Managing directors: keep architecture projects ready from new forms
Managing directors: keep architecture projects ready from new forms
Managing directors see project form submissions pile up, causing onboarding delays and missed kickoffs. Project managers get records, folders, and time entries ready so delivery starts quickly.
Overview
Onboarding delays and missed kickoffs stall delivery and strain client relationships for architecture firms. This workflow provisions project records, shared folders, and time-tracking from each form submission so project managers can begin delivery quickly and missed kickoffs are minimized. Operations staff gain consistent, auditable project setup and faster handoffs.
Notable Features
- Create project record from form
- Create shared project folder
- Start a time-tracking entry