Update project task with drive link from deal
Update project task with drive link from deal
Your deal records often arrive without client folder links or intake context, so project tasks lack files and clear due dates. Attach links and update task details so managers can act the same day.
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Overview
When deal records arrive without client folders, project setup stalls and timelines slip. This flow enriches the linked project task with the client folder link and intake details so managers have what they need to start the same day.