Keep project managers' board reports current and compliant

Project managers see outdated board sanctions reports in shared folders, causing retention and audit risk. Run a weekday check that flags files older than 180 days so managers update or archive them.

Overview

Project managers face retention gaps and audit exposure when stale board sanctions reports sit unnoticed. This workflow runs weekday checks, flags files past your retention threshold, creates review tasks, and notifies owners so document hygiene and audit readiness become routine.

Notable Features

Flag files past retention thresholds
Create review tasks for project managers
Log flagged items in compliance tracker