Create dated project folders from updated task records
Create dated project folders from updated task records
Your task records without a standard project folder scatter deliverables and slow handoffs. The workflow creates a dated folder and links it to the task so coordinators find files ready the same day.
Overview
When task records lack a consistent filing location, teams waste time hunting for deliverables and miss critical handoffs. This workflow creates a dated project folder and links it to the task record, giving coordinators a single source of truth and files ready the same day.