Create onboarding task subitems when pipeline assignment changes

Your onboarding pipeline items miss standard tasks, leaving new agents without setup steps and delaying launch work. Get consistent subtasks so coordinators finish onboarding same day.

Overview

Manual onboarding queues waste coordinator time and let new agents start without essentials; this flow builds standardized sub-tasks and assigns owners as soon as a pipeline item moves into assignment. Program coordinators and executive assistants get a complete checklist to act on the same day, reducing handoffs and missed steps.