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Create client tracker rows from completed project cards

Create client tracker rows from completed project cards

Your completed client cards go unrecorded, leaving billing and delivery status unclear. The spreadsheet becomes a single, auditable delivery log available same day.

Create client tracker rows from completed project cards

Overview

When completed work isn't logged, billing and client updates stall; this workflow puts finished card details into a single client tracker so coordinators and billing staff can prepare invoices and reports same day. It turns scattered board activity into an auditable delivery record used at review time.

Create client tracker rows from completed project cards