Create onboarding sheet and attach to project item
Create onboarding sheet and attach to project item
When new project items lack onboarding docs, your coordinators can't start setup or collect client details. You get a prefilled onboarding sheet linked to the project for same-day handoff.
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Overview
New project starts shouldn't be blocked by manual file setup. This flow provisions a prefilled onboarding sheet, shares an editable link, and attaches it to the project so coordinators can begin work the same day.