FILE WORKSPACE SETUP · Workflow idea
Turn a folder request into a clear, reviewable plan. Confirm the name, location, and intended access first, then create the folder only after an authorized teammate approves the details.
01 / The starting point
A teammate’s request for a folder to organize shared work
“Prepare the proposed folder name, location, purpose, and access for review, then create it only after an authorized person approves.”
02 / The work
Helps teams organize incoming work by creating a shared folder from a confirmed request and an approved location.
Ask what work the folder will hold and who will be responsible for maintaining it.
Check that the proposed name is understandable and that the selected parent location is appropriate.
Identify who needs access and keep broader sharing choices with an authorized workspace owner.
Show the name, location, purpose, and access expectations together and wait for an explicit human decision.
Create the folder only after approval, then confirm that it appears in the intended location.
03 / The result
A folder created from the reviewed request, or a held request with the missing details or approval clearly identified.
Reviews & approvals · Example outcome
A folder created from the reviewed request, or a held request with the missing details or approval clearly identified.
Creating a folder changes a shared workspace. Confirm its name, location, purpose, and intended access with a responsible person before creation, and review any later sharing decision separately.
04 / Make it yours
A few choices shape the work around your team.
Agree on names that help teammates identify the project or purpose without exposing unnecessary sensitive details.
List the shared areas where new folders may be created and name the owners for each area.
Identify the people responsible for approving the folder plan and any sharing beyond its initial team.
Check a complete request and one missing a location or owner, confirming no folder is created before approval.