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Create onboarding project task when tag is applied

Create onboarding project task when tag is applied

New program signups without onboarding tasks leave coordinators without context and delay first contact. Assign a task and checklist so coordinators can complete welcome steps the same day.

Create onboarding project task when tag is applied

Overview

Tagged subscribers often sit untriaged and slow down onboarding; this flow converts a program tag into a prioritized task and checklist. Program coordinators get a clear, timed worklist so welcome steps and payment follow-ups happen the same day.

Create onboarding project task when tag is applied