Add MSA status and form link to project item
Add MSA status and form link to project item
New project items missing legal tags force intake to identify agreements manually and delay prep. This adds a status and form link so coordinators have agreement context before kickoff.
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Overview
When new projects need a Master Service Agreement, intake queues often stall and onboarding prep slips. This flow tags the item and inserts the intake form link automatically, giving coordinators and IT agreement context within minutes so kickoff isn't delayed.