Skip to content

Keep project folders organized and linked for project managers

Project managers changing intake status lose access when folders aren't created, delaying handoffs. It creates a project folder and saves the link to the intake item so work proceeds without manual searching.

Keep project folders organized and linked for project managers

Overview

Project managers lose momentum when intake items lack linked storage, causing handoffs to stall and stakeholders to wait for documents. This flow creates and links project folders on status change, eliminating missing folders and ensuring work starts with the right files in place.

Notable Features

  • Create folder on status change
  • Save folder link to intake item
  • Notify project managers with link

Keep project folders organized and linked for project managers