
- create projects early, before details get lost
- keep naming clean and consistent
- separate relationship tracking from deal execution
- always assign responsibility when possible
Create a project
Creating a project helps your team turn a potential outreach target into something trackable and actionable.
To create a project
- 1.Open the Projects page.
- 2.Click Add Project.
- 3.Enter the project name.
- 4.Add optional fields like category, ecosystem, and public links.
- 5.Add contact details if available.
- 6.Set the project status.
- 7.Set the priority.
- 8.Assign a manager if needed.
- 9.Add a follow-up date or notes.
- 10.Save the project.
Key fields to complete
While many fields may be optional, these are the most useful to fill in first:
- project name
- ecosystem
- status
- priority
- assigned manager
- next follow-up
- contact name or handle
Recommended naming style
Use the public or commonly known name of the project. Good examples:
- Azura
- Moongrid
- Nova Labs
- Vertex DAO
Avoid vague names like:
- new partner
- outreach target
- WL project
What to add if you have it
If available, add:
- website
- X / Twitter
- Discord
- Telegram
- contact handle
- short internal notes
This makes the project more useful for the whole team.
Why completeness matters
A strong project record makes it easier for:
- managers to take over if needed
- leads to understand context quickly
- founders or owners to see current progress
- the team to follow up consistently
💡Best practices
- create the project as soon as it becomes a real target
- don’t wait until a deal is active
- fill in enough detail so another team member could understand it
- use notes for useful context, not long essays