Project managers keep post-training files linked and accessible
Project managers keep post-training files linked and accessible
Project managers updating post rows lose final training files, causing handoff delays and rework. Create shared folders and save share links to the record so contributors find files quickly.
Overview
Lost post-training assets cause rework and delayed handoffs for project managers. This workflow creates shared folders, uploads referenced files, and writes shareable links back to records so contributors always find final assets and start review quickly. The result is fewer lost files and clearer handoffs across projects.
Notable Features
- Create centralized project folders
- Post shareable links to record
- Notify contributors when files added