Add customer folder links to project board items
Add customer folder links to project board items
Your customer board items lack direct file links after status changes, forcing account owners to hunt for folders. Add folder links to items so teams can access files same day.
Overview
When status changes leave items without file context, account managers waste time hunting for folders and onboarding slows. This flow attaches the correct customer folder link to the board item so teams get direct access and reduce manual search, usually the same day.