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Create project workspace and assign PM from form

Create project workspace and assign PM from form

Kickoff form submissions often arrive without folders or trackers, leaving PMs to set up projects manually. Get a project folder, tracker, and assigned PM task so work begins same day.

Create project workspace and assign PM from form

Overview

Kickoff forms should start work, not create more manual tasks for your ops team. This flow provisions folders, copies a tracker, and assigns the right PM so campaigns are ready to start the same day. It removes repetitive setup and shortens time-to-first-work for launches.

Create project workspace and assign PM from form