Business owners keep project cards in review after delivery
Business owners keep project cards in review after delivery
Business owners miss handoffs when deal notes like Final Hero Shots Delivered don't move cards, causing review bottlenecks. Cards move to Review so project managers start review without manual follow-up.
Overview
Missed handoffs leave projects stalled and approvals delayed. This workflow moves delivered projects to the Review list automatically, ensuring project managers and production begin review without chasing updates. Teams report fewer manual handoffs and clearer delivery visibility.
Notable Features
- Move project cards to Review
- Filter deal notes by keyword
- Notify project managers and production