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Create a client folder from new client task

Create a client folder from new client task

You add client tasks but folders are still created manually, scattering files and delaying onboarding. It creates a structured client folder so your team finds files and starts work same day.

Create a client folder from new client task

Overview

Manual folder creation slows onboarding and hides deliverables across email and drives. This flow ensures every new client task spawns a consistently named client folder so consultants and admins can find files and begin client work the same day.

Create a client folder from new client task