Create handoff meeting and project workspace for new jobs
Create handoff meeting and project workspace for new jobs
Your active contracts lack a formal handoff, leaving project managers without folders or kickoff context. The flow creates workspace items and schedules the kickoff so teams start within four days.
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Overview
When contracts go active without a standard handoff, field crews and project managers scramble and starts are delayed. This flow builds the project workspace, alerts the sales lead, and schedules the kickoff so teams can mobilize within four days.