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Create triage task when a new folder is created

Create triage task when a new folder is created

New project folders arrive with no linked task, leaving intake untriaged and blocking coordinators. Staff can start work the same day with a triage task and classification.

Create triage task when a new folder is created

Overview

Folders created without a linked task leave intake untriaged and slow down coordinators. This flow creates a triage work item and sets classification fields automatically, so your team can begin work the same day and avoid manual setup delays.

Create triage task when a new folder is created