Set pre-construction item name and link project items

Your pre-construction items arrive without a clear title or project context, slowing planners' triage. The workflow standardizes names and links active project items so planners can act same day.

Set pre-construction item name and link project items

Overview

When pre-construction items arrive without context, planners waste time renaming and hunting for project records, delaying scheduling. This flow enforces consistent names and attaches active project links so planners can triage and assign same day.

Set pre-construction item name and link project items