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Create handoff task from won deal to board

Create handoff task from won deal to board

Won deals without an execution task stall delivery and delay client kickoffs. This creates a ready card with due date and checklists so work can start same day.

Create handoff task from won deal to board

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Overview

Stop manual handoffs that delay project starts; this flow creates a single delivery card for every won deal so production has a clear due date, owner spot, and checklist. That means faster kickoffs and same-day starts with less manual follow-up.

Create handoff task from won deal to board