Business owners ensure phase folders are created and linked
Business owners ensure phase folders are created and linked
Business owners see phase records without folders, causing kickoff delays and orphaned storage. Every phase has a linked folder so project managers access files before work begins.
Overview
Missing or orphaned phase folders stall project kickoffs and create wasted work for project managers. This workflow guarantees a folder is created and linked to every phase record so project managers begin work with the right assets and handoffs happen faster. Customers report faster handoffs and zero orphaned phase records.
Notable Features
- Create phase folders when missing
- Attach folder links to records
- Prevent duplicate folders for phases