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Create go/no-go task when a deal stage updates

Create go/no-go task when a deal stage updates

Deal stage changes don't create proposal tasks, leaving owners without deadlines. It creates Go/No-Go tasks and subtasks so teams have assignments and due dates before submission.

Create go/no-go task when a deal stage updates

Overview

Deal stage changes often leave proposal owners without clear tasks, delaying submissions and review. This workflow creates a templated Go/No-Go parent task and deadlineed subtasks so proposal teams get assignments and due dates before submission.

Create go/no-go task when a deal stage updates