Business owners: ensure estimates and board cards created
Business owners: ensure estimates and board cards created
Business owners lose visibility when calculated tickets don't create estimates, so proposals are missed. Create estimate entries and board cards on calculation so coordinators always see proposals.
Overview
Calculated tickets that don't spawn estimates lead to missed proposals and stalled projects, a clear operational risk for owners relying on coordinators. This workflow creates persistent estimate records and project board cards when calculation occurs, giving coordinators visible tracking and eliminating missed follow-ups so proposals move forward reliably.
Notable Features
- Create estimate records on calculation
- Add a project board card
- Notify coordinators for proposal tracking