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Create client work task from design form submission

Create client work task from design form submission

You get design request submissions without linked client context, forcing account managers to hunt for files and owners. It creates assigned tasks with attachments and links to the client record for same-day kickoff.

Create client work task from design form submission

Overview

When design requests arrive without client context, account managers waste time and projects stall. This flow converts each submission into an assigned task with attachments and updates the client record so teams can start work the same day.

Create client work task from design form submission