Project setup
Every new project gets its folders, a Teams channel and its record in one step, the same way every time.
- CarlHenderson signed. Can you set up the project?
- PaigeThat’s half a day of folders and permissions.
- CarlAgain?
How it works.
- 01Watch the project system
A new project there starts the setup here.
- 02The same structure every time
Folders, channel and record from one template.
- 03Access from the roster
The project team gets in, nobody else.
- 04Linked back
The project record points to its new home.
Add a project and watch its folders, channel and record appear.
Sample data. Nothing you enter leaves this page.
What the work looks like.
The same structure on every project.
Open the sample Case study · client unnamedA field services firm gives every project one home.About 730 GB of live project files moved off the file server into SharePoint, with a register kept current from the project system and each new project’s folders and Teams channel set up in one step.
Read the case studyWhat people ask.
Which project systems does it work with?
Any that can export or send new projects. We check yours in the first week.
Can teams still add their own folders?
Yes, inside the project. The top level stays the same everywhere.
Plan your build.
Thirty minutes on a call. We tell you how we would start. Not sure yet? The Scan is free.