Create and share onboarding workspace from template quickly

Kickoff stories without a workspace delay implementation and leave teams missing files and context. Create and share a templated workspace so your engagement team can begin setup same day.

Overview

When a kickoff story appears, this flow spins up a prefilled workspace and shares access so engagement managers and implementation coordinators can start setup without waiting on manual handoffs. Expect same-day workspace readiness and fewer back-and-forths during onboarding.