Create onboarding task for new booked projects immediately
Create onboarding task for new booked projects immediately
Your booked projects arrive without an owner or checklist, causing onboarding gaps and missed scheduling. The workflow creates assigned onboarding tasks so work begins same day.
Overview
When projects are booked, they often land without an owner or checklist and stall onboarding. This flow turns each booking into an assigned task so project managers see actionable work and onboarding starts same day.