Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Set up project folders and flag gaps in handoff details.
Your project handoff task points to a folder with the right Agile or PRINCE2 phases, while your lead sees what details still need attention.
Show existing review requests on the matching asset row.
Your asset row shows whether the current file version already has a review request, so your team can avoid asking twice.
Set up project workspaces from kickoff packets and flag gaps.
Your project workspace is ready before work starts. The kickoff packet holds folder links and any setup gaps for your coordinator.
Sort incoming project files into matching work folders.
Your synced work folder stays tidy as new files reach matching subfolders. A dated report shows which files need your decision.
Keep the team calendar aligned with changing project event dates.
Your team calendar follows project date changes, and your coordinator gets a clear list of events that need a manual match.
Link verified project folders to the delivery schedule.
Your new projects get a standard folder structure and a link on the delivery schedule, or a clear issue for the coordinator to resolve.