1
Set up the structure before inviting people
The biggest mistake is inviting teammates into an empty or half-built workspace. Build the core tables, set up roles, and add a few sample records so people can see the system working before they have to contribute to it.
2
Run a single walkthrough, not a training programme
A 30-minute live walkthrough covering the three or four things each person will actually do every day is far more effective than documentation or recorded videos. Focus on daily tasks, not features.
3
Assign clear ownership from day one
Every table and workflow should have one person responsible for it. When ownership is ambiguous, updates stop happening and the system drifts. Role-based access makes this explicit and keeps the workspace clean.
Published by Recordbook
5 February 2026