Skip to content

Marketing ops: link shared folders to TO DO tasks

Marketing ops coordinators setting tasks to TO DO lose asset locations, causing missed publish windows. The workflow creates and links a shared folder to the task record so coordinators begin production without hunting files.

Marketing ops: link shared folders to TO DO tasks

Overview

Marketing ops workflows stall when asset folders aren't created, delaying launches and creating rework. This flow ensures every TO DO task gets a linked shared folder and an updated task record, removing manual setup and keeping production moving. The result is faster handoffs and no more time spent hunting for files.

Notable Features

  • Create and link shared folders
  • Update task records with link
  • Notify assignee of folder location

Marketing ops: link shared folders to TO DO tasks