Create project board item from paid client projects
Create project board item from paid client projects
Your paid project records don't reach the production board, leaving event details untracked and crews underprepared. Add project context to the board so coordinators can schedule and prep same day.
Workflow preview:
Zap details:
Overview
When paid projects fail to reach production, crews scramble and materials aren't ready. This flow moves paid projects into your project board with delivery type and notes so coordinators can assign crews and prep same day.