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Create shared project folder and link to record

Create shared project folder and link to record

Your task records lack a shared folder and template sheet, forcing coordinators to search for files and delaying work. The benefit is immediate access to linked files so teams can start same day.

Create shared project folder and link to record

Overview

When task records require new files, coordinators currently spend time creating folders and copying templates manually. This flow provisions a folder and templated sheet and writes the link back into the record so teams have access same day and avoid setup delays.

Create shared project folder and link to record