Create onboarding subitems when request is marked completed
Create onboarding subitems when request is marked completed
Your client requests lack consistent onboarding task plans when marked complete, causing ad-hoc scheduling and missed handoffs. It creates a complete task list so coordinators can begin work same day.
Overview
When a request moves to completed, you need a reliable, repeatable task plan to avoid ad-hoc coordination and missed handoffs. This flow seeds every new project with a full, dated checklist so coordinators can start execution the same day and owners regain predictability.