Create client folder structure when onboarding task moves
Create client folder structure when onboarding task moves
Your onboarding tasks moved to intake often lack matching client folders, causing misplaced files and slower handoffs. Create a standard client folder tree so project managers find documents immediately.
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Overview
When intake tasks move, missing client folders cause misplaced files and slow handoffs. This flow creates a predictable folder tree and assigns access so project managers can find documents within minutes.