Keep IT project folders linked when PM changes
Keep IT project folders linked when PM changes
IT admins update a job's PM, leaving project folders missing and handoffs stalled. This creates a standardized folder tree and writes its link to the job, so PMs always have a ready workspace.
Overview
Manual PM changes routinely leave project workspaces inconsistent and cause stalled handoffs. This workflow guarantees a repeatable folder structure and writes the link back to the job record, eliminating missing workspaces and ensuring project managers access documents immediately.
Notable Features
- Create standardized folder tree
- Write folder link to job
- Notify PMs of new workspace