Kick off production by creating workspace and tasks

You miss handoffs when won deals enter production without a project folder, spec sheet, and assigned tasks. Create folders, upload the spec, and assign to-dos so work starts same day.

Overview

When deals move into production without a workspace, coordinators and marketing ops waste time hunting for specs and creating tasks. This flow instantly builds the folder structure, uploads the spec, logs the project row, and creates assigned to-dos so production can begin same day.