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Create project workspace and discovery task from intake

Create project workspace and discovery task from intake

Your project intake lacks folders and task context, delaying discovery and leaving teams unprepared. It creates folders, discovery sheets, and a T1 task so work can start same day.

Create project workspace and discovery task from intake

Overview

New project requests should spin up a usable workspace, not a manual checklist. This flow creates the folder structure, copies discovery docs, and assigns a T1 triage card so project managers and technical leads can begin work the same day. It removes setup friction so your small web team can focus on client work instead of admin.

Create project workspace and discovery task from intake