Create and share project workspace for customer onboarding
Create and share project workspace for customer onboarding
Your engagement stories lack a consistent workspace, leaving coordinators without files or task structure for onboarding. Get a prebuilt workspace shared to owners so setup completes before kickoff.
Overview
When new engagements are created, manual workspace setup wastes time and risks missing access for owners. This flow creates and shares a prebuilt workspace automatically so program coordinators have the right files and permissions within minutes before kickoff.