Create project workspace and task from new proposal
Create project workspace and task from new proposal
You send a proposal and manually set up folders, templates, and tracking cards, which stalls project kickoff. This prepares the client workspace and project tracking task so work can begin same day.
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Overview
Manual project setup after a proposal consumes hours and risks missed discovery uploads. This flow provisions folders, copies templates, creates the project tracking task, and notifies the client so project managers can begin work the same day.