Project coordinators: add templates to new report folders
Project coordinators: add templates to new report folders
Project coordinators creating new report folders often miss required templates, delaying analysts and stalling project kickoffs. Pre-populated templates appear in new folders so analysts start work.
Overview
Missing templates slow project kickoffs and force coordinators into manual setup work. This workflow populates every new report folder with the right templates and permissions, eliminating setup gaps and ensuring analysts start work immediately. Expect fewer setup errors, clearer handoffs, and more consistent project launches.
Notable Features
- Copy standard templates into folders
- Apply folder permissions by role
- Notify project coordinators and analysts