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Keep operations files organized in dated project folders

Operations coordinators lose new published documents in shared drives, causing review delays and misfiled versions. Files are copied into dated project folders so reviewers start work quickly.

Keep operations files organized in dated project folders

Overview

Misplaced published documents stall reviews and create downstream rework for operations coordinators. This workflow moves each new file into the team's dated project folder and notifies the right people, eliminating misfiled versions so reviewers start work quickly. Customers report fewer misfiled versions and faster handoffs.

Notable Features

  • Place published files in correct folders
  • Create dated project folders
  • Alert operations coordinators on file placement

Keep operations files organized in dated project folders