Create project folders and starter files for bookings

Booked projects lack a standard folder and templates, stalling handoffs for designers. It creates a project folder and copies starter documents so teams can start same day.

Create project folders and starter files for bookings

Overview

When projects are booked without a consistent file structure, handoffs slow and designers waste time searching for templates. This flow creates the correct project folders and copies starter documents automatically so project managers and designers can begin onboarding the same day.

Create project folders and starter files for bookings