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Business owners: Flag projects ready for client submission

Business owners lose projects when completed checklists are missed, causing delivery delays. It tags projects 'Submission to Send' so managers prioritize client submissions.

Business owners: Flag projects ready for client submission

Overview

Unflagged finished projects stall delivery and frustrate clients. This workflow flags projects as 'Submission to Send' when checklists complete, enabling project managers to prioritize client submissions and eliminate processing gaps, resulting in faster handoffs and zero missed submissions.

Notable Features

  • Label projects after checklist completion
  • Notify project managers of ready projects
  • Prioritize client submission tasks

Business owners: Flag projects ready for client submission