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Create onboarding folder and project group for client

Create onboarding folder and project group for client

Your onboarding form responses arrive without a shared project folder or templates. It creates the folder, copies a template sheet, duplicates a project group, and notifies your team same day.

Create onboarding folder and project group for client

Overview

Form-based onboarding can stall while coordinators manually create folders and boards. This workflow provisions the folder, copies templates, duplicates the project group, and alerts owners so onboarding can begin the same day.

Create onboarding folder and project group for client