Flag multifamily plan docs for project managers

Project managers miss plan PDFs in the multifamily intake folder, causing review delays and schedule risk. It flags new intake plans on the project board so reviewers can assign work quickly.

Flag multifamily plan docs for project managers

Overview

Construction project managers risk schedule slips when plan documents land in intake folders unseen. This workflow flags new multifamily plan docs on the project board and notifies intake coordinators, ensuring reviewers start assignment quickly and preventing missed documents.

Notable Features

  • Flag new intake plan files
  • Create board items for review
  • Attach file links to board items

Flag multifamily plan docs for project managers