Business owners prioritize weekly client checkins by status
Business owners prioritize weekly client checkins by status
Business owners see red check-ins buried in forms, risking delayed interventions. Workflows flag weekly check-ins and move red/amber/green to priority lists so coaches act promptly on urgent cases.
Overview
Buried red check-ins lead to missed interventions and frustrated clients, putting program outcomes at risk. This workflow pushes each weekly check-in into project cards and sorts them into green/amber/red priority lists so coaches act on urgent clients promptly, eliminating missed follow-ups and driving faster response times.
Notable Features
- Append check-in to project card
- Move card to green/amber/red
- Notify coaches on red alerts