Create onboarding tasks with milestone due dates for clients
Create onboarding tasks with milestone due dates for clients
Your client signups arrive without onboarding tasks or schedules, causing missed sessions and late starts. It creates scheduled cards with milestone due dates so coordinators begin onboarding same day.
Overview
New client signups often arrive without tasks or timelines, leaving coordinators to build onboarding schedules manually. This creates pre-populated task cards with milestone due dates so your program coordinators can begin onboarding the same day.