Create project folder and copy templates from task
Create project folder and copy templates from task
When a research project task is created without a project folder or templates, setup stalls and collaborators lack essential documents. Get folders and templates linked same day.
Overview
You can’t let study setups stall while teams wait for folders and starter sheets. This flow creates a project folder and drops in the right templates as soon as a task is created, giving research coordinators and project managers immediate access and enabling same-day setup.