Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Create the approved project's folder and send its link to the requester.
Your team can find new project work in a shared folder named by your rules, with its link on the project row and in the requester's chat.
File incoming team documents by project and flag unclear uploads.
Your project folders fill with clearly named work files, while unclear uploads stay in intake for your coordinator to review.
Build each project folder from its kickoff packet and flag setup gaps.
Your project workspace is ready before work starts. The kickoff packet holds folder links and any setup gaps for your coordinator.