Business owners: create consistent project folders and onboarding packs
Business owners: create consistent project folders and onboarding packs
Business owners adding projects leave onboarding docs scattered, risking kickoff delays and lost assets. So project managers start campaigns with all assets organized.
Overview
Manual project setup creates kickoff friction and risks lost deliverables. This workflow creates a consistent project folder and populates it with onboarding documents as soon as a board item appears, eliminating setup bottlenecks and ensuring campaigns start with all materials organized.
Notable Features
- Create standardized folder structures
- Copy onboarding documents into folders
- Notify project managers and coordinators