Assign project manager to newly created project items
Assign project manager to newly created project items
When new project items lack a linked owner, your coordinators can't triage requests or route support work quickly. Assigning the right PM keeps ownership accurate and speeds triage the same day.
Overview
When project items are created without an owner, triage stalls and support requests pile up. This flow links the CRM project manager to the project card so coordinators get accurate ownership and can act the same day.