We have set up an automation between our CRM and our Client Services workspaces to create a series of new boards from templates any time a new lead becomes a new client. However, there is no automation to build a new folder for that new account (which all boards should live under). This seems like a pretty obvious thing that is currently missing.
I agree with this! To add context from my perspective;
- We have a board under a folder “Project Portfolio” which is a simple table of clients (in groups) and the subsequent project line items, along with their status, budgets etc.
- What I would like to be able to do is once a project line item is added to a client group, an automation can be made to create a new project board under the relevant client folder.
Is there any solution for this?