Project managers avoid workspace clutter from lost deals
Project managers avoid workspace clutter from lost deals
Project managers leave closed-lost deal folders in active drives, causing clutter. This workflow moves those folders into a Dropped archive so project managers find files quickly.
Overview
Lost-deal folders left in active drives create clutter and risk missed handoffs for project managers. This workflow routes closed-lost deal folders into a Dropped archive and notifies project managers, protecting active workspaces and ensuring archived deals are discoverable.
Notable Features
- Move lost deal folders
- Archive folders to Dropped area
- Notify project managers of moves