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Create project setup tasks from award form entries

Create project setup tasks from award form entries

Your project award form entries leave setup tasks and pre-lien steps unassigned, delaying billing and compliance. The workflow creates and assigns project tasks and notifies owners so work starts same day.

Create project setup tasks from award form entries

Overview

When a job is awarded, fragmented setup work and missing filings create billing and compliance risk; this flow standardizes project onboarding by creating master and compliance tasks automatically. Owners get notified and work can begin the same day, reducing admin lag before billing.

Create project setup tasks from award form entries