Create project card from new estimate for follow-up
Create project card from new estimate for follow-up
Your estimates sit in accounting and never create delivery tasks, so project details and client context don't reach project owners. Create a project card automatically so teams can start work same day.
Overview
When estimates don't surface in project boards, delivery teams lack client context and work is delayed. This flow converts each estimate into a ready project card so project managers receive scope and kickoff details and can start work the same day.