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Create onboarding task cards for new school signups

Create onboarding task cards for new school signups

Your enrollee tag updates don't create actionable fulfillment tasks for mailing or kit prep. Create assigned onboarding cards so coordinators can send welcome packs and prepare starter kits same day.

Create onboarding task cards for new school signups

Overview

Tagged enrollee signups should create action, not extra work. This workflow converts each tag into assigned onboarding cards so coordinators have clear mailing and kit tasks, enabling same-day fulfillment and fewer missed shipments.

Create onboarding task cards for new school signups