Create finance implementation tasks when deal type changes
Create finance implementation tasks when deal type changes
Your deal implementation tasks get lost when deal type changes, leaving coordinators unsure. Tasks are created automatically so coordinators have a consistent checklist tied to the deal same day.
Overview
When a deal's type changes to an implementation workstream, finance and delivery coordinators need a repeatable checklist attached to the deal. This flow creates those deal-linked tasks automatically, ensuring coordinators can start onboarding with the right actions and reducing setup delays so work can begin same day.