Create onboarding project and client folders after contract signed
Create onboarding project and client folders after contract signed
Your signed contracts arrive without folders or lists, delaying onboarding for engineering and project managers. Creates client cloud folders, project lists and tasks so teams can start same day.
Overview
Signed contracts should produce a fully provisioned client workspace so your engineering leads don't waste hours on setup. This turns manual handoffs into immediate kickoff tasks, letting teams begin work the same day.