Keep IT installation plans organized on status change

IT notices board items become Matthyew, which can lose installation plans and confuse installers. Folder created, plan uploaded and linked so installers find the correct plan and the item is marked done.

Overview

Lost installation plans create installer delays and extra coordination for IT. This workflow guarantees each plan is stored in a project folder and linked back to the board item, eliminating file loss and manual handoffs. IT gains consistent records and installers get the right plan when they need it.

Notable Features

Create project folder on status change
Upload installation plan to folder
Link plan to board item