Create client onboarding workspace, tasks, and team channel
Create client onboarding workspace, tasks, and team channel
Your client onboarding stalls when purchases aren't turned into folders, tasks, and channels. It provisions folders, copies templates, creates a task and private channel so work starts same day.
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Overview
Manual setup after a sale fragments delivery and wastes coordinator time; this flow provisions the client folder, copies core templates, creates a private channel, and opens the onboarding task. That gives project coordinators full context so they can start work the same day.