Chase unsigned agreements, compare invoices, flag purchase changes. Every one is ready to run, and you can adjust it in plain language.
Create approved project folders by ID and share their links with requesters.
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.
Give project leads a folder link when a job is awarded.
Your project lead gets a construction project folder and its chat link after an award announcement, with any code or access questions called out.
File shared project files and flag uploads needing a decision.
Your project folders fill with clearly named work files, while unclear uploads stay in intake for your coordinator to review.
Show card owners which review handoffs need a file access fix.
Your campaign card shows whether the assigned reviewer can open the linked file, so your team can fix sharing before requesting review.
Flag proof review tasks whose links expire before their due dates.
Your review tasks show proof link problems before the deadline, so you can renew access before a reviewer opens the file.
Flag file access blockers on ready review tasks.
Your review task shows file access problems before review starts. The owner sees what to fix.
Notify project coordinators when a revised proof conflicts with its review item.
Your review board shows when a proof file has moved ahead of the version reviewers expect, with a linked alert for the coordinator.
Flag proof decisions when the linked file has changed.
Keep reviewers aware of changes to a proof before they act on a decision. Your task shows the mismatch and asks for confirmation.
Keep project meeting decisions and action owners together.
Your in-person meeting notes land in a searchable team library. Decisions and follow-ups stay linked to the recording.
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.
Keep review cards current on proof access through their due dates.
Your review cards show whether a reviewer's proof grant lasts through the deadline, so you can spot access problems before a decision is due.
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.