Business owners: keep project boards aligned to cert status
Business owners: keep project boards aligned to cert status
Business owners lose visibility when certification fields change in the scheduling database, causing missed reviews. This workflow moves project board cards to waiting review or completed so reviewers act quickly.
Overview
Missed certification updates create stalled approvals and hidden work for operations. This workflow keeps project boards aligned to scheduling changes so reviewers see waiting review or completed items and pick up work faster. Expect fewer manual handoffs and clearer reviewer queues.
Notable Features
- Move project board cards on update
- Route items to waiting review list
- Flag completed cards for reviewers