Projects
Edit a project
Projects should be updated as relationships develop. Editing a project keeps the workspace accurate and makes sure the rest of the team can rely on what they see.
When to edit a project
You should update a project when:
- contact details change
- a manager is reassigned
- outreach status changes
- the ecosystem or category needs correction
- follow-up timing changes
- new notes need to be added
- public links need updating
What can be updated
Common project updates include:
- name
- category
- ecosystem
- website
- X / Twitter
- Discord
- Telegram
- contact name
- contact handles
- status
- priority
- assigned manager
- notes summary
- next follow-up date
Why regular editing matters
A project that is never updated quickly becomes misleading. That creates problems for:
- reporting
- handoffs
- team visibility
- manager accountability
- follow-up quality
Good editing habits
Update a project after:
- important conversations
- new contact information
- status movement
- internal reassignment
- a decision to revisit later
💡Best practices
- keep project records fresh
- remove outdated assumptions
- update notes after meaningful progress
- treat the project as a living record, not a one-time entry