Create onboarding task from participant form and link back

Your onboarding form submissions arrive untracked, leaving reviewers without a single actionable task. It creates a tracking task and records the task link on the original submission for same-day review.

Create onboarding task from participant form and link back

Overview

Turn unassigned onboarding submissions into actionable work items and embed an auditable back-reference in the original form so coordinators can act faster. This creates clear ownership and gives IT an instant trace of the created task within minutes.

Create onboarding task from participant form and link back