Create field project records from new board items
Create field project records from new board items
Your board items for issued projects often lack site addresses and project records, delaying crew mobilization. It creates job projects with addresses so crews get ready records same day.
Overview
When issued project rows require manual project setup, crews wait for site records and photos which slows mobilization. This workflow creates job records with addresses and links automatically so project managers and site coordinators get ready project pages same day.