Start with the objects your team already reasons about: goals, projects, tasks, documents, people, and decisions. The value comes from keeping those objects related rather than forcing every workflow into one record type.

Use projects for outcomes that require coordinated work, tasks for accountable next steps, goals for measurable direction, and documents for context that should stay attached to execution.

As the workspace grows, review relationships and ownership before adding more hierarchy. Clear links usually improve visibility more than another layer of folders.

Use one source of work truth.

Planning, execution, context, and reporting are easier to reason about when they point to the same underlying objects.