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Create project folder, sheets, and tasks for new jobs

Create project folder, sheets, and tasks for new jobs

New jobs often lack a project folder, spreadsheet, and task list, leaving coordinators and shop leads to create files and links manually. Teams receive a ready workspace within minutes for a smooth kickoff.

Create project folder, sheets, and tasks for new jobs

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Overview

When a new job is created, coordinators and shop leads should not be slowed by manual setup; this flow provisions folders, copies standard sheets, and imports tasks automatically. That means teams have links and task lists ready within minutes, so fabrication can begin without administrative delay.

Create project folder, sheets, and tasks for new jobs