For business owners: mark client file uploads on cards
For business owners: mark client file uploads on cards
Business owners miss handoffs when client uploads go unlogged, leaving intake unclear. It updates the task card and posts a timestamped comment so managers see accurate status.
Overview
Manual file uploads create fragmented intake and missed handoffs for production and project managers. This workflow updates the project card and posts a timestamped comment, turning every client upload into an auditable intake event so managers start work with accurate status and fewer missed handoffs.
Notable Features
- Update task card status
- Post timestamped upload comment
- Centralize upload audit trail