Customer support ops: keep installation assets linked on board
Customer support ops: keep installation assets linked on board
Customer support ops miss installation assets when a board has no Shared Drive, stalling delivery. It creates a shared folder and pins its link to the board so coordinators access assets.
Overview
Missing shared folders and broken links stall installs and frustrate support ops. This workflow creates and shares a project folder and pins its link on the board, eliminating manual folder setup so delivery coordinators can access installation photos and videos when they need them.
Notable Features
- Create shared project folders
- Pin folder link to board
- Notify delivery coordinators instantly