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Create onboarding project and tasks from signed form

Create onboarding project and tasks from signed form

Your post-signature form submissions can leave agreements unlinked and teams unsure which onboarding steps to run. It creates a project, attaches agreements, and assigns tasks so work begins same day.

Create onboarding project and tasks from signed form

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Overview

Stop manual handoffs after signed agreements and get projects staffed immediately. This flow creates a templated project, attaches the executed agreement, and assigns actionable tasks so program coordinators can begin work the same day. It removes ambiguity and shortens onboarding lead time.

Create onboarding project and tasks from signed form