Create operations onboarding task from completed offer task
Create operations onboarding task from completed offer task
Completed offer tasks often lack operations context and contracts, leaving coordinators without start dates. Populate a ready task so coordinators can act the same day.
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Overview
Offers often finish on the project board while operations scramble to collect contracts, start dates, and candidate context. This workflow creates a populated operations task automatically so coordinators have files and timelines at hand, enabling same-day onboarding and fewer manual handoffs.