Create standardized project folders and a client CSV file
Create standardized project folders and a client CSV file
Your intake tasks lack organized storage and a single client file, causing scattered assets. This provides a standard folder tree and client CSV so project managers can start work the same day.
Overview
Intake tasks often arrive without organized storage, which slows kickoffs and buries client details in messages and attachments. This workflow creates a consistent folder tree and a client CSV so your project managers get storage and intake context to begin work the same day.