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Create project tasks from incoming client files automatically

Create project tasks from incoming client files automatically

Your incoming client files sit unassigned in a shared folder, causing work items to be missed. They become assigned project tasks with the source file attached for owners to act on the same day.

Create project tasks from incoming client files automatically

Overview

Files left in shared storage often become unassigned work, slowing delivery and client follow-up; this flow converts each new client file into a tracked task with the original file attached. That gives project managers and consultants clear ownership and same-day visibility for faster handoffs.

Create project tasks from incoming client files automatically