Create and share project workspace for new engagement

Engagement requests without a provisioned workspace leave teams missing files, tasks, and permissions. Provisioned workspaces and invites arrive automatically so teams can start onboarding same day.

Create and share project workspace for new engagement

Overview

When engagement stories are raised without a workspace, onboarding stalls and configs slip. This workflow provisions a templated project workspace and invites the requester and implementation leads automatically, letting teams begin onboarding the same day.

Create and share project workspace for new engagement