Business owners ensure correct onboarding links on tasks

Business owners see staff attach wrong onboarding links to tasks, causing inconsistent client setups. Task comments post the correct form link so staff start onboarding with accurate information.

Overview

Wrong onboarding forms create inconsistent client setups and slow service launches. This workflow makes the correct onboarding link appear on every new service task, eliminating incorrect submissions and letting staff begin onboarding with accurate information.

Notable Features

Post correct onboarding form link
Lookup form by task list
Alert operations staff if missing