Help Center Guide

Connect customer records to projects

Keep customer context attached to delivery work from intake to completion.

Step-by-step setup

Use this practical checklist to configure the workflow cleanly and avoid common setup issues.

01
Map customer and project fields
Follow this step carefully, confirm the expected result and document any workspace-specific decision for your team.
02
Create the relationship rule
Follow this step carefully, confirm the expected result and document any workspace-specific decision for your team.
03
Choose which activity syncs
Follow this step carefully, confirm the expected result and document any workspace-specific decision for your team.
04
Set ownership and visibility
Follow this step carefully, confirm the expected result and document any workspace-specific decision for your team.
05
Test updates in both records
Follow this step carefully, confirm the expected result and document any workspace-specific decision for your team.

Expected outcome

Use the same structured setup pattern that keeps OneWorkspace AI implementations clear, governed and easy to maintain.

Every record, action and approval has an accountable owner before the workflow goes live.

Permissions and validation are reviewed before users begin working with live business data.

The setup is connected to a visible operational outcome rather than treated as an isolated task.

Quality check

A final review protects data quality, user adoption and reporting accuracy.

Run the full workflow with realistic records and confirm that each state, notification and handoff behaves correctly.

Confirm that every role sees only the information and actions required for their responsibilities.

Record naming, ownership and governance choices so the workspace remains consistent as the team grows.

Book a guided walkthrough and we will map the setup to your real team, permissions and operating process.