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Create onboarding project item from new account form

Create onboarding project item from new account form

Intake forms sit unprocessed when submissions don't reach your project board, delaying setup and kickoff. This creates a project item with an initial status so coordinators can act immediately.

Create onboarding project item from new account form

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Overview

When new account forms aren't added to project boards, onboarding stalls and setup dates slip. This flow converts each submission into a board item, flags lookup failures to admins, and gets coordinators working within minutes.

Create onboarding project item from new account form