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Create client project board, task cards, and folder

Create client project board, task cards, and folder

Client projects start without a workspace or shared files, forcing coordinators to recreate tasks. Provision board, task cards, and a shared folder automatically so work is ready for handoff same day.

Create client project board, task cards, and folder

Overview

Stop wasting hours rebuilding project workspaces during onboarding and reduce handoff friction for your coordinators. This flow provisions the project board, task cards, and shared client folder automatically so teams can start work same day and eliminate setup delays.

Create client project board, task cards, and folder