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For ops managers: create scope of work folders after task completion

For ops managers: create scope of work folders after task completion

Ops coordinators miss SOW folders after 'Set up Make Ready Folder' tasks, delaying field crews and risking execution errors. It creates a project SOW folder and spreadsheet on the process so ops can hand off work reliably.

For ops managers: create scope of work folders after task completion

Overview

Handoff delays and missing SOWs create execution risk for field operations. This workflow ensures every completed make-ready task spins up a project SOW folder and sheet linked to the process, eliminating missing documentation and enabling reliable handoffs — operations teams report fewer handoff issues and smoother field starts.

Notable Features

  • Create project SOW folder
  • Copy master SOW spreadsheet template
  • Attach links to process record

For ops managers: create scope of work folders after task completion