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Create client project folder and board for promo customers

Create client project folder and board for promo customers

You get promo purchases without a project workspace, leaving files scattered and handoffs slow. It creates the client folder, shared spreadsheet, and a project board item so coordinators start onboarding same day.

Create client project folder and board for promo customers

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Overview

When promo purchases arrive, manual provisioning scatters files and stalls onboarding. This flow gives onboarding coordinators a fully provisioned client workspace and an assigned project item so work can begin the same day.

Create client project folder and board for promo customers