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Create ongoing case item from new form row

Create ongoing case item from new form row

Your onboarding form spreadsheet rows arrive untracked and cause missed case intake and slow handoffs for program coordinators. Created board items organize intake and enable same-day assignment.

Create ongoing case item from new form row

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Overview

When onboarding rows live only in a spreadsheet, coordinators waste time and cases slip through the cracks. This workflow converts qualifying rows into structured board items and routes them to program coordinators so cases are visible and assigned same day.

Create ongoing case item from new form row