Create onboarding project and tasks from signed agreement
Create onboarding project and tasks from signed agreement
Signed contracts often arrive without an onboarding project, leaving tasks unassigned. This creates the project, assigns owners, and sends welcome emails so clients can begin work same day.
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Overview
Signed agreements should trigger momentum, not manual handoffs — yet too often projects stall while teams wait for setup. This flow provisions the onboarding project, assigns owners, and fires the welcome email so your campaign and project managers can begin work the same day.