Business owners: track card requests on project boards
Business owners: track card requests on project boards
Business owners miss business card submissions buried in email and forms, causing missed approvals and compliance gaps. Each form creates a project board item so approvals and compliance are tracked.
Overview
Untracked business card requests create approval bottlenecks and compliance exposure for business owners. This workflow captures every submission as a project board item and routes approvals to design and ops, ensuring no requests fall through the cracks and audit trails are clearer.
Notable Features
- Create project board items instantly
- Assign tasks to design and ops
- Flag submissions for compliance review