Keep project managers notified when files are added
Keep project managers notified when files are added
Project managers miss handoffs when new files aren't linked to project records. This workflow links files to work-order records and updates status, ensuring coordinators and field staff access correct documents.
Overview
Project managers lose momentum and risk missed handoffs when project files go unlinked. This workflow attaches documents to the matching work-order and updates status, cutting down manual updates so coordinators and field staff always find the right documents and can start the next task.
Notable Features
- Attach files to work-order records
- Mark project items as processed
- Notify coordinators and field staff