Create onboarding project and task suite from submission
Create onboarding project and task suite from submission
Your onboarding form entries go unprocessed, leaving kickoff prep incomplete and contracts detached. It creates a main onboarding task with subtasks and assignments so work starts same day.
Overview
When onboarding form entries arrive unprocessed, project managers waste time creating kickoff tasks and tracking down contracts; this defeats fast client handoffs. With this flow, you get a pre-populated main task, standardized subtasks, and owner assignments within minutes so kickoff happens same day.