Create project folder and kickoff task for new projects
Create project folder and kickoff task for new projects
New project requests land in your intake folder without a standard project folder or kickoff task, delaying access to files. This creates the folder and kickoff task so coordinators start setup same day.
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Overview
Manual folder setup slows every new engagement and buries essential files. By creating a standardized project folder and a kickoff task automatically, your coordinators always get consistent files and a visible next action so teams can begin work same day.