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Create client project tasks from new orders before onboarding stalls

Create client project tasks from new orders before onboarding stalls

Your client orders land in the portal and sit untracked, causing onboarding delays and missed billing milestones. Operations and partners get project tasks with sheet links and assignees before the next billing run.

Create client project tasks from new orders before onboarding stalls

Create client project tasks from new orders before onboarding stalls