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Create project tasks from client board button click

Create project tasks from client board button click

Your client board button clicks create untracked service requests that leave project owners without designer or project context. It creates project tasks and records so owners can triage same day.

Create project tasks from client board button click

Overview

Intake via a board button often creates orphaned requests and slows triage; this workflow turns each click into a tracked project task with owner context and mapping. Project managers get triage-ready tasks within minutes, enabling same-day assignment and faster service handling.

Create project tasks from client board button click