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Create key-fob and follow-up tasks for new members

Create key-fob and follow-up tasks for new members

When a new member is added without an onboarding task, your facilities team must scramble to prepare key fobs and access. Members get key fobs and access ready the same day.

Create key-fob and follow-up tasks for new members

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Overview

Onboarding friction often starts with missed operational steps like key-fob preparation, which delays access and frustrates new members. This flow creates a to-do immediately and a timed follow-up after seven days so facilities and coordinators have clear ownership and members are ready same day.

Create key-fob and follow-up tasks for new members