Project managers get prebuilt client folders on tag change
Project managers get prebuilt client folders on tag change
Project managers setting up client folders manually create kickoff delays and frustrate stakeholders. Auto-created folders with populated templates give project managers a ready workspace to start.
Overview
Project managers lose momentum when every accepted diagnostic requires manual folder and doc setup. This workflow builds a standardized client folder and copies assessment templates when a contact is tagged as accepted, eliminating manual setup delays and giving PMs a ready workspace. That drives faster handoffs, consistent deliverables, and fewer onboarding hiccups.
Notable Features
- Create client folders from tags
- Populate assessment templates on acceptance
- Notify project managers with links