Create planned projects and design tasks in tracker

Your planned roadmap items often lack linked execution tickets and clear owners, slowing handoff to delivery. The workflow creates projects and initial design tasks so teams can begin work same day.

Overview

Roadmap items flagged Planned often arrive without execution tickets, which stalls handoff and wastes designer time. This workflow creates a project and starter design task automatically and writes the tracker reference back to the planning item so teams can start work the same day.