Keep project managers' drafts in client review folder
Keep project managers' drafts in client review folder
Operations coordinators miss draft files when a section changes to client review, causing reviewers to hunt and approval queues to stall. Files land in Drafts for Approval so reviews start quickly.
Overview
Operations coordinators lose time when draft files go missing after a status change, which stalls approvals and jeopardizes project timelines. This workflow routes each draft into the client's Drafts for Approval folder and notifies project managers, eliminating manual file hunting and keeping approvals moving. The result is smoother handoffs and fewer approval bottlenecks across projects.
Notable Features
- Move drafts on section change
- Place file in Drafts for Approval
- Notify project managers of move