Create onboarding task and checklist for MTD setup
Create onboarding task and checklist for MTD setup
MTD form responses require manual task creation, fragmenting onboarding and leaving client setups unset. It creates a structured onboarding task with checklist and assignee so setups finish in a week.
Overview
Intake that doesn't create work items leaves onboarding to ad hoc tracking and delays client setups. This flow turns each MTD submission into a prioritized task with checklist and owner, ensuring setups are scheduled and completed within a week.