Business owners: create folders and billing projects fast
Business owners: create folders and billing projects fast
Business owners see board column changes leave projects missing folders and billing. This flow creates folders and time-tracking projects on column change so operations staff start with billing ready.
Overview
Board column changes often leave projects unprepared and billing misconfigured, creating costly manual follow-ups. This workflow provisions project folders and time-tracking projects when the column changes, preventing setup gaps and ensuring operations staff begin with billing ready. Operations leaders gain consistent workspaces and faster handoffs without manual setup.
Notable Features
- Create project folders on column change
- Provision time-tracking projects and clients
- Post folder and project links