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Create onboarding task from new client record with due date

Create onboarding task from new client record with due date

New client signup records often arrive without an onboarding task, leaving program coordinators without a checklist. Create assigned onboarding tasks so coordinators can begin setup the same day.

Create onboarding task from new client record with due date

Overview

New client signups frequently arrive without an actionable onboarding checklist, forcing coordinators to scramble and delaying readiness. This flow creates and assigns prioritized onboarding tasks with start-date due dates so coordinators can begin setup the same day.

Create onboarding task from new client record with due date